Sax Wealth Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 360 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 $206M, Fidelity Merrimack Str Tr Tota with a value of $85.4M, Ishares Msci Usa Quality Facto with a value of $84.5M, Invesco Exchange Traded Fd Tr with a value of $69.9M, and Dimensional ETF Tr U S Core Eq with a value of $64M.
Examining the 13F form we can see an increase of $116M in the current position value, from $1.26B to 1.37B.
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
$1.37 Billion
ETFs: $1.17 Billion
Financial Services: $61.4 Million
Technology: $54.9 Million
Consumer Cyclical: $16.9 Million
Healthcare: $15.3 Million
Communication Services: $14.7 Million
Consumer Defensive: $8.67 Million
Industrials: $8.58 Million
Other: $10.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
