— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

JFS WEALTH ADVISORS, LLC

1479 N. HERMITAGE RD, HERMITAGE, PA 16148 • 724-962-3200

Q3 2025 · Filed 2025-11-10
Market Value
$1.7B
+8.7%
Holdings
1,906
-33
New Purchases
82
Added To
483
Closed
52
Reduced
517
Top 10 Concentration
42.1%
Turnover
7.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JCPB 0.38% 0.10% +0.27% $6M
AAPL 1.71% 1.51% +0.21% $29M
JMUB 0.18% 0.05% +0.12% $3M
DFAU 1.23% 1.12% +0.11% $21M
IEMG 1.25% 1.14% +0.10% $21M
GOOGL 0.44% 0.33% +0.10% $7M
BSV 0.10% 0.00% +0.10% $2M
OEF 0.18% 0.11% +0.08% $3M
IWV 0.84% 0.77% +0.08% $14M
BAI 0.08% 0.00% +0.08% $1M
GOOG 0.36% 0.29% +0.07% $6M
DOL 0.08% 0.02% +0.06% $1M
VONV 0.06% 0.00% +0.06% $1M
DFAC 7.80% 7.74% +0.06% $133M
VYMI 0.28% 0.23% +0.06% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTEB 2.26% 2.54% -0.28% $39M
MUB 2.34% 2.55% -0.21% $40M
BRK-B 3.07% 3.25% -0.18% $52M
DFAX 6.93% 7.09% -0.16% $118M
AGG 3.60% 3.76% -0.16% $62M
IWB 4.34% 4.47% -0.13% $74M
IVV 2.96% 3.06% -0.10% $51M
DFAI 2.13% 2.22% -0.09% $36M
IJH 2.66% 2.75% -0.09% $45M
IYW 0.10% 0.18% -0.08% $2M
BND 1.13% 1.21% -0.08% $19M
TFI 0.64% 0.72% -0.08% $11M
IVE 1.54% 1.61% -0.07% $26M
DFUS 5.96% 6.02% -0.07% $102M
SPLV 0.71% 0.76% -0.06% $12M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 89.8%
Technology 3.2%
Communication Services 1.3%
Healthcare 1.1%
Industrials 1.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $356M 20.8%
Large Cap 905 $1.2B 70.1%
Mid Cap 717 $126M 7.4%
Small Cap 180 $28M 1.7%
Micro Cap 28 $659K 0.0%

Portfolio Analytics

Avg Market Cap
$55.6B
Median Market Cap
$10.6B
Avg P/E
32.4
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
1,552
# ETFs / Funds
354

Top Holdings (1,906 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DFAC 7.80% 3,451,406 $133M $38.57 $12M +62,133 +1.8%
2 DFAX 6.93% 3,770,416 $118M $31.38 $7M -22,329 -0.6%
3 DFUS 5.96% 1,404,306 $102M $72.44 $7M -7,414 -0.5%
4 IWB 4.34% 202,607 $74M $365.48 $4M -4,167 -2.0%
5 AGG 3.60% 613,711 $62M $100.25 $3M +18,734 +3.1%
6 BRK-B 3.07% 104,300 $52M $502.74 $1M -888 -0.8%
7 IVV 2.96% 75,605 $51M $669.30 $3M -1,752 -2.3%
8 IJH 2.66% 695,193 $45M $65.26 $2M +62 +0.0%
9 IWF 2.40% 87,519 $41M $468.41 $3M -2,314 -2.6%
10 MUB 2.34% 375,677 $40M $106.49 -$39K -7,605 -2.0%
11 VTEB 2.26% 771,072 $39M $50.07 -$1M -42,955 -5.3%
12 DFAI 2.13% 1,000,974 $36M $36.35 $2M -8,006 -0.8%
13 IJR 2.10% 301,457 $36M $118.83 $2M -3,814 -1.2%
14 VEA 1.72% 490,932 $29M $59.92 $2M +4,972 +1.0%
15 AAPL 1.71% 114,826 $29M $254.63 $6M -397 -0.3%
16 IEFA 1.68% 328,133 $29M $87.31 $2M +3,983 +1.2%
17 IVE 1.54% 127,409 $26M $206.51 $979K -2,222 -1.7%
18 IEMG 1.25% 322,562 $21M $65.92 $3M +23,224 +7.8%
19 DFAE 1.23% 667,411 $21M $31.53 $2M -2,840 -0.4%
20 DFAU 1.23% 457,644 $21M $45.76 $3M +43,378 +10.5%
21 BND 1.13% 260,328 $19M $74.37 $344K +2,059 +0.8%
22 IVW 1.04% 147,385 $18M $120.72 $2M +2,834 +2.0%
23 VTI 0.96% 49,974 $16M $328.17 $1M -371 -0.7%
24 JPST 0.95% 319,797 $16M $50.73 $1M +27,545 +9.4%
25 SPY 0.87% 22,241 $15M $666.25 $1M +239 +1.1%
26 IWV 0.84% 37,951 $14M $378.94 $2M +3,676 +10.7%
27 BRK-A 0.84% 19 $14M $754,200.00 $483K
28 VWO 0.81% 256,766 $14M $54.18 $2M +6,586 +2.6%
29 VIG 0.80% 63,542 $14M $215.79 $612K -461 -0.7%
30 MSFT 0.77% 25,472 $13M $517.94 $724K +405 +1.6%
31 SPLV 0.71% 164,355 $12M $73.48 $82K -369 -0.2%
32 TFI 0.64% 239,572 $11M $45.57 -$314K -11,848 -4.7%
33 IWD 0.64% 53,418 $11M $203.59 $2M +5,393 +11.2%
34 IJS 0.54% 83,634 $9M $110.59 $1M +2,231 +2.7%
35 SHY 0.54% 110,597 $9M $82.96 $420K +4,937 +4.7%
36 IJK 0.53% 95,025 $9M $95.89 $745K +3,065 +3.3%
37 SUB 0.53% 84,627 $9M $106.78 $1M +9,327 +12.4%
38 VYM 0.48% 58,231 $8M $140.95 $452K +56 +0.1%
39 SCHF 0.47% 345,131 $8M $23.28 $352K -2,492 -0.7%
40 IJT 0.46% 56,110 $8M $141.50 $782K +2,310 +4.3%
41 SCHB 0.45% 298,652 $8M $25.71 $573K +481 +0.2%
42 DFIC 0.44% 230,051 $8M $32.79 $971K +18,666 +8.8%
43 GOOGL 0.44% 30,597 $7M $243.10 $2M +761 +2.5%
44 FDL 0.42% 166,241 $7M $43.41 $744K +11,653 +7.5%
45 VOO 0.40% 11,033 $7M $612.39 $94K -695 -5.9%
46 IWM 0.40% 27,895 $7M $241.96 $1M +1,298 +4.9%
47 DFUV 0.39% 150,930 $7M $44.69 $346K -408 -0.3%
48 SCHG 0.39% 210,694 $7M $31.91 $457K -3,847 -1.8%
49 JCPB 0.38% 134,934 $6M $47.55 $5M +100,619 +293.2%
50 IJJ 0.37% 48,972 $6M $129.72 $1M +5,991 +13.9%
51 XLK 0.36% 21,893 $6M $281.86 $1M +1,640 +8.1%
52 GOOG 0.36% 25,228 $6M $243.55 $2M -69 -0.3%
53 VXF 0.35% 28,626 $6M $209.34 $490K +70 +0.2%
54 JNJ 0.34% 31,271 $6M $185.42 $1M +984 +3.2%
55 XLRE 0.33% 133,655 $6M $42.13 -$90K -4,464 -3.2%
56 SCHE 0.32% 163,004 $5M $33.37 $420K -3,548 -2.1%
57 DON 0.31% 101,331 $5M $52.30 $222K +25 +0.0%
58 QQQ 0.31% 8,794 $5M $600.37 $350K -142 -1.6%
59 AMZN 0.29% 22,823 $5M $219.57 $299K +1,343 +6.2%
60 VXUS 0.29% 67,514 $5M $73.46 $463K +2,435 +3.7%
61 DWM 0.29% 74,250 $5M $66.22 $205K +114 +0.1%
62 VYMI 0.28% 57,062 $5M $84.68 $1M +12,700 +28.6%
63 EFA 0.26% 47,423 $4M $93.37 $91K -1,090 -2.2%
64 PG 0.25% 28,177 $4M $153.65 -$194K -215 -0.8%
65 RWO 0.25% 93,509 $4M $45.77 -$25K -4,023 -4.1%
66 XLF 0.24% 77,098 $4M $53.87 $212K +1,846 +2.5%
67 DFEM 0.23% 124,560 $4M $32.07 $415K +3,959 +3.3%
68 EPD 0.23% 126,558 $4M $31.27 $110K +2,500 +2.0%
69 XOM 0.22% 33,879 $4M $112.75 $150K -162 -0.5%
70 IBM 0.21% 12,891 $4M $282.16 -$193K -101 -0.8%
71 IDEV 0.21% 45,031 $4M $80.17 -$280K -6,123 -12.0%
72 NVDA 0.21% 18,990 $4M $186.58 $739K +1,243 +7.0%
73 VBR 0.20% 16,602 $3M $208.75 $228K
74 WMT 0.20% 33,180 $3M $103.06 $318K +1,458 +4.6%
75 VTV 0.20% 18,229 $3M $186.49 $193K +87 +0.5%
76 DVY 0.19% 23,408 $3M $142.10 $225K +55 +0.2%
77 DYNF 0.19% 54,261 $3M $59.20 $584K +6,008 +12.4%
78 KLAC 0.19% 2,938 $3M $1,078.60 $528K -10 -0.3%
79 OEF 0.18% 9,452 $3M $332.85 $1M +3,923 +71.0%
80 JMUB 0.18% 59,753 $3M $50.47 $2M +43,308 +263.4%
81 CAT 0.17% 6,133 $3M $477.17 $614K +176 +3.0%
82 SPDW 0.17% 66,814 $3M $42.79 $194K +1,003 +1.5%
83 IYR 0.17% 29,410 $3M $97.08 $233K +1,745 +6.3%
84 VB 0.16% 10,838 $3M $254.32 $307K +502 +4.9%
85 HD 0.16% 6,759 $3M $405.16 $488K +619 +10.1%
86 XLV 0.16% 19,204 $3M $139.17 $119K +261 +1.4%
87 CVX 0.15% 16,958 $3M $155.29 $335K +906 +5.6%
88 VONE 0.15% 8,595 $3M $302.35 $185K
89 PRFZ 0.15% 56,272 $3M $45.42 $227K -996 -1.7%
90 ACGL 0.15% 27,997 $3M $90.73 -$8K +14 +0.1%
91 IWR 0.15% 26,115 $3M $96.55 $82K -410 -1.6%
92 PRF 0.15% 54,942 $2M $45.21 $43K -2,804 -4.9%
93 COST 0.14% 2,648 $2M $925.64 -$136K +35 +1.3%
94 GS 0.14% 3,069 $2M $796.35 $431K +225 +7.9%
95 ACWX 0.14% 37,441 $2M $65.01 $119K -544 -1.4%
96 BIV 0.14% 30,988 $2M $78.09 $282K +3,340 +12.1%
97 ABBV 0.14% 10,294 $2M $231.54 $524K +279 +2.8%
98 PEP 0.14% 16,863 $2M $140.44 $128K -101 -0.6%
99 MCD 0.14% 7,713 $2M $303.90 $221K +446 +6.1%
100 SCHW 0.14% 24,519 $2M $95.47 $63K -444 -1.8%

New Positions

SymbolValue% Port
BSV $2M 0.10%
VONV $1M 0.06%
IVLU $371K 0.02%
XLI $171K 0.01%
ALLW $127K 0.01%
GPZ $98K 0.01%
MPLX $81K —%
AER $67K —%
REMX $64K —%
EVUS $53K —%
FAZ $49K —%
FGDL $43K —%
IAC $39K —%
SPXS $38K —%
PINK $32K —%

Sold Out Positions

SymbolValue% Port
EPC —%
TSQ —%
GLOB —%
PRMB —%
WLK —%
UNF —%
CLVT —%
CABO —%
TDOC —%
JHX —%
AIN —%
SSB —%
TFX —%
MAGN —%
GNTX —%
View SEC EDGAR Filings for JFS WEALTH ADVISORS, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms