JFS WEALTH ADVISORS, LLC

Position in HOOD — Robinhood Markets, Inc.

CIK 1568068 HERMITAGE, PA

Position in HOOD

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$59,466

+$14,837 QoQ

Shares Held

593

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,137

of 1,380 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $6,565,681 across 24 Capital Markets names. HOOD ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,870	$2,902,631
2	SCHW	Schwab Charles Corp	23,357	$2,155,150
3	WULF	Terawulf Inc.	30,000	$741,000
4	MS	Morgan Stanley	2,607	$544,967
5	HOOD	Robinhood Markets, Inc. This page	593	$59,466
6	LPLA	LPL Financial Holdings Inc.	83	$23,379
7	NMR	Nomura Holdings Inc	2,303	$20,220
8	SF	Stifel Financial Corp	205	$14,302

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,466	593	-7.9%	Shares	Sole	2026-07-10
2026-03-31	$44,629	644	+0.9%	Shares	Sole	2026-04-21
2025-12-31	$72,157	638	+36.3%	Shares	Sole	2026-01-14
2025-09-30	$67,008	468	0.0%	Shares	Sole	2025-11-10
2025-06-30	$43,818	468	+7.3%	Shares	Sole	2025-07-24
2025-03-31	$18,146	436	+26.7%	Shares	Sole	2025-04-22
2024-12-31	$12,817	344	0.0%	Shares	Sole	2025-01-31
2024-09-30	$8,056	344	+20.7%	Shares	Sole	2024-10-25
2024-06-30	$6,472	285	+100.7%	Shares	Sole	2024-07-15
2024-03-31	$2,858	142	+51.1%	Shares	Sole	2024-04-30
2023-12-31	$1,197	94	-18.3%	Shares	Sole	2024-02-07
2023-09-30	$1,128	115	+38.6%	Shares	Sole	2023-11-02
2023-06-30	$828	83	+107.5%	Shares	Sole	2023-08-07
2023-03-31	$388	40	+110.5%	Shares	Sole	2023-04-19
2022-12-31	$154	19	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.