JSF Financial, LLC

CIK 0001802224 • 6 13F filings • May 7, 2025 – Jul 28, 2026

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Filer information

Filed by: JSF Financial, LLC, Chief Compliance Officer
Address: 6300 WILSHIRE BOULEVARD, SUITE 2100, LOS ANGELES, CA, 90048
Phone: 323-866-0833
AUM: $482.4M

AUM over time

$632.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $482.4M131 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	CALIFORNIA INTER	$1.5M	0.3%	60,327 SH	New
ALPHABET INC	CAP STK CL A	$7.5M	1.6%Prev: 1.3%	23,990 SH	Increased-28 SH
ALPHABET INC	CAP STK CL C	$2.7M	0.6%Prev: 0.5%	8,747 SH	Increased-25 SH
ALTRIA GROUP INC	COM	$209K	0.0%Prev: 0.1%	3,619 SH	Decreased+12 SH
ALX ONCOLOGY HLDGS INC	COM	$20K	0.0%Prev: 0.0%	17,500 SH	Decreased
AMAZON COM INC	COM	$5.5M	1.1%Prev: 1.1%	23,657 SH	Increased+831 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$30.6M	6.3%Prev: 6.6%	371,550 SH	Increased-4,192 SH
AMGEN INC	COM	$492K	0.1%Prev: 0.1%	1,502 SH	Increased-46 SH
AMPHENOL CORP NEW	CL A	$997K	0.2%Prev: 0.2%	7,378 SH	Increased+145 SH
APPLE INC	COM	$22.9M	4.8%Prev: 4.8%	84,352 SH	Increased-264 SH
AT&T INC	COM	$552K	0.1%Prev: 0.1%	22,215 SH	Decreased+160 SH
AUTOZONE INC	COM	$353K	0.1%Prev: 0.1%	104 SH	Decreased-3 SH
BANK AMERICA CORP	COM	$202K	0.0%	3,672 SH	New
BERKLEY W R CORP	COM	$1.2M	0.3%Prev: 0.3%	17,211 SH	Decreased-108 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.3M	0.9%Prev: 0.9%	8,473 SH	Increased+89 SH
BLACKSTONE INC	COM	$228K	0.0%Prev: 0.1%	1,477 SH	Decreased+3 SH
BNY MELLON ETF TRUST II	DYNAMIC VALUE	$1.8M	0.4%	61,150 SH	New
BRAZE INC	COM CL A	$1.4M	0.3%Prev: 0.3%	41,558 SH	Increased
BROADCOM INC	COM	$2.3M	0.5%Prev: 0.5%	6,725 SH	Increased-117 SH
CACI INTL INC	CL A	$260K	0.1%	488 SH	New
CAPITAL GROUP CONSERVATIVE E	SHS	$311K	0.1%	10,215 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$38.9M	8.1%Prev: 8.6%	873,717 SH	Increased-8,848 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.1M	0.2%	35,916 SH	New
CARDINAL HEALTH INC	COM	$1.9M	0.4%Prev: 0.3%	9,450 SH	Increased-97 SH
CASEYS GEN STORES INC	COM	$1.4M	0.3%Prev: 0.3%	2,549 SH	Decreased-27 SH
CATERPILLAR INC	COM	$452K	0.1%Prev: 0.1%	790 SH	Increased-82 SH
CBOE GLOBAL MKTS INC	COM	$1.3M	0.3%Prev: 0.3%	5,089 SH	Increased-35 SH
CENTERPOINT ENERGY INC	COM	$883K	0.2%	23,024 SH	New
CHEVRON CORP NEW	COM	$316K	0.1%Prev: 0.1%	2,070 SH	Decreased-635 SH
CISCO SYS INC	COM	$288K	0.1%Prev: 0.1%	3,736 SH	Increased+90 SH
COCA COLA CO	COM	$224K	0.0%Prev: 0.0%	3,199 SH	Increased-4 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.4%Prev: 1.0%	2,043 SH	Decreased-2,622 SH
DEERE & CO	COM	$421K	0.1%Prev: 0.1%	904 SH	Increased-2 SH
DISNEY WALT CO	COM	$2.0M	0.4%Prev: 0.5%	17,520 SH	Decreased-1,689 SH
DOUBLEVERIFY HLDGS INC	COM	$3.6M	0.8%Prev: 0.8%	316,831 SH	Decreased-3,000 SH
ELI LILLY & CO	COM	$1.2M	0.2%Prev: 0.2%	1,089 SH	Increased-4 SH
EXXON MOBIL CORP	COM	$1.4M	0.3%Prev: 0.1%	11,992 SH	Increased+9,454 SH
FABRINET	SHS	$957K	0.2%	2,101 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$2.6M	0.5%Prev: 0.3%	11,398 SH	Increased+4,707 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$397K	0.1%	7,186 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$791K	0.2%Prev: 0.2%	10,373 SH	Decreased+273 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$22.0M	4.6%	574,867 SH	New
FLEX LTD	ORD	$1.2M	0.3%Prev: 0.3%	20,389 SH	Increased-133 SH
FOX CORP	CL A COM	$1.5M	0.3%Prev: 0.3%	20,154 SH	Increased-106 SH
GE AEROSPACE	COM NEW	$289K	0.1%Prev: 0.1%	937 SH	Increased+1 SH
GILEAD SCIENCES INC	COM	$1.2M	0.3%	10,164 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.0M	0.2%Prev: 0.2%	1,141 SH	Increased+1 SH
HCA HEALTHCARE INC	COM	$1.2M	0.3%	2,628 SH	New
HOME DEPOT INC	COM	$927K	0.2%Prev: 0.3%	2,694 SH	Decreased-652 SH
INTERNATIONAL BUSINESS MACHS	COM	$242K	0.1%	817 SH	New
INTUITIVE SURGICAL INC	COM NEW	$233K	0.0%Prev: 0.1%	412 SH	Decreased-151 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$9.8M	2.0%Prev: 2.2%	165,933 SH	Increased-4,753 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$235K	0.0%Prev: 0.1%	1,229 SH	Increased+2 SH
INVESCO QQQ TR	UNIT SER 1	$15.0M	3.1%Prev: 3.3%	24,382 SH	Increased-72 SH
ISHARES GOLD TR	ISHARES NEW	$18.7M	3.9%Prev: 3.8%	229,901 SH	Increased-6,945 SH
ISHARES INC	CORE MSCI EMKT	$5.5M	1.1%Prev: 1.2%	82,246 SH	Increased+49 SH
ISHARES TR	0-5 YR TIPS ETF	$22.2M	4.6%Prev: 4.8%	216,970 SH	Increased+9,158 SH
ISHARES TR	CORE HIGH DV ETF	$862K	0.2%Prev: 0.2%	7,089 SH	Increased+70 SH
ISHARES TR	CORE MSCI EAFE	$4.3M	0.9%Prev: 0.9%	48,055 SH	Increased-765 SH
ISHARES TR	CORE S&P MCP ETF	$11.0M	2.3%Prev: 2.4%	167,106 SH	Increased-156 SH
ISHARES TR	CORE S&P SCP ETF	$2.1M	0.4%Prev: 0.5%	17,628 SH	Decreased-799 SH
ISHARES TR	CORE S&P TTL STK	$4.1M	0.8%Prev: 0.9%	27,579 SH	Decreased-1,789 SH
ISHARES TR	CORE S&P500 ETF	$85.3M	17.7%Prev: 18.6%	124,474 SH	Increased-1,059 SH
ISHARES TR	ESG AW MSCI EAFE	$263K	0.1%Prev: 0.1%	2,767 SH	Decreased-95 SH
ISHARES TR	ESG AWR US AGRGT	$281K	0.1%Prev: 0.1%	5,874 SH	Increased+937 SH
ISHARES TR	ESG MSCI KLD 400	$242K	0.1%Prev: 0.1%	1,877 SH	Increased+3 SH
ISHARES TR	GLOBAL TECH ETF	$212K	0.0%Prev: 0.0%	2,017 SH	Increased+18 SH
ISHARES TR	MSCI EAFE ETF	$1.0M	0.2%Prev: 0.2%	10,672 SH	Increased-221 SH
ISHARES TR	MSCI EMG MKT ETF	$1.9M	0.4%Prev: 0.5%	35,501 SH	Decreased-2,785 SH
ISHARES TR	RUS 1000 GRW ETF	$5.6M	1.2%Prev: 1.3%	11,744 SH	Decreased-439 SH
ISHARES TR	RUS 1000 VAL ETF	$619K	0.1%Prev: 0.1%	2,944 SH	Decreased-140 SH
ISHARES TR	RUS MID CAP ETF	$2.7M	0.6%Prev: 0.6%	28,113 SH	Decreased-68 SH
ISHARES TR	RUS TP200 GR ETF	$19.3M	4.0%Prev: 4.4%	69,692 SH	Decreased-2,948 SH
ISHARES TR	RUS TP200 VL ETF	$25.2M	5.2%Prev: 5.4%	274,344 SH	Increased-1,595 SH
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.2%Prev: 0.2%	4,111 SH	Decreased-153 SH
ISHARES TR	S&P 500 GRWT ETF	$270K	0.1%Prev: 0.1%	2,192 SH	Increased+1 SH
ISHARES TR	S&P 500 VAL ETF	$1.2M	0.3%Prev: 0.3%	5,850 SH	Increased-123 SH
ISHARES TR	SP SMCP600VL ETF	$527K	0.1%Prev: 0.1%	4,632 SH	Increased-9 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.5M	0.5%Prev: 0.7%	44,260 SH	Decreased-10,271 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$1.0M	0.2%Prev: 0.2%	15,215 SH	Increased+51 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.5M	0.3%Prev: 0.2%	25,711 SH	Increased+12,295 SH
JOHNSON & JOHNSON	COM	$602K	0.1%Prev: 0.1%	2,908 SH	Increased-46 SH
JPMORGAN CHASE & CO.	COM	$3.2M	0.7%Prev: 0.7%	10,084 SH	Increased-126 SH
KAYNE ANDERSON ENERGY INFRST	COM	$138K	0.0%Prev: 0.0%	11,167 SH	Increased+192 SH
KKR & CO INC	COM	$291K	0.1%Prev: 0.1%	2,281 SH	Decreased+4 SH
KLA CORP	COM NEW	$1.0M	0.2%	834 SH	New
LAM RESEARCH CORP	COM NEW	$286K	0.1%Prev: 0.0%	1,673 SH	Increased
MARTIN MARIETTA MATLS INC	COM	$1.4M	0.3%Prev: 0.3%	2,260 SH	Decreased-11 SH
MCDONALDS CORP	COM	$230K	0.0%Prev: 0.1%	751 SH	Decreased-33 SH
MCKESSON CORP	COM	$1.5M	0.3%Prev: 0.3%	1,850 SH	Increased-15 SH
MERCK & CO INC	COM	$201K	0.0%Prev: 0.0%	1,911 SH	Decreased-712 SH
META PLATFORMS INC	CL A	$860K	0.2%Prev: 0.2%	1,303 SH	Increased+156 SH
MICRON TECHNOLOGY INC	COM	$894K	0.2%Prev: 0.1%	3,132 SH	Increased+2 SH
MICROSOFT CORP	COM	$8.0M	1.7%Prev: 1.8%	16,503 SH	Decreased+739 SH
MSCI INC	COM	$334K	0.1%Prev: 0.1%	583 SH	Decreased-50 SH
MUELLER INDS INC	COM	$1.0M	0.2%	8,734 SH	New
NETFLIX INC	COM	$562K	0.1%Prev: 0.1%	5,990 SH	Increased+5,579 SH
NISOURCE INC	COM	$1.3M	0.3%Prev: 0.3%	29,992 SH	Decreased-168 SH
NVIDIA CORPORATION	COM	$9.4M	2.0%Prev: 2.1%	50,547 SH	Decreased-407 SH
ORACLE CORP	COM	$408K	0.1%Prev: 0.1%	2,092 SH	Decreased-30 SH
OREILLY AUTOMOTIVE INC	COM	$1.1M	0.2%Prev: 0.3%	11,812 SH	Decreased+21 SH
PALANTIR TECHNOLOGIES INC	CL A	$601K	0.1%Prev: 0.1%	3,381 SH	Decreased-220 SH
PALO ALTO NETWORKS INC	COM	$516K	0.1%Prev: 0.1%	2,802 SH	Decreased-299 SH
PEPSICO INC	COM	$246K	0.1%Prev: 0.1%	1,717 SH	Increased+25 SH
PIMCO ETF TR	MULTISECTOR BD	$285K	0.1%Prev: 0.1%	10,698 SH	Decreased-1,304 SH
PROCTER AND GAMBLE CO	COM	$751K	0.2%Prev: 0.2%	5,239 SH	Decreased-63 SH
RAYMOND JAMES FINL INC	COM	$1.2M	0.2%Prev: 0.3%	7,162 SH	Decreased-17 SH
RTX CORPORATION	COM	$434K	0.1%Prev: 0.1%	2,365 SH	Increased-6 SH
SALESFORCE INC	COM	$497K	0.1%Prev: 0.1%	1,876 SH	Increased+139 SH
SCHWAB CHARLES CORP	COM	$202K	0.0%	2,018 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$319K	0.1%Prev: 0.1%	11,871 SH	Increased+35 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$2.3M	0.5%	29,646 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$232K	0.0%	5,188 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$563K	0.1%	3,636 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$245K	0.1%	1,578 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$1.1M	0.2%	26,584 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$2.4M	0.5%	16,664 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$364K	0.1%Prev: 0.1%	2,260 SH	Increased-128 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.9M	0.4%Prev: 0.4%	2,754 SH	Decreased-119 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$283K	0.1%Prev: 0.1%	469 SH	Decreased-49 SH
SPDR SERIES TRUST	STATE STREET SPD	$5.3M	1.1%	76,726 SH	New
TESLA INC	COM	$1.1M	0.2%Prev: 0.2%	2,444 SH	Increased+205 SH
TRAVELERS COMPANIES INC	COM	$1.1M	0.2%Prev: 0.2%	3,944 SH	Increased+40 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$376K	0.1%Prev: 0.1%	1,043 SH	Increased+96 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$335K	0.1%Prev: 0.1%	998 SH	Increased+43 SH
VANGUARD INDEX FDS	VALUE ETF	$255K	0.1%Prev: 0.1%	1,337 SH	Increased+1 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$220K	0.0%Prev: 0.0%	1,002 SH	Increased+4 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$350K	0.1%Prev: 0.1%	5,607 SH	Increased+37 SH
VISA INC	COM CL A	$1.6M	0.3%Prev: 0.3%	4,427 SH	Increased-43 SH
WALMART INC	COM	$2.0M	0.4%Prev: 0.4%	18,225 SH	Increased-125 SH
WOODWARD INC	COM	$1.0M	0.2%	3,320 SH	New

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $1.0M
BJS WHSL CLUB HLDGS INC — $1.1M
BROADRIDGE FINL SOLUTIONS IN — $925K
CAL MAINE FOODS INC — $1.0M
CHENIERE ENERGY INC — $1.2M
COMMVAULT SYS INC — $1.4M
CORCEPT THERAPEUTICS INC — $1.2M
GEN DIGITAL INC — $1.2M
NUTANIX INC — $236K
REPUBLIC SVCS INC — $1.2M
SELECT SECTOR SPDR TR — $224K
SELECT SECTOR SPDR TR — $219K
SELECT SECTOR SPDR TR — $228K
SELECT SECTOR SPDR TR — $2.3M
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $2.5M
SPDR SERIES TRUST — $2.0M
SPDR SERIES TRUST — $3.1M
TRANSDIGM GROUP INC — $1.1M
UNITEDHEALTH GROUP INC — $233K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001802224-26-000002	$482.4M	View
Nov 3, 2025	Q3 2025	13F-HR	0001802224-25-000012	$450.8M	View
Jul 28, 2026	Q2 2026