Jsf Financial, LLC Top Holdings and 13F Report (2026) About Jsf Financial, LLCInvestment ActivityJsf Financial, LLC has $510.08 million in total holdings as of March 31, 2026.Jsf Financial, LLC owns shares of 126 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 15.45% of the portfolio was purchased this quarter.About 7.37% of the portfolio was sold this quarter.This quarter, Jsf Financial, LLC has purchased 132 new stocks and bought additional shares in 61 stocks.Jsf Financial, LLC sold shares of 53 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $83,122,474Avantis International Equity ETF $56,989,607Capital Group Growth ETF $42,754,131First Trust SMID Cap Rising Dividend Achievers ETF $35,157,021iShares Russell Top 200 Value ETF $25,929,373 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $4,510,301 Holding466313103 - Jabil $1,272,899 Holding681936100 - Omega Healthcare Investors $1,234,146 Holding81369Y852 - Communication Services Select Sector SPDR Fund $1,065,387 Holding91324P102 - UnitedHealth Group $506,363 Holding Largest Purchases this Quarter Avantis International Equity ETF 300,180 shares (about $25.47M)First Trust SMID Cap Rising Dividend Achievers ETF 316,764 shares (about $12.49M)iShares Core MSCI EAFE ETF 89,594 shares (about $8.11M)Capital Group Growth ETF 190,083 shares (about $7.64M)Avantis Emerging Markets Equity ETF 55,973 shares (about $4.51M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 138,155 shares (about $9.33M)iShares 0-5 Year TIPS Bond ETF 73,998 shares (about $7.65M)iShares Core MSCI Emerging Markets ETF 49,485 shares (about $3.45M)iShares Gold Trust 14,733 shares (about $1.30M)Fidelity MSCI Information Technology Index ETF 5,211 shares (about $1.08M) 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$83,122,474$1,814,622 ▲2.2%127,25216.3%ETFAVDEAvantis International Equity ETF$56,989,607$25,467,286 ▲80.8%671,73011.2%ETFCGGRCapital Group Growth ETF$42,754,131$7,639,437 ▲21.8%1,063,8008.4%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$35,157,021$12,490,008 ▲55.1%891,6316.9%ETFIWXiShares Russell Top 200 Value ETF$25,929,373$505,886 ▲2.0%279,8035.1%ETFAAPLApple$21,036,397$371,295 ▼-1.7%82,8894.1%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$19,623,839$2,281,622 ▲13.2%78,8613.8%ETFIAUiShares Gold Trust$18,969,211$1,298,861 ▼-6.4%215,1683.7%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$14,787,570$7,653,601 ▼-34.1%142,9722.9%ETFQQQInvesco QQQ$13,713,207$359,583 ▼-2.6%23,7592.7%FinanceIEFAiShares Core MSCI EAFE ETF$12,461,329$8,110,922 ▲186.4%137,6492.4%ETFXLGInvesco S&P 500 Top 50 ETF$9,781,094$729,443 ▲8.1%179,3051.9%ETFNVDANVIDIA$9,024,033$208,584 ▲2.4%51,7431.8%Computer and TechnologyGOOGLAlphabet$6,255,968$642,707 ▼-9.3%21,7551.2%Computer and TechnologyMSFTMicrosoft$5,811,822$297,254 ▼-4.9%15,7001.1%Computer and TechnologyBNY MELLON ETF TRUST II$5,538,653$3,724,943 ▲205.4%186,7381.1%DYNAMIC VALUEAMZNAmazon.com$4,847,432$79,558 ▼-1.6%23,2751.0%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$4,775,736$231,964 ▼-4.6%11,2000.9%ETFAVEMAvantis Emerging Markets Equity ETF$4,510,301$4,510,301 ▲New Holding55,9730.9%ETFBRK.BBerkshire Hathaway$4,103,390$43,128 ▲1.1%8,5630.8%FinanceJEPIJPMorgan Equity Premium Income ETF$3,864,635$1,355,964 ▲54.1%68,1830.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,794,478$133,599 ▼-3.4%26,6410.7%ETFXLKTechnology Select Sector SPDR Fund$3,231,598$1,016,951 ▲45.9%24,3160.6%ETFSPLGSPDR Portfolio S&P 500 ETF$3,141,940$57,787 ▲1.9%41,0500.6%ETFJPMJPMorgan Chase & Co.$3,079,520$113,250 ▲3.8%10,4690.6%FinanceDVDoubleVerify$3,009,8950.0%316,8310.6%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$2,656,858$226,508 ▲9.3%32,4090.5%ETFIWRiShares Russell Mid-Cap ETF$2,627,269$106,176 ▼-3.9%27,0210.5%ETFGOOGAlphabet$2,454,699$54,504 ▼-2.2%8,5570.5%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,285,077$3,451,575 ▼-60.2%32,7610.4%ETFAVGOBroadcom$2,227,838$146,397 ▲7.0%7,1980.4%Computer and TechnologyWALMART INC$2,164,163$100,789 ▼-4.4%17,4140.4%COMXOMExxonMobil$2,066,651$32,066 ▲1.6%12,1810.4%EnergyCOSTCostco Wholesale$1,989,203$46,840 ▼-2.3%1,9960.4%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$1,955,038$9,329,497 ▼-82.7%28,9510.4%ETFIJRiShares Core S&P Small-Cap ETF$1,818,235$373,045 ▼-17.0%14,6270.4%ETFSPYSPDR S&P 500 ETF Trust$1,766,489$24,715 ▼-1.4%2,7160.3%FinanceDISWalt Disney$1,642,388$46,165 ▼-2.7%17,0410.3%Consumer DiscretionaryCASYCasey's General Stores$1,540,966$314,453 ▼-16.9%2,1170.3%Retail/WholesaleCNPCenterPoint Energy$1,430,498$436,780 ▲44.0%33,1440.3%UtilitiesWWDWoodward$1,417,015$228,712 ▲19.2%3,9590.3%AerospaceNINiSource$1,408,694$9,285 ▲0.7%30,1910.3%UtilitiesTRVTravelers Companies$1,404,987$254,630 ▲22.1%4,8170.3%FinanceCAHCardinal Health$1,397,083$599,655 ▼-30.0%6,6120.3%MedicalMCKMcKesson$1,377,458$223,231 ▼-13.9%1,5920.3%MedicalFNFabrinet$1,372,119$276,406 ▲25.2%2,6310.3%Computer and TechnologyCBOECboe Global Markets$1,371,826$58,459 ▼-4.1%4,8810.3%Financial ServicesVVisa$1,353,228$15,113 ▲1.1%4,4770.3%Business ServicesGILDGilead Sciences$1,345,123$71,500 ▼-5.0%9,6510.3%MedicalFLEXFlex$1,342,192$7,528 ▲0.6%20,5040.3%Computer and TechnologyAB ACTIVE ETFS INC$1,311,259$195,002 ▼-12.9%52,5170.3%CALIFORNIA INTERMLMMartin Marietta Materials$1,302,469$27,662 ▼-2.1%2,2130.3%ConstructionFTECFidelity MSCI Information Technology Index ETF$1,287,160$1,084,110 ▼-45.7%6,1870.3%ETFHCAHCA Healthcare$1,275,968$32,183 ▲2.6%2,6960.3%MedicalJBLJabil$1,272,899$1,272,899 ▲New Holding4,7920.2%Computer and TechnologyORLYO'Reilly Automotive$1,237,139$146,773 ▲13.5%13,4020.2%Retail/WholesaleOHIOmega Healthcare Investors$1,234,146$1,234,146 ▲New Holding28,1640.2%FinanceWRBW.R. Berkley$1,227,804$87,090 ▲7.6%18,5250.2%FinanceKLACKLA$1,197,202$30,924 ▼-2.5%8130.2%Computer and TechnologyAPHAmphenol$1,175,515$243,341 ▲26.1%9,3040.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$1,160,996$855,073 ▼-42.4%20,4440.2%FinanceMUMicron Technology$1,125,592$67,563 ▲6.4%3,3320.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,112,724$76,150 ▲7.3%11,4560.2%FinanceRJFRaymond James Financial$1,103,513$66,463 ▲6.4%7,6210.2%FinanceCACICACI International$1,096,986$831,577 ▲313.3%2,0170.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$1,092,902$142,314 ▼-11.5%5,1760.2%ETFMLIMueller Industries$1,068,702$100,942 ▲10.4%9,6450.2%IndustrialsXLCCommunication Services Select Sector SPDR Fund$1,065,387$1,065,387 ▲New Holding9,6100.2%ETFIWMiShares Russell 2000 ETF$1,007,602$11,904 ▼-1.2%4,0630.2%FinanceTSLATesla$998,149$89,592 ▲9.9%2,6850.2%Auto/Tires/TrucksHDHome Depot$985,166$99,010 ▲11.2%2,9950.2%Retail/WholesaleJ P MORGAN EXCHANGE TRADED F$972,051$320 ▼0.0%15,2100.2%HEDGED EQUITY LAHDViShares Core High Dividend ETF$968,073$5,972 ▲0.6%7,1330.2%ETFGSThe Goldman Sachs Group$966,110$846 ▲0.1%1,1420.2%FinanceBRZEBraze$910,354$70,830 ▼-7.2%38,5580.2%Computer and TechnologyLLYEli Lilly and Company$908,065$93,843 ▼-9.4%9870.2%MedicalJNJJohnson & Johnson$826,321$115,392 ▲16.2%3,3800.2%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$752,290$675,173 ▼-47.3%13,5500.1%ETFPGProcter & Gamble$749,028$7,655 ▼-1.0%5,1860.1%Consumer StaplesMETAMeta Platforms$717,516$28,037 ▼-3.8%1,2540.1%Computer and TechnologyDEDeere & Company$693,119$183,705 ▲36.1%1,2300.1%IndustrialsFIDELITY WISE ORIGIN BITCOIN$671,702$59,384 ▲9.7%11,3790.1%SHSNFLXNetflix$621,417$45,479 ▲7.9%6,4630.1%Consumer DiscretionaryPANWPalo Alto Networks$576,831$127,615 ▲28.4%3,5980.1%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$569,777$489,387 ▼-46.2%19,3210.1%ETFTAT&T$559,887$84,129 ▼-13.1%19,3130.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$549,814$79,277 ▼-12.6%2,5730.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$549,558$948 ▲0.2%4,6400.1%ETFCATCaterpillar$532,534$26,910 ▼-4.8%7520.1%IndustrialsPALANTIR TECHNOLOGIES INC$517,977$23,405 ▲4.7%3,5410.1%CL AAMGNAmgen$513,220$15,126 ▼-2.9%1,4590.1%MedicalUNHUnitedHealth Group$506,363$506,363 ▲New Holding1,8710.1%MedicalRTXRTX$466,095$9,839 ▲2.2%2,4160.1%AerospaceCVXChevron$419,777$8,482 ▼-2.0%2,0290.1%EnergySMHVanEck Semiconductor ETF$410,744$10,738 ▲2.7%1,0710.1%ManufacturingORCLOracle$363,515$55,756 ▲18.1%2,4710.1%Computer and TechnologyLAM RESEARCH CORP$357,026$427 ▼-0.1%1,6710.1%COM NEWAZOAutoZone$351,2890.0%1040.1%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$348,573$10,701 ▼-3.0%5,4400.1%ETFXLEEnergy Select Sector SPDR Fund$329,702$11,884 ▲3.7%5,3820.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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