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Sax Wealth Advisors

Latest statistics and disclosures from Sax Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, FBND, QQQM, QUAL, DFAC, and represent 32.27% of Sax Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$27M), BND (+$26M), VTI (+$24M), FBND (+$23M), BSV (+$17M), VEA (+$12M), IJH (+$12M), BNDX (+$12M), VTC (+$11M), DFAI (+$11M).
Started 82 new stock positions in DOW, BSMV, VGIT, BIV, TSPA, VLU, ES, EAGG, CRH, DRI.
Reduced shares in these 10 stocks: TFLO, DFCF, DUHP, , IGSB, DFSD, Confluent, FLOT, AVUV, FENI.
Sold out of its positions in ADBE, IVAL, BOXX, AstraZeneca, BPRE, Confluent, ET, FPE, FTNT, Honeywell International.
Sax Wealth Advisors was a net buyer of stock by $422M.
Sax Wealth Advisors has $2.5B in assets under management (AUM), dropping by 19.13%.
Central Index Key (CIK): 0001846150

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Portfolio Holdings for Sax Wealth Advisors

Sax Wealth Advisors holds 537 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Sax Wealth Advisors has 537 total positions. Only the first 250 positions are shown.

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Download the Sax Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	12.3	$301M	+9%	4.3M	70.91	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.3	$205M	+12%	4.5M	45.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.7	$114M	+9%	481k	237.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.6	$89M		466k	191.81	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.4	$84M	+5%	2.1M	38.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$53M	+28%	782k	67.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$50M	+5%	944k	52.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.0	$48M	+2%	775k	62.45	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.9	$48M	+28%	1.2M	38.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.7	$43M	+10%	603k	71.13	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.7	$41M	+21%	542k	75.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.6	$39M		814k	48.46	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.6	$39M	+23%	842k	46.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$35M	+210%	110k	320.81	View chart
Apple (AAPL)	1.3	$32M	+15%	125k	253.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$30M	+710%	404k	73.64	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.1	$27M	+8%	352k	75.74	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$24M	-6%	662k	36.76	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$24M	+25%	531k	45.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$24M	+21%	36k	653.22	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.9	$21M	+11%	401k	52.70	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$21M	+7%	32k	650.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$20M	+148%	316k	64.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$19M		136k	142.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.8	$19M		187k	103.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$19M	+768%	241k	78.41	View chart
NVIDIA Corporation (NVDA)	0.8	$19M	+11%	107k	174.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$17M	+75%	85k	196.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$16M	+60%	73k	215.06	View chart
Microsoft Corporation (MSFT)	0.6	$16M	+15%	42k	370.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$14M	+96%	24k	597.56	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$13M		179k	74.35	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$13M	-3%	117k	111.18	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$12M	+1977%	257k	48.05	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$12M	-10%	245k	47.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$12M	+22%	94k	124.31	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$11M	-9%	222k	50.95	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$11M	+7%	311k	35.71	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.4	$11M	+6%	289k	38.26	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.4	$11M	NEW	141k	76.83	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$11M	-3%	336k	32.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$11M	+112%	24k	436.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$11M	+13%	37k	287.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$10M	+11%	18k	577.17	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.4	$10M	-6%	215k	48.14	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$10M	+28%	302k	33.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$10M	NEW	170k	59.55	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$9.9M	+14%	291k	33.97	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$9.7M	+3%	193k	50.12	View chart
Amazon (AMZN)	0.4	$9.0M	+15%	43k	208.27	View chart
Johnson & Johnson (JNJ)	0.4	$8.9M	+12%	37k	244.44	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.4	$8.9M		368k	24.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$8.7M	+13%	31k	286.86	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$8.7M	NEW	174k	50.04	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$8.6M		12.00	718140.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$8.3M	+6%	20k	426.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$8.3M	+14%	86k	97.13	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$7.7M	+6%	65k	118.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$7.7M	+2109%	311k	24.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$7.7M	NEW	74k	103.43	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$7.7M	-2%	111k	69.40	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.3	$7.6M	+6%	371k	20.64	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$7.6M	+18%	80k	94.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$7.5M	+455%	138k	54.05	View chart
JPMorgan Chase & Co. (JPM)	0.3	$7.4M	+13%	25k	294.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$7.4M		35k	211.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$7.2M	NEW	287k	25.10	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$7.0M	+24%	65k	108.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$6.6M	+31%	67k	99.27	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$6.4M	-21%	152k	42.22	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$6.4M	-2%	76k	84.84	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$6.3M	+44%	177k	35.78	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$6.3M		260k	24.24	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$6.2M	-7%	135k	46.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$6.2M	+368%	77k	80.58	View chart
Exxon Mobil Corporation (XOM)	0.3	$6.2M	+20%	37k	169.66	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.3	$6.2M	+20%	135k	45.80	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$6.0M		25k	239.99	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	0.2	$5.8M	-5%	183k	31.95	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$5.8M		148k	39.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$5.4M	+170%	176k	30.50	View chart
McDonald's Corporation (MCD)	0.2	$5.2M	+5%	17k	310.78	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$5.2M	-14%	139k	37.20	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$5.1M	+34%	14k	370.68	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$5.0M		103k	48.93	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$4.8M	-17%	44k	110.47	View chart
Meta Platforms Cl A (META)	0.2	$4.7M	+12%	8.3k	572.16	View chart
Ishares Tr High Yld Systm B (HYDB)	0.2	$4.7M		101k	46.52	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$4.6M	+107%	129k	35.53	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$4.6M	+2%	15k	298.85	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$4.4M		143k	30.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.3M		8.9k	479.19	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.2M	+11%	40k	106.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$4.2M	+311%	54k	77.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$4.2M	+71%	46k	90.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$4.1M	-8%	21k	191.92	View chart
Analog Devices (ADI)	0.2	$4.1M	+2%	13k	318.15	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$4.0M	-2%	28k	142.19	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$3.9M	+2%	109k	36.27	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$3.9M	+3%	155k	25.33	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$3.8M	-35%	76k	50.63	View chart
Broadcom (AVGO)	0.2	$3.8M	+32%	12k	309.51	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.2	$3.8M	+6%	110k	34.63	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$3.8M	+28%	71k	53.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.8M	+404%	130k	29.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$3.7M		66k	56.68	View chart
Applied Materials (AMAT)	0.2	$3.7M	+2%	11k	341.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.6M	+16%	14k	261.93	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$3.6M	+10%	62k	58.18	View chart
Merck & Co (MRK)	0.1	$3.6M	+7%	30k	120.29	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$3.5M	+2%	26k	132.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.4M	+83%	133k	25.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.3M	+725%	15k	217.25	View chart
Netflix (NFLX)	0.1	$3.3M	+18%	35k	96.15	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$3.1M	NEW	19k	161.73	View chart
Caterpillar (CAT)	0.1	$3.1M	+33%	4.4k	708.43	View chart
Costco Wholesale Corporation (COST)	0.1	$3.1M	+80%	3.1k	996.56	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$3.0M	+29%	15k	208.05	View chart
Ge Aerospace Com New (GE)	0.1	$3.0M	+27%	11k	283.78	View chart
Goldman Sachs (GS)	0.1	$3.0M	+148%	3.5k	846.05	View chart
Chevron Corporation (CVX)	0.1	$2.9M	+17%	14k	206.90	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$2.9M		105k	27.85	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.8M	+9%	30k	92.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.8M	+231%	56k	49.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$2.7M	NEW	79k	34.55	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.7M	+115%	34k	78.41	View chart
Home Depot (HD)	0.1	$2.7M	-7%	8.1k	328.90	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$2.7M		20k	132.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.6M		17k	151.41	View chart
Wal-Mart Stores (WMT)	0.1	$2.5M	+38%	20k	124.28	View chart
Abbvie (ABBV)	0.1	$2.5M	+24%	12k	217.50	View chart
Tesla Motors (TSLA)	0.1	$2.5M	+33%	6.8k	371.73	View chart
Nextera Energy (NEE)	0.1	$2.5M	+24%	26k	92.88	View chart
Nasdaq Omx (NDAQ)	0.1	$2.4M		28k	84.89	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$2.4M		17k	144.95	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.4M	+15%	4.8k	499.71	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.4M	+204%	27k	86.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.3M	+11%	11k	213.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.3M	+25%	7.9k	287.16	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$2.2M	-10%	31k	72.08	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.2M	+406%	32k	69.75	View chart
Johnson Controls Internation SHS (JCI)	0.1	$2.2M	+3%	17k	130.95	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$2.2M	+9%	45k	47.93	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$2.2M	+53%	48k	45.34	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.2M	+287%	11k	189.59	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.1M	-5%	6.7k	318.05	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$2.1M		91k	23.26	View chart
International Business Machines (IBM)	0.1	$2.1M	+24%	8.6k	242.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.1M	+25%	23k	88.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.0M	+30%	4.7k	430.29	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$2.0M	+230%	83k	23.65	View chart
Philip Morris International (PM)	0.1	$2.0M	+21%	12k	165.34	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$1.9M	+130%	75k	25.62	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.9M	+11%	6.3k	302.23	View chart
Visa Com Cl A (V)	0.1	$1.9M	+8%	6.3k	302.25	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.9M		41k	46.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.9M	-5%	21k	88.16	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.8M	+53%	24k	75.10	View chart
Colgate-Palmolive Company (CL)	0.1	$1.8M	+7%	22k	85.23	View chart
Pepsi (PEP)	0.1	$1.8M	-2%	12k	155.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.8M	+34%	16k	113.11	View chart
Corning Incorporated (GLW)	0.1	$1.8M		13k	135.97	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.8M	+11%	2.0k	895.25	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$1.8M		16k	113.60	View chart
Oracle Corporation (ORCL)	0.1	$1.8M	+113%	12k	147.11	View chart
Procter & Gamble Company (PG)	0.1	$1.8M	+67%	12k	144.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.7M	+53%	16k	106.50	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.7M	-3%	28k	61.26	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.7M	+72%	55k	30.32	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.6M	+67%	33k	49.37	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.6M	-2%	6.5k	250.57	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$1.6M		13k	125.13	View chart
Marvell Technology (MRVL)	0.1	$1.6M		16k	99.05	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.6M	+29%	8.0k	198.14	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$1.6M	-5%	13k	121.19	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$1.6M	+620%	16k	97.91	View chart
Verizon Communications (VZ)	0.1	$1.6M	+71%	31k	50.20	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.5M	+31%	3.3k	461.02	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.5M		32k	46.95	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.5M	+31%	28k	53.22	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.5M		11k	138.32	View chart
Welltower Inc Com reit (WELL)	0.1	$1.5M		7.4k	197.70	View chart
At&t (T)	0.1	$1.5M	+14%	50k	28.99	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$1.4M	+30%	31k	45.18	View chart
Eli Lilly & Co. (LLY)	0.1	$1.4M	+98%	1.5k	919.86	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M		7.2k	192.90	View chart
Palo Alto Networks (PANW)	0.1	$1.4M	+13%	8.5k	160.33	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.4M		7.5k	181.43	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.3M	+55%	9.2k	146.27	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.3M	+4%	27k	50.34	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.3M	NEW	15k	91.37	View chart
Caci Intl Cl A (CACI)	0.1	$1.3M		2.4k	543.87	View chart
IDEXX Laboratories (IDXX)	0.1	$1.3M	+97%	2.4k	561.89	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.3M		75k	17.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.3M	-2%	11k	111.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.3M		1.8k	697.68	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.3M	+19%	24k	52.64	View chart
Stryker Corporation (SYK)	0.1	$1.3M	+46%	3.8k	328.60	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.2M	-53%	24k	52.56	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.2M	+62%	24k	51.93	View chart
Cisco Systems (CSCO)	0.1	$1.2M	+17%	16k	77.59	View chart
Automatic Data Processing (ADP)	0.1	$1.2M	+368%	6.1k	203.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.2M	+145%	39k	30.68	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$1.2M		10k	114.32	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$1.2M	+2%	54k	21.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$1.2M	-4%	9.2k	128.12	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$1.2M	+207%	11k	106.01	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$1.2M	NEW	24k	48.32	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$1.2M	+30%	16k	74.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.2M	+9%	10k	114.99	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.0	$1.2M		12k	98.92	View chart
Advanced Micro Devices (AMD)	0.0	$1.1M	+26%	5.6k	203.43	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$1.1M	NEW	19k	58.54	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.1M	+79%	14k	78.66	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.1M		2.8k	390.45	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$1.1M		36k	30.07	View chart
Ge Vernova (GEV)	0.0	$1.1M	+61%	1.3k	872.69	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.1M	+32%	2.2k	491.46	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$1.1M	+167%	33k	32.95	View chart
Cardinal Health (CAH)	0.0	$1.1M	+8%	5.1k	211.31	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$1.1M		14k	76.54	View chart
Dex (DXCM)	0.0	$1.1M	+46%	17k	62.80	View chart
Hilton Worldwide Holdings (HLT)	0.0	$1.1M	+50%	3.5k	304.08	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$1.0M	+28%	8.8k	118.62	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$1.0M	-2%	23k	45.52	View chart
American Express Company (AXP)	0.0	$1.0M	+48%	3.4k	302.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$1.0M	+5%	6.8k	148.10	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$1.0M	+24%	3.0k	337.98	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$997k	+79%	4.0k	248.02	View chart
Lam Research Corp Com New (LRCX)	0.0	$991k	+5%	4.6k	213.66	View chart
Consolidated Edison (ED)	0.0	$986k	+98%	8.7k	113.18	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$985k	+6%	39k	25.11	View chart
Bank of America Corporation (BAC)	0.0	$985k	-2%	20k	48.75	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$976k	+6%	2.4k	407.63	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$969k	-21%	14k	69.18	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$960k	-33%	75k	12.80	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.0	$954k	+3%	43k	22.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$954k	NEW	13k	73.14	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$948k	+23%	46k	20.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$948k	+14%	12k	79.27	View chart
Intel Corporation (INTC)	0.0	$941k	+40%	21k	44.13	View chart
BlackRock Global Opportunities Equity Tr (BOE)	0.0	$935k		85k	10.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$915k	+295%	11k	82.75	View chart
Morgan Stanley Com New (MS)	0.0	$909k	+7%	5.5k	164.58	View chart
Eaton Corp SHS (ETN)	0.0	$901k	+14%	2.5k	357.67	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$900k		9.4k	95.62	View chart
Cme (CME)	0.0	$899k	+23%	3.0k	295.33	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$897k	+19%	48k	18.66	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$891k	+21%	19k	47.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$865k	+8%	44k	19.62	View chart

Past Filings by Sax Wealth Advisors

SEC 13F filings are viewable for Sax Wealth Advisors going back to 2020

Sax Wealth Advisors 2026 Q2 filed July 9, 2026
Sax Wealth Advisors 2026 Q1 filed April 8, 2026
Sax Wealth Advisors 2025 Q4 filed Jan. 12, 2026
Sax Wealth Advisors 2025 Q3 filed Oct. 20, 2025
Sax Wealth Advisors 2025 Q2 filed July 23, 2025
Sax Wealth Advisors 2024 Q4 filed Jan. 15, 2025
Sax Wealth Advisors 2024 Q3 filed Oct. 17, 2024
Sax Wealth Advisors 2024 Q2 filed July 12, 2024
Sax Wealth Advisors 2024 Q1 filed May 14, 2024
Sax Wealth Advisors 2023 Q4 filed Feb. 14, 2024
Sax Wealth Advisors 2023 Q3 filed Nov. 7, 2023
Sax Wealth Advisors 2023 Q2 filed Aug. 11, 2023
Sax Wealth Advisors 2023 Q1 filed May 5, 2023
Sax Wealth Advisors 2022 Q4 filed Feb. 6, 2023
Sax Wealth Advisors 2022 Q3 filed Nov. 8, 2022
Sax Wealth Advisors 2022 Q1 restated filed Aug. 11, 2022

View all past filings

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