JFS Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal business address as 1479 N. Hermitage Rd in Hermitage, Pennsylvania.
The report details a portfolio of 2,188 securities. The filing lists August Santillo as the Chief Compliance Officer responsible for the report, which was signed on November 3, 2026.
The disclosure includes a detailed information table of the firm's holdings. The portfolio includes a mix of large-cap technology and healthcare companies. Notable positions include Apple Inc., with 97,771 shares; Alphabet Inc. Class A, with 32,163 shares; and Amazon.com Inc., with 22,896 shares. In the healthcare sector, the firm holds shares in AbbVie Inc. (10,359 shares), Amgen Inc. (1,008 shares), and AstraZeneca PLC (2,497 shares). The filing also lists positions in financial institutions such as Bank of America Corp (16,963 shares) and American Express Co (2,139 shares).
