Managers / Q3 2023 · view latest →
JSF Financial, LLC
CIK 0001802224 · 6300 WILSHIRE BOULEVARD, SUITE 2100, LOS ANGELES, CA, 90048 · 323-866-0833
Reported Value
$258M
Q3 2023
Positions
101
Filings on Record
30
2019–present window
Filed
Nov 8, 2023
original filing
Summary
Jsf Financial, Llc reported $258M in U.S.-listed holdings across 101 positions for Q3 2023.
The portfolio is heavily concentrated: IVV alone accounts for 20.6% of reported value.
Compared with Q2 2023, the fund opened 14 new positions and exited 18.
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 — Q3 2023
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 ↗.