Sax Wealth Advisors, LLC Portfolio Holdings
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
Sax Wealth Advisors, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.84 Billion distributed in 437 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 $258M, Fidelity Merrimack Str Tr Tota with a value of $158M, Invesco Exchange Traded Fd Tr with a value of $99.3M, Ishares Msci Usa Quality Facto with a value of $85.7M, and Dimensional ETF Tr U S Core Eq with a value of $80M.
Examining the 13F form we can see an increase of $211M in the current position value, from $1.63B to 1.84B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 437
- Current Value $1.84 Billion
- Prior Value $1.63 Billion
- Filing
- Period Q3 2025
- Filing Date October 20, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 32 stocks
- Additional Purchases 224 stocks
- Sold out of 0 stocks
- Reduced holdings in 147 stocks