SAX WEALTH ADVISORS, LLC
Q1 2026 13F Holdings
- Locationparsippany, NJ
- Num holdings
482
- Value ($000)
$2,064,139
- Date Filed 04/08/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $286.79M | 14 % | 3,866,695 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $184.1M | 9 % | 3,998,696 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $111.63M | 5 % | 441,361 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $91.49M | 4 % | 460,653 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $80.87M | 4 % | 2,042,632 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $45.1M | 2 % | 757,412 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $44.72M | 2 % | 896,241 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $40.09M | 2 % | 607,500 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $38.16M | 2 % | 547,711 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $37.83M | 2 % | 812,006 |
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