SAX WEALTH ADVISORS, LLC - Portfolio overview

SAX WEALTH ADVISORS, LLC has 509 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 13.79%
2. FBND - FIDELITY MERRIMACK STR TR, 8.85%
3. QQQM - INVESCO EXCH TRADED FD TR II, 5.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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