SAX WEALTH ADVISORS, LLC
Q2 2026 13F Holdings
- Locationparsippany, NJ
- Num holdings
537
- Value ($000)
$2,458,937
- Date Filed 07/09/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $301.41M | 12 % | 4,250,622 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $204.9M | 8 % | 4,491,470 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $114.4M | 5 % | 481,421 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $89.38M | 4 % | 465,970 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $83.52M | 3 % | 2,149,185 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $52.82M | 2 % | 782,210 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $49.81M | 2 % | 943,741 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $48.42M | 2 % | 775,382 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $47.91M | 2 % | 1,229,643 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $42.91M | 2 % | 603,275 |
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