Universe · entity

JSF Financial, LLC

Institutional manager (13F) · CIK 1802224
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $462M
#IssuerValueShares
1ISHARES TR$83M127,252
2AMERICAN CENTY ETF TR$57M671,730
3CAPITAL GROUP GROWTH ETF$43M1,063,800
4FIRST TR EXCHANGE TRADED FD$35M891,631
5ISHARES TR$26M279,803
6APPLE INC$21M82,889
7ISHARES TR$20M78,861
8ISHARES GOLD TR$19M215,168
9ISHARES TR$15M142,972
10INVESCO QQQ TR$14M23,759
11ISHARES TR$12M137,649
12INVESCO EXCHANGE TRADED FD T$10M179,305
13NVIDIA CORPORATION$9M51,743
14ALPHABET INC$6M21,755
15MICROSOFT CORP$6M15,700
16BNY MELLON ETF TRUST II$6M186,738
17AMAZON COM INC$5M23,275
18ISHARES TR$5M11,200
19AMERICAN CENTY ETF TR$5M55,973
20BERKSHIRE HATHAWAY INC DEL$4M8,563
21J P MORGAN EXCHANGE TRADED F$4M68,183
22ISHARES TR$4M26,641
23SELECT SECTOR SPDR TR$3M24,316
24SPDR SERIES TRUST$3M41,050
25JPMORGAN CHASE & CO$3M10,469
26DOUBLEVERIFY HLDGS INC$3M316,831
27SELECT SECTOR SPDR TR$3M32,409
28ISHARES TR$3M27,021
29ALPHABET INC$2M8,557
30ISHARES INC$2M32,761
31BROADCOM INC$2M7,198
32WALMART INC$2M17,414
33EXXON MOBIL CORP$2M12,181
34COSTCO WHOLESALE CORPORATION$2M1,996
35ISHARES TR$2M28,951
36ISHARES TR$2M14,627
37STATE STR SPDR S&P 500 ETF T$2M2,716
38DISNEY WALT CO$2M17,041
39CASEYS GEN STORES INC$2M2,117
40CENTERPOINT ENERGY INC$1M33,144
41WOODWARD INC$1M3,959
42NISOURCE INC$1M30,191
43TRAVELERS COMPANIES INC$1M4,817
44CARDINAL HEALTH INC$1M6,612
45MCKESSON CORP$1M1,592
46FABRINET$1M2,631
47CBOE GLOBAL MKTS INC$1M4,881
48VISA INC$1M4,477
49GILEAD SCIENCES INC$1M9,651
50FLEXTRONICS INTL LTD$1M20,504
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.