JFS WEALTH ADVISORS, LLC
Top Portfolio Positions
1,537 positions ·
$289,828,061 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
104,445 | $50,050,044 | 17.27% | |
| AAPL |
Apple Inc.
Technology
|
99,225 | $25,182,312 | 8.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
20,181 | $13,124,511 | 4.53% | |
| MSFT |
Microsoft Corp
Technology
|
25,946 | $9,604,430 | 3.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,706 | $9,404,937 | 3.25% | |
| JNJ |
Johnson & Johnson
Healthcare
|
30,749 | $7,516,285 | 2.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,874 | $5,699,075 | 1.97% | |
| XOM |
Exxon Mobil Corp
Energy
|
32,895 | $5,580,965 | 1.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,778 | $4,952,244 | 1.71% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
122,908 | $4,650,838 | 1.60% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BSM
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $495,134 | 32,747 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $435,207 | 32,747 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $430,295 | 32,747 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $428,330 | 32,747 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $500,046 | 32,747 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $478,106 | 32,747 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $494,479 | 32,747 | Shares | Sole | 2024-10-25 | |
| 2020-03-31 | $6,552 | 1,400 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||