JSF Financial, LLC

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

Import this data to Google Sheets with:

=jivedata("jsf-financial-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $450.8M128 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$5.8M	1.3%Prev: 1.2%	24,018 SH	Decreased+2,087 SH
ALPHABET INC	CAP STK CL C	$2.1M	0.5%Prev: 0.5%	8,772 SH	Decreased+216 SH
ALTRIA GROUP INC	COM	$238K	0.1%Prev: 0.3%	3,607 SH	Decreased-19,389 SH
ALX ONCOLOGY HLDGS INC	COM	$32K	0.0%Prev: 0.0%	17,500 SH	Decreased
AMAZON COM INC	COM	$5.0M	1.1%Prev: 0.9%	22,826 SH	Decreased-187 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$29.6M	6.6%Prev: 10.1%	375,742 SH	Decreased-339,064 SH
AMGEN INC	COM	$437K	0.1%Prev: 0.1%	1,548 SH	Decreased+85 SH
AMPHENOL CORP NEW	CL A	$895K	0.2%	7,233 SH	New
APPLE INC	COM	$21.5M	4.8%Prev: 3.8%	84,616 SH	Decreased+2,119 SH
AT&T INC	COM	$623K	0.1%Prev: 0.1%	22,055 SH	Increased+2,763 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.0M	0.2%	3,474 SH	New
AUTOZONE INC	COM	$459K	0.1%Prev: 0.1%	107 SH	Increased+3 SH
BERKLEY W R CORP	COM	$1.3M	0.3%	17,319 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.2M	0.9%Prev: 0.7%	8,384 SH	Decreased-89 SH
BJS WHSL CLUB HLDGS INC	COM	$1.1M	0.3%	12,223 SH	New
BLACKSTONE INC	COM	$252K	0.1%Prev: 0.0%	1,474 SH	Increased-661 SH
BRAZE INC	COM CL A	$1.2M	0.3%Prev: 0.1%	41,558 SH	Increased+3,000 SH
BROADCOM INC	COM	$2.3M	0.5%Prev: 0.4%	6,842 SH	Decreased-566 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$925K	0.2%	3,886 SH	New
CAL MAINE FOODS INC	COM NEW	$1.0M	0.2%	11,154 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$38.8M	8.6%	882,565 SH	New
CARDINAL HEALTH INC	COM	$1.5M	0.3%	9,547 SH	New
CASEYS GEN STORES INC	COM	$1.5M	0.3%Prev: 0.3%	2,576 SH	Decreased+425 SH
CATERPILLAR INC	COM	$416K	0.1%Prev: 0.1%	872 SH	Decreased+134 SH
CBOE GLOBAL MKTS INC	COM	$1.3M	0.3%	5,124 SH	New
CHENIERE ENERGY INC	COM NEW	$1.2M	0.3%	5,255 SH	New
CHEVRON CORP NEW	COM	$420K	0.1%	2,705 SH	New
CISCO SYS INC	COM	$249K	0.1%Prev: 0.1%	3,646 SH	Decreased-11 SH
COCA COLA CO	COM	$212K	0.0%Prev: 0.0%	3,203 SH	Decreased-26 SH
COMMVAULT SYS INC	COM	$1.4M	0.3%	7,345 SH	New
CORCEPT THERAPEUTICS INC	COM	$1.2M	0.3%	14,769 SH	New
COSTCO WHSL CORP NEW	COM	$4.3M	1.0%	4,665 SH	New
DEERE & CO	COM	$414K	0.1%Prev: 0.1%	906 SH	Decreased-310 SH
DISNEY WALT CO	COM	$2.2M	0.5%Prev: 0.3%	19,209 SH	Increased+2,603 SH
DOUBLEVERIFY HLDGS INC	COM	$3.8M	0.8%Prev: 0.5%	319,831 SH	Increased+3,000 SH
ELI LILLY & CO	COM	$834K	0.2%Prev: 0.4%	1,093 SH	Decreased-1,146 SH
EXXON MOBIL CORP	COM	$286K	0.1%Prev: 0.3%	2,538 SH	Decreased-9,920 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.5M	0.3%Prev: 0.3%	6,691 SH	Decreased+502 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.0M	0.2%Prev: 0.1%	10,100 SH	Increased-6,959 SH
FLEX LTD	ORD	$1.2M	0.3%Prev: 0.4%	20,522 SH	Decreased+3,959 SH
FOX CORP	CL A COM	$1.3M	0.3%	20,260 SH	New
GE AEROSPACE	COM NEW	$282K	0.1%Prev: 0.1%	936 SH	Decreased-3 SH
GEN DIGITAL INC	COM	$1.2M	0.3%	40,772 SH	New
GOLDMAN SACHS GROUP INC	COM	$907K	0.2%Prev: 0.2%	1,140 SH	Decreased-4 SH
HOME DEPOT INC	COM	$1.4M	0.3%Prev: 0.2%	3,346 SH	Increased+618 SH
INTUITIVE SURGICAL INC	COM NEW	$252K	0.1%	563 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$9.8M	2.2%Prev: 1.8%	170,686 SH	Decreased-16,205 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$233K	0.1%Prev: 0.0%	1,227 SH	Decreased-7 SH
INVESCO QQQ TR	UNIT SER 1	$14.7M	3.3%Prev: 2.7%	24,454 SH	Decreased+1,093 SH
ISHARES GOLD TR	ISHARES NEW	$17.2M	3.8%Prev: 2.9%	236,846 SH	Decreased-7,762 SH
ISHARES INC	CORE MSCI EMKT	$5.4M	1.2%Prev: 0.3%	82,197 SH	Increased+56,290 SH
ISHARES TR	0-5 YR TIPS ETF	$21.5M	4.8%	207,812 SH	New
ISHARES TR	CORE HIGH DV ETF	$859K	0.2%Prev: 0.2%	7,019 SH	Decreased-28,880 SH
ISHARES TR	CORE MSCI EAFE	$4.3M	0.9%Prev: 0.5%	48,820 SH	Increased+14,407 SH
ISHARES TR	CORE S&P MCP ETF	$10.9M	2.4%Prev: 0.3%	167,262 SH	Increased+139,591 SH
ISHARES TR	CORE S&P SCP ETF	$2.2M	0.5%Prev: 0.4%	18,427 SH	Decreased+2,610 SH
ISHARES TR	CORE S&P TTL STK	$4.3M	0.9%Prev: 0.7%	29,368 SH	Decreased+2,751 SH
ISHARES TR	CORE S&P500 ETF	$84.0M	18.6%Prev: 15.3%	125,533 SH	Decreased-3,997 SH
ISHARES TR	ESG AW MSCI EAFE	$266K	0.1%Prev: 0.0%	2,862 SH	Increased+402 SH
ISHARES TR	ESG AWR US AGRGT	$237K	0.1%Prev: 0.0%	4,937 SH	Decreased-1,020 SH
ISHARES TR	ESG MSCI KLD 400	$236K	0.1%	1,874 SH	New
ISHARES TR	GLOBAL TECH ETF	$206K	0.0%Prev: 0.0%	1,999 SH	Decreased-20 SH
ISHARES TR	MSCI EAFE ETF	$1.0M	0.2%Prev: 0.2%	10,893 SH	Decreased-547 SH
ISHARES TR	MSCI EMG MKT ETF	$2.0M	0.5%Prev: 0.2%	38,286 SH	Increased+23,763 SH
ISHARES TR	RUS 1000 GRW ETF	$5.7M	1.3%Prev: 0.9%	12,183 SH	Increased-33,218 SH
ISHARES TR	RUS 1000 VAL ETF	$628K	0.1%Prev: 0.2%	3,084 SH	Decreased-2,524 SH
ISHARES TR	RUS MID CAP ETF	$2.7M	0.6%Prev: 0.5%	28,181 SH	Decreased-1,667 SH
ISHARES TR	RUS TP200 GR ETF	$19.9M	4.4%Prev: 4.2%	72,640 SH	Decreased-17,762 SH
ISHARES TR	RUS TP200 VL ETF	$24.2M	5.4%Prev: 4.0%	275,939 SH	Decreased+36,467 SH
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.2%Prev: 0.3%	4,264 SH	Decreased-1,248 SH
ISHARES TR	S&P 500 GRWT ETF	$264K	0.1%Prev: 0.0%	2,191 SH	Decreased-2 SH
ISHARES TR	S&P 500 VAL ETF	$1.2M	0.3%Prev: 0.2%	5,973 SH	Increased+1,078 SH
ISHARES TR	SP SMCP600VL ETF	$513K	0.1%Prev: 0.1%	4,641 SH	Decreased-172 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.1M	0.7%Prev: 0.7%	54,531 SH	Decreased-21,942 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$986K	0.2%	15,164 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$772K	0.2%Prev: 0.2%	13,416 SH	Decreased-6,057 SH
JOHNSON & JOHNSON	COM	$548K	0.1%Prev: 0.1%	2,954 SH	Decreased-366 SH
JPMORGAN CHASE & CO.	COM	$3.2M	0.7%	10,210 SH	New
KAYNE ANDERSON ENERGY INFRST	COM	$136K	0.0%Prev: 0.0%	10,975 SH	Decreased-351 SH
KKR & CO INC	COM	$296K	0.1%	2,277 SH	New
LAM RESEARCH CORP	COM NEW	$224K	0.0%Prev: 0.1%	1,673 SH	Decreased+1 SH
MARTIN MARIETTA MATLS INC	COM	$1.4M	0.3%	2,271 SH	New
MCDONALDS CORP	COM	$238K	0.1%Prev: 0.0%	784 SH	Increased-42 SH
MCKESSON CORP	COM	$1.4M	0.3%	1,865 SH	New
MERCK & CO INC	COM	$220K	0.0%Prev: 0.3%	2,623 SH	Decreased-11,337 SH
META PLATFORMS INC	CL A	$843K	0.2%Prev: 0.1%	1,147 SH	Increased-115 SH
MICRON TECHNOLOGY INC	COM	$524K	0.1%Prev: 0.5%	3,130 SH	Decreased+314 SH
MICROSOFT CORP	COM	$8.2M	1.8%Prev: 0.9%	15,764 SH	Increased+292 SH
MSCI INC	COM	$359K	0.1%Prev: 0.1%	633 SH	Increased+50 SH
NETFLIX INC	COM	$493K	0.1%	411 SH	New
NISOURCE INC	COM	$1.3M	0.3%Prev: 0.2%	30,160 SH	Decreased-1,011 SH
NUTANIX INC	CL A	$236K	0.1%	3,175 SH	New
NVIDIA CORPORATION	COM	$9.5M	2.1%Prev: 1.6%	50,954 SH	Decreased-646 SH
ORACLE CORP	COM	$597K	0.1%Prev: 0.1%	2,122 SH	Increased-354 SH
OREILLY AUTOMOTIVE INC	COM	$1.3M	0.3%	11,791 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$657K	0.1%Prev: 0.1%	3,601 SH	Increased+60 SH
PALO ALTO NETWORKS INC	COM	$631K	0.1%Prev: 0.2%	3,101 SH	Decreased-383 SH
PEPSICO INC	COM	$238K	0.1%Prev: 0.0%	1,692 SH	Increased+209 SH
PIMCO ETF TR	MULTISECTOR BD	$322K	0.1%	12,002 SH	New
PROCTER AND GAMBLE CO	COM	$815K	0.2%	5,302 SH	New
RAYMOND JAMES FINL INC	COM	$1.2M	0.3%	7,179 SH	New
REPUBLIC SVCS INC	COM	$1.2M	0.3%	5,297 SH	New
RTX CORPORATION	COM	$397K	0.1%Prev: 0.1%	2,371 SH	Decreased-16 SH
SALESFORCE INC	COM	$412K	0.1%Prev: 0.1%	1,737 SH	Decreased-1,070 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$312K	0.1%Prev: 0.1%	11,836 SH	Decreased-101 SH
SELECT SECTOR SPDR TR	ENERGY	$224K	0.0%	2,504 SH	New
SELECT SECTOR SPDR TR	INDL	$219K	0.0%	1,419 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$228K	0.1%	2,907 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$2.3M	0.5%	16,378 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.3M	0.3%	14,845 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$2.5M	0.6%	8,865 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$355K	0.1%Prev: 0.0%	2,388 SH	Increased+60 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.9M	0.4%	2,873 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$309K	0.1%	518 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$2.0M	0.4%	35,138 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$3.1M	0.7%	39,942 SH	New
TESLA INC	COM	$996K	0.2%Prev: 0.2%	2,239 SH	Decreased-673 SH
TRANSDIGM GROUP INC	COM	$1.1M	0.2%	815 SH	New
TRAVELERS COMPANIES INC	COM	$1.1M	0.2%Prev: 0.3%	3,904 SH	Decreased-1,059 SH
UNITEDHEALTH GROUP INC	COM	$233K	0.1%Prev: 0.1%	676 SH	Decreased-1,179 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$309K	0.1%Prev: 0.1%	947 SH	Decreased-246 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$314K	0.1%Prev: 0.1%	955 SH	Decreased-633 SH
VANGUARD INDEX FDS	VALUE ETF	$249K	0.1%Prev: 0.0%	1,336 SH	Decreased+13 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$215K	0.0%Prev: 0.1%	998 SH	Decreased-692 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$334K	0.1%Prev: 0.2%	5,570 SH	Decreased-11,381 SH
VICI PPTYS INC	COM	$1.2M	0.3%	36,149 SH	New
VISA INC	COM CL A	$1.5M	0.3%Prev: 0.2%	4,470 SH	Decreased-10 SH
WALMART INC	COM	$1.9M	0.4%Prev: 0.3%	18,350 SH	Decreased+512 SH

Sold (vs prior filing)

AB ACTIVE ETFS INC — $1.3M
ALLOGENE THERAPEUTICS INC — $22K
AMERICAN CENTY ETF TR — $26.0M
BANK OF AMER CORP — $249K
BNY MELLON ETF TRUST II — $8.9M
CAPITAL GROUP GROWTH ETF — $67.9M
CAPITAL GROUP INTL FOCUS EQT — $432K
CENTERPOINT ENERGY INC — $1.5M
CHEVRON CORPORATION — $301K
CIENA CORP — $1.3M
CORNING INC — $1.9M
CORTEVA INC — $1.4M
COSTCO WHOLESALE CORPORATION — $1.8M
CROWDSTRIKE HLDGS INC — $213K
DELL TECHNOLOGIES INC — $2.6M
EXELIXIS INC — $1.4M
FABRINET — $1.5M
FIRST TR EXCHANGE TRADED FD — $38.2M
GE VERNOVA INC — $271K
GILEAD SCIENCES INC — $1.3M
… and 36 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