Managers / Q1 2021 · view latest →
JSF Financial, LLC
CIK 0001802224 · 6300 WILSHIRE BOULEVARD, SUITE 2100, LOS ANGELES, CA, 90048 · 323-866-0833
Reported Value
$159M
Q1 2021
Positions
96
Filings on Record
30
2019–present window
Filed
May 4, 2021
original filing
Summary
Jsf Financial, Llc reported $159M in U.S.-listed holdings across 96 positions for Q1 2021.
The portfolio is heavily concentrated: IVV alone accounts for 23.4% of reported value.
Compared with Q4 2020, the fund opened 12 new positions and exited 9.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $510M | 126 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $482M | 132 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $451M | 128 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $421M | 128 | Jul 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $379M | 121 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $374M | 122 | Jan 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $343M | 116 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $326M | 110 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $319M | 108 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $288M | 108 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $258M | 101 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $283M | 105 | Aug 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $268M | 113 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $267.6B | 111 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $263M | 101 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $221M | 97 | Jul 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $235M | 113 | May 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $206M | 113 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $202M | 107 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $170M | 101 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $159M | 96 | May 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $143M | 93 | Feb 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $127M | 76 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $116M | 63 | Jul 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $99M | 59 | Apr 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $92M | 62 | Feb 27, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.