SAX WEALTH ADVISORS, LLC
Q2 2025 13F Holdings
- Locationparsippany, NJ
- Num holdings
422
- Value ($000)
$1,656,144
- Date Filed07/23/2025
- Form type13F-HR
- CIK0001846150
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $229.55M | 14 % | 3,425,092 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $121.00M | 7 % | 2,644,754 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $83.99M | 5 % | 369,827 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $83.13M | 5 % | 454,704 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $76.05M | 5 % | 2,121,805 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $45.09M | 3 % | 835,698 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $38.90M | 2 % | 627,190 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $36.18M | 2 % | 567,923 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $34.98M | 2 % | 827,304 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $33.52M | 2 % | 46 |
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