Sax Wealth Advisors, LLC Portfolio Holdings

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.