JWA
ALLW

JFS Wealth Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

JFS Wealth Advisors’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$872K Buy
29,781
+1,117
+4% +$33.2K 0.04% 183
2026
Q1 		$827K Hold
28,664
– – 0.05% 177
2025
Q4 		$788K Buy
28,664
+24,092
+527% +$689K 0.04% 178
2025
Q3 		$127K Buy
+4,572
New +$122K 0.01% 377

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

JFS Wealth Advisors's ALLW Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street Bridgewater All Weather ETF (ALLW) stake by 3.9% in Q2 2026, buying an estimated $33.2K and bringing the position to 29,781 shares worth $872K. The position accounts for 0.04% of the portfolio, ranked #183.

JFS Wealth Advisors first reported a position in ALLW in Q3 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • JFS Wealth Advisors held 29,781 shares of State Street Bridgewater All Weather ETF worth $872K as of Q2 2026.
  • JFS Wealth Advisors bought 1,117 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $33.2K.
  • State Street Bridgewater All Weather ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • JFS Wealth Advisors first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.