PAX Financial Group, LLC - Portfolio overview

PAX Financial Group, LLC has 242 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 6.51%
2. IVE - ISHARES TR, 4.94%
3. IUSB - ISHARES TR, 4.13%

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

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