SAX WEALTH ADVISORS, LLC
CIK 1846150
13F filing for Q2 2026・No. 1,454
- Holdings
- US$2.46B
- Quarter change
- +US$394.8M
- Entries
- 537
- Net bought (estimate)
- +US$422.11M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 82
- Sold out 27
- Cut 113
- Added 312
- Corporate actions 0
- Unchanged 30
Largest holdings
537 stocks worth US$2.46B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS EQUITY MARKET | Added | 4,250,622 | US$301.41M | 12.26% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 4,491,470 | US$204.9M | 8.33% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Added | 481,421 | US$114.4M | 4.65% |
| ISHARES TRMSCI USA QLT FCT | Added | 465,970 | US$89.38M | 3.63% |
| DIMENSIONAL ETF TRUSTUS CORE EQUITY 2 | Added | 2,149,185 | US$83.52M | 3.40% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 782,210 | US$52.82M | 2.15% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Added | 943,741 | US$49.81M | 2.03% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Added | 775,382 | US$48.42M | 1.97% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 1,229,643 | US$47.91M | 1.95% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 603,275 | US$42.91M | 1.75% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.