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: $420.8M128 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$3.3M	0.8%Prev: 1.2%	18,602 SH	Decreased-3,153 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.4%Prev: 0.5%	9,563 SH	Decreased+1,006 SH
ALTRIA GROUP INC	COM	$211K	0.1%Prev: 0.0%	3,594 SH	Decreased-35 SH
ALX ONCOLOGY HLDGS INC	COM	$7K	0.0%Prev: 0.0%	17,500 SH	Decreased
AMAZON COM INC	COM	$5.4M	1.3%Prev: 1.0%	24,416 SH	Increased+1,141 SH
AMGEN INC	COM	$843K	0.2%Prev: 0.1%	3,019 SH	Increased+1,560 SH
APPLE INC	COM	$17.7M	4.2%Prev: 4.1%	86,206 SH	Decreased+3,317 SH
AT&T INC	COM	$846K	0.2%Prev: 0.1%	29,238 SH	Increased+9,925 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.0M	0.2%	3,295 SH	New
AUTOZONE INC	COM	$397K	0.1%Prev: 0.1%	107 SH	Increased+3 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.3M	1.3%Prev: 0.8%	10,897 SH	Increased+2,334 SH
BJS WHSL CLUB HLDGS INC	COM	$1.3M	0.3%	11,996 SH	New
BLACKSTONE INC	COM	$238K	0.1%	1,592 SH	New
BRAZE INC	COM CL A	$1.3M	0.3%Prev: 0.2%	46,558 SH	Increased+8,000 SH
BROADCOM INC	COM	$951K	0.2%Prev: 0.4%	3,448 SH	Decreased-3,750 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$882K	0.2%	3,630 SH	New
BROWN & BROWN INC	COM	$1.2M	0.3%	10,940 SH	New
CAL MAINE FOODS INC	COM NEW	$1.1M	0.3%	10,744 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$37.2M	8.8%Prev: 8.4%	915,194 SH	Decreased-148,606 SH
CARDINAL HEALTH INC	COM	$1.6M	0.4%Prev: 0.3%	9,448 SH	Increased+2,836 SH
CASEYS GEN STORES INC	COM	$1.3M	0.3%Prev: 0.3%	2,546 SH	Decreased+429 SH
CATERPILLAR INC	COM	$342K	0.1%Prev: 0.1%	880 SH	Decreased+128 SH
CHENIERE ENERGY INC	COM NEW	$1.3M	0.3%	5,188 SH	New
CHEVRON CORP NEW	COM	$366K	0.1%	2,553 SH	New
CISCO SYS INC	COM	$252K	0.1%Prev: 0.1%	3,629 SH	Decreased-203 SH
COCA COLA CO	COM	$227K	0.1%Prev: 0.0%	3,212 SH	Decreased+20 SH
COMMVAULT SYS INC	COM	$1.3M	0.3%	7,263 SH	New
CORCEPT THERAPEUTICS INC	COM	$1.1M	0.3%	14,387 SH	New
COSTCO WHSL CORP NEW	COM	$4.7M	1.1%	4,755 SH	New
DEERE & CO	COM	$460K	0.1%Prev: 0.1%	904 SH	Decreased-326 SH
DISNEY WALT CO	COM	$2.1M	0.5%Prev: 0.3%	17,315 SH	Increased+274 SH
DOUBLEVERIFY HLDGS INC	COM	$4.8M	1.1%Prev: 0.6%	319,831 SH	Increased+3,000 SH
ELI LILLY & CO	COM	$870K	0.2%Prev: 0.2%	1,116 SH	Decreased+129 SH
EXLSERVICE HOLDINGS INC	COM	$977K	0.2%	22,312 SH	New
EXXON MOBIL CORP	COM	$336K	0.1%Prev: 0.4%	3,116 SH	Decreased-9,065 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.3M	0.3%Prev: 0.3%	6,633 SH	Increased+446 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$954K	0.2%Prev: 0.1%	10,148 SH	Increased-1,231 SH
FORTINET INC	COM	$1.0M	0.2%	9,488 SH	New
FOX CORP	CL A COM	$1.1M	0.3%	19,890 SH	New
GE AEROSPACE	COM NEW	$241K	0.1%Prev: 0.1%	935 SH	Decreased+6 SH
GEN DIGITAL INC	COM	$1.2M	0.3%	40,173 SH	New
GOLDMAN SACHS GROUP INC	COM	$806K	0.2%Prev: 0.2%	1,138 SH	Decreased-4 SH
HOME DEPOT INC	COM	$1.2M	0.3%Prev: 0.2%	3,376 SH	Increased+381 SH
INTERNATIONAL BUSINESS MACHS	COM	$239K	0.1%	810 SH	New
INTUITIVE SURGICAL INC	COM NEW	$216K	0.1%	397 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$8.9M	2.1%Prev: 1.9%	171,132 SH	Decreased-8,173 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$223K	0.1%Prev: 0.0%	1,225 SH	Decreased-6 SH
INVESCO QQQ TR	UNIT SER 1	$14.0M	3.3%Prev: 2.7%	25,378 SH	Increased+1,619 SH
ISHARES GOLD TR	ISHARES NEW	$1.8M	0.4%Prev: 3.7%	29,660 SH	Decreased-185,508 SH
ISHARES INC	CORE MSCI EMKT	$4.8M	1.1%Prev: 0.4%	80,402 SH	Increased+47,641 SH
ISHARES TR	0-5 YR TIPS ETF	$22.3M	5.3%Prev: 2.9%	216,393 SH	Increased+73,421 SH
ISHARES TR	CORE HIGH DV ETF	$816K	0.2%Prev: 0.2%	6,966 SH	Decreased-167 SH
ISHARES TR	CORE MSCI EAFE	$28.8M	6.8%Prev: 2.4%	345,055 SH	Increased+207,406 SH
ISHARES TR	CORE S&P MCP ETF	$10.5M	2.5%Prev: 0.4%	169,050 SH	Increased+140,099 SH
ISHARES TR	CORE S&P SCP ETF	$2.1M	0.5%Prev: 0.4%	18,788 SH	Increased+4,161 SH
ISHARES TR	CORE S&P TTL STK	$4.4M	1.0%Prev: 0.7%	32,306 SH	Increased+5,665 SH
ISHARES TR	CORE S&P500 ETF	$81.9M	19.5%Prev: 16.3%	131,982 SH	Decreased+4,730 SH
ISHARES TR	ESG AW MSCI EAFE	$223K	0.1%Prev: 0.0%	2,504 SH	Decreased+81 SH
ISHARES TR	ESG AWR US AGRGT	$221K	0.1%Prev: 0.1%	4,656 SH	Decreased-1,251 SH
ISHARES TR	ESG MSCI KLD 400	$210K	0.1%Prev: 0.0%	1,812 SH	Decreased-148 SH
ISHARES TR	MSCI EAFE ETF	$1.2M	0.3%Prev: 0.2%	13,721 SH	Increased+2,265 SH
ISHARES TR	MSCI EMG MKT ETF	$2.4M	0.6%Prev: 0.2%	49,008 SH	Increased+28,564 SH
ISHARES TR	RUS 1000 GRW ETF	$5.5M	1.3%Prev: 0.9%	12,902 SH	Increased+1,702 SH
ISHARES TR	RUS 1000 VAL ETF	$602K	0.1%Prev: 0.1%	3,102 SH	Increased+529 SH
ISHARES TR	RUS MID CAP ETF	$2.6M	0.6%Prev: 0.5%	28,404 SH	Decreased+1,383 SH
ISHARES TR	RUS TP200 GR ETF	$18.3M	4.4%Prev: 3.8%	74,342 SH	Decreased-4,519 SH
ISHARES TR	RUS TP200 VL ETF	$21.6M	5.1%Prev: 5.1%	256,923 SH	Decreased-22,880 SH
ISHARES TR	RUSSELL 2000 ETF	$943K	0.2%Prev: 0.2%	4,369 SH	Decreased+306 SH
ISHARES TR	S&P 500 GRWT ETF	$241K	0.1%Prev: 0.0%	2,190 SH	Decreased-3 SH
ISHARES TR	S&P 500 VAL ETF	$1.3M	0.3%Prev: 0.2%	6,436 SH	Increased+1,260 SH
ISHARES TR	SP SMCP600VL ETF	$461K	0.1%Prev: 0.1%	4,630 SH	Decreased-10 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.9M	0.7%Prev: 0.8%	50,388 SH	Decreased-17,795 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$634K	0.2%Prev: 0.2%	10,134 SH	Decreased-5,076 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$741K	0.2%Prev: 0.1%	13,616 SH	Decreased+66 SH
JOHNSON & JOHNSON	COM	$457K	0.1%Prev: 0.2%	2,993 SH	Decreased-387 SH
JPMORGAN CHASE & CO.	COM	$3.0M	0.7%	10,328 SH	New
KAYNE ANDERSON ENERGY INFRST	COM	$137K	0.0%Prev: 0.0%	10,795 SH	Decreased-350 SH
KKR & CO INC	COM	$303K	0.1%	2,274 SH	New
MARTIN MARIETTA MATLS INC	COM	$1.2M	0.3%Prev: 0.3%	2,241 SH	Decreased+28 SH
MCDONALDS CORP	COM	$271K	0.1%Prev: 0.0%	927 SH	Increased+201 SH
MCKESSON CORP	COM	$1.4M	0.3%Prev: 0.3%	1,843 SH	Decreased+251 SH
MERCADOLIBRE INC	COM	$227K	0.1%	87 SH	New
MERCK & CO INC	COM	$301K	0.1%Prev: 0.1%	3,807 SH	Increased+1,484 SH
META PLATFORMS INC	CL A	$965K	0.2%Prev: 0.1%	1,307 SH	Increased+53 SH
MICRON TECHNOLOGY INC	COM	$423K	0.1%Prev: 0.2%	3,430 SH	Decreased+98 SH
MICROSOFT CORP	COM	$7.8M	1.8%Prev: 1.1%	15,633 SH	Increased-67 SH
MSCI INC	COM	$365K	0.1%Prev: 0.1%	633 SH	Increased+50 SH
NETFLIX INC	COM	$600K	0.1%	448 SH	New
NUTANIX INC	CL A	$243K	0.1%	3,175 SH	New
NVIDIA CORPORATION	COM	$8.5M	2.0%Prev: 1.8%	53,548 SH	Decreased+1,805 SH
ORACLE CORP	COM	$586K	0.1%Prev: 0.1%	2,681 SH	Increased+210 SH
OREILLY AUTOMOTIVE INC	COM	$1.0M	0.2%Prev: 0.2%	11,541 SH	Decreased-1,861 SH
PALANTIR TECHNOLOGIES INC	CL A	$489K	0.1%Prev: 0.1%	3,584 SH	Decreased+43 SH
PALO ALTO NETWORKS INC	COM	$612K	0.1%Prev: 0.1%	2,989 SH	Increased-609 SH
PEPSICO INC	COM	$250K	0.1%Prev: 0.0%	1,897 SH	Increased+380 SH
PHILIP MORRIS INTL INC	COM	$245K	0.1%	1,344 SH	New
PIMCO ETF TR	MULTISECTOR BD	$628K	0.1%	23,646 SH	New
PROCTER AND GAMBLE CO	COM	$872K	0.2%	5,473 SH	New
PROGRESSIVE CORP	COM	$1.2M	0.3%	4,589 SH	New
REPUBLIC SVCS INC	COM	$1.3M	0.3%	5,217 SH	New
RTX CORPORATION	COM	$361K	0.1%Prev: 0.1%	2,474 SH	Decreased+58 SH
SALESFORCE INC	COM	$473K	0.1%Prev: 0.1%	1,735 SH	Increased+91 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$288K	0.1%Prev: 0.1%	11,802 SH	Decreased-103 SH
SELECT SECTOR SPDR TR	ENERGY	$211K	0.1%	2,490 SH	New
SELECT SECTOR SPDR TR	INDL	$8.5M	2.0%	57,281 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$235K	0.1%	2,907 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$2.1M	0.5%	15,870 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$2.4M	0.6%	29,334 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$2.4M	0.6%	9,293 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$275K	0.1%Prev: 0.1%	2,388 SH	Decreased+10 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	0.4%	2,876 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$293K	0.1%	518 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$1.8M	0.4%	32,335 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$3.0M	0.7%	41,523 SH	New
STRYKER CORPORATION	COM	$203K	0.0%	514 SH	New
T-MOBILE US INC	COM	$1.3M	0.3%	5,287 SH	New
TESLA INC	COM	$760K	0.2%Prev: 0.2%	2,392 SH	Decreased-293 SH
TRANSDIGM GROUP INC	COM	$1.2M	0.3%	785 SH	New
UNUM GROUP	COM	$1.1M	0.3%	13,148 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$242K	0.1%Prev: 0.1%	869 SH	Decreased-202 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$384K	0.1%Prev: 0.1%	1,264 SH	Increased+264 SH
VANGUARD INDEX FDS	VALUE ETF	$239K	0.1%Prev: 0.1%	1,352 SH	Decreased+20 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$270K	0.1%Prev: 0.0%	1,320 SH	Increased+316 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$308K	0.1%Prev: 0.1%	5,395 SH	Decreased-45 SH
VICI PPTYS INC	COM	$1.2M	0.3%	35,547 SH	New
VISA INC	COM CL A	$1.6M	0.4%Prev: 0.3%	4,572 SH	Increased+95 SH
WALMART INC	COM	$1.9M	0.4%Prev: 0.4%	19,231 SH	Decreased+1,817 SH
WASTE MGMT INC DEL	COM	$1.2M	0.3%	5,229 SH	New

Sold (vs prior filing)

AB ACTIVE ETFS INC — $1.3M
AMERICAN CENTY ETF TR — $4.5M
AMERICAN CENTY ETF TR — $57.0M
AMPHENOL CORP — $1.2M
BANK AMERICA CORP — $220K
BERKLEY W R CORP — $1.2M
BNY MELLON ETF TRUST II — $5.5M
CACI INTL INC — $1.1M
CAPITAL GROUP INTL FOCUS EQT — $570K
CBOE GLOBAL MKTS INC — $1.4M
CENTERPOINT ENERGY INC — $1.4M
CHEVRON CORPORATION — $420K
COSTCO WHOLESALE CORPORATION — $2.0M
FABRINET — $1.4M
FIRST TR EXCHANGE TRADED FD — $35.2M
FLEXTRONICS INTL LTD — $1.3M
GE VERNOVA INC — $202K
GILEAD SCIENCES INC — $1.3M
HCA HEALTHCARE INC — $1.3M
INNOVATOR ETFS TRUST — $212K
… and 21 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