Holdings
Jfs Wealth Advisors, LLC
As of Jun 30, 2026, Jfs Wealth Advisors, LLC reported 1,678 positions worth US$288M. Largest: Berkshire Hathaway Inc., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 132K | US$65.8M | −1,364 | Jun 30, 2026 |
| Apple Inc | 97,671 | US$28.3M | −1,554 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 56,791 | US$20.3M | −952 | Jun 30, 2026 |
| Microsoft Corp. | 25,230 | US$9.41M | −716 | Jun 30, 2026 |
| Johnson & Johnson | 30,534 | US$7.75M | −215 | Jun 30, 2026 |
| Caterpillar, Inc. | 5,812 | US$6.19M | −143 | Jun 30, 2026 |
| Kla Corporation | 18,340 | US$5.53M | +15,386 | Jun 30, 2026 |
| Amazon.com, Inc. | 22,654 | US$5.4M | −1,124 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 123K | US$4.52M | +110 | Jun 30, 2026 |
| Nvidia Corporation | 22,263 | US$4.45M | −1,455 | Jun 30, 2026 |