Institutional Fund
Jfs Wealth Advisors, LLC
Hermitage, PACIK 15680685 filings on record
Portfolio Value
$1.79B
Q1 2026
Holdings
1,888
Reported positions
New Buys
49
Opened this quarter
QoQ Change
+0.7%
from $1.78B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust8.8%
- Dimensional ETF Trust7.1%
- Dimensional ETF Trust5.4%
- Ishares Tr4.0%
- Ishares Tr3.9%
- Ishares Tr3.2%
- Other67.6%
Portfolio Holdings
1,888 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.05M | $157.24M | 8.8% | +320.3K | Added |
| 2 | Dimensional ETF Trust | 3.74M | $126.96M | 7.1% | −52.7K | Reduced |
| 3 | Dimensional ETF Trust | 1.36M | $96.26M | 5.4% | −34.8K | Reduced |
| 4 | Ishares Tr | 199.4K | $71.09M | 4.0% | −3.1K | Reduced |
| 5 | Ishares Tr | 700.6K | $69.55M | 3.9% | +37.4K | Added |
| 6 | Ishares Tr | 88.6K | $57.85M | 3.2% | +6.4K | Added |
| 7 | Berkshire Hathaway Inc Del | 104.4K | $50.05M | 2.8% | −1.8K | Reduced |
| 8 | Ishares Tr | 713.4K | $48.17M | 2.7% | +2.8K | Added |
| 9 | Ishares Tr | 386.0K | $40.97M | 2.3% | +4.1K | Added |
| 10 | Vanguard Mun Bd Fds | 811.2K | $40.47M | 2.3% | +22.0K | Added |
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