Sax Wealth Advisors, LLC Incresed Positions in Q4 2025

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
628K
+ 18.43%
$46.2 - $46.85 $29M - $29.4M
4.04M $187M
DFUS
Dimensional ETF Tr U S Equity

ETFs
308K
+ 8.62%
$71.0 - $74.64 $21.8M - $23M
3.87M $282M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
41.4K
+ 10.31%
$242.67 - $261.79 $10.1M - $10.8M
443K $111M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
110K
+ 938.04%
$91.46 - $91.76 $10.1M - $10.1M
122K $11.2M
EFV
Msci Eafe Value ETF

ETFs
126K
+ 227.47%
$66.73 - $70.99 $8.39M - $8.92M
181K $12.7M
PVAL
Putnam ETF Tr Putnam Focused L
153K
+ 28.68%
$41.58 - $44.36 $6.36M - $6.78M
686K $30M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
136K
+ 124.96%
$50.83 - $51.07 $6.91M - $6.95M
245K $12.5M
MBB
Ishares Tr

ETFs
62.7K
+ 1286.88%
$94.9 - $96.23 $5.95M - $6.03M
67.5K $6.42M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
76.4K
+ 20.47%
$72.21 - $75.0 $5.51M - $5.73M
449K $33M
DFIV
Dimensional ETF Tr

ETFs
87.7K
+ 10.83%
$45.13 - $48.25 $3.96M - $4.23M
898K $43M
EFA
Ishares Tr Msci Eafe ETF

ETFs
53.2K
+ 247.11%
$92.24 - $96.56 $4.9M - $5.13M
74.7K $7.11M
CLOI
Vaneck ETF Tr

ETFs
96.3K
+ 36.19%
$52.83 - $53.07 $5.09M - $5.11M
362K $19.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
22.8K
+ 5.19%
$191.01 - $199.18 $4.36M - $4.55M
463K $90.1M
FLRN
Spdr Bloomberg Investment Grad

ETFs
134K
+ 2024.38%
$30.72 - $30.86 $4.1M - $4.12M
140K $4.32M
VEA
Vanguard Ftse Developed Market

ETFs
65.2K
+ 100.8%
$59.18 - $62.09 $3.86M - $4.05M
130K $7.96M
XLK
Technology Sector Spdr

ETFs
12.7K
+ 98.7%
$278.39 - $304.13 $3.54M - $3.87M
25.6K $7.38M
GOOGL
Alphabet Inc.

Communication Services
10.5K
+ 44.92%
$236.57 - $291.31 $2.49M - $3.06M
33.9K $9.37M
VTV
Vanguard Value ETF

ETFs
19.5K
+ 67.71%
$182.87 - $189.72 $3.56M - $3.7M
48.3K $9.03M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
36.6K
+ 257.76%
$99.87 - $101.27 $3.65M - $3.7M
50.8K $5.08M
DFAI
Dimensional ETF Tr

ETFs
75K
+ 8.48%
$35.82 - $37.52 $2.69M - $2.82M
960K $35.6M
AAPL
Apple Inc.

Technology
6.65K
+ 6.14%
$245.27 - $275.25 $1.63M - $1.83M
115K $30.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
35.2K
+ 12.1%
$72.75 - $76.17 $2.56M - $2.68M
326K $24.5M
NOW
Service Now, Inc.

Technology
3.29K
+ 398.91%
$835.79 - $946.29 $2.75M - $3.11M
4.11K $3.44M
NVDA
Nvidia Corp

Technology
13.7K
+ 15.8%
$179.83 - $207.04 $2.46M - $2.83M
100K $18.7M
FNDX
Schwab Fundamental U S Large C

ETFs
94.1K
+ 932.12%
$25.68 - $26.95 $2.42M - $2.54M
104K $2.77M
FVAL
Fidelity Covington Tr Value Fa

ETFs
29.8K
+ 35.55%
$67.41 - $71.36 $2.01M - $2.13M
114K $8M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
41.4K
+ 28.34%
$52.27 - $56.39 $2.17M - $2.34M
188K $10M
GOOG
Alphabet Inc.

Communication Services
3.87K
+ 16.02%
$237.49 - $291.74 $919K - $1.13M
28K $8M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
27.8K
+ 17.01%
$100.68 - $106.15 $2.8M - $2.95M
191K $19.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
27.8K
+ 126.03%
$74.09 - $75.1 $2.06M - $2.08M
49.8K $3.69M
MSFT
Microsoft Corp

Technology
3.62K
+ 10.51%
$496.82 - $542.07 $1.8M - $1.96M
38K $19.3M
XLE
Energy Sector Spdr

ETFs
13.3K
+ 87.18%
$85.22 - $92.02 $1.13M - $1.22M
28.5K $2.63M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16K
+ 135.88%
$78.65 - $79.19 $1.25M - $1.26M
27.7K $2.18M
FNDE
Schwab Fundamental Emerging Mk

ETFs
24.6K
+ 9.93%
$34.78 - $37.69 $854K - $925K
272K $10.2M
AMZN
Amazon Com Inc

Consumer Cyclical
2.86K
+ 7.87%
$213.04 - $254.0 $609K - $726K
39.2K $9.19M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
9.38K
+ 256.18%
$127.15 - $133.03 $1.19M - $1.25M
13K $1.7M
DFAE
Dimensional ETF Tr

ETFs
29.2K
+ 14.18%
$30.74 - $33.05 $896K - $964K
235K $7.63M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
46.1K
+ 14.64%
N/A
361K $8.58M
TFLO
Ishares Treasury Floating Rate

ETFs
21.8K
+ 22.98%
$50.42 - $50.61 $1.1M - $1.1M
117K $5.9M
HD
Home Depot, Inc.

Consumer Cyclical
3.49K
+ 64.81%
$358.03 - $397.02 $1.25M - $1.38M
8.87K $3.18M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
22.8K
+ 23.01%
$31.06 - $33.86 $709K - $773K
122K $4.11M
FSMO
Fidelity Covington Tr

ETFs
35.7K
+ 22.73%
N/A
193K $5.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
32K
+ 97.36%
$28.46 - $29.45 $912K - $944K
65K $1.88M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.64K
+ 48.37%
$219.27 - $238.71 $799K - $870K
11.2K $2.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.27K
+ 4.54%
$653.02 - $687.39 $831K - $875K
29.3K $19.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 2.17%
$712170.0 - $770185.0 $712K - $770K
47 $35.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.4K
+ 28.37%
$57.9 - $61.26 $719K - $761K
56.2K $3.37M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
16.4K
+ 111.67%
$45.48 - $45.92 $744K - $751K
31K $1.42M
DISV
Dimensional ETF Tr Dimensional

ETFs
19.5K
+ 15.33%
$35.06 - $36.3 $683K - $707K
147K $5.27M
Activity Summary
Buys All Purchases 308 New Holdings 75 Increased Positions 233 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 1 Puts 0
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