Sax Wealth Advisors, LLC Portfolio Holdings

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

Sax Wealth Advisors, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.07 Billion distributed in 489 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $282M, Fidelity Merrimack Str Tr Tota with a value of $187M, Invesco Exchange Traded Fd Tr with a value of $111M, Ishares Msci Usa Quality Facto with a value of $90.1M, and Dimensional ETF Tr U S Core Eq with a value of $79.4M.

Examining the 13F form we can see an increase of $233M in the current position value, from $1.84B to 2.07B.

Sax Wealth Advisors, LLC is based out at Parsippany, NJ

Below you can find more details about Sax Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.07 Billion
ETFs: $1.7 Billion
Technology: $108 Million
Financial Services: $78.7 Million
Communication Services: $29.7 Million
Healthcare: $28 Million
Consumer Cyclical: $24.5 Million
Consumer Defensive: $22.4 Million
Industrials: $18.1 Million
Other: $16.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$35.5 Million 1.72% of portfolio
47
Q4 2025 Added 2.17%
$4.3T
$30.8 Million 1.49% of portfolio
114,994
Q4 2025 Added 6.14%
$3.78T
$19.3 Million 0.93% of portfolio
38,037
Q4 2025 Added 10.51%
$465B
$18.7 Million 0.9% of portfolio
100,075
Q4 2025 Added 15.8%
$1.65T
$9.37 Million 0.45% of portfolio
33,896
Q4 2025 Added 44.92%
$2.39T
$9.19 Million 0.44% of portfolio
39,163
Q4 2025 Added 7.87%
$1.74T
$8 Million 0.39% of portfolio
28,006
Q4 2025 Added 16.02%
$881B
$7.2 Million 0.35% of portfolio
23,986
Q4 2025 Added 13.07%
$522B
$6.72 Million 0.32% of portfolio
33,668
Q4 2025 Added 2.2%
$662B
$6.63 Million 0.32% of portfolio
13,030
Q4 2025 Added 5.28%
$1.37T
$4.89 Million 0.24% of portfolio
8,019
Q4 2025 Added 39.97%
$224B
$4.91 Million 0.24% of portfolio
16,092
Q4 2025 Added 0.12%
$139B
$3.67 Million 0.18% of portfolio
10,700
Q4 2025 Added 12.9%
$490B
$3.59 Million 0.17% of portfolio
30,537
Q4 2025 Added 18.35%
$169B
$3.44 Million 0.17% of portfolio
4,111
Q4 2025 Added 398.91%
$49.1B
$3.21 Million 0.16% of portfolio
29,140
Q4 2025 Added 906.91%
$118B
$2.91 Million 0.14% of portfolio
12,642
Q4 2025 Reduced 0.85%
$328B
$2.49 Million 0.12% of portfolio
8,301
Q4 2025 Reduced 2.48%
$235B
$2.59 Million 0.12% of portfolio
27,838
Q4 2025 Reduced 5.11%
$42.8B
$2.48 Million 0.12% of portfolio
28,434
Q4 2025 Reduced 5.15%
$197B
$2.44 Million 0.12% of portfolio
10,678
Q4 2025 Added 1.14%
$512B
$2.43 Million 0.12% of portfolio
4,518
Q4 2025 Reduced 5.54%
$414B
$2.3 Million 0.11% of portfolio
9,808
Q4 2025 Added 8.02%
$266B
$2.1 Million 0.1% of portfolio
7,057
Q4 2025 Added 13.58%
$533B
$2.17 Million 0.1% of portfolio
6,670
Q4 2025 Added 12.84%
$1.29T
$2.15 Million 0.1% of portfolio
5,260
Q4 2025 Added 3.56%
$204B
$1.79 Million 0.09% of portfolio
12,126
Q4 2025 Added 6.79%
$81.8B
$1.9 Million 0.09% of portfolio
16,012
Q4 2025 Added 15.89%
$404B
$1.84 Million 0.09% of portfolio
2,020
Q4 2025 Added 24.46%
$168B
$1.85 Million 0.09% of portfolio
21,600
Q4 2025 Added 11.46%
$303B
$1.88 Million 0.09% of portfolio
12,146
Q4 2025 Added 12.73%
$291B
$1.94 Million 0.09% of portfolio
3,520
Q4 2025 Added 30.9%
$0
$1.64 Million 0.08% of portfolio
128,142
Q4 2025 Added 16.89%
$65.7B
$1.58 Million 0.08% of portfolio
20,039
Q4 2025 Added 7.01%
$279B
$1.74 Million 0.08% of portfolio
16,886
Q4 2025 Added 48.87%
$89.8B
$1.47 Million 0.07% of portfolio
7,559
Q4 2025 Reduced 2.64%
$61.4B
$1.54 Million 0.07% of portfolio
7,494
Q4 2025 Added 10.73%
$342B
$1.4 Million 0.07% of portfolio
8,072
Q4 2025 Added 38.5%
$193B
$1.38 Million 0.07% of portfolio
2,525
Q4 2025 Reduced 0.67%
$115B
$1.54 Million 0.07% of portfolio
2,865
Q4 2025 Added 0.39%
$73.7B
$1.37 Million 0.07% of portfolio
15,901
Q4 2025 Reduced 13.88%
$107B
$1.47 Million 0.07% of portfolio
1,768
Q4 2025 Reduced 1.72%
$237B
$1.53 Million 0.07% of portfolio
9,994
Q4 2025 Added 4.13%
$258B
$1.29 Million 0.06% of portfolio
7,362
Q4 2025 Added 12.64%
$193B
$1.19 Million 0.06% of portfolio
11,296
Q4 2025 Added 16.88%
$98.1B
$1.29 Million 0.06% of portfolio
9,306
Q4 2025 Added 7.71%
$237B
$1.34 Million 0.06% of portfolio
5,660
Q4 2025 Added 10.44%
$593B
$1.25 Million 0.06% of portfolio
5,706
Q4 2025 Added 26.16%
$69.4B
$1.07 Million 0.05% of portfolio
13,074
Q4 2025 Reduced 5.6%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $2.07 Billion
  • Prior Value $1.84 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 75 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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