Jfs Wealth Advisors Q2 2026 Portfolio Update: Strategic Shifts in Fixed Income and Equities
Jfs Wealth Advisors' portfolio saw significant changes this quarter, with notable additions to fixed income ETFs like AGG and increased holdings in Dimensional funds. The firm maintained a diversified approach across various sectors.
As of June 30th, 2026, Jfs Wealth Advisors has shown active management within its portfolio through observable changes in stock positions during the second quarter.
The investor's holdings indicate a continued focus on large-cap equities and fixed income instruments. DIMENSIONAL ETF TRUST (DFAC) experienced substantial growth with an increase of 469,207 shares (+11.6%) in the portfolio, pushing its allocation to nearly 10% (DFAC). Similarly, DIMENSIONAL ETF TRUST (DFAI) saw a significant increase of 54,271 shares (+5.36%), maintaining its allocation at about 2.2% (DFAI). The large-cap stock Berkshire Hathaway Inc. (BRK-B) also saw an increase in shares, albeit smaller (+1324 shares or -1.27%), holding approximately 2.57% of the portfolio (BRK-B). Fixed income remains prominent with ISHARES TR (AGG), which increased by 41,247 shares (+5.89%) and now accounts for about 3.66% (AGG).
Conversely, the investor reduced exposure to certain areas this quarter. The stock Huntington Bancshares Inc. (HBAN), classified under Financial Services (HBAN), saw a sharp decline of 24,081 shares (-73.79%) and now represents only about 0.01% of the portfolio.
The investor also demonstrated buying activity in other areas during Q2. New positions were established or increased significantly for ISHARES TR (IWF), which saw a massive increase of over 293,748% in shares (+293.74%), though its portfolio allocation remains small at about 1.91%. Similarly, the investor boosted holdings in several Dimensional ETFs: DIMENSIONAL ETF TRUST (DFIC) increased by +35.03%, DIMENSIONAL ETF TRUST (DFEM) saw a large share increase (+26.59%), and other Dimensional funds like DFAE, DFUV, and DFAW also showed positive changes in shares.
In addition to the major shifts, there were notable exits from certain holdings. The investor completely removed VANGUARD BD INDEX FDS (BIV) by selling all its 30,731 shares (-55.87%), reducing it to a negligible allocation of about 0.12%. Similarly, the fund DIMENSIONAL ETF TRUST (DFUS), which experienced a share decrease earlier in Q2 (-1.76%), was also completely exited by selling all its shares.
Overall, Jfs Wealth Advisors appears to be actively managing their portfolio through specific additions and reductions during the second quarter of 2026, reflecting ongoing adjustments within their investment strategy (Jfs Wealth Advisors). For a complete view of holdings including those not listed in changed activities, please refer to the full portfolio data.