SAX WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$2.1B
Holdings
488
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (488 positions)
| Stock | Value |
|---|---|
VOOGVANGUARD ADMIRAL FDS INC | $996K |
PFFISHARES TR | $996K |
VXUSVANGUARD STAR FDS | $995K |
TMOTHERMO FISHER SCIENTIFIC INC | $994K |
LLYELI LILLY & CO | $990K |
DWDMORGAN STANLEY | $965K |
DC4DEXCOM INC | $964K |
CAHCARDINAL HEALTH INC | $958K |
EMLCVANECK ETF TRUST | $953K |
AMDADVANCED MICRO DEVICES INC | $950K |
AMLPALPS ETF TR | $949K |
SYKSTRYKER CORPORATION | $944K |
PZTINVESCO EXCH TRADED FD TR II | $929K |
VYMVANGUARD WHITEHALL FDS | $928K |
VVRINVESCO SR INCOME TR | $919K |
ESGDISHARES TR | $911K |
SCHWSCHWAB CHARLES CORP | $909K |
VCLTVANGUARD SCOTTSDALE FDS | $905K |
AXPAMERICAN EXPRESS CO | $895K |
PODDINSULET CORP | $880K |
ACNACCENTURE PLC IRELAND | $859K |
VTEBVANGUARD MUN BD FDS | $847K |
ABTABBOTT LABS | $840K |
SCHGSCHWAB STRATEGIC TR | $840K |
SPABSPDR SERIES TRUST | $835K |
VCSHVANGUARD SCOTTSDALE FDS | $833K |
BOXXEA SERIES TRUST | $827K |
BSCRINVESCO EXCH TRD SLF IDX FD | $800K |
MOATVANECK ETF TRUST | $793K |
XTISHARES TR | $786K |
BSCSINVESCO EXCH TRD SLF IDX FD | $775K |
BINCBLACKROCK ETF TRUST II | $773K |
LRCXLAM RESEARCH CORP | $759K |
IXUSISHARES TR | $759K |
BSCTINVESCO EXCH TRD SLF IDX FD | $755K |
ETNEATON CORP PLC | $749K |
BACVERIZON COMMUNICATIONS INC | $743K |
ESMLISHARES TR | $716K |
EFIVSPDR SERIES TRUST | $716K |
HOODROBINHOOD MKTS INC | $712K |
BSCQINVESCO EXCH TRD SLF IDX FD | $704K |
QQQEDIREXION SHS ETF TR | $701K |
VYMIVANGUARD WHITEHALL FDS | $698K |
DDOGDATADOG INC | $695K |
TJXTJX COS INC NEW | $692K |
IWBISHARES TR | $685K |
GEVGE VERNOVA INC | $684K |
BKBANK NEW YORK MELLON CORP | $683K |
CMECME GROUP INC | $680K |
HLTHILTON WORLDWIDE HLDGS INC | $680K |
PNCPNC FINL SVCS GROUP INC | $671K |
HONHONEYWELL INTL INC | $656K |
TKOTKO GROUP HOLDINGS INC | $653K |
UBSUBS GROUP AG | $647K |
LOWLOWES COS INC | $635K |
XBILRBB FD INC | $632K |
IHIISHARES TR | $630K |
NOWSERVICENOW INC | $629K |
BSCUINVESCO EXCH TRD SLF IDX FD | $629K |
DHRDANAHER CORPORATION | $628K |
CTEFEA SERIES TRUST | $625K |
TRVTRAVELERS COMPANIES INC | $618K |
MUMICRON TECHNOLOGY INC | $614K |
HYGISHARES TR | $606K |
LINLINDE PLC | $603K |
IGVISHARES TR | $602K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $597K |
BNDXVANGUARD CHARLOTTE FDS | $596K |
INTCINTEL CORP | $595K |
XYLXYLEM INC | $591K |
BIIBBIOGEN INC | $586K |
BLKBLACKROCK INC | $579K |
EMXCISHARES INC | $578K |
WFCWELLS FARGO CO NEW | $577K |
DFARDIMENSIONAL ETF TRUST | $572K |
FDMOFIDELITY COVINGTON TRUST | $571K |
IGROISHARES TR | $567K |
RYROYAL BK CDA | $566K |
XARSPDR SERIES TRUST | $564K |
IWSISHARES TR | $558K |
MDYSPDR S&P MIDCAP 400 ETF TR | $558K |
BKNGBOOKING HOLDINGS INC | $555K |
IWMISHARES TR | $551K |
BSJTINVESCO EXCH TRD SLF IDX FD | $550K |
IWNISHARES TR | $541K |
EEMISHARES TR | $541K |
HCAHCA HEALTHCARE INC | $539K |
XYLDGLOBAL X FDS | $534K |
XAWFXALLIANCEBERNSTEIN GLOBAL HIG | $526K |
MPCMARATHON PETE CORP | $525K |
MTDMETTLER TOLEDO INTERNATIONAL | $520K |
DDOMINION ENERGY INC | $516K |
ROSTROSS STORES INC | $515K |
HUBSHUBSPOT INC | $510K |
SPYVSPDR SERIES TRUST | $505K |
HACKAMPLIFY ETF TR | $502K |
PFEPFIZER INC | $502K |
DFISDIMENSIONAL ETF TRUST | $502K |
IBDWISHARES TR | $494K |
VUSBVANGUARD BD INDEX FDS | $486K |