Institutions / Sax Wealth Advisors, LLC

Sax Wealth Advisors, LLC

CIK 1846150 · Institution · as of Dec 31, 2025

Portfolio value

$2.13B

Positions

488

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 488 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$287.36M	3,874,407	13.5%
Fidelity Merrimack Str Tr	—	$185.79M	4,035,401	8.7%
Invesco Exch Traded Fd Tr II	—	$112.14M	443,394	5.3%
iShares MSCI UAE ETF	—	$92.01M	463,270	4.3%
Dimensional ETF Trust	—	$81.35M	2,054,917	3.8%
Dimensional ETF Trust	—	$45.10M	757,412	2.1%
Dimensional ETF Trust	—	$44.80M	897,869	2.1%
iShares Tr	—	$40.09M	607,500	1.9%
Dimensional ETF Trust	—	$38.21M	548,487	1.8%
Dimensional ETF Trust	—	$37.90M	813,382	1.8%
Dimensional ETF Trust	—	$36.58M	959,742	1.7%
Berkshire Hathaway Inc Del	—	$35.48M	47	1.7%
Invesco Exchange Traded Fd T	—	$33.73M	449,419	1.6%
Putnam ETF Trust	—	$31.26M	686,031	1.5%
Apple Inc.	—	$31.26M	114,994	1.5%
Dimensional ETF Trust	—	$26.97M	709,200	1.3%
J P Morgan Exchange Traded F	—	$24.42M	326,182	1.1%
iShares MSCI UAE ETF	—	$20.33M	136,716	1.0%
iShares Tr	—	$20.28M	29,612	1.0%
SPDR S&P 500 ETF Tr	—	$19.98M	29,302	0.9%
Dimensional ETF Trust	—	$19.73M	421,672	0.9%
Invesco Exchange Traded Fd T	—	$19.60M	191,398	0.9%
VanEck ETF Trust	—	$19.14M	362,439	0.9%
NVIDIA Corp	—	$18.66M	100,075	0.9%
Microsoft Corp	—	$18.40M	38,037	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.