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 301–350 of 488
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HDV | ISHARES TR | 4K | $100K–$500K | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 28K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 26K | $100K–$500K | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 36K | $100K–$500K | SH |
| R | RYDER SYS INC | 2K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 2K | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 6K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 22K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| FTNT | FORTINET INC | 6K | $100K–$500K | SH |
| MMM | 3M CO | 3K | $100K–$500K | SH |
| TEI | TEMPLETON EMERGING MKTS INCO | 68K | $100K–$500K | SH |
| IWR | ISHARES TR | 5K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 4K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| TLH | ISHARES TR | 4K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 819 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| IYH | ISHARES TR | 7K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| IEMG | ISHARES INC | 6K | $100K–$500K | SH |
| SUSB | ISHARES TR | 17K | $100K–$500K | SH |
| OBIL | RBB FD INC | 8K | $100K–$500K | SH |
| BAC-PL | BANK AMERICA CORP | 330 | $100K–$500K | SH |
| O | REALTY INCOME CORP | 7K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| EWJ | ISHARES INC | 5K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 4K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 7K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 5K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| AVGE | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 816 | $100K–$500K | SH |
| IBMO | ISHARES TR | 15K | $100K–$500K | SH |
| SPTS | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| IBMP | ISHARES TR | 15K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 925 | $100K–$500K | SH |
| DFSB | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |