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Shari Fishman

Jsf Financial, Llc

Assets Managed
$510.079M
Holdings
126
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
5.74%(2Q avg: 6.38%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Jsf Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Jsf Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 510.079M in assets, with a quarterly growth rate of 5.74% and a 2-quarter average growth rate of 6.38%. The portfolio is managed by Shari Fishman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.24%
16.3%
$83.122M
127,252 shares@ $653.22 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 80.8%
11.18%
$56.99M
671,730 shares@ $84.85 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 21.76%
8.39%
$42.754M
1.064M shares@ $40.2 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 55.11%
6.9%
$35.157M
891,631 shares@ $39.44 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Increased 1.99%
5.09%
$25.929M
279,803 shares@ $92.68 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.73%
4.13%
$21.036M
82,889 shares@ $253.79 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 13.16%
3.85%
$19.624M
78,861 shares@ $248.85 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -6.4%
3.72%
$18.969M
215,168 shares@ $88.17 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Decreased -34.1%
2.9%
$14.788M
142,972 shares@ $103.43 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.55%
2.69%
$13.713M
23,759 shares@ $577.18 avg price

1-10 of 126