account_balance
Investment manager · 13F filer · SEC CIK 1802224
JSF Financial, LLC
Reported value$644Mas of Sep 30, 2026
Positions145 20 new, 16 sold out
Top 10 weight64.4%IVV alone is 15%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
15.1%Trimmed −2%
CGGRCapital Group Growth ETF
11.0%Added +3%
AVDEAmerican Centy ETF Tr
10.2%
SDVYFirst Tr Exchange Traded Fd
5.6%
IWYiShares Tr
4.5%Added +8%
AAPLApple Inc.
4.4%
IWXiShares Tr
4.1%
AVEMAmerican Centy ETF Tr
4.0%
IAUiShares Gold Trust
3.1%+3%
QQQInvesco QQQ Tr
2.7%
NVDANVIDIA Corp
2.5%
IDEQLazard Active ETF Tr
2.3%
IVViShares Tr
15.1%Trimmed −2%
CGGRCapital Group Growth ETF
11.0%Added +3%
AVDEAmerican Centy ETF Tr
10.2%
SDVYFirst Tr Exchange Traded Fd
5.6%
IWYiShares Tr
4.5%
AAPLApple Inc.
4.4%
IWXiShares Tr
4.1%
AVEMAmerican Centy ETF Tr
4.0%
QQQ
NVDAIDEQ
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
IVV iShares Tr 15.1% Trimmed −2%
CGGR Capital Group Growth ETF 11.0% Added +3%
AVDE American Centy ETF Tr 10.2% Held
SDVY First Tr Exchange Traded Fd 5.6% Held
IWY iShares Tr 4.5% Added +8%
AAPL Apple Inc. 4.4% HeldIWX iShares Tr 4.1% Held
AVEM American Centy ETF Tr 4.0% Held
IAU iShares Gold Trust 3.1% Added +3%QQQ Invesco QQQ Tr 2.7% Held
NVDA NVIDIA Corp 2.5% Added +36%IDEQ Lazard Active ETF Tr 2.3% Added +3%
What changed
Biggest moves since Jun 30, 2026
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