Jsf Financial, LLC Top Holdings and 13F Report (2026) About Jsf Financial, LLCInvestment ActivityJsf Financial, LLC has $655.42 million in total holdings as of September 30, 2026.Jsf Financial, LLC owns shares of 145 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.65% of the portfolio was purchased this quarter.About 5.70% of the portfolio was sold this quarter.This quarter, Jsf Financial, LLC has purchased 141 new stocks and bought additional shares in 83 stocks.Jsf Financial, LLC sold shares of 34 stocks and completely divested from 17 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $97,098,916Capital Group Growth ETF $70,515,783Avantis International Equity ETF $65,544,818First Trust SMID Cap Rising Dividend Achievers ETF $36,313,967iShares Russell Top 200 Growth ETF $28,824,344 Largest New Holdings this Quarter 81369Y886 - Utilities Select Sector SPDR Fund $2,714,424 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $2,223,987 Holding49338L103 - Keysight Technologies $1,636,360 Holding031100100 - AMETEK $1,575,116 Holding81369Y308 - Consumer Staples Select Sector SPDR Fund $1,535,834 Holding Largest Purchases this Quarter Technology Select Sector SPDR Fund 28,561 shares (about $5.59M)NVIDIA 18,504 shares (about $4.23M)Utilities Select Sector SPDR Fund 68,824 shares (about $2.71M)Capital Group Growth ETF 47,555 shares (about $2.26M)EXXONMOBIL HOLDINGS CORP 13,665 shares (about $2.22M) Largest Sales this Quarter DoubleVerify 286,831 shares (about $3.87M)iShares Core S&P 500 ETF 2,744 shares (about $2.10M)Dell Technologies 2,984 shares (about $1.61M)Broadcom 3,868 shares (about $1.36M)Altria Group 18,129 shares (about $1.22M) 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$97,098,916$2,101,489 ▼-2.1%126,78614.8%ETFCGGRCapital Group Growth ETF$70,515,783$2,255,533 ▲3.3%1,486,73410.8%ETFAVDEAvantis International Equity ETF$65,544,818$1,133,673 ▲1.8%727,38710.0%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$36,313,967$353,289 ▲1.0%894,8745.5%ETFIWYiShares Russell Top 200 Growth ETF$28,824,344$2,163,765 ▲8.1%97,7394.4%ETFAAPLApple$28,017,723$544,489 ▲2.0%84,1324.3%TechnologyIWXiShares Russell Top 200 Value ETF$26,133,797$95,620 ▼-0.4%238,5994.0%ETFAVEMAvantis Emerging Markets Equity ETF$25,506,521$161,903 ▲0.6%271,2883.9%ETFIAUiShares Gold Trust$19,687,760$583,876 ▲3.1%252,0843.0%ETFQQQInvesco QQQ$17,396,326$114,664 ▲0.7%23,5162.7%ETFNVDANVIDIA$16,010,303$4,225,931 ▲35.9%70,1042.4%TechnologySPYSPDR S&P 500 ETF Trust$14,970,191$337,840 ▼-2.2%19,6302.3%ETFLAZARD ACTIVE ETF TR$14,829,673$500,191 ▲3.5%423,4632.3%INTL DYNAMIC EQTXLGInvesco S&P 500 Top 50 ETF$12,247,483$359,333 ▲3.0%192,5401.9%ETFBNY MELLON ETF TRUST II$10,658,819$1,747,415 ▲19.6%316,2851.6%DYNAMIC VALUEXLKTechnology Select Sector SPDR Fund$8,783,522$5,590,831 ▲175.1%44,8711.3%ETFMSFTMicrosoft$8,105,265$169,768 ▲2.1%15,8031.2%TechnologyGOOGLAlphabet$7,739,700$193,716 ▲2.6%22,4941.2%Communication ServicesAMZNAmazon.com$5,736,865$3,239 ▲0.1%23,0260.9%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$5,576,797$110,103 ▼-1.9%44,5220.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,537,511$111,575 ▲2.5%27,2880.7%ETFJEPIJPMorgan Equity Premium Income ETF$4,473,132$173,832 ▲4.0%79,5650.7%ETFBRK.BBerkshire Hathaway$4,312,247$93,117 ▲2.2%8,6600.7%FinanceSPLGSPDR Portfolio S&P 500 ETF$3,579,632$25,043 ▼-0.7%39,8800.5%ETFJPMJPMorgan Chase & Co.$3,473,482$96,936 ▲2.9%10,4990.5%FinanceLLYEli Lilly and Company$3,411,178$820,395 ▲31.7%2,9480.5%HealthcareIEFAiShares Core MSCI EAFE ETF$3,352,156$18,214 ▲0.5%34,6010.5%ETFIWRiShares Russell Mid-Cap ETF$3,165,369$19,742 ▼-0.6%29,6630.5%ETFGOOGAlphabet$2,926,548$11,244 ▲0.4%8,5890.4%Communication ServicesMUMicron Technology$2,878,123$121,431 ▼-4.0%2,7020.4%TechnologyXLUUtilities Select Sector SPDR Fund$2,714,424$2,714,424 ▲New Holding68,8240.4%ETFEXXONMOBIL HOLDINGS CORP$2,223,987$2,223,987 ▲New Holding13,6650.3%COM SHSIEMGiShares Core MSCI Emerging Markets ETF$2,206,038$103,399 ▲4.9%27,1810.3%ETFIJRiShares Core S&P Small-Cap ETF$2,096,430$55,370 ▼-2.6%15,4100.3%ETFMRKMerck & Co., Inc.$2,092,210$63,647 ▲3.1%14,3980.3%HealthcareWALMART INC$2,085,325$231,633 ▲12.5%20,0670.3%COMIJHiShares Core S&P Mid-Cap ETF$1,985,972$4,965 ▼-0.2%27,6020.3%ETFFTECFidelity MSCI Information Technology Index ETF$1,966,881$109,821 ▲5.9%6,5550.3%ETFCOSTCostco Wholesale$1,866,393$102,879 ▲5.8%2,0500.3%Consumer StaplesTRVTravelers Companies$1,854,779$85,556 ▲4.8%5,2030.3%FinanceDISWalt Disney$1,732,671$9,336 ▼-0.5%16,5170.3%Communication ServicesKOCoca-Cola$1,707,831$1,429,878 ▲514.4%19,8400.3%Consumer StaplesKEYSKeysight Technologies$1,636,360$1,636,360 ▲New Holding4,4950.2%TechnologyVVisa$1,614,713$5,030 ▲0.3%4,4940.2%FinanceDELLDell Technologies$1,607,364$1,605,212 ▼-50.0%2,9880.2%TechnologyFLEXFlex$1,591,665$230,099 ▼-12.6%14,4710.2%TechnologyXLCCommunication Services Select Sector SPDR Fund$1,578,655$66,915 ▲4.4%14,2260.2%ETFAMEAMETEK$1,575,116$1,575,116 ▲New Holding6,3580.2%TechnologyXLPConsumer Staples Select Sector SPDR Fund$1,535,834$1,535,834 ▲New Holding19,0550.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,525,989$333,071 ▲27.9%24,9100.2%ETFEXPDExpeditors International of Washington$1,509,986$1,509,986 ▲New Holding8,1780.2%IndustrialsIWMiShares Russell 2000 ETF$1,499,575$32,237 ▼-2.1%5,3960.2%ETFPRINCIPAL FINANCIAL GROUP IN$1,480,935$71,320 ▲5.1%13,2270.2%COMXLBMaterials Select Sector SPDR Fund$1,479,263$1,479,263 ▲New Holding30,3750.2%ETFCAHCardinal Health$1,424,890$1,424,890 ▲New Holding6,4040.2%HealthcareRNRRenaissanceRe$1,417,458$83,062 ▲6.2%4,4540.2%FinanceIWDiShares Russell 1000 Value ETF$1,398,274$7,933 ▲0.6%5,6400.2%ETFBWABorgWarner$1,398,159$1,398,159 ▲New Holding23,2600.2%Consumer DiscretionaryUNMUnum Group$1,385,866$184,846 ▲15.4%15,7970.2%FinancePANWPalo Alto Networks$1,380,255$3,973 ▼-0.3%3,4740.2%TechnologyHSICHenry Schein$1,369,131$1,369,131 ▲New Holding16,3050.2%HealthcareXLREReal Estate Select Sector SPDR Fund$1,339,584$61,651 ▲4.8%32,7450.2%ETFAB ACTIVE ETFS INC$1,335,785$114,740 ▲9.4%55,4500.2%CALIF INTER ETFDRIDarden Restaurants$1,311,974$1,311,974 ▲New Holding6,7890.2%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$1,261,047$72,517 ▲6.1%12,1380.2%ETFAVGOBroadcom$1,243,378$1,358,584 ▼-52.2%3,5400.2%TechnologyFIDELITY WISE ORIGIN BITCOIN$1,239,1660.0%17,0590.2%SHSVEAVanguard FTSE Developed Markets ETF$1,170,040$26,903 ▼-2.2%16,5700.2%ETFTSLATesla$1,086,783$53,576 ▲5.2%3,0630.2%Consumer DiscretionaryJ P MORGAN EXCHANGE TRADED F$1,082,611$28,845 ▲2.7%15,6510.2%HEDG EQU LAD ETFIVEiShares S&P 500 Value ETF$1,018,681$98,855 ▼-8.8%4,4620.2%ETFHDViShares Core High Dividend ETF$1,012,087$8,360 ▲0.8%36,1980.2%ETFGSThe Goldman Sachs Group$1,003,440$27,023 ▼-2.6%1,1140.2%FinanceVTIVanguard Total Stock Market ETF$990,493$396,272 ▲66.7%2,6470.2%ETFJNJJohnson & Johnson$978,093$99,265 ▲11.3%3,6950.1%HealthcareEEMiShares MSCI Emerging Markets ETF$975,370$5,410 ▲0.6%14,6040.1%ETFDEDeere & Company$962,745$146,359 ▲17.9%1,4340.1%IndustrialsISHARES TR$951,829$951,829 ▲New Holding9,4540.1%0-3 MTH TREASURYHDHome Depot$883,303$107,248 ▲13.8%3,1050.1%Consumer DiscretionaryYORK SPACE SYSTEMS INC$879,913$879,913 ▲New Holding101,7240.1%COMSPACE EXPLORATION TECHN CORP$879,061$879,061 ▲New Holding5,8270.1%CLASS A COM STKMETAMeta Platforms$867,114$47,851 ▼-5.2%1,1960.1%Communication ServicesPGProcter & Gamble$848,523$123,625 ▲17.1%5,8410.1%Consumer StaplesIWBiShares Russell 1000 ETF$780,451$39,959 ▼-4.9%1,8750.1%ETFSMHVanEck Semiconductor ETF$768,143$41,422 ▲5.7%1,2610.1%ETFAMGNAmgen$716,608$99,904 ▲16.2%1,7000.1%HealthcareBRZEBraze$666,606$301,200 ▼-31.1%26,5580.1%TechnologyUNHUnitedHealth Group$660,605$20,185 ▼-3.0%1,8000.1%HealthcareNFLXNetflix$656,557$139,369 ▲26.9%9,4360.1%Communication ServicesCRMSalesforce$628,983$15,380 ▼-2.4%2,7400.1%TechnologyCATCaterpillar$627,950$29,207 ▲4.9%7740.1%IndustrialsPALANTIR TECHNOLOGIES INC$616,143$46,201 ▼-7.0%3,2940.1%CL AIJSiShares S&P Small-Cap 600 Value ETF$598,913$17,679 ▼-2.9%4,6750.1%ETFLAM RESEARCH CORP$549,597$329 ▲0.1%1,6730.1%COM NEWTAT&T$537,817$67,099 ▲14.3%22,0420.1%Communication ServicesCSCOCisco Systems$536,230$142,614 ▲36.2%4,9820.1%TechnologyGEGE Aerospace$528,617$235,427 ▲80.3%1,6930.1%IndustrialsVIGVanguard Dividend Appreciation ETF$507,827$113,602 ▲28.8%2,1770.1%ETFCGXUCapital Group International Focus Equity ETF$447,027$19,339 ▲4.5%13,0370.1%ETFQQQMInvesco NASDAQ 100 ETF$442,950$27,722 ▼-5.9%1,4540.1%ETFShowing largest 100 holdings. 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