JSF Financial, LLC: 13F holdings
CIK 18022242026Q2
| Positions | 141 |
|---|
| Reported value | $632.2m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 141 (+15 vs prior quarter) |
|---|
| Reported value | $632.2m (+23.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 129,530 | $97.0m | 15.3% |
| CGGR CAPITAL GROUP GROWTH ETF | 1,439,179 | $67.9m | 10.7% |
| AVDE AMERICAN CENTY ETF TR | 714,806 | $63.8m | 10.1% |
| SDVY FIRST TR EXCHANGE TRADED FD | 886,168 | $38.2m | 6.0% |
| IWY ISHARES TR | 90,402 | $26.3m | 4.2% |
| AVEM AMERICAN CENTY ETF TR | 269,566 | $26.0m | 4.1% |
| PFBC ISHARES TR | 239,472 | $25.2m | 4.0% |
| AAPL APPLE INC | 82,497 | $23.9m | 3.8% |
| IAU ISHARES GOLD TR | 244,608 | $18.5m | 2.9% |
| QQQ INVESCO QQQ TR | 23,361 | $17.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802224")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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