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August Santillo

Jfs Wealth Advisors, Llc

Assets Managed
$2.006B
Holdings
2253
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
12.24%(2Q avg: 6.47%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Jfs Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 2253 positions.

Assets under management

The assets under management (AUM) of Jfs Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.006B in assets, with a quarterly growth rate of 12.24% and a 2-quarter average growth rate of 6.47%. The portfolio is managed by August Santillo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 11.6%
9.99%
$200.312M
4.516M shares@ $44.37 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 0.17%
6.88%
$137.909M
3.743M shares@ $36.85 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -1.75%
5.45%
$109.276M
1.334M shares@ $81.95 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -1.56%
4.01%
$80.367M
196,255 shares@ $409.51 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 5.89%
3.67%
$73.431M
741,875 shares@ $98.99 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.69%
3.47%
$69.439M
92,723 shares@ $748.89 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.52%
2.79%
$55.844M
724,208 shares@ $77.11 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.26%
2.58%
$51.6M
103,121 shares@ $500.39 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.84%
2.34%
$46.862M
315,972 shares@ $148.32 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 5.36%
2.2%
$44.043M
1.068M shares@ $41.25 avg price

1-10 of 2253