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 151–200 of 488
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| TFI | SPDR SERIES TRUST | 31K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| WELL | WELLTOWER INC | 8K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 26K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 7K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 16K | $1M+ | SH |
| RTX | RTX CORPORATION | 7K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 3K | $1M+ | SH |
| EFG | ISHARES TR | 12K | $1M+ | SH |
| PFXF | VANECK ETF TRUST | 76K | $1M+ | SH |
| IWP | ISHARES TR | 10K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 29K | $1M+ | SH |
| CACI | CACI INTL INC | 2K | $1M+ | SH |
| DIS | DISNEY WALT CO | 11K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 29K | $1M+ | SH |
| USFR | WISDOMTREE TR | 25K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 16K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 16K | $1M+ | SH |
| SCZ | ISHARES TR | 16K | $1M+ | SH |
| EEMS | ISHARES INC | 18K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 5K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 22K | $1M+ | SH |
| IBDV | ISHARES TR | 53K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 16K | $1M+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 10K | $1M+ | SH |
| IGIB | ISHARES TR | 21K | $1M+ | SH |
| CFLT | CONFLUENT INC | 38K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 6K | $1M+ | SH |
| GLW | CORNING INC | 13K | $1M+ | SH |
| EMNT | PIMCO ETF TR | 11K | $1M+ | SH |
| SUB | ISHARES TR | 11K | $1M+ | SH |
| SHOP | SHOPIFY INC | 7K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 20K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 37K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 22K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 24K | $1M+ | SH |
| T | AT&T INC | 44K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 7K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4K | $1M+ | SH |
| CSCO | CISCO SYS INC | 14K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 2K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 20K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 23K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 12K | $500K+ | SH |
| BOE | BLACKROCK ENHANCED GLOBAL DI | 85K | $500K+ | SH |
| PFF | ISHARES TR | 32K | $500K+ | SH |