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 51–100 of 488
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | 24K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 235K | $1M+ | SH |
| IVE | ISHARES TR | 35K | $1M+ | SH |
| EBND | SPDR SERIES TRUST | 348K | $1M+ | SH |
| EFA | ISHARES TR | 75K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 34K | $1M+ | SH |
| IJS | ISHARES TR | 61K | $1M+ | SH |
| IUSB | ISHARES TR | 146K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 13K | $1M+ | SH |
| MBB | ISHARES TR | 68K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 78K | $1M+ | SH |
| MTUM | ISHARES TR | 25K | $1M+ | SH |
| IBDS | ISHARES TR | 258K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 162K | $1M+ | SH |
| FFSM | FIDELITY COVINGTON TRUST | 193K | $1M+ | SH |
| TFLO | ISHARES TR | 117K | $1M+ | SH |
| LQD | ISHARES TR | 52K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 147K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 53K | $1M+ | SH |
| META | META PLATFORMS INC | 8K | $1M+ | SH |
| AVMU | AMERICAN CENTY ETF TR | 112K | $1M+ | SH |
| AGG | ISHARES TR | 51K | $1M+ | SH |
| MCD | MCDONALDS CORP | 16K | $1M+ | SH |
| HYDB | ISHARES TR | 104K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 103K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 23K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 140K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 122K | $1M+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 106K | $1M+ | SH |
| VLUE | ISHARES TR | 29K | $1M+ | SH |
| IWV | ISHARES TR | 10K | $1M+ | SH |
| MUB | ISHARES TR | 36K | $1M+ | SH |
| IBDT | ISHARES TR | 150K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 66K | $1M+ | SH |
| AVGO | BROADCOM INC | 11K | $1M+ | SH |
| PHYL | PGIM ETF TR | 104K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 50K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 26K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 31K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 13K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 56K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| HD | HOME DEPOT INC | 9K | $1M+ | SH |
| DFGP | DIMENSIONAL ETF TRUST | 55K | $1M+ | SH |
| MRK | MERCK & CO INC | 28K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 104K | $1M+ | SH |
| SUSA | ISHARES TR | 20K | $1M+ | SH |
| NDAQ | NASDAQ INC | 28K | $1M+ | SH |