Jfs Wealth Advisors, Llc

13F Filings History

Latest 13F report
Q2 2025 - Jul 24, 2025
Value $
$1.57B
Signature - Title
August Santillo - Chief Compliance Officer
Location
Hermitage, PA
Summary
This page shows a list of all the recent 13F filings made by Jfs Wealth Advisors, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Jfs Wealth Advisors, Llc reported 1866 stock holdings with total value $1.57B as of Q2 2025. Top holdings included DFAC, DFAX, DFUS, IWB, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 1,866 $1.57B +$39.1M -$37.4M +$1.74M DFAC, DFAX, DFUS, IWB, AGG 13F-HR 7/24/2025, 03:59 PM
Q1 2025 1,935 $1.48B +$54.8M -$23.6M +$31.2M DFAC, DFAX, DFUS, IWB, AGG 13F-HR 4/22/2025, 04:35 PM
Q4 2024 1,944 $1.46B +$44.4M -$35M +$9.4M DFAC, DFAX, DFUS, IWB, AGG 13F-HR 1/30/2025, 05:59 PM
Q3 2024 1,962 $1.49B +$163M -$14.4M +$149M DFAC, DFAX, DFUS, IWB, AGG 13F-HR 10/25/2024, 05:27 PM
Q2 2024 1,983 $1.27B +$25.5M -$24.9M +$627K DFAC, DFAX, DFUS, IWB, AGG 13F-HR 7/15/2024, 02:05 PM
Q1 2024 1,997 $1.26B +$78.9M -$30.5M +$48.4M DFAX, DFAC, DFUS, IWB, AGG 13F-HR 4/30/2024, 01:58 PM
Q4 2023 1,991 $1.18B +$64.6M -$47M +$17.6M DFAX, DFAC, DFUS, IWB, AGG 13F-HR 2/7/2024, 02:45 PM
Q3 2023 2,034 $1.06B +$31.7M -$36.2M -$4.47M DFAX, DFAC, DFUS, IWB, MUB 13F-HR 11/2/2023, 02:30 PM
Q2 2023 1,973 $1.11B +$26.2M -$14.2M +$12M DFAX, DFAC, DFUS, AGG, IWB 13F-HR 8/7/2023, 01:56 PM
Q1 2023 1,952 $1.06B +$15.3M -$18.7M -$3.35M DFAX, DFAC, DFUS, AGG, IWB 13F-HR 4/19/2023, 04:02 PM
Q4 2022 1,942 $1.02B +$77.5M -$37.5M +$40M DFAX, DFAC, DFUS, AGG, MUB 13F-HR 2/13/2023, 11:18 AM
Q3 2022 1,533 $912M +$41.7M -$14.5M +$27.2M DFAX, DFAC, DFUS, AGG, MUB 13F-HR 10/20/2022, 08:15 PM
Q2 2022 1,512 $947M +$76.2M -$41.9M +$34.3M DFAX, DFAC, DFUS, MUB, AGG 13F-HR 8/2/2022, 03:01 PM
Q1 2022 1,598 $1.06B +$80.2M -$21.3M +$58.9M DFAX, DFAC, DFUS, IWB, AGG 13F-HR 5/2/2022, 04:50 PM
Q4 2021 1,362 $1.06B +$44.8M -$17.4M +$27.3M DFAX, DFUS, DFAC, IWB, AGG 13F-HR 2/3/2022, 04:12 PM
Q3 2021 815 $974M +$326M -$18.6M +$307M DFAX, DFUS, DFAC, IWB, AGG 13F-HR 11/8/2021, 06:20 PM
Q2 2021 582 $670M +$170M -$15.6M +$154M DFUS, DFAC, IWB, AGG, IJR 13F-HR 8/4/2021, 03:40 PM
Q1 2021 573 $490M +$14.3M -$27.5M -$13.3M IWB, AGG, IJR, BRKB, IJH 13F-HR 4/28/2021, 12:25 PM
Q4 2020 555 $476M +$16.6M -$10.6M +$6.03M IWB, AGG, IJR, BRKB, IJH 13F-HR 2/1/2021, 04:03 PM
Q3 2020 534 $421M +$29.6M -$9.08M +$20.5M IWB, AGG, BRKB, IJR, SPLV 13F-HR 10/28/2020, 02:57 PM
Q2 2020 507 $386M +$24.5M -$13.8M +$10.8M IWB, AGG, IJR, BRKB, SPLV 13F-HR 8/5/2020, 04:26 PM
Q1 2020 457 $333M +$29M -$14M +$15M IWB, AGG, BRKB, IJR, SPLV 13F-HR 4/29/2020, 12:56 PM
Q4 2019 486 $406M +$9.87M -$15.1M -$5.2M IWB, IJR, AGG, BRKB, IJH 13F-HR 2/3/2020, 01:34 PM
Q3 2019 475 $392M +$4.61M -$9.16M -$4.55M IWB, IJR, AGG, BRKB, IJH 13F-HR 10/30/2019, 05:54 PM
Q2 2019 446 $395M +$12.8M -$7.61M +$5.21M IWB, IJR, BRKB, AGG, IJH 13F-HR 8/6/2019, 12:38 PM
Q1 2019 447 $383M +$5.17M -$29.1M -$24M IWB, IJR, BRKB, AGG, IJH 13F-HR 4/23/2019, 04:16 PM
Q4 2018 436 $373M +$45.3M -$15.1M +$30.2M IWB, IJR, BRKB, AGG, IJH 13F-HR 1/25/2019, 08:09 PM
Q3 2018 505 $388M +$8.05M -$13.7M -$5.66M IWB, IJR, BRKB, AGG, IJH 13F-HR 11/9/2018, 02:09 PM
Q2 2018 442 $380M +$33.6M -$4.42M +$29.2M IWB, IJR, BRKB, IJH, AGG 13F-HR 7/25/2018, 05:31 PM
Q1 2018 500 $379M +$11.5M -$29.6M -$18M IJR, IWB, BRKB, IJH, AGG 13F-HR 4/26/2018, 05:18 PM
Q4 2017 509 $408M +$18.7M -$6.64M +$12.1M IWB, IJR, BRKB, IJH, AGG 13F-HR 1/30/2018, 05:30 PM
Q3 2017 429 $387M +$18.7M -$7.02M +$11.7M IWB, IJR, BRKB, IJH, AGG 13F-HR 10/20/2017, 11:22 AM
Q2 2017 403 $364M +$39.1M -$42.1M -$2.96M IWB, IJR, BRKB, AGG, IJH 13F-HR 7/28/2017, 10:48 AM
Q1 2017 395 $337M IWB, BRKB, IJH, AGG, PRFXXXX 13F-HR 4/24/2017, 12:40 PM
Q4 2016 428 $369M +$37.2M -$21.2M +$16M IJR, IWB, BRKB, IJH, AGG 13F-HR 1/30/2017, 11:31 AM
Q3 2016 463 $350M +$22.8M -$34.6M -$11.7M IJR, IWB, BRKB, AGG, IJH 13F-HR 10/26/2016, 12:14 PM
Q2 2016 479 $362M +$29.4M -$12.4M +$16.9M IJR, IWB, BRKB, AGG, IJH 13F-HR 7/25/2016, 05:26 PM
Q1 2016 564 $339M +$7.78M -$16.2M -$8.38M IJR, IWB, BRKB, AGG, PRFXXXX 13F-HR 4/22/2016, 06:06 PM
Q4 2015 509 $347M +$129M -$12.1M +$117M IJR, IWB, BRKB, AGG, PRFXXXX 13F-HR 2/2/2016, 04:41 PM
Q3 2015 454 $227M +$56.5M -$3.91M +$52.6M BRKB, PRFXXXX, PRFZXXXX, VTI, DTD 13F-HR 10/27/2015, 03:43 PM
Q2 2015 486 $195M +$7.05M -$15.1M -$8.04M PRFXXXX, PRFZXXXX, VTI, DTD, XLE 13F-HR 7/31/2015, 05:23 PM
Q1 2015 484 $209M +$13.3M -$2.91M +$10.4M BRKB, PRFXXXX, PRFZXXXX, VTI, DTD 13F-HR 4/28/2015, 11:25 AM
Q4 2014 496 $629M +$25.6M -$4.48M +$21.1M BRKA, BRKB, PRFXXXX, PRFZXXXX, VTI 13F-HR 1/22/2015, 05:24 PM
Q3 2014 451 $571M +$9.49M -$6.48M +$3.01M BRKA, BRKB, PRFXXXX, PRFZXXXX, DTD 13F-HR 10/29/2014, 02:05 PM
Q2 2014 451 $546M +$398M -$27.8M +$370M BRKA, BRKB, PRFXXXX, PRFZXXXX, DTD 13F-HR 7/29/2014, 02:43 PM
Q1 2014 112 $181M +$7.23M -$33M -$25.8M PRFZXXXX, DTD, VTI, PRFXXXX, EPD 13F-HR 4/16/2014, 05:52 PM
Q4 2013 128 $227M VTI, DTD, BRKB, PRFZXXXX, VEA 13F-HR 1/14/2014, 10:57 AM