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 101–150 of 488
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 11K | $1M+ | SH |
| NFLX | NETFLIX INC | 29K | $1M+ | SH |
| IGSB | ISHARES TR | 51K | $1M+ | SH |
| USMV | ISHARES TR | 28K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 5K | $1M+ | SH |
| GE | GE AEROSPACE | 8K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 11K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| DVY | ISHARES TR | 18K | $1M+ | SH |
| OEF | ISHARES TR | 7K | $1M+ | SH |
| IEFA | ISHARES TR | 27K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| V | VISA INC | 7K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 17K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 28K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 62K | $1M+ | SH |
| IBDU | ISHARES TR | 89K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| IWD | ISHARES TR | 10K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 41K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 73K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 65K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 16K | $1M+ | SH |
| WMT | WALMART INC | 17K | $1M+ | SH |
| SUSL | ISHARES TR | 15K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 22K | $1M+ | SH |
| IQLT | ISHARES TR | 40K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| DSI | ISHARES TR | 14K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| PEP | PEPSICO INC | 12K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 22K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 13K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| NXJ | NUVEEN NEW JERSEY QULT MUN F | 128K | $1M+ | SH |
| BIZD | VANECK ETF TRUST | 113K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 10K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 20K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 2K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 11K | $1M+ | SH |
| CRM | SALESFORCE INC | 6K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 32K | $1M+ | SH |
| IYW | ISHARES TR | 7K | $1M+ | SH |
| IVW | ISHARES TR | 12K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 8K | $1M+ | SH |
| BX | BLACKSTONE INC | 9K | $1M+ | SH |