JSF Financial, LLC ETF holdings
Los Angeles, CA
Reported $480.0M in 64 ETFs in its Form 13F for June 30, 2026.
ETF value
$480.0M
ETFs held
64
Change from prior quarter
+22.3%
With price moves
ETFs as a share of its 13F
77.3%
of $621.0M
Top 10 of 64 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $97.0M | 129,530 | +2,278 shares |
| CGGR | Capital Group Growth ETF | $67.9M | 1,439,179 | +375,379 shares |
| AVDE | Avantis International Equity ETF | $63.8M | 714,806 | +43,076 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $38.2M | 886,168 | −5,463 shares |
| IWY | iShares Russell Top 200 Growth ETF | $26.3M | 90,402 | +11,541 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $26.0M | 269,566 | +213,593 shares |
| IWX | iShares Russell Top 200 Value ETF | $25.2M | 239,472 | −40,331 shares |
| IAU | iShares Gold Trust | $18.5M | 244,608 | +29,440 shares |
| QQQ | Invesco QQQ Trust | $17.2M | 23,361 | −398 shares |
| IDEQ | Lazard International Dynamic Equity ETF | $14.3M | 409,180 | New position |
54 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001802224. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does JSF Financial, LLC own?
JSF Financial, LLC reported 64 ETF positions worth $480.0M in its Form 13F for June 30, 2026. The largest was IVV, at $97.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.