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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, NVDA, QUAL, and represent 31.02% of Sax Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FBND (+$97M), NVDA (+$95M), AAPL (+$67M), AMD (+$43M), DFUS (+$40M), Dfa Invt Dimensions Group In (+$29M), MSFT (+$24M), QQQM (+$23M), META (+$17M), AMZN (+$16M).
Started 241 new stock positions in STX, WBD, EOSE, INDY, NULG, LOAR, WHD, OI, JBI, TLN.
Reduced shares in these 10 stocks: DUHP (-$24M), BND (-$15M), DFAC (-$8.4M), VTI (-$8.2M), BNDX (-$7.3M), , FNDE, VEA, DFAT, VWO.
Sold out of its positions in BITB, MUJ, BGX, CNI, DRI, DCOR, DFSB, DFSI, DFSV, DFAR.
Sax Wealth Advisors was a net buyer of stock by $808M.
Sax Wealth Advisors has $3.5B in assets under management (AUM), dropping by 42.50%.
Central Index Key (CIK): 0001846150

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Portfolio Holdings for Sax Wealth Advisors

Sax Wealth Advisors holds 750 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Sax Wealth Advisors has 750 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sax Wealth Advisors Sept. 30, 2026 positions
Download the Sax Wealth Advisors September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	11.2	$393M	+11%	4.7M	83.03	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.3	$291M	+49%	6.7M	43.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.8	$170M	+15%	557k	304.64	View chart
NVIDIA Corporation (NVDA)	3.4	$119M	+387%	521k	228.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.3	$114M	+10%	513k	222.24	View chart
Apple (AAPL)	3.1	$109M	+161%	326k	333.02	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.5	$87M	-8%	2.0M	44.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.8	$64M	+20%	1.1M	55.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.7	$60M	+17%	1.4M	41.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.6	$56M		782k	71.95	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.6	$56M	+22%	664k	84.08	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.6	$56M	+25%	1.1M	52.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.4	$49M	+5%	637k	77.42	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$47M	-8%	712k	66.44	View chart
Advanced Micro Devices (AMD)	1.3	$46M	+1262%	76k	611.76	View chart
Microsoft Corporation (MSFT)	1.3	$46M	+112%	89k	512.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.2	$44M	-2%	792k	55.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$35M	+26%	46k	765.85	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.0	$34M	+16%	410k	82.16	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.9	$33M	-20%	88k	374.24	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$30M	+24%	39k	762.63	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.8	$30M	+40%	562k	52.97	View chart
Dfa Invt Dimensions Group In U.s. High Relati	0.8	$29M	NEW	701k	41.91	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$29M	+5%	559k	52.36	View chart
Amazon (AMZN)	0.8	$27M	+149%	108k	249.15	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.7	$25M	+20%	224k	111.65	View chart
Meta Platforms Cl A (META)	0.7	$23M	+279%	32k	725.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$22M	-2%	133k	166.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$22M	+200%	231k	94.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$21M	+105%	63k	340.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$20M	+23%	29k	700.87	View chart
Broadcom (AVGO)	0.6	$20M	+353%	56k	351.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$19M	+48%	55k	344.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$18M	-19%	255k	70.61	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.5	$18M		83k	216.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$18M	-4%	229k	76.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$17M	+2%	74k	233.31	View chart
JPMorgan Chase & Co. (JPM)	0.5	$16M	+93%	49k	330.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$16M	+16%	21k	739.78	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$15M	+66%	20.00	747005.00	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$15M		115k	128.09	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$14M		178k	79.14	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.4	$14M	+11%	347k	40.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$13M	-53%	186k	70.15	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$12M	+466%	138k	90.11	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$12M		304k	39.31	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$12M	-2%	188k	63.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$12M	-7%	87k	136.04	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$11M		333k	33.69	View chart
Johnson & Johnson (JNJ)	0.3	$11M	+11%	41k	264.74	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.3	$11M	+5%	148k	72.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$10M	+320%	82k	125.26	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.3	$10M	+75%	237k	42.72	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.3	$10M	-9%	194k	51.52	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$10M	+3%	176k	56.66	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$9.9M	-12%	195k	51.05	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$9.8M	+37%	109k	89.62	View chart
Eli Lilly & Co. (LLY)	0.3	$9.7M	+450%	8.4k	1157.09	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$9.4M	+10%	192k	49.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$9.4M	+18%	41k	228.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$9.3M	+4%	90k	103.89	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$9.3M	+24%	219k	42.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$9.2M	+7%	335k	27.47	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$9.2M	-14%	248k	37.02	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.3	$9.2M	-19%	197k	46.47	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$8.8M	+18%	88k	99.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$8.6M	+93%	89k	96.88	View chart
Exxonmobil Holdings Corp Com Shs	0.2	$8.5M	NEW	52k	162.75	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.2	$8.4M	-5%	104k	80.76	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$8.4M	-6%	345k	24.24	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$8.2M	-2%	64k	128.10	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$8.1M	+25%	186k	43.29	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$8.0M	+3773%	159k	50.56	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$7.9M	-6%	268k	29.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$7.8M		25k	317.34	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$7.7M	+464%	17k	456.20	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.2	$7.6M		371k	20.60	View chart
Marathon Petroleum Corp (MPC)	0.2	$7.4M	+470%	19k	395.42	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$7.3M	+16%	304k	24.12	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.2	$7.2M	-40%	171k	41.87	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$7.2M	+20%	162k	44.09	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$6.8M		75k	90.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$6.7M	+51%	13k	497.96	View chart
Micron Technology (MU)	0.2	$6.6M	+196%	6.2k	1065.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$6.2M	+1286%	124k	50.37	View chart
Merck & Co (MRK)	0.2	$6.0M	+39%	41k	145.31	View chart
Applied Materials (AMAT)	0.2	$6.0M	+7%	12k	511.36	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$5.9M	+341%	117k	50.39	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$5.9M		14k	431.67	View chart
Chevron Corporation (CVX)	0.2	$5.9M	+103%	29k	204.21	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	0.2	$5.8M	-5%	173k	33.83	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$5.8M		175k	33.31	View chart
Tesla Motors (TSLA)	0.2	$5.8M	+141%	16k	354.81	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.2	$5.7M	+5%	16k	351.85	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$5.5M	+29%	80k	69.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$5.5M	-12%	58k	94.54	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$5.5M	+7%	28k	195.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$5.4M	-34%	91k	59.31	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$5.3M	-4%	133k	39.91	View chart
Union Pacific Corporation (UNP)	0.2	$5.3M	+1098%	19k	272.14	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$5.3M	+21%	18k	300.06	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$5.2M	+318%	58k	89.76	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$5.2M	+33%	207k	24.96	View chart
Analog Devices (ADI)	0.1	$5.1M		13k	396.70	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$5.0M	-10%	26k	198.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$5.0M	-24%	49k	102.18	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$4.8M	+2%	111k	43.32	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$4.8M	-13%	89k	53.75	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.7M	+1058%	9.3k	509.23	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$4.7M	-60%	100k	46.87	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$4.5M		100k	44.96	View chart
Marvell Technology (MRVL)	0.1	$4.4M	+4%	17k	264.21	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.1	$4.4M	+20%	85k	51.93	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.4M	-14%	38k	117.77	View chart
Caterpillar (CAT)	0.1	$4.4M	+24%	5.4k	810.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.3M	-4%	21k	208.02	View chart
Abbvie (ABBV)	0.1	$4.3M	+40%	16k	261.59	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.1	$4.2M	-4%	137k	30.84	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$4.2M	+13%	126k	33.43	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$4.2M	+30%	25k	166.98	View chart
Nebius Group Shs Class A (NBIS)	0.1	$4.2M	NEW	18k	235.88	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$4.1M	-32%	102k	40.12	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.1M	+11%	73k	56.22	View chart
Goldman Sachs (GS)	0.1	$4.1M	+27%	4.5k	900.42	View chart
Palo Alto Networks (PANW)	0.1	$4.1M	+19%	10k	397.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$4.0M	-13%	113k	35.93	View chart
Costco Wholesale Corporation (COST)	0.1	$4.0M	+41%	4.4k	910.42	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$4.0M	+19%	126k	31.47	View chart
McDonald's Corporation (MCD)	0.1	$3.9M		17k	230.93	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.9M	+421%	15k	264.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$3.8M	+70%	27k	142.26	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.8M	-5%	38k	101.10	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.8M	+48%	47k	81.16	View chart
Netflix (NFLX)	0.1	$3.8M	+57%	54k	69.58	View chart
Ge Aerospace Com New (GE)	0.1	$3.7M	+11%	12k	312.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.7M	-7%	123k	30.00	View chart
Hubbell (HUBB)	0.1	$3.7M	NEW	8.1k	453.60	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.6M	+138%	11k	328.50	View chart
Western Digital (WDC)	0.1	$3.5M	NEW	7.8k	454.46	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$3.5M	-11%	12k	284.48	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$3.5M	+67%	152k	22.69	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.4M	+28%	6.2k	551.47	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$3.4M	+286%	23k	144.63	View chart
Visa Com Cl A (V)	0.1	$3.4M	+47%	9.3k	359.34	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.3M	+91%	18k	187.05	View chart
Intel Corporation (INTC)	0.1	$3.3M	+27%	27k	120.23	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$3.1M	NEW	89k	35.26	View chart
Simplify Exchange Traded Fun Curre Strat Etf (FOXY)	0.1	$3.1M	NEW	118k	26.72	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$3.1M	-19%	61k	50.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.0M	+172%	11k	277.90	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$3.0M	+4%	36k	84.42	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$3.0M	NEW	104k	28.84	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$3.0M	NEW	59k	50.49	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$3.0M	-5%	19k	155.68	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$2.9M		30k	97.44	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.9M	+9%	19k	152.07	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$2.9M	+548%	26k	112.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.7M	+2%	11k	247.92	View chart
Johnson Controls Internation SHS (JCI)	0.1	$2.7M	+9%	18k	148.65	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.7M	+27%	30k	89.63	View chart
Wal-Mart Stores (WMT)	0.1	$2.6M	+23%	25k	103.92	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.6M	-47%	69k	37.61	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$2.6M	+310%	33k	78.42	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.1	$2.5M	-4%	16k	161.09	View chart
Nasdaq Omx (NDAQ)	0.1	$2.5M	-2%	28k	92.01	View chart
Freeport Mcmoran CL B (FCX)	0.1	$2.5M	NEW	36k	70.00	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.5M	+67%	3.7k	675.05	View chart
Philip Morris International (PM)	0.1	$2.5M	+10%	13k	190.82	View chart
Dfa Invt Dimensions Group In Real Estate Secu	0.1	$2.4M	NEW	100k	24.16	View chart
Ge Vernova (GEV)	0.1	$2.4M	+100%	2.5k	950.44	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.4M	-8%	25k	94.99	View chart
Cisco Systems (CSCO)	0.1	$2.4M	+38%	22k	107.63	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.4M	-7%	6.2k	382.11	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.4M		11k	209.45	View chart
Sempra Energy (SRE)	0.1	$2.3M	NEW	30k	77.96	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$2.3M	NEW	15k	150.86	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.3M	NEW	28k	82.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.3M	-13%	48k	47.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.3M	-51%	27k	84.96	View chart
Nextera Energy (NEE)	0.1	$2.2M	+11%	29k	75.74	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$2.2M	+2%	6.5k	337.84	View chart
Automatic Data Processing (ADP)	0.1	$2.2M	+38%	8.4k	258.07	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$2.2M	-31%	54k	39.72	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.1M	+28%	27k	78.10	View chart
Corning Incorporated (GLW)	0.1	$2.1M	+5%	14k	153.76	View chart
Archer Daniels Midland Company (ADM)	0.1	$2.1M	+271%	27k	79.38	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$2.1M		16k	136.29	View chart
International Business Machines (IBM)	0.1	$2.1M	+12%	9.6k	219.93	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.1M	+10%	2.2k	955.30	View chart
Dfa Invt Dimensions Group In U.s. Core Eqty 1	0.1	$2.1M	NEW	25k	82.66	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$2.0M		47k	42.77	View chart
Oracle Corporation (ORCL)	0.1	$2.0M	+23%	15k	137.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.0M		24k	82.97	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.0M	+48%	11k	185.65	View chart
Natera (NTRA)	0.1	$2.0M	NEW	4.8k	413.31	View chart
Procter & Gamble Company (PG)	0.1	$2.0M	+11%	14k	145.28	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$2.0M	-44%	8.5k	231.04	View chart
At&t (T)	0.1	$2.0M	+59%	80k	24.40	View chart
Home Depot (HD)	0.1	$1.9M	-15%	6.8k	284.48	View chart
Verizon Communications (VZ)	0.1	$1.9M	+36%	42k	45.87	View chart
Boeing Company (BA)	0.1	$1.9M	+349%	10k	186.05	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.9M	+747%	15k	125.67	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.9M	-3%	39k	49.47	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$1.9M	NEW	1.1k	1811.72	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.9M	+44%	13k	148.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.9M	-5%	7.1k	264.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.9M	+6%	5.0k	380.87	View chart
Welltower Inc Com reit (WELL)	0.1	$1.9M	+9%	8.1k	230.25	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.9M	+159%	85k	22.10	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.9M	+18%	7.7k	241.30	View chart
Nucor Corporation (NUE)	0.1	$1.9M	+224%	7.9k	233.75	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$1.8M	-2%	13k	145.04	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$1.8M	-3%	13k	146.18	View chart
American Express Company (AXP)	0.1	$1.8M	+77%	6.0k	304.09	View chart
Colgate-Palmolive Company (CL)	0.1	$1.8M		21k	85.32	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.8M	+23%	3.2k	568.64	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.8M	+5%	29k	61.50	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.1	$1.8M	NEW	44k	40.63	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.8M	+32%	4.4k	406.62	View chart
Arista Networks Com Shs (ANET)	0.0	$1.7M	+122%	8.4k	203.59	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$1.7M		11k	157.84	View chart
Morgan Stanley Com New (MS)	0.0	$1.6M	+55%	8.6k	188.08	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$1.6M	-18%	13k	123.08	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$1.6M	-23%	34k	46.03	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.6M	+40%	14k	112.09	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$1.6M	+19%	17k	91.12	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$1.6M	+26%	30k	51.87	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.6M	+77%	16k	97.74	View chart
Bank of America Corporation (BAC)	0.0	$1.6M	+41%	29k	54.43	View chart
Cardinal Health (CAH)	0.0	$1.6M	+38%	7.0k	222.50	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$1.6M	+364%	21k	75.62	View chart
ConocoPhillips (COP)	0.0	$1.5M	+114%	12k	125.15	View chart
Pepsi (PEP)	0.0	$1.5M	+5%	12k	126.72	View chart
Lumentum Hldgs (LITE)	0.0	$1.5M	NEW	1.6k	971.26	View chart
Astera Labs (ALAB)	0.0	$1.5M	NEW	4.3k	355.97	View chart
Dex (DXCM)	0.0	$1.5M		17k	86.29	View chart
The Alger Etf Trust 35 Etf (ATFV)	0.0	$1.5M	NEW	37k	40.69	View chart
Citigroup Com New (C)	0.0	$1.5M	+225%	11k	129.48	View chart
Servicenow (NOW)	0.0	$1.5M	+205%	11k	134.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.5M	+14%	45k	32.53	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$1.5M	+609%	17k	85.48	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.4M	+2%	15k	99.08	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$1.4M	-18%	27k	53.40	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$1.4M	+19%	28k	51.23	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$1.4M	+61%	22k	65.16	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$1.4M	NEW	1.6k	922.34	View chart
Biogen Idec (BIIB)	0.0	$1.4M	+88%	6.3k	225.88	View chart
Blacksky Technology Cl A New (BKSY)	0.0	$1.4M	NEW	67k	21.31	View chart
Vanguard World Utilities Etf (VPU)	0.0	$1.4M	+3%	8.3k	170.99	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$1.4M	+7%	34k	42.26	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 Q3 filed Oct. 13, 2026
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

View all past filings

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