Position in XP
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$57
+$8 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $6,565,681 across 24 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
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 |
All Filings in XP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57 | 3 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $49 | 3 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $56 | 3 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $60 | 3 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $82 | 6 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $71 | 6 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $107 | 6 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $105 | 6 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $461 | 18 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,294 | 88 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||