Sax Wealth Advisors, LLC Portfolio Holdings

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

Sax Wealth Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.63 Billion distributed in 422 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 $230M, Fidelity Merrimack Str Tr Tota with a value of $121M, Invesco Exchange Traded Fd Tr with a value of $84M, Ishares Msci Usa Quality Facto with a value of $83.1M, and Dimensional ETF Tr U S Core Eq with a value of $76M.

Examining the 13F form we can see an increase of $251M in the current position value, from $1.37B to 1.63B.

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 $1.63 Billion
ETFs: $1.36 Billion
Technology: $80.5 Million
Financial Services: $66.6 Million
Healthcare: $21.3 Million
Communication Services: $20.4 Million
Consumer Cyclical: $18.4 Million
Industrials: $11.5 Million
Consumer Defensive: $9.32 Million
Other: $10.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$429B
$33.5 Million 2.06% of portfolio
46
Q1 2025 New
$3.45T
$21.2 Million 1.31% of portfolio
103,479
Q2 2025 Added 16.56%
$3.77T
$16.3 Million 1.0% of portfolio
32,770
Q2 2025 Added 16.43%
$416B
$13.8 Million 0.85% of portfolio
87,192
Q2 2025 Added 45.85%
$2.32T
$7.4 Million 0.46% of portfolio
33,710
Q2 2025 Added 20.71%
$622B
$5.94 Million 0.37% of portfolio
12,223
Q2 2025 Reduced 0.03%
$855B
$6.01 Million 0.37% of portfolio
20,729
Q2 2025 Added 7.43%
$220B
$4.95 Million 0.3% of portfolio
16,943
Q2 2025 Reduced 28.93%
$439B
$4.78 Million 0.29% of portfolio
31,320
Q2 2025 Added 41.8%
$1.17T
$4.26 Million 0.26% of portfolio
24,007
Q2 2025 Added 38.46%
$1.14T
$4.08 Million 0.25% of portfolio
23,150
Q2 2025 Added 22.48%
$1.58T
$3.86 Million 0.24% of portfolio
5,232
Q2 2025 Added 4.51%
$530B
$3.68 Million 0.23% of portfolio
2,748
Q2 2025 Added 15.08%
$121B
$2.97 Million 0.18% of portfolio
12,487
Q2 2025 Added 87.04%
$452B
$2.69 Million 0.17% of portfolio
24,920
Q2 2025 Added 0.96%
$533B
$2.53 Million 0.16% of portfolio
4,508
Q2 2025 Added 9.23%
$113B
$2.41 Million 0.15% of portfolio
8,725
Q2 2025 Added 9.71%
$575B
$2.04 Million 0.13% of portfolio
5,752
Q2 2025 Added 130.26%
$283B
$1.93 Million 0.12% of portfolio
7,496
Q2 2025 Added 1.52%
$380B
$1.92 Million 0.12% of portfolio
5,240
Q2 2025 Added 9.44%
$161B
$1.91 Million 0.12% of portfolio
10,459
Q2 2025 Added 3.92%
$74B
$1.76 Million 0.11% of portfolio
19,341
Q2 2025 Reduced 17.91%
$256B
$1.66 Million 0.1% of portfolio
9,136
Q2 2025 Added 3.14%
$253B
$1.7 Million 0.1% of portfolio
5,755
Q2 2025 Added 4.01%
$74.6B
$1.43 Million 0.09% of portfolio
13,512
Q2 2025 Added 6.0%
$101B
$1.45 Million 0.09% of portfolio
2,844
Q2 2025 Added 279.2%
$1.05T
$1.52 Million 0.09% of portfolio
4,795
Q2 2025 Added 40.12%
$331B
$1.4 Million 0.09% of portfolio
7,554
Q2 2025 Added 6.85%
$294B
$1.42 Million 0.09% of portfolio
9,940
Q2 2025 Added 9.13%
$417B
$1.48 Million 0.09% of portfolio
1,500
Q2 2025 Added 6.23%
$201B
$1.5 Million 0.09% of portfolio
11,395
Q2 2025 Added 5.58%
$58.9B
$1.46 Million 0.09% of portfolio
7,112
Q2 2025 Added 128.98%
$151B
$1.52 Million 0.09% of portfolio
22,034
Q2 2025 Added 431.97%
$264B
$1.3 Million 0.08% of portfolio
4,773
Q2 2025 Added 40.59%
$207B
$1.32 Million 0.08% of portfolio
16,626
Q2 2025 Added 97.95%
$152B
$1.34 Million 0.08% of portfolio
19,262
Q2 2025 Added 14.78%
$61.4B
$1.34 Million 0.08% of portfolio
17,357
Q2 2025 Added 25.2%
$32.9B
$1.31 Million 0.08% of portfolio
14,991
Q2 2025 Reduced 0.96%
$120B
$1.23 Million 0.08% of portfolio
8,199
Q2 2025 Added 34.96%
$181B
$1.33 Million 0.08% of portfolio
2,456
Q2 2025 Added 218.13%
$375B
$1.13 Million 0.07% of portfolio
7,106
Q2 2025 Added 27.05%
$19.8B
$1.12 Million 0.07% of portfolio
3,574
Q2 2025 Added 11.1%
$74.6B
$1.19 Million 0.07% of portfolio
7,748
Q2 2025 Added 0.38%
$38.5B
$1.13 Million 0.07% of portfolio
4,646
Q2 2025 Added 0.5%
$92.6B
$1.19 Million 0.07% of portfolio
1,697
Q2 2025 Added 2.6%
$383B
$1.17 Million 0.07% of portfolio
24,660
Q2 2025 Added 93.58%
$195B
$1.13 Million 0.07% of portfolio
39,178
Q2 2025 Added 0.48%
$221B
$1.22 Million 0.07% of portfolio
9,809
Q2 2025 Added 12.17%
$10.1B
$1.04 Million 0.06% of portfolio
2,428
Q2 2025 Reduced 0.04%

Summary

  • Portfolio
  • No. of Stocks 422
  • Current Value $1.63 Billion
  • Prior Value $1.37 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 67 stocks
  • Additional Purchases 210 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 115 stocks
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