CIK 1846150
SAX WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
488
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 488
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 3.9M | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 4.0M | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 443K | $1M+ | SH |
| QUAL | ISHARES TR | 463K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 2.1M | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 757K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 898K | $1M+ | SH |
| IJH | ISHARES TR | 608K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 548K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 813K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 960K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 47 | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 449K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 686K | $1M+ | SH |
| AAPL | APPLE INC | 115K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 709K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 326K | $1M+ | SH |
| ITOT | ISHARES TR | 137K | $1M+ | SH |
| IVV | ISHARES TR | 30K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 29K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 422K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 191K | $1M+ | SH |
| CLOI | VANECK ETF TRUST | 362K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 100K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 38K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 122K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 274K | $1M+ | SH |
| EFV | ISHARES TR | 181K | $1M+ | SH |
| FLOT | ISHARES TR | 245K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 35K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 122K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 347K | $1M+ | SH |
| GOOGL | ALPHABET INC | 34K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 188K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 45K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 288K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 16K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 272K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 48K | $1M+ | SH |
| IJR | ISHARES TR | 77K | $1M+ | SH |
| AMZN | AMAZON COM INC | 39K | $1M+ | SH |
| GOOG | ALPHABET INC | 28K | $1M+ | SH |
| IBDR | ISHARES TR | 361K | $1M+ | SH |
| IWF | ISHARES TR | 18K | $1M+ | SH |
| DJP | BARCLAYS BANK PLC | 230K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 255K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 195K | $1M+ | SH |
| FVAL | FIDELITY COVINGTON TRUST | 114K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 130K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 13K | $1M+ | SH |