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 201–250 of 488
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC | 2K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 13K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $500K+ | SH |
| LLY | ELI LILLY & CO | 922 | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| DXCM | DEXCOM INC | 15K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 5K | $500K+ | SH |
| EMLC | VANECK ETF TRUST | 37K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| AMLP | ALPS ETF TR | 20K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 3K | $500K+ | SH |
| PZT | INVESCO EXCH TRADED FD TR II | 42K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 6K | $500K+ | SH |
| VVR | INVESCO SR INCOME TR | 281K | $500K+ | SH |
| ESGD | ISHARES TR | 10K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 9K | $500K+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 12K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| PODD | INSULET CORP | 3K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 17K | $500K+ | SH |
| ABT | ABBOTT LABS | 7K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| SPAB | SPDR SERIES TRUST | 32K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| BOXX | EA SERIES TRUST | 7K | $500K+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 41K | $500K+ | SH |
| MOAT | VANECK ETF TRUST | 8K | $500K+ | SH |
| XT | ISHARES TR | 11K | $500K+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 38K | $500K+ | SH |
| BINC | BLACKROCK ETF TRUST II | 15K | $500K+ | SH |
| IXUS | ISHARES TR | 9K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 40K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 18K | $500K+ | SH |
| EFIV | SPDR SERIES TRUST | 11K | $500K+ | SH |
| ESML | ISHARES TR | 16K | $500K+ | SH |
| HOOD | ROBINHOOD MKTS INC | 6K | $500K+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 36K | $500K+ | SH |
| QQQE | DIREXION SHS ETF TR | 7K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 8K | $500K+ | SH |
| DDOG | DATADOG INC | 5K | $500K+ | SH |
| TJX | TJX COS INC NEW | 5K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 6K | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 2K | $500K+ | SH |
| CME | CME GROUP INC | 2K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |