Sax Wealth Advisors, LLC Reduced Holdings in Q3 2025

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
-129K
- 26.84%
$47.86 - $48.43 $6.17M - $6.24M
351K $16.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-115K
- 31.34%
$41.8 - $43.15 $4.81M - $4.97M
252K $10.8M
AVUV
American Centy ETF Tr Avantis

ETFs
-23K
- 21.97%
$90.37 - $102.12 $2.08M - $2.35M
81.6K $8.12M
VEU
Vanguard Ftse All World Ex Us

ETFs
-15.8K
- 45.83%
$66.38 - $71.68 $1.05M - $1.13M
18.7K $1.34M
BNDX
Vanguard Total International B

ETFs
-18.4K
- 58.71%
$49.0 - $49.51 $900K - $909K
12.9K $638K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-6.9K
- 65.32%
$121.46 - $130.92 $838K - $903K
3.66K $477K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-8.06K
- 14.79%
$107.66 - $112.36 $867K - $905K
46.4K $5.17M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-14.7K
- 11.88%
$50.82 - $51.09 $746K - $750K
109K $5.56M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-33.5K
- 8.86%
$28.69 - $30.59 $962K - $1.03M
345K $10.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.33K
- 27.43%
$72.57 - $74.72 $604K - $622K
22K $1.64M
VB
Vanguard Small Cap ETF

ETFs
-3.15K
- 19.75%
$237.58 - $259.17 $749K - $817K
12.8K $3.26M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-8.78K
- 44.74%
$58.56 - $63.63 $514K - $558K
10.8K $689K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-16.9K
- 8.95%
$25.09 - $25.19 $424K - $426K
172K $4.33M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.19K
- 5.43%
$45.6 - $46.92 $419K - $431K
160K $7.48M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.49K
- 15.93%
$88.47 - $93.24 $397K - $419K
23.7K $2.17M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6.21K
- 8.55%
$52.39 - $53.11 $325K - $330K
66.4K $3.52M
NVO
Novo Nordisk A S

Healthcare
-159
- 0.72%
$45.38 - $71.7 $7.22K - $11.4K
21.9K $1.21M
DXCM
Dexcom Inc

Healthcare
-95
- 0.63%
$66.46 - $89.53 $6.31K - $8.51K
14.9K $1M
HDV
Ishares Core High Dividend ETF

ETFs
-2.7K
- 40.96%
$118.16 - $123.66 $319K - $334K
3.89K $476K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-7.5K
- 14.5%
$41.43 - $44.2 $311K - $331K
44.2K $1.95M
WFC
Wells Fargo & Company

Financial Services
-3.63K
- 35.72%
$77.05 - $85.16 $280K - $309K
6.53K $547K
CL
Colgate Palmolive CO

Consumer Defensive
-615
- 3.18%
$79.36 - $93.33 $48.8K - $57.4K
18.7K $1.5M
ACN
Accenture PLC

Technology
-283
- 8.35%
$232.56 - $304.78 $65.8K - $86.3K
3.11K $765K
VV
Vanguard Large Cap ETF

ETFs
-1.96K
- 12.22%
$285.05 - $309.14 $558K - $605K
14.1K $4.33M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.66K
- 8.76%
$92.18 - $95.14 $245K - $253K
27.7K $2.64M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-4.79K
- 11.56%
$47.18 - $48.17 $226K - $231K
36.7K $1.76M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-9.25K
- 24.9%
$22.9 - $24.1 $212K - $223K
27.9K $665K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.83K
- 21.15%
$68.24 - $73.73 $261K - $282K
14.3K $1.05M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.52K
- 17.68%
$78.11 - $79.07 $197K - $199K
11.7K $926K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-2.95K
- 41.49%
$64.58 - $69.94 $191K - $206K
4.16K $288K
BAC
Bank Of America Corp

Financial Services
-5.09K
- 20.64%
$44.92 - $52.42 $229K - $267K
19.6K $1.01M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.84K
- 36.85%
$82.38 - $83.0 $151K - $152K
3.15K $260K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.64K
- 10.38%
$97.75 - $100.75 $161K - $166K
14.2K $1.42M
FTNT
Fortinet, Inc.

Technology
-132
- 2.17%
$74.39 - $107.65 $9.82K - $14.2K
5.95K $500K
TFLO
Ishares Treasury Floating Rate

ETFs
-2.53K
- 2.59%
$50.45 - $50.65 $127K - $128K
95K $4.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-759
- 28.17%
$195.41 - $212.37 $148K - $161K
1.94K $403K
DIS
Walt Disney CO

Communication Services
-144
- 1.47%
$112.25 - $124.0 $16.2K - $17.9K
9.67K $1.11M
VIG
Vanguard Dividend Appreciation

ETFs
-594
- 3.74%
N/A
15.3K $2.79M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.41K
- 11.81%
$30.67 - $32.13 $135K - $142K
32.9K $1.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.08K
- 8.95%
$108.46 - $120.63 $876K - $975K
82.2K $9.77M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.06K
- 23.87%
$48.5 - $50.19 $99.9K - $103K
6.57K $328K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.47K
- 31.35%
$20.76 - $21.78 $92.8K - $97.4K
9.79K $211K
ZTS
Zoetis Inc.

Healthcare
-353
- 10.05%
$141.13 - $159.19 $49.8K - $56.2K
3.16K $462K
HYG
Ishares Tr

ETFs
-1.08K
- 12.06%
$79.85 - $81.32 $85.8K - $87.4K
7.84K $636K
PANW
Palo Alto Networks Inc

Technology
-344
- 4.84%
$167.06 - $208.19 $57.5K - $71.6K
6.77K $1.38M
MCD
Mcdonalds Corp

Consumer Cyclical
-870
- 5.13%
$291.67 - $316.99 $254K - $276K
16.1K $4.88M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-162
- 22.41%
$435.72 - $463.74 $70.6K - $75.1K
561 $260K
ARCC
Ares Capital Corp

Financial Services
-1.08K
- 4.62%
$20.41 - $23.25 $22K - $25K
22.2K $453K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-6K
- 6.96%
$17.13 - $17.98 $103K - $108K
80.1K $1.42M
Activity Summary
Buys All Purchases 256 New Holdings 32 Increased Positions 224 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 1 Puts 0
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