CIK 1846150

SAX WEALTH ADVISORS, LLC

Institutional 13F holdings & portfolio

Holdings

488

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 451–488 of 488

Ticker	Company	Shares	Value	Type
HYMB	SPDR SERIES TRUST	9K	$100K–$500K	SH
ASML	ASML HOLDING N V	214	$100K–$500K	SH
ADBE	ADOBE INC	653	$100K–$500K	SH
YUM	YUM BRANDS INC	2K	$100K–$500K	SH
SUSC	ISHARES TR	10K	$100K–$500K	SH
CEF	SPROTT ASSET MANAGEMENT LP	5K	$100K–$500K	SH
NMT	NUVEEN MASSACHUSETS QLT MUN	20K	$100K–$500K	SH
FAST	FASTENAL CO	6K	$100K–$500K	SH
USXF	ISHARES TR	4K	$100K–$500K	SH
BGX	BLACKSTONE LONG SHORT CR INC	19K	$100K–$500K	SH
RJF	RAYMOND JAMES FINL INC	1K	$100K–$500K	SH
CNI	CANADIAN NATL RY CO	2K	$100K–$500K	SH
IYC	ISHARES TR	2K	$100K–$500K	SH
OBTC	OSPREY BITCOIN TR	8K	$100K–$500K	SH
HPE	HEWLETT PACKARD ENTERPRISE C	9K	$100K–$500K	SH
SCHA	SCHWAB STRATEGIC TR	8K	$100K–$500K	SH
ET	ENERGY TRANSFER L P	13K	$100K–$500K	SH
SMIN	ISHARES TR	3K	$100K–$500K	SH
KE	KIMBALL ELECTRONICS INC	7K	$100K–$500K	SH
MUJ	BLACKROCK MUNIHLDGS NJ QLTY	17K	$100K–$500K	SH
EUSB	ISHARES TR	5K	$100K–$500K	SH
GLDM	WORLD GOLD TR	2K	$100K–$500K	SH
TCAF	T ROWE PRICE ETF INC	5K	$100K–$500K	SH
DMLP	DORCHESTER MINERALS LP	9K	$100K–$500K	SH
IVAL	EA SERIES TRUST	6K	$100K–$500K	SH
—	BLUEROCK PVT REAL ESTATE FD	12K	$100K–$500K	SH
WULF	TERAWULF INC	16K	$100K–$500K	SH
PGX	INVESCO EXCH TRADED FD TR II	16K	$100K–$500K	SH
EXG	EATON VANCE TAX-MANAGED GLOB	19K	$100K–$500K	SH
XFLT	XAI OCTAGN FLT RAT & ALT INM	35K	$100K–$500K	SH
NIM	NUVEEN SELECT MAT MUN FD	18K	$100K–$500K	SH
CX	CEMEX SAB DE CV	14K	$100K–$500K	SH
EVN	EATON VANCE MUNI INCOME TRUS	13K	$100K–$500K	SH
CNH	CNH INDL N V	15K	$100K–$500K	SH
BBBY	BED BATH & BEYOND INC	20K	$100K–$500K	SH
USA	LIBERTY ALL STAR EQUITY FD	17K	$100K–$500K	SH
PG	PROCTER AND GAMBLE CO	80K	$15K–$50K	SH (Call)
OPK	OPKO HEALTH INC	20K	$15K–$50K	SH