1y return+18.4%S&P 500 +20.9%
3y return+52.6%S&P 500 +68.5%
5y return+52.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $250 against $299 in the S&P 500.2
JSF Financial, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $97.0M | 15.6% | +1.8% |
| CGGRCapital Group Growth Etf | $67.9M | 10.9% | +35.3% |
| AVDEAmerican Centy Etf Tr | $63.8M | 10.3% | +6.4% |
| SDVYFirst Tr Exchange Traded Fd | $38.2M | 6.2% | |
| IWYIshares Tr | $26.3M | 4.2% | +14.6% |
| AVEMAmerican Centy Etf Tr | $26.0M | 4.2% | +381.6% |
| IWXIshares Tr | $25.2M | 4.1% | −14.4% |
| AAPLApple Inc | $23.9M | 3.8% | |
| IAUIshares Gold Tr | $18.5M | 3.0% | +13.7% |
| QQQInvesco Qqq Tr | $17.2M | 2.8% | −1.7% |
| IDEQLazard Active Etf Tr | $14.3M | 2.3% | New |
| XLGInvesco Exchange Traded Fd T | $11.4M | 1.8% | +4.2% |
| NVDANvidia Corporation | $10.3M | 1.7% | |
| BKDVBny Mellon Etf Trust II | $8.9M | 1.4% | +41.6% |
| GOOGLAlphabet Inc | $7.8M | 1.3% | |
| MSFTMicrosoft Corp | $5.8M | 0.9% | −1.5% |
| IWFIshares Tr | $5.6M | 0.9% | +1.3% |
| AMZNAmazon Com Inc | $5.5M | 0.9% | −1.1% |
| ITOTIshares Tr | $4.4M | 0.7% | |
| JEPIJ P Morgan Exchange Traded F | $4.3M | 0.7% | +12.2% |
| BRK/BBerkshire Hathaway Inc Del | $4.2M | 0.7% | −1.1% |
| SPYState Str Spdr S&p 500 Etf T | $3.8M | 0.6% | +86.8% |
| SPYMSpdr Series Trust | $3.5M | 0.6% | −2.2% |
| DVDoubleverify Hldgs Inc | $3.4M | 0.6% | |
| JPMJpmorgan Chase & Co | $3.3M | 0.5% | −2.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $10.3M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $2.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $7.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $3.0M |
| AVGOBroadcom Inc | September 30, 2023 | +354.8% | $2.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $3.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $23.9M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $17.2M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $4.2M |
| Flex LtdCUSIP Y2573F102 | September 30, 2025 | +179.6% | $2.7M |
Sold off last quarter
- STIPIshares Tr was $14.8M
- XLPSelect Sector Spdr Tr was $2.7M
- CAHCardinal Health Inc was $1.4M
- MCKMckesson Corp was $1.4M
- CBOECboe Global Mkts Inc was $1.4M
- MLMMartin Marietta Matls Inc was $1.3M
- HCAHca Healthcare Inc was $1.3M
- ORLYOreilly Automotive Inc was $1.2M
- OHIOmega Healthcare Invs Inc was $1.2M
- WRBBerkley W R Corp was $1.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +9.2% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | +1.5% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −5.3% | −3.6% |
| June 30, 2023 | +7.3% | +8.3% |
| March 31, 2023 | +8.0% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −15.7% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | +0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: JSF Financial, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802224&type=13F-HR&dateb=&owner=include&count=40CIK 1802224
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802224/000180222426000010/Filed July 28, 2026 · accession 0001802224-26-000010