Institutional Manager · CIK 0001802224
JSF Financial, LLC
LOS ANGELES, CA · File #028-19902
Latest AUM
$482.4M
Positions
132
Top-10 Concentration
69.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025132 pos · $482.4M
- 13F HOLDINGS REPORTQ/E Sep 2025128 pos · $450.8M
- 13F HOLDINGS REPORTQ/E Jun 2025128 pos · $420.8M
- 13F HOLDINGS REPORTQ/E Mar 2025121 pos · $379.1M
- 13F HOLDINGS REPORTQ/E Dec 2024122 pos · $374.0M
- 13F HOLDINGS REPORTQ/E Sep 2024116 pos · $342.9M
- 13F HOLDINGS REPORTQ/E Jun 2024110 pos · $326.4M
- 13F HOLDINGS REPORTQ/E Mar 2024108 pos · $319.4M
- 13F HOLDINGS REPORTQ/E Dec 2023101 pos · $258.2M
- 13F HOLDINGS REPORTQ/E Sep 2023105 pos · $282.6M
- 13F HOLDINGS REPORTQ/E Jun 2023113 pos · $267.6M
- 13F HOLDINGS REPORTQ/E Mar 2023111 pos · $267.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 124,474 | $85.3M | 19.61% |
| 2 | CAPITAL GROUP GROWTH ETF | 14020G101 | 873,717 | $38.9M | 8.94% |
| 3 | AMERICAN CENTY ETF TR | 025072703 | 371,550 | $30.6M | 7.04% |
| 4 | ISHARES TR | 464289420 | 274,344 | $25.2M | 5.80% |
| 5 | APPLE INC | AAPL | 84,352 | $22.9M | 5.27% |
| 6 | ISHARES TR | 46429B747 | 216,970 | $22.2M | 5.11% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 574,867 | $22.0M | 5.07% |
| 8 | ISHARES TR | 464289438 | 69,692 | $19.3M | 4.44% |
| 9 | ISHARES GOLD TR | IAU | 229,901 | $18.7M | 4.29% |
| 10 | INVESCO QQQ TR | IVZ | 24,382 | $15.0M | 3.45% |
| 11 | ISHARES TR | 464287507 | 167,106 | $11.0M | 2.54% |
| 12 | INVESCO EXCHANGE TRADED FD T | IVZ | 165,933 | $9.8M | 2.26% |
| 13 | NVIDIA CORPORATION | NVDA | 50,547 | $9.4M | 2.17% |
| 14 | MICROSOFT CORP | MSFT | 16,503 | $8.0M | 1.84% |
| 15 | ALPHABET INC | GOOG | 23,990 | $7.5M | 1.73% |
| 16 | ISHARES TR | 464287614 | 11,744 | $5.6M | 1.28% |
| 17 | ISHARES INC | 46434G103 | 82,246 | $5.5M | 1.27% |
| 18 | AMAZON COM INC | AMZN | 23,657 | $5.5M | 1.26% |
| 19 | ISHARES TR | 46432F842 | 48,055 | $4.3M | 0.99% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,473 | $4.3M | 0.98% |