JSF Financial, LLC
RIA/Wealth
JSF Financial, LLC is a RIA/Wealth based in Boston, MA led by Jeffrey Seth Fishman, reporting $1.7B in AUM as of Q3 2025 with 69% ETF concentration, 63% concentrated in top 10 holdings, and 19% allocation to IVV.
Managing PartnerJeffrey Seth Fishman
- Portfolio Value
- $450.8M
- Positions
- 128
- Top Holding
- IVV at 18.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in JSF Financial, LLC's portfolio (62.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $84.0M | 18.64% | -$4.3M Sold | — 125.5K shares | |
ETF ETF | $38.8M | 8.60% | -$1.4M Sold | — 882.6K shares | |
ETF ETF | $29.6M | 6.58% | +$29.6M New | — 375.7K shares | |
ETF ETF | $24.2M | 5.38% | +$1.7M Bought | — 275.9K shares | |
Consumer Electronics Technology | $21.5M | 4.78% | -$404.9K Sold | 0.00% 84.6K shares | |
ETF ETF | $21.5M | 4.76% | -$886.9K Sold | — 207.8K shares | |
ETF ETF | $19.9M | 4.41% | -$465.8K Sold | — 72.6K shares | |
Unknown Unknown | $17.2M | 3.82% | +$15.1M Bought | — 236.8K shares | |
ETF ETF | $14.7M | 3.26% | -$554.7K Sold | — 24.5K shares | |
ETF ETF | $10.9M | 2.42% | -$116.7K Sold | — 167.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in JSF Financial, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for JSF Financial, LLC
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