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: $510.1M126 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	CALIFORNIA INTER	$1.3M	0.3%	52,517 SH	New
ALPHABET INC	CAP STK CL A	$6.3M	1.2%Prev: 0.8%	21,755 SH	Increased+3,218 SH
ALPHABET INC	CAP STK CL C	$2.5M	0.5%Prev: 0.4%	8,557 SH	Increased-258 SH
ALTRIA GROUP INC	COM	$239K	0.0%Prev: 0.1%	3,629 SH	Increased+48 SH
ALX ONCOLOGY HLDGS INC	COM	$35K	0.0%Prev: 0.0%	17,500 SH	Increased
AMAZON COM INC	COM	$4.8M	1.0%Prev: 1.1%	23,275 SH	Increased+836 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.5M	0.9%	55,973 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$57.0M	11.2%	671,730 SH	New
AMGEN INC	COM	$513K	0.1%Prev: 0.2%	1,459 SH	Decreased-1,543 SH
AMPHENOL CORP	CL A	$1.2M	0.2%	9,304 SH	New
APPLE INC	COM	$21.0M	4.1%Prev: 5.0%	82,889 SH	Increased-2,684 SH
AT&T INC	COM	$560K	0.1%Prev: 0.3%	19,313 SH	Decreased-14,462 SH
AUTOZONE INC	COM	$351K	0.1%Prev: 0.1%	104 SH	Decreased-3 SH
BANK AMERICA CORP	COM	$220K	0.0%	4,506 SH	New
BERKLEY W R CORP	COM	$1.2M	0.2%	18,525 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	0.8%Prev: 1.4%	8,563 SH	Decreased-1,232 SH
BNY MELLON ETF TRUST II	DYNAMIC VALUE	$5.5M	1.1%	186,738 SH	New
BRAZE INC	COM CL A	$910K	0.2%Prev: 0.5%	38,558 SH	Decreased-12,285 SH
BROADCOM INC	COM	$2.2M	0.4%Prev: 0.1%	7,198 SH	Increased+5,390 SH
CACI INTL INC	CL A	$1.1M	0.2%	2,017 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$42.8M	8.4%Prev: 8.5%	1,063,800 SH	Increased+125,022 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$570K	0.1%	19,321 SH	New
CARDINAL HEALTH INC	COM	$1.4M	0.3%Prev: 0.3%	6,612 SH	Increased-2,439 SH
CASEYS GEN STORES INC	COM	$1.5M	0.3%Prev: 0.3%	2,117 SH	Increased-195 SH
CATERPILLAR INC	COM	$533K	0.1%Prev: 0.1%	752 SH	Increased-173 SH
CBOE GLOBAL MKTS INC	COM	$1.4M	0.3%	4,881 SH	New
CENTERPOINT ENERGY INC	COM	$1.4M	0.3%	33,144 SH	New
CHEVRON CORPORATION	COM	$420K	0.1%	2,029 SH	New
CISCO SYS INC	COM	$297K	0.1%Prev: 0.1%	3,832 SH	Increased+256 SH
COCA COLA CO	COM	$243K	0.0%Prev: 0.1%	3,192 SH	Increased+279 SH
COSTCO WHOLESALE CORPORATION	COM	$2.0M	0.4%	1,996 SH	New
DEERE & CO	COM	$693K	0.1%Prev: 0.1%	1,230 SH	Increased+329 SH
DISNEY WALT CO	COM	$1.6M	0.3%Prev: 0.5%	17,041 SH	Decreased-1,574 SH
DOUBLEVERIFY HLDGS INC	COM	$3.0M	0.6%Prev: 1.1%	316,831 SH	Decreased-3,000 SH
ELI LILLY & CO	COM	$908K	0.2%Prev: 0.2%	987 SH	Increased-4 SH
EXXON MOBIL CORP	COM	$2.1M	0.4%Prev: 0.1%	12,181 SH	Increased+9,649 SH
FABRINET	SHS	$1.4M	0.3%	2,631 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.3M	0.3%Prev: 0.3%	6,187 SH	Increased-444 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$672K	0.1%Prev: 0.2%	11,379 SH	Decreased+1,253 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$35.2M	6.9%	891,631 SH	New
FLEXTRONICS INTL LTD	ORD	$1.3M	0.3%	20,504 SH	New
GE AEROSPACE	COM NEW	$264K	0.1%	929 SH	New
GE VERNOVA INC	COM	$202K	0.0%	231 SH	New
GILEAD SCIENCES INC	COM	$1.3M	0.3%	9,651 SH	New
GOLDMAN SACHS GROUP INC	COM	$966K	0.2%Prev: 0.1%	1,142 SH	Increased+289 SH
HCA HEALTHCARE INC	COM	$1.3M	0.3%	2,696 SH	New
HOME DEPOT INC	COM	$985K	0.2%Prev: 0.3%	2,995 SH	Increased+351 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$212K	0.0%	7,703 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$9.8M	1.9%Prev: 2.0%	179,305 SH	Increased+17,251 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$236K	0.0%Prev: 0.1%	1,231 SH	Increased+9 SH
INVESCO QQQ TR	UNIT SER 1	$13.7M	2.7%Prev: 2.9%	23,759 SH	Increased+422 SH
ISHARES GOLD TR	ISHARES NEW	$19.0M	3.7%Prev: 0.5%	215,168 SH	Increased+185,587 SH
ISHARES INC	CORE MSCI EMKT	$2.3M	0.4%Prev: 1.1%	32,761 SH	Decreased-45,515 SH
ISHARES TR	0-5 YR TIPS ETF	$14.8M	2.9%Prev: 6.3%	142,972 SH	Decreased-88,068 SH
ISHARES TR	CORE HIGH DV ETF	$968K	0.2%Prev: 0.2%	7,133 SH	Increased+219 SH
ISHARES TR	CORE MSCI EAFE	$12.5M	2.4%Prev: 5.9%	137,649 SH	Decreased-156,204 SH
ISHARES TR	CORE S&P MCP ETF	$2.0M	0.4%Prev: 2.4%	28,951 SH	Decreased-128,576 SH
ISHARES TR	CORE S&P SCP ETF	$1.8M	0.4%Prev: 0.5%	14,627 SH	Decreased-3,752 SH
ISHARES TR	CORE S&P TTL STK	$3.8M	0.7%Prev: 1.1%	26,641 SH	Decreased-7,307 SH
ISHARES TR	CORE S&P500 ETF	$83.1M	16.3%Prev: 20.3%	127,252 SH	Increased-9,445 SH
ISHARES TR	ESG AW MSCI EAFE	$232K	0.0%Prev: 0.1%	2,423 SH	Decreased-3,298 SH
ISHARES TR	ESG AWR US AGRGT	$281K	0.1%Prev: 0.1%	5,907 SH	Decreased-2,920 SH
ISHARES TR	ESG MSCI KLD 400	$238K	0.0%Prev: 0.1%	1,960 SH	Decreased-2,126 SH
ISHARES TR	GLOBAL TECH ETF	$202K	0.0%	2,017 SH	New
ISHARES TR	MSCI EAFE ETF	$1.1M	0.2%Prev: 0.3%	11,456 SH	Increased-183 SH
ISHARES TR	MSCI EMG MKT ETF	$1.2M	0.2%Prev: 0.6%	20,444 SH	Decreased-34,974 SH
ISHARES TR	RUS 1000 GRW ETF	$4.8M	0.9%Prev: 1.3%	11,200 SH	Decreased-2,050 SH
ISHARES TR	RUS 1000 VAL ETF	$550K	0.1%Prev: 0.1%	2,573 SH	Increased+73 SH
ISHARES TR	RUS MID CAP ETF	$2.6M	0.5%Prev: 0.6%	27,021 SH	Increased-1,299 SH
ISHARES TR	RUS TP200 GR ETF	$19.6M	3.8%Prev: 3.8%	78,861 SH	Increased+9,986 SH
ISHARES TR	RUS TP200 VL ETF	$25.9M	5.1%Prev: 5.5%	279,803 SH	Increased+25,505 SH
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.2%Prev: 0.2%	4,063 SH	Increased-206 SH
ISHARES TR	S&P 500 GRWT ETF	$248K	0.0%Prev: 0.1%	2,193 SH	Increased+4 SH
ISHARES TR	S&P 500 VAL ETF	$1.1M	0.2%Prev: 0.3%	5,176 SH	Decreased-1,708 SH
ISHARES TR	SP SMCP600VL ETF	$550K	0.1%Prev: 0.1%	4,640 SH	Increased+985 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.9M	0.8%Prev: 0.7%	68,183 SH	Increased+24,625 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$972K	0.2%Prev: 0.1%	15,210 SH	Increased+6,895 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$752K	0.1%Prev: 0.2%	13,550 SH	Decreased-1,957 SH
JABIL INC	COM	$1.3M	0.2%	4,792 SH	New
JOHNSON & JOHNSON	COM	$826K	0.2%Prev: 0.1%	3,380 SH	Increased+452 SH
JPMORGAN CHASE & CO	COM	$3.1M	0.6%	10,469 SH	New
KAYNE ANDERSON ENERGY INFRST	COM	$159K	0.0%Prev: 0.0%	11,145 SH	Increased+530 SH
KLA CORP	COM NEW	$1.2M	0.2%	813 SH	New
LAM RESEARCH CORP	COM NEW	$357K	0.1%	1,671 SH	New
MARTIN MARIETTA MATLS INC	COM	$1.3M	0.3%	2,213 SH	New
MCDONALDS CORP	COM	$226K	0.0%Prev: 0.1%	726 SH	Increased+54 SH
MCKESSON CORP	COM	$1.4M	0.3%Prev: 0.3%	1,592 SH	Increased-165 SH
MERCK & CO INC	COM	$279K	0.1%Prev: 0.1%	2,323 SH	Decreased-1,703 SH
META PLATFORMS INC	CL A	$718K	0.1%Prev: 0.1%	1,254 SH	Increased+468 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.2%Prev: 0.1%	3,332 SH	Increased-236 SH
MICROSOFT CORP	COM	$5.8M	1.1%Prev: 1.5%	15,700 SH	Increased+516 SH
MSCI INC	COM	$314K	0.1%Prev: 0.1%	583 SH	Decreased-50 SH
MUELLER INDS INC	COM	$1.1M	0.2%	9,645 SH	New
NETFLIX INC.	COM	$621K	0.1%	6,463 SH	New
NISOURCE INC	COM	$1.4M	0.3%	30,191 SH	New
NVIDIA CORPORATION	COM	$9.0M	1.8%Prev: 1.8%	51,743 SH	Increased-10,275 SH
OMEGA HEALTHCARE INVS INC	COM	$1.2M	0.2%	28,164 SH	New
ORACLE CORP	COM	$364K	0.1%Prev: 0.1%	2,471 SH	Decreased-130 SH
OREILLY AUTOMOTIVE INC	COM	$1.2M	0.2%Prev: 0.3%	13,402 SH	Increased+12,724 SH
PALANTIR TECHNOLOGIES INC	CL A	$518K	0.1%Prev: 0.1%	3,541 SH	Increased+493 SH
PALO ALTO NETWORKS INC	COM	$577K	0.1%Prev: 0.1%	3,598 SH	Increased+654 SH
PEPSICO INC	COM	$236K	0.0%Prev: 0.1%	1,517 SH	Decreased-311 SH
PROCTER & GAMBLE CO	COM	$749K	0.1%	5,186 SH	New
RAYMOND JAMES FINL INC	COM	$1.1M	0.2%	7,621 SH	New
RTX CORPORATION	COM	$466K	0.1%Prev: 0.1%	2,416 SH	Increased-9 SH
SALESFORCE INC	COM	$307K	0.1%Prev: 0.1%	1,644 SH	Decreased+67 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$305K	0.1%Prev: 0.1%	11,905 SH	Increased+137 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$1.1M	0.2%	9,610 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$2.7M	0.5%	32,409 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$330K	0.1%	5,382 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$3.2M	0.6%	24,316 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$282K	0.1%	2,378 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.1M	0.6%	41,050 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	0.3%	2,716 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$277K	0.1%	449 SH	New
TESLA INC	COM	$998K	0.2%Prev: 0.2%	2,685 SH	Increased+447 SH
TRAVELERS COMPANIES INC	COM	$1.4M	0.3%	4,817 SH	New
UNITEDHEALTH GROUP INC	COM	$506K	0.1%Prev: 0.4%	1,871 SH	Decreased-891 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$411K	0.1%	1,071 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$321K	0.1%Prev: 0.1%	1,000 SH	Decreased-264 SH
VANGUARD INDEX FDS	VALUE ETF	$261K	0.1%Prev: 0.1%	1,332 SH	Increased+105 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$216K	0.0%	1,004 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$349K	0.1%Prev: 0.1%	5,440 SH	Increased+382 SH
VISA INC	COM CL A	$1.4M	0.3%Prev: 0.4%	4,477 SH	Decreased-19 SH
WALMART INC	COM	$2.2M	0.4%Prev: 0.3%	17,414 SH	Increased+4,215 SH
WOODWARD INC	COM	$1.4M	0.3%	3,959 SH	New

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $870K
AXON ENTERPRISE INC — $936K
BADGER METER INC — $819K
BJS WHSL CLUB HLDGS INC — $1.3M
BLACKSTONE INC — $219K
BROWN & BROWN INC — $1.3M
CAL MAINE FOODS INC — $868K
CHENIERE ENERGY INC — $1.1M
CHEVRON CORP NEW — $384K
COMMVAULT SYS INC — $1.1M
COSTCO WHSL CORP NEW — $4.5M
EXLSERVICE HOLDINGS INC — $935K
FISERV INC — $967K
GEN DIGITAL INC — $993K
HYCROFT MINING HOLDING CORP — $25
ISHARES TR — $704K
JPMORGAN CHASE & CO. — $2.3M
KKR & CO INC — $258K
NETFLIX INC — $412K
NUTANIX INC — $222K
… and 20 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