SAX WEALTH ADVISORS, LLC
Q3 2025 13F Holdings
- Locationparsippany, NJ
- Num holdings
437
- Value ($000)
$1,860,230
- Date Filed 10/20/2025
- Form type13F-HR
- CIK 0001846150
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $258.38M | 14 % | 3,566,773 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $157.56M | 9 % | 3,407,495 | ||
Q INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $99.33M | 5 % | 401,956 | ||
Q ISHARES TR | MSCI USA QLT FCT | 46432F339 | $85.66M | 5 % | 440,423 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $80.00M | 4 % | 2,074,151 | ||
D DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $45.87M | 3 % | 788,013 | ||
I ISHARES TR | CORE S&P MCP ETF | 464287507 | $39.64M | 2 % | 607,434 | ||
D DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $37.36M | 2 % | 810,142 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $37.21M | 2 % | 543,487 | ||
D DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $37.18M | 2 % | 832,056 |
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