SAX WEALTH ADVISORS, LLC
Q4 2025 13F Holdings
- Locationparsippany, NJ
- Num holdings
489
- Value ($000)
$2,125,355
- Date Filed01/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $287.36M | 14 % | 3,874,407 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $185.79M | 9 % | 4,035,401 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $112.14M | 5 % | 443,394 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $92.01M | 4 % | 463,270 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $81.35M | 4 % | 2,054,917 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $45.1M | 2 % | 757,412 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $44.8M | 2 % | 897,869 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $40.09M | 2 % | 607,500 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $38.21M | 2 % | 548,487 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $37.9M | 2 % | 813,382 |
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