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: $632.2M141 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	CALIF INTER ETF	$1.3M	0.2%	50,687 SH	New
ALLOGENE THERAPEUTICS INC	COM	$22K	0.0%	10,640 SH	New
ALPHABET INC	CAP STK CL A	$7.8M	1.2%Prev: 0.8%	21,931 SH	Increased+3,329 SH
ALPHABET INC	CAP STK CL C	$3.0M	0.5%Prev: 0.4%	8,556 SH	Increased-1,007 SH
ALTRIA GROUP INC	COM	$1.7M	0.3%Prev: 0.1%	22,996 SH	Increased+19,402 SH
ALX ONCOLOGY HLDGS INC	COM	$36K	0.0%Prev: 0.0%	17,500 SH	Increased
AMAZON COM INC	COM	$5.5M	0.9%Prev: 1.3%	23,013 SH	Increased-1,403 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$26.0M	4.1%	269,566 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$63.8M	10.1%	714,806 SH	New
AMGEN INC	COM	$530K	0.1%Prev: 0.2%	1,463 SH	Decreased-1,556 SH
APPLE INC	COM	$23.9M	3.8%Prev: 4.2%	82,497 SH	Increased-3,709 SH
AT&T INC	COM	$399K	0.1%Prev: 0.2%	19,292 SH	Decreased-9,946 SH
AUTOZONE INC	COM	$332K	0.1%Prev: 0.1%	104 SH	Decreased-3 SH
BANK OF AMER CORP	COM	$249K	0.0%	4,362 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.2M	0.7%Prev: 1.3%	8,473 SH	Decreased-2,424 SH
BLACKSTONE INC	COM	$251K	0.0%Prev: 0.1%	2,135 SH	Increased+543 SH
BNY MELLON ETF TRUST II	DYNAMIC VALUE	$8.9M	1.4%	264,433 SH	New
BRAZE INC	COM CL A	$836K	0.1%Prev: 0.3%	38,558 SH	Decreased-8,000 SH
BROADCOM INC	COM	$2.8M	0.4%Prev: 0.2%	7,408 SH	Increased+3,960 SH
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$67.9M	10.7%	1,439,179 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$432K	0.1%	12,473 SH	New
CASEYS GEN STORES INC	COM	$1.7M	0.3%Prev: 0.3%	2,151 SH	Increased-395 SH
CATERPILLAR INC	COM	$785K	0.1%Prev: 0.1%	738 SH	Increased-142 SH
CENTERPOINT ENERGY INC	COM	$1.5M	0.2%	34,187 SH	New
CHEVRON CORPORATION	COM	$301K	0.0%	1,818 SH	New
CIENA CORP	COM NEW	$1.3M	0.2%	2,625 SH	New
CISCO SYS INC	COM	$430K	0.1%Prev: 0.1%	3,657 SH	Increased+28 SH
COCA COLA CO	COM	$262K	0.0%Prev: 0.1%	3,229 SH	Increased+17 SH
CORNING INC	COM	$1.9M	0.3%	7,554 SH	New
CORTEVA INC	COM	$1.4M	0.2%	16,235 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.8M	0.3%	1,937 SH	New
CROWDSTRIKE HLDGS INC	CL A	$213K	0.0%	279 SH	New
DEERE & CO	COM	$772K	0.1%Prev: 0.1%	1,216 SH	Increased+312 SH
DELL TECHNOLOGIES INC	CL C	$2.6M	0.4%	5,972 SH	New
DISNEY WALT CO	COM	$1.6M	0.3%Prev: 0.5%	16,606 SH	Decreased-709 SH
DOUBLEVERIFY HLDGS INC	COM	$3.4M	0.5%Prev: 1.1%	316,831 SH	Decreased-3,000 SH
ELI LILLY & CO	COM	$2.7M	0.4%Prev: 0.2%	2,239 SH	Increased+1,123 SH
EXELIXIS INC	COM	$1.4M	0.2%	24,888 SH	New
EXXON MOBIL CORP	COM	$1.7M	0.3%Prev: 0.1%	12,458 SH	Increased+9,342 SH
FABRINET	SHS	$1.5M	0.2%	2,686 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.8M	0.3%Prev: 0.3%	6,189 SH	Increased-444 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$871K	0.1%Prev: 0.2%	17,059 SH	Decreased+6,911 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$38.2M	6.0%	886,168 SH	New
FLEX LTD	ORD	$2.7M	0.4%	16,563 SH	New
GE AEROSPACE	COM NEW	$351K	0.1%Prev: 0.1%	939 SH	Increased+4 SH
GE VERNOVA INC	COM	$271K	0.0%	230 SH	New
GILEAD SCIENCES INC	COM	$1.3M	0.2%	10,083 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.2M	0.2%Prev: 0.2%	1,144 SH	Increased+6 SH
HOME DEPOT INC	COM	$962K	0.2%Prev: 0.3%	2,728 SH	Decreased-648 SH
INNOVATOR ETFS TRUST	EQUI DEFI 1 MARC	$217K	0.0%	7,703 SH	New
INTEL CORP	COM	$350K	0.1%	2,509 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$314K	0.0%Prev: 0.1%	1,116 SH	Increased+306 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$468K	0.1%	1,545 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$11.4M	1.8%Prev: 2.1%	186,891 SH	Increased+15,759 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$262K	0.0%Prev: 0.1%	1,234 SH	Increased+9 SH
INVESCO QQQ TR	UNIT SER 1	$17.2M	2.7%Prev: 3.3%	23,361 SH	Increased-2,017 SH
ISHARES GOLD TR	ISHARES NEW	$18.5M	2.9%Prev: 0.4%	244,608 SH	Increased+214,948 SH
ISHARES INC	CORE MSCI EMKT	$2.1M	0.3%Prev: 1.1%	25,907 SH	Decreased-54,495 SH
ISHARES TR	CORE HIGH DV ETF	$984K	0.2%Prev: 0.2%	35,899 SH	Increased+28,933 SH
ISHARES TR	CORE MSCI EAFE	$3.3M	0.5%Prev: 6.8%	34,413 SH	Decreased-310,642 SH
ISHARES TR	CORE S&P MCP ETF	$2.1M	0.3%Prev: 2.5%	27,671 SH	Decreased-141,379 SH
ISHARES TR	CORE S&P SCP ETF	$2.3M	0.4%Prev: 0.5%	15,817 SH	Increased-2,971 SH
ISHARES TR	CORE S&P TTL STK	$4.4M	0.7%Prev: 1.0%	26,617 SH	Increased-5,689 SH
ISHARES TR	CORE S&P500 ETF	$97.0M	15.3%Prev: 19.5%	129,530 SH	Increased-2,452 SH
ISHARES TR	ESG AW MSCI EAFE	$253K	0.0%Prev: 0.1%	2,460 SH	Increased-44 SH
ISHARES TR	ESG AWR US AGRGT	$282K	0.0%Prev: 0.1%	5,957 SH	Increased+1,301 SH
ISHARES TR	ESG MSCI KLD ETF	$290K	0.0%	2,039 SH	New
ISHARES TR	GLOBAL TECH ETF	$292K	0.0%	2,019 SH	New
ISHARES TR	MSCI EAFE ETF	$1.2M	0.2%Prev: 0.3%	11,440 SH	Decreased-2,281 SH
ISHARES TR	MSCI EMG MKT ETF	$993K	0.2%Prev: 0.6%	14,523 SH	Decreased-34,485 SH
ISHARES TR	RUS 1000 ETF	$807K	0.1%	1,971 SH	New
ISHARES TR	RUS 1000 GRW ETF	$5.6M	0.9%Prev: 1.3%	45,401 SH	Increased+32,499 SH
ISHARES TR	RUS 1000 VAL ETF	$1.4M	0.2%Prev: 0.1%	5,608 SH	Increased+2,506 SH
ISHARES TR	RUS MID CAP ETF	$3.3M	0.5%Prev: 0.6%	29,848 SH	Increased+1,444 SH
ISHARES TR	RUS TP200 GR ETF	$26.3M	4.2%Prev: 4.4%	90,402 SH	Increased+16,060 SH
ISHARES TR	RUS TP200 VL ETF	$25.2M	4.0%Prev: 5.1%	239,472 SH	Increased-17,451 SH
ISHARES TR	RUSSELL 2000 ETF	$1.7M	0.3%Prev: 0.2%	5,512 SH	Increased+1,143 SH
ISHARES TR	S&P 500 GRWT ETF	$302K	0.0%Prev: 0.1%	2,193 SH	Increased+3 SH
ISHARES TR	S&P 500 VAL ETF	$1.1M	0.2%Prev: 0.3%	4,895 SH	Decreased-1,541 SH
ISHARES TR	SP SMCP600VL ETF	$658K	0.1%Prev: 0.1%	4,813 SH	Increased+183 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.3M	0.7%Prev: 0.7%	76,473 SH	Increased+26,085 SH
J P MORGAN EXCHANGE TRADED F	HEDG EQU LAD ETF	$1.0M	0.2%	15,234 SH	New
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$428K	0.1%	9,305 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.2M	0.2%Prev: 0.2%	19,473 SH	Increased+5,857 SH
JABIL INC	COM	$1.9M	0.3%	4,859 SH	New
JOHNSON & JOHNSON	COM	$843K	0.1%Prev: 0.1%	3,320 SH	Increased+327 SH
JPMORGAN CHASE & CO	COM	$3.3M	0.5%	10,206 SH	New
KAYNE ANDERSON ENERGY INFRST	COM	$157K	0.0%Prev: 0.0%	11,326 SH	Increased+531 SH
KLA CORP	COM NEW	$2.6M	0.4%	8,486 SH	New
LAM RESEARCH CORP	COM NEW	$725K	0.1%	1,672 SH	New
LAZARD ACTIVE ETF TR	INTL DYNAMIC EQT	$14.3M	2.3%	409,180 SH	New
MARRIOTT INTL INC NEW	CL A	$1.4M	0.2%	3,830 SH	New
MCDONALDS CORP	COM	$223K	0.0%Prev: 0.1%	826 SH	Decreased-101 SH
MERCK & CO INC	COM	$1.8M	0.3%Prev: 0.1%	13,960 SH	Increased+10,153 SH
META PLATFORMS INC	CL A	$711K	0.1%Prev: 0.2%	1,262 SH	Decreased-45 SH
MICRON TECHNOLOGY INC	COM	$3.3M	0.5%Prev: 0.1%	2,816 SH	Increased-614 SH
MICROSOFT CORP	COM	$5.8M	0.9%Prev: 1.8%	15,472 SH	Decreased-161 SH
MSCI INC	COM	$327K	0.1%Prev: 0.1%	583 SH	Decreased-50 SH
MUELLER INDS INC	COM	$1.3M	0.2%	10,420 SH	New
NETFLIX INC.	COM	$531K	0.1%	7,433 SH	New
NISOURCE INC	COM	$1.5M	0.2%	31,171 SH	New
NVIDIA CORPORATION	COM	$10.3M	1.6%Prev: 2.0%	51,600 SH	Increased-1,948 SH
ORACLE CORP	COM	$363K	0.1%Prev: 0.1%	2,476 SH	Decreased-205 SH
PALANTIR TECHNOLOGIES INC	CL A	$413K	0.1%Prev: 0.1%	3,541 SH	Decreased-43 SH
PALO ALTO NETWORKS INC	COM	$1.2M	0.2%Prev: 0.1%	3,484 SH	Increased+495 SH
PEPSICO INC	COM	$201K	0.0%Prev: 0.1%	1,483 SH	Decreased-414 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$1.4M	0.2%	12,590 SH	New
PROCTER & GAMBLE CO	COM	$732K	0.1%	4,990 SH	New
RENAISSANCERE HLDGS LTD	COM	$1.3M	0.2%	4,193 SH	New
ROSS STORES INC	COM	$1.3M	0.2%	6,119 SH	New
RTX CORPORATION	COM	$453K	0.1%Prev: 0.1%	2,387 SH	Increased-87 SH
SALESFORCE INC	COM	$440K	0.1%Prev: 0.1%	2,807 SH	Decreased+1,072 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$288K	0.0%	8,500 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$207K	0.0%	5,952 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$351K	0.1%Prev: 0.1%	11,937 SH	Increased+135 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$278K	0.0%	5,235 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$1.4M	0.2%	31,238 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$1.5M	0.2%	13,623 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$3.1M	0.5%	16,310 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$266K	0.0%Prev: 0.1%	2,328 SH	Decreased-60 SH
SPDR SERIES TRUST	ST STR P500ETF	$3.5M	0.6%	40,159 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.0M	2.4%	20,073 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$316K	0.1%	450 SH	New
TESLA INC	COM	$1.2M	0.2%Prev: 0.2%	2,912 SH	Increased+520 SH
TRAVELERS COMPANIES INC	COM	$1.6M	0.3%	4,963 SH	New
UNITEDHEALTH GROUP INC	COM	$771K	0.1%	1,855 SH	New
UNUM GROUP	COM	$1.2M	0.2%Prev: 0.3%	13,690 SH	Increased+542 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$783K	0.1%Prev: 0.1%	1,193 SH	Increased+324 SH
VANGUARD INDEX FDS	MID CAP ETF	$299K	0.0%	3,706 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$266K	0.0%	387 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$588K	0.1%Prev: 0.1%	1,588 SH	Increased+324 SH
VANGUARD INDEX FDS	VALUE ETF	$288K	0.0%Prev: 0.1%	1,323 SH	Increased-29 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$276K	0.0%	4,617 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$400K	0.1%Prev: 0.1%	1,690 SH	Increased+370 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.2%Prev: 0.1%	16,951 SH	Increased+11,556 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$261K	0.0%	1,653 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$211K	0.0%	1,598 SH	New
VANGUARD WORLD FD	INF TECH ETF	$296K	0.0%	2,475 SH	New
VISA INC	COM CL A	$1.5M	0.2%Prev: 0.4%	4,480 SH	Decreased-92 SH
WALMART INC	COM	$2.0M	0.3%Prev: 0.4%	17,838 SH	Increased-1,393 SH
WOODWARD INC	COM	$1.7M	0.3%	4,069 SH	New

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $1.0M
BJS WHSL CLUB HLDGS INC — $1.3M
BROADRIDGE FINL SOLUTIONS IN — $882K
BROWN & BROWN INC — $1.2M
CAL MAINE FOODS INC — $1.1M
CAPITAL GROUP GROWTH ETF — $37.2M
CARDINAL HEALTH INC — $1.6M
CHENIERE ENERGY INC — $1.3M
CHEVRON CORP NEW — $366K
COMMVAULT SYS INC — $1.3M
CORCEPT THERAPEUTICS INC — $1.1M
COSTCO WHSL CORP NEW — $4.7M
EXLSERVICE HOLDINGS INC — $977K
FORTINET INC — $1.0M
FOX CORP — $1.1M
GEN DIGITAL INC — $1.2M
INTUITIVE SURGICAL INC — $216K
ISHARES TR — $22.3M
ISHARES TR — $210K
J P MORGAN EXCHANGE TRADED F — $634K
… and 28 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