0001568068-13-000006.txt : 20130717 0001568068-13-000006.hdr.sgml : 20130717 20130716175527 ACCESSION NUMBER: 0001568068-13-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130717 DATE AS OF CHANGE: 20130716 EFFECTIVENESS DATE: 20130717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JFS WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001568068 IRS NUMBER: 260580799 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15128 FILM NUMBER: 13971159 BUSINESS ADDRESS: STREET 1: 1479 N. HERMITAGE RD CITY: HERMITAGE STATE: PA ZIP: 16148 BUSINESS PHONE: 724-962-3200 MAIL ADDRESS: STREET 1: 1479 N. HERMITAGE RD CITY: HERMITAGE STATE: PA ZIP: 16148 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001568068 XXXXXXXX 06-30-2013 06-30-2013 JFS WEALTH ADVISORS, LLC
1479 N. HERMITAGE RD HERMITAGE PA 16148
13F HOLDINGS REPORT 028-15128 N
Linda Blair Chief Compliance Officer 724-962-3200 Linda Blair Hermitage PA 07-08-2013 0 112 199243 false
INFORMATION TABLE 2 JFS13f2q2013v3.xml Access Midstream Partners LP UNIT 0434L109 1204425 25250 SH SOLE 0 0 25250 Aegon NV Ord Reg ADR NY REGISTRY SH 007924103 97533 14428 SH SOLE 0 0 14428 AFLAC Inc COM 001055102 372235 6405 SH SOLE 0 0 6405 Amgen Inc COM 031162100 223564 2266 SH SOLE 0 0 2266 Aon plc SHS CL A G0408V102 212612 3304 SH SOLE 0 0 3304 Apache Corp COM 037411105 467185 5573 SH SOLE 0 0 5573 Apple Inc COM 037833100 1872537 4722 SH SOLE 0 0 4722 Arch Capital Group Ltd ORD G0450A105 476108 9261 SH SOLE 0 0 9261 AT&T Inc COM 00206R102 968677 27364 SH SOLE 0 0 27364 Bank of America Corp COM 060505104 365058 28387 SH SOLE 0 0 28387 BB&T Corp COM 054937107 327877 9678 SH SOLE 0 0 9678 Berkshire Hathaway Cl A CL A 084670108 3372000 20 SH SOLE 0 0 20 Berkshire Hathaway Cl B CL B NEW 084670702 16883356 150852 SH SOLE 0 0 150852 Blackrock Inc Cl A COM 09247X101 250942 977 SH SOLE 0 0 977 BP plc ADR SPONSORED ADR 055622104 427488 10242 SH SOLE 0 0 10242 Bristol-Myers Squibb Co COM 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21701 SH SOLE 0 0 21701 MetLife Inc COM 59156R108 324925 7101 SH SOLE 0 0 7101 Microsoft Corp COM 594918104 653072 18905 SH SOLE 0 0 18905 Mitsubishi UFJ Financials Adrf SPONSORED ADR 606822104 78463 12635 SH SOLE 0 0 12635 Mylan Inc COM 628530107 456482 14711 SH SOLE 0 0 14711 Nash Finch Co Com COM 631158102 362980 16492 SH SOLE 0 0 16492 Nm Grp Glbl Pfd 62920Z109 at NATC 62920Z109 2475000 309375 SH SOLE 0 0 309375 Novartis AG SPONSORED ADR 66987V109 2381513 33680 SH SOLE 0 0 33680 Oracle Corp COM 68389X105 291444 9490 SH SOLE 0 0 9490 Pepsico Inc COM 713448108 1571431 19213 SH SOLE 0 0 19213 Pfizer Inc COM 717081103 1635495 58390 SH SOLE 0 0 58390 PNC Financial Services Group I COM 693475105 651978 8941 SH SOLE 0 0 8941 PowerShares Developed Ex-U.S. EX US SML PORT 73936T771 1450034 60926 SH SOLE 0 0 60926 PowerShares Developed Ex-Us La DEV MKTS EX-US 73936T789 2945903 80008 SH SOLE 0 0 80008 PowerShares Emerg Mkts EMER MRKT PORT 73936T763 1265770 66098 SH SOLE 0 0 66098 PowerShares 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SH SOLE 0 0 2060 Teva Pharmaceutical Industries ADR 881624209 390332 9957 SH SOLE 0 0 9957 TJX Companies Inc COM 872540109 204645 4088 SH SOLE 0 0 4088 Vanguard Emerging Markets ETF FTSE EMR MKT ETF 922042858 3958693 102041 SH SOLE 0 0 102041 Vanguard FTSE All-World ex-US ALLWRLD EX US 922042775 1312052 29671 SH SOLE 0 0 29671 Vanguard FTSE Developed Mkts ETF FTSE DEV MKT ETF 921943858 8268214 232253 SH SOLE 0 0 232253 Vanguard Lrg-Cap ETF LARGE CAP ETF 922908637 2969392 40449 SH SOLE 0 0 40449 Vanguard Small-Cap ETF SMALL CP ETF 922908751 1633609 17433 SH SOLE 0 0 17433 Vanguard Total Stock Market ET TOTAL STK MKT 922908769 15414473 186458 SH SOLE 0 0 186458 Verizon Communications Inc COM 92343V104 310882 6176 SH SOLE 0 0 6176 Viacom Inc Non-Vtg Cl B CL B 92553P201 431296 6340 SH SOLE 0 0 6340 Walgreen Co COM 931422109 798080 18056 SH SOLE 0 0 18056 Wal-Mart Stores Inc COM 931142103 823167 11051 SH SOLE 0 0 11051 Walt Disney Co COM DISNEY 254687106 480524 7609 SH SOLE 0 0 7609 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