SAX WEALTH ADVISORS, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$1.7T
Holdings
422
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (422 positions)
| Stock | Value |
|---|---|
DFUSDIMENSIONAL ETF TRUST | $229.5M |
FBNDFIDELITY MERRIMACK STR TR | $121.0M |
QQQMINVESCO EXCH TRADED FD TR II | $84.0M |
QUALISHARES TR | $83.1M |
DFACDIMENSIONAL ETF TRUST | $76.0M |
DFATDIMENSIONAL ETF TRUST | $45.1M |
IJHISHARES TR | $38.9M |
DFASDIMENSIONAL ETF TRUST | $36.2M |
DFUVDIMENSIONAL ETF TRUST | $35.0M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $33.5M |
DFAIDIMENSIONAL ETF TRUST | $30.0M |
DFIVDIMENSIONAL ETF TRUST | $27.9M |
DUHPDIMENSIONAL ETF TRUST | $26.0M |
DFSDDIMENSIONAL ETF TRUST | $23.0M |
AAPLAPPLE INC | $21.2M |
DFAUDIMENSIONAL ETF TRUST | $19.5M |
SPHQINVESCO EXCHANGE TRADED FD T | $18.6M |
IVVISHARES TR | $18.3M |
ITOTISHARES TR | $18.1M |
SPYSPDR S&P 500 ETF TR | $16.4M |
MSFTMICROSOFT CORP | $16.3M |
DFCFDIMENSIONAL ETF TRUST | $15.5M |
JIREJ P MORGAN EXCHANGE TRADED F | $15.1M |
XMHQINVESCO EXCHANGE TRADED FD T | $14.7M |
PVALPUTNAM ETF TRUST | $14.5M |
AVUSAMERICAN CENTY ETF TR | $14.1M |
NVDANVIDIA CORPORATION | $13.8M |
VTIVANGUARD INDEX FDS | $12.3M |
DIHPDIMENSIONAL ETF TRUST | $11.2M |
IJRISHARES TR | $9.9M |
AVUVAMERICAN CENTY ETF TR | $9.5M |
IWFISHARES TR | $8.5M |
DFLVDIMENSIONAL ETF TRUST | $8.0M |
IUSBISHARES TR | $7.8M |
DFAXDIMENSIONAL ETF TRUST | $7.8M |
HYDBISHARES TR | $7.6M |
VOOVANGUARD INDEX FDS | $7.4M |
AMZNAMAZON COM INC | $7.4M |
IBDRISHARES TR | $6.6M |
IJSISHARES TR | $6.5M |
FLOTISHARES TR | $6.3M |
FNDESCHWAB STRATEGIC TR | $6.3M |
IVEISHARES TR | $6.2M |
AVDEAMERICAN CENTY ETF TR | $6.2M |
CLOIVANECK ETF TRUST | $6.1M |
JPMJPMORGAN CHASE & CO. | $6.0M |
LQDISHARES TR | $6.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.9M |
VUGVANGUARD INDEX FDS | $5.5M |
IBDSISHARES TR | $5.4M |
MTUMISHARES TR | $5.3M |
VTVVANGUARD INDEX FDS | $5.3M |
DFAEDIMENSIONAL ETF TRUST | $5.2M |
FBCGFIDELITY COVINGTON TRUST | $5.2M |
MCDMCDONALDS CORP | $5.0M |
TFLOISHARES TR | $4.9M |
JNJJOHNSON & JOHNSON | $4.8M |
IBDQISHARES TR | $4.8M |
VVVANGUARD INDEX FDS | $4.6M |
GOOGALPHABET INC | $4.3M |
FVALFIDELITY COVINGTON TRUST | $4.1M |
DISVDIMENSIONAL ETF TRUST | $4.1M |
GOOGLALPHABET INC | $4.1M |
METAMETA PLATFORMS INC | $3.9M |
IGSBISHARES TR | $3.8M |
VBVANGUARD INDEX FDS | $3.8M |
VEAVANGUARD TAX-MANAGED FDS | $3.8M |
IWVISHARES TR | $3.7M |
NFLXNETFLIX INC | $3.7M |
EFVISHARES TR | $3.6M |
FENIFIDELITY COVINGTON TRUST | $3.5M |
RSPINVESCO EXCHANGE TRADED FD T | $3.5M |
XLKSELECT SECTOR SPDR TR | $3.3M |
VIGVANGUARD SPECIALIZED FUNDS | $3.3M |
IBDTISHARES TR | $3.2M |
FFSMFIDELITY COVINGTON TRUST | $3.2M |
AVMUAMERICAN CENTY ETF TR | $3.0M |
ADIANALOG DEVICES INC | $3.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.9M |
USMVISHARES TR | $2.9M |
SUSLISHARES TR | $2.7M |
XOMEXXON MOBIL CORP | $2.7M |
NDAQNASDAQ INC | $2.7M |
MAMASTERCARD INCORPORATED | $2.5M |
VNQVANGUARD INDEX FDS | $2.5M |
AQLTISHARES TR | $2.4M |
SUSAISHARES TR | $2.4M |
EEMSISHARES INC | $2.4M |
AVGOBROADCOM INC | $2.4M |
VEUVANGUARD INTL EQUITY INDEX F | $2.3M |
AQLTISHARES TR | $2.3M |
DCORDIMENSIONAL ETF TRUST | $2.3M |
FELCFIDELITY COVINGTON TRUST | $2.3M |
IQLTISHARES TR | $2.2M |
BNDVANGUARD BD INDEX FDS | $2.2M |
PHYLPGIM ETF TR | $2.2M |
MUBISHARES TR | $2.2M |
DFGPDIMENSIONAL ETF TRUST | $2.2M |
DFEVDIMENSIONAL ETF TRUST | $2.1M |
VVISA INC | $2.0M |
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