Institutional Fund
Jsf Financial, LLC
Los Angeles, CACIK 18022245 filings on record
Portfolio Value
$510.08M
Q1 2026
Holdings
126
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+5.7%
from $482.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.3%
- American Centy ETF Tr11.2%
- Capital Group Growth ETF8.4%
- First Tr Exchange-Traded Fd6.9%
- Ishares Tr5.1%
- Apple Inc4.1%
- Other48.0%
Portfolio Holdings
126 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 127.3K | $83.12M | 16.3% | +2.8K | Added |
| 2 | American Centy ETF Tr | 671.7K | $56.99M | 11.2% | +300.2K | Added |
| 3 | Capital Group Growth ETF | 1.06M | $42.75M | 8.4% | +190.1K | Added |
| 4 | First Tr Exchange-Traded Fd | 891.6K | $35.16M | 6.9% | +316.8K | Added |
| 5 | Ishares Tr | 279.8K | $25.93M | 5.1% | +5.5K | Added |
| 6 | Apple Inc | 82.9K | $21.04M | 4.1% | −1.5K | Reduced |
| 7 | Ishares Tr | 78.9K | $19.62M | 3.8% | +9.2K | Added |
| 8 | Ishares Gold Tr | 215.2K | $18.97M | 3.7% | −14.7K | Reduced |
| 9 | Ishares Tr | 143.0K | $14.79M | 2.9% | −74.0K | Reduced |
| 10 | Invesco Qqq Tr | 23.8K | $13.71M | 2.7% | −623 | Reduced |
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