JFS Wealth Advisors
Wealth adviser our classification, preliminaryGenerated from SEC records
Investment manager in Hermitage, filing as JFS WEALTH ADVISORS, LLC. Its 13F lists 2,257 positions; crypto ETFs make up 0.00% of the reported value.
- Legal name (SEC)
- JFS WEALTH ADVISORS, LLC
- SEC filer ID (CIK)
- 1568068
Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.
Crypto ETF holdings
Only US spot crypto ETFs from this 13F, not the whole portfolio.
13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?
Crypto ETF value$100KJun 30, 2026
Funds held4BTC · ETH · XRP
Change in shares, q/q+$100K+3K · +286% · ≈ at Jun 30 prices
Holding sinceQ2 261 quarter in a row
Value across crypto ETFs by quarter
US$, at each quarter-end price; it moves with the coin, shares tell the buying.
Positions on Jun 30, 2026
4 funds · “largest holder” = biggest position among all 13F filers in that fund
Timeline
- Q1 24Entered GBTC, IBIT.
- Q3 24First crypto ETF position on record: $100K, BTC, ETH, ETHE.
- Q4 24Exited BTC, ETH.
- Q1 26Entered FBTC.
- Q2 26Entered GXRP. Exited FBTC. Holds 4 funds worth $100K.
This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov