SAX WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$2.1T
Holdings
488
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (488 positions)
| Stock | Value |
|---|---|
AMATAPPLIED MATLS INC | $2.7B |
NFLXNETFLIX INC | $2.7B |
IGSBISHARES TR | $2.7B |
USMVISHARES TR | $2.6B |
MAMASTERCARD INCORPORATED | $2.6B |
GEGE AEROSPACE | $2.6B |
FTECFIDELITY COVINGTON TRUST | $2.5B |
DCORDIMENSIONAL ETF TRUST | $2.5B |
AQLTISHARES TR | $2.5B |
OEFISHARES TR | $2.4B |
AQLTISHARES TR | $2.4B |
TSLATESLA INC | $2.4B |
VVISA INC | $2.3B |
MGVVANGUARD WORLD FD | $2.3B |
ABBVABBVIE INC | $2.2B |
BSVVANGUARD BD INDEX FDS | $2.2B |
DFICDIMENSIONAL ETF TRUST | $2.1B |
IBDUISHARES TR | $2.1B |
IBMINTERNATIONAL BUSINESS MACHS | $2.1B |
CATCATERPILLAR INC | $2.0B |
IWDISHARES TR | $2.0B |
DFNMDIMENSIONAL ETF TRUST | $2.0B |
SCHXSCHWAB STRATEGIC TR | $2.0B |
SCHVSCHWAB STRATEGIC TR | $1.9B |
JCIJOHNSON CTLS INTL PLC | $1.9B |
WMTWALMART INC | $1.9B |
SUSLISHARES TR | $1.9B |
CVXCHEVRON CORP NEW | $1.9B |
VOVANGUARD INDEX FDS | $1.8B |
IAU*ISHARES GOLD TR | $1.8B |
IQLTISHARES TR | $1.8B |
VBKVANGUARD INDEX FDS | $1.8B |
DSIISHARES TR | $1.8B |
COSTCOSTCO WHSL CORP NEW | $1.7B |
PEPPEPSICO INC | $1.7B |
NEENEXTERA ENERGY INC | $1.7B |
GSLCGOLDMAN SACHS ETF TR | $1.7B |
VNQVANGUARD INDEX FDS | $1.6B |
NXJNUVEEN NEW JERSEY QULT MUN F | $1.6B |
BIZDVANECK ETF TRUST | $1.6B |
4I1PHILIP MORRIS INTL INC | $1.6B |
CLCOLGATE PALMOLIVE CO | $1.6B |
PHPARKER-HANNIFIN CORP | $1.6B |
VTVANGUARD INTL EQUITY INDEX F | $1.5B |
CRMSALESFORCE INC | $1.5B |
VMBSVANGUARD SCOTTSDALE FDS | $1.5B |
IYWISHARES TR | $1.5B |
IVWISHARES TR | $1.4B |
BXBLACKSTONE INC | $1.4B |
PLTRPALANTIR TECHNOLOGIES INC | $1.4B |
ISRGINTUITIVE SURGICAL INC | $1.4B |
GQ9SPDR GOLD TR | $1.4B |
TFISPDR SERIES TRUST | $1.4B |
VGTVANGUARD WORLD FD | $1.4B |
WELLWELLTOWER INC | $1.4B |
VWOVANGUARD INTL EQUITY INDEX F | $1.4B |
PANWPALO ALTO NETWORKS INC | $1.4B |
MRVLMARVELL TECHNOLOGY INC | $1.4B |
RTXRTX CORPORATION | $1.4B |
CRWDCROWDSTRIKE HLDGS INC | $1.3B |
EFGISHARES TR | $1.3B |
PFXFVANECK ETF TRUST | $1.3B |
IWPISHARES TR | $1.3B |
RSPTINVESCO EXCHANGE TRADED FD T | $1.3B |
CA8ACACI INTL INC | $1.3B |
DISDISNEY WALT CO | $1.3B |
XLESELECT SECTOR SPDR TR | $1.3B |
USFRWISDOMTREE TR | $1.3B |
AVEMAMERICAN CENTY ETF TR | $1.3B |
GSGOLDMAN SACHS GROUP INC | $1.3B |
SPYMSPDR SERIES TRUST | $1.3B |
SCZISHARES TR | $1.2B |
EEMSISHARES INC | $1.2B |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $1.2B |
BACBANK AMERICA CORP | $1.2B |
IBDVISHARES TR | $1.2B |
VEUVANGUARD INTL EQUITY INDEX F | $1.2B |
IVOOVANGUARD ADMIRAL FDS INC | $1.2B |
IGIBISHARES TR | $1.2B |
CFLTCONFLUENT INC | $1.2B |
VPUVANGUARD WORLD FD | $1.1B |
GLWCORNING INC | $1.1B |
EMNTPIMCO ETF TR | $1.1B |
SUBISHARES TR | $1.1B |
SHOPSHOPIFY INC | $1.1B |
XLFSELECT SECTOR SPDR TR | $1.1B |
ORCLORACLE CORP | $1.1B |
SPSBSPDR SERIES TRUST | $1.1B |
NVONOVO-NORDISK A S | $1.1B |
PGPROCTER AND GAMBLE CO | $1.1B |
JMBSJANUS DETROIT STR TR | $1.1B |
TAT&T INC | $1.1B |
VRTVERTIV HOLDINGS CO | $1.1B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.1B |
CSCOCISCO SYS INC | $1.1B |
IDXXIDEXX LABS INC | $1.0B |
IBITISHARES BITCOIN TRUST ETF | $1.0B |
SPYDSPDR SERIES TRUST | $1.0B |
XBOEXBLACKROCK ENHANCED GLOBAL DI | $998.0M |
UBERUBER TECHNOLOGIES INC | $998.0M |