Jsf Financial, LLC Top Holdings and 13F Report (2026) About Jsf Financial, LLCInvestment ActivityJsf Financial, LLC has $632.16 million in total holdings as of June 30, 2026.Jsf Financial, LLC owns shares of 141 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 18.77% of the portfolio was purchased this quarter.About 8.08% of the portfolio was sold this quarter.This quarter, Jsf Financial, LLC has purchased 126 new stocks and bought additional shares in 63 stocks.Jsf Financial, LLC sold shares of 42 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $97,004,038Capital Group Growth ETF $67,929,245Avantis International Equity ETF $63,760,701First Trust SMID Cap Rising Dividend Achievers ETF $38,229,285iShares Russell Top 200 Growth ETF $26,272,709 Largest New Holdings this Quarter 52110K400 - LAZARD ACTIVE ETF TR $14,349,926 Holding24703L202 - Dell Technologies $2,576,590 Holding219350105 - Corning $1,929,596 Holding571903202 - Marriott International $1,419,435 Holding81369Y860 - Real Estate Select Sector SPDR Fund $1,375,430 Holding Largest Purchases this Quarter Avantis Emerging Markets Equity ETF 213,593 shares (about $20.61M)Capital Group Growth ETF 375,379 shares (about $17.72M)LAZARD ACTIVE ETF TR 409,180 shares (about $14.35M)SPDR S&P 500 ETF Trust 17,357 shares (about $12.96M)iShares Russell 1000 Growth ETF 34,201 shares (about $4.25M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 103,236 shares (about $9.97M)iShares Russell Top 200 Value ETF 40,331 shares (about $4.24M)Technology Select Sector SPDR Fund 8,006 shares (about $1.53M)Flex 3,941 shares (about $638.72K)Micron Technology 516 shares (about $595.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJsf Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$97,004,038$1,705,977 ▲1.8%129,53015.3%ETFCGGRCapital Group Growth ETF$67,929,245$17,717,888 ▲35.3%1,439,17910.7%ETFAVDEAvantis International Equity ETF$63,760,701$3,842,380 ▲6.4%714,80610.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$38,229,285$235,674 ▼-0.6%886,1686.0%ETFIWYiShares Russell Top 200 Growth ETF$26,272,709$3,354,056 ▲14.6%90,4024.2%ETFAVEMAvantis Emerging Markets Equity ETF$26,010,384$20,609,557 ▲381.6%269,5664.1%ETFIWXiShares Russell Top 200 Value ETF$25,182,851$4,241,204 ▼-14.4%239,4724.0%ETFAAPLApple$23,871,439$113,430 ▼-0.5%82,4973.8%TechnologyIAUiShares Gold Trust$18,470,350$2,223,014 ▲13.7%244,6082.9%ETFQQQInvesco QQQ$17,203,025$293,087 ▼-1.7%23,3612.7%ETFSPYSPDR S&P 500 ETF Trust$14,989,831$12,961,615 ▲639.1%20,0732.4%ETFLAZARD ACTIVE ETF TR$14,349,926$14,349,926 ▲New Holding409,1802.3%INTL DYNAMIC EQTXLGInvesco S&P 500 Top 50 ETF$11,443,339$464,491 ▲4.2%186,8911.8%ETFNVDANVIDIA$10,324,602$28,613 ▼-0.3%51,6001.6%TechnologyBNY MELLON ETF TRUST II$8,855,877$2,602,010 ▲41.6%264,4331.4%DYNAMIC VALUEGOOGLAlphabet$7,837,318$62,896 ▲0.8%21,9311.2%Communication ServicesMSFTMicrosoft$5,771,387$85,049 ▼-1.5%15,4720.9%TechnologyIWFiShares Russell 1000 Growth ETF$5,637,437$4,246,734 ▲305.4%45,4010.9%ETFAMZNAmazon.com$5,484,859$62,444 ▼-1.1%23,0130.9%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$4,372,327$3,942 ▼-0.1%26,6170.7%ETFJEPIJPMorgan Equity Premium Income ETF$4,319,199$468,220 ▲12.2%76,4730.7%ETFBRK.BBerkshire Hathaway$4,239,804$45,035 ▼-1.1%8,4730.7%FinanceSPLGSPDR Portfolio S&P 500 ETF$3,529,165$78,301 ▼-2.2%40,1590.6%ETFDVDoubleVerify$3,434,4480.0%316,8310.5%TechnologyJPMJPMorgan Chase & Co.$3,340,771$86,089 ▼-2.5%10,2060.5%FinanceIEFAiShares Core MSCI EAFE ETF$3,323,575$9,970,435 ▼-75.0%34,4130.5%ETFIWRiShares Russell Mid-Cap ETF$3,292,818$311,873 ▲10.5%29,8480.5%ETFMUMicron Technology$3,250,519$595,621 ▼-15.5%2,8160.5%TechnologyXLKTechnology Select Sector SPDR Fund$3,107,403$1,525,314 ▼-32.9%16,3100.5%ETFGOOGAlphabet$3,023,132$353 ▼0.0%8,5560.5%Communication ServicesAVGOBroadcom$2,798,506$79,331 ▲2.9%7,4080.4%TechnologyLLYEli Lilly and Company$2,685,664$1,501,765 ▲126.8%2,2390.4%HealthcareFLEXFlex$2,684,365$638,718 ▼-19.2%16,5630.4%TechnologyDELLDell Technologies$2,576,590$2,576,590 ▲New Holding5,9720.4%TechnologyKLACKLA$2,560,371$2,315,075 ▲943.8%8,4860.4%TechnologyIJRiShares Core S&P Small-Cap ETF$2,345,774$176,485 ▲8.1%15,8170.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,146,164$567,793 ▼-20.9%25,9070.3%ETFIJHiShares Core S&P Mid-Cap ETF$2,133,678$98,699 ▼-4.4%27,6710.3%ETFWALMART INC$2,020,313$48,022 ▲2.4%17,8380.3%COMGLWCorning$1,929,596$1,929,596 ▲New Holding7,5540.3%TechnologyJBLJabil$1,873,060$25,827 ▲1.4%4,8590.3%TechnologyCOSTCostco Wholesale$1,812,153$55,197 ▼-3.0%1,9370.3%Consumer StaplesMRKMerck & Co., Inc.$1,793,897$1,495,385 ▲500.9%13,9600.3%HealthcareFTECFidelity MSCI Information Technology Index ETF$1,767,493$571 ▲0.0%6,1890.3%ETFWWDWoodward$1,731,168$46,800 ▲2.8%4,0690.3%IndustrialsCASYCasey's General Stores$1,709,710$27,025 ▲1.6%2,1510.3%Consumer StaplesXOMExxonMobil$1,703,248$37,871 ▲2.3%12,4580.3%EnergyIWMiShares Russell 2000 ETF$1,656,154$435,371 ▲35.7%5,5120.3%ETFMOAltria Group$1,654,558$1,393,452 ▲533.7%22,9960.3%Consumer StaplesTRVTravelers Companies$1,638,411$48,198 ▲3.0%4,9630.3%FinanceDISWalt Disney$1,598,331$41,869 ▼-2.6%16,6060.3%Communication ServicesVVisa$1,536,926$1,029 ▲0.1%4,4800.2%FinanceFNFabrinet$1,509,747$30,914 ▲2.1%2,6860.2%TechnologyCNPCenterPoint Energy$1,505,600$45,934 ▲3.1%34,1870.2%UtilitiesNINiSource$1,482,179$46,599 ▲3.2%31,1710.2%UtilitiesXLCCommunication Services Select Sector SPDR Fund$1,459,381$429,898 ▲41.8%13,6230.2%ETFMARMarriott International$1,419,435$1,419,435 ▲New Holding3,8300.2%Consumer DiscretionaryXLREReal Estate Select Sector SPDR Fund$1,375,430$1,375,430 ▲New Holding31,2380.2%ETFCTVACorteva$1,374,955$1,374,955 ▲New Holding16,2350.2%MaterialsIWDiShares Russell 1000 Value ETF$1,359,553$735,778 ▲118.0%5,6080.2%ETFPRINCIPAL FINANCIAL GROUP IN$1,356,960$1,356,960 ▲New Holding12,5900.2%COMEXELExelixis$1,354,156$1,354,156 ▲New Holding24,8880.2%HealthcareRNRRenaissanceRe$1,328,778$1,328,778 ▲New Holding4,1930.2%FinanceROSTRoss Stores$1,302,429$1,302,429 ▲New Holding6,1190.2%Consumer DiscretionaryCIENCiena$1,287,720$1,287,720 ▲New Holding2,6250.2%TechnologyMLIMueller Industries$1,280,877$95,267 ▲8.0%10,4200.2%IndustrialsAB ACTIVE ETFS INC$1,275,280$46,043 ▼-3.5%50,6870.2%CALIF INTER ETFGILDGilead Sciences$1,273,897$54,579 ▲4.5%10,0830.2%HealthcareTSLATesla$1,224,787$95,476 ▲8.5%2,9120.2%Consumer DiscretionaryUNMUnum Group$1,223,886$1,223,886 ▲New Holding13,6900.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,207,756$820,157 ▲211.6%16,9510.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,196,809$364,027 ▲43.7%19,4730.2%ETFEFAiShares MSCI EAFE ETF$1,188,417$1,662 ▼-0.1%11,4400.2%ETFPANWPalo Alto Networks$1,188,114$38,876 ▼-3.2%3,4840.2%TechnologyGSThe Goldman Sachs Group$1,157,057$2,023 ▲0.2%1,1440.2%FinanceIVEiShares S&P 500 Value ETF$1,111,429$63,802 ▼-5.4%4,8950.2%ETFJ P MORGAN EXCHANGE TRADED F$1,029,506$1,622 ▲0.2%15,2340.2%HEDG EQU LAD ETFEEMiShares MSCI Emerging Markets ETF$993,487$405,043 ▼-29.0%14,5230.2%ETFHDViShares Core High Dividend ETF$984,002$788,484 ▲403.3%35,8990.2%ETFHDHome Depot$962,166$94,171 ▼-8.9%2,7280.2%Consumer DiscretionaryFIDELITY WISE ORIGIN BITCOIN$870,862$289,964 ▲49.9%17,0590.1%SHSJNJJohnson & Johnson$843,303$15,240 ▼-1.8%3,3200.1%HealthcareBRZEBraze$836,3230.0%38,5580.1%TechnologyIWBiShares Russell 1000 ETF$807,112$807,112 ▲New Holding1,9710.1%ETFCATCaterpillar$785,418$14,900 ▼-1.9%7380.1%IndustrialsSMHVanEck Semiconductor ETF$782,686$80,040 ▲11.4%1,1930.1%ETFDEDeere & Company$771,630$8,884 ▼-1.1%1,2160.1%IndustrialsUNHUnitedHealth Group$770,955$6,650 ▼-0.9%1,8550.1%HealthcarePGProcter & Gamble$731,783$28,743 ▼-3.8%4,9900.1%Consumer StaplesLAM RESEARCH CORP$724,528$433 ▲0.1%1,6720.1%COM NEWMETAMeta Platforms$711,128$4,508 ▲0.6%1,2620.1%Communication ServicesIJSiShares S&P Small-Cap 600 Value ETF$657,843$23,646 ▲3.7%4,8130.1%ETFVTIVanguard Total Stock Market ETF$587,741$217,627 ▲58.8%1,5880.1%ETFNFLXNetflix$530,716$69,258 ▲15.0%7,4330.1%Communication ServicesAMGNAmgen$529,770$1,448 ▲0.3%1,4630.1%HealthcareQQQMInvesco NASDAQ 100 ETF$468,050$468,050 ▲New Holding1,5450.1%ETFRTXRTX$452,801$5,501 ▼-1.2%2,3870.1%IndustrialsCRMSalesforce$439,669$182,164 ▲70.7%2,8070.1%TechnologyCGXUCapital Group International Focus Equity ETF$431,825$237,083 ▼-35.4%12,4730.1%ETFCSCOCisco Systems$429,581$20,557 ▼-4.6%3,6570.1%TechnologyShowing largest 100 holdings. 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