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 251–300 of 488
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| TKO | TKO GROUP HOLDINGS INC | 3K | $500K+ | SH |
| UBS | UBS GROUP AG | 14K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| XBIL | RBB FD INC | 13K | $500K+ | SH |
| IHI | ISHARES TR | 10K | $500K+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 37K | $500K+ | SH |
| NOW | SERVICENOW INC | 4K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| BSVO | EA SERIES TRUST | 27K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| HYG | ISHARES TR | 8K | $500K+ | SH |
| LIN | LINDE PLC | 1K | $500K+ | SH |
| IGV | ISHARES TR | 6K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 7K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 12K | $500K+ | SH |
| INTC | INTEL CORP | 16K | $500K+ | SH |
| XYL | XYLEM INC | 4K | $500K+ | SH |
| BIIB | BIOGEN INC | 3K | $500K+ | SH |
| BLK | BLACKROCK INC | 541 | $500K+ | SH |
| EMXC | ISHARES INC | 8K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 25K | $500K+ | SH |
| FDMO | FIDELITY COVINGTON TRUST | 7K | $500K+ | SH |
| IGRO | ISHARES TR | 7K | $500K+ | SH |
| RY | ROYAL BK CDA | 3K | $500K+ | SH |
| XAR | SPDR SERIES TRUST | 2K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 926 | $500K+ | SH |
| IWS | ISHARES TR | 4K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 104 | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 26K | $500K+ | SH |
| EEM | ISHARES TR | 10K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 1K | $500K+ | SH |
| XYLD | GLOBAL X FDS | 13K | $500K+ | SH |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | 49K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 3K | $500K+ | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 373 | $500K+ | SH |
| D | DOMINION ENERGY INC | 9K | $500K+ | SH |
| ROST | ROSS STORES INC | 3K | $500K+ | SH |
| HUBS | HUBSPOT INC | 1K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 9K | $500K+ | SH |
| PFE | PFIZER INC | 20K | $500K+ | SH |
| HACK | AMPLIFY ETF TR | 6K | $500K+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| IBDW | ISHARES TR | 23K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 10K | $100K–$500K | SH |
| DGRO | ISHARES TR | 7K | $100K–$500K | SH |