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 Market Cap. of $200 Billions or more
