account_balance
Investment manager · 13F filer · SEC CIK 1568068
JFS Wealth Advisors, LLC
Reported value$1.98Bas of Sep 30, 2026
Positions2,184 88 new, 157 sold out
Top 10 weight43.5%DFAC alone is 10%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
10.3%
DFAXDimensional ETF Trust
6.9%
DFUSDimensional ETF Trust
5.5%
IWBiShares Tr
4.0%Trimmed −3%
AGGiShares Tr
3.6%
IVViShares Tr
3.5%
IJHiShares Tr
2.6%
BRK-BBerkshire Hathaway Inc
2.6%
DFAIDimensional ETF Trust
2.2%
IJRiShares Tr
2.1%
MUBiShares Tr
2.1%Added +6%
IWFiShares Tr
2.0%
DFACDimensional ETF Trust
10.3%
DFAXDimensional ETF Trust
6.9%
DFUS5.5%
IWB4.0%
AGG3.6%
IVV3.5%
IJH2.6%
BRK-B2.6%DFAI2.2%
IJR2.1%
MUB2.1%
IWF2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 10.3% Held
DFAX Dimensional ETF Trust 6.9% Held
DFUS Dimensional ETF Trust 5.5% Held
IWB iShares Tr 4.0% Trimmed −3%
AGG iShares Tr 3.6% Held
IVV iShares Tr 3.5% Held
IJH iShares Tr 2.6% Held
BRK-B Berkshire Hathaway Inc 2.6% HeldDFAI Dimensional ETF Trust 2.2% Held
IJR iShares Tr 2.1% Held
MUB iShares Tr 2.1% Added +6%
IWF iShares Tr 2.0% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- FNDX $1.44M
- HON $982K
- MBBA $215K
- PREF $124K
arrow_upwardAdded
- IUSB +24%
- JPST +14%
- MUB +6%
- DFIC +5%
arrow_downwardTrimmed
- SUB −7%
- XLRE −7%
- BND −4%
- IJJ −4%
remove_circleSold out
- EMB $124K
- VCRB $79.1K
- ITM $67.3K
- SLYG $55.8K