Sacks & Associates
$148M 13F equity value
80 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sacks & Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVE | ISHARES TR | 68,183 | $16M | 10.7% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 16,020 | $8M | 5.5% |
| XLP | SELECT SECTOR SPDR TR | 77,857 | $7M | 4.5% |
| BIL | SPDR SERIES TRUST | 69,830 | $6M | 4.3% |
| JIRE | J P MORGAN EXCHANGE TRADED F | 72,494 | $6M | 4.1% |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 93,283 | $5M | 3.5% |
| SMH | VANECK ETF TRUST | 8,976 | $5M | 3.3% |
| IVW | ISHARES TR | 35,139 | $5M | 3.2% |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 104,910 | $5M | 3.2% |
| AMLP | ALPS ETF TR | 84,244 | $5M | 3.1% |
Track Sacks & Associates's 13F portfolio: $148M in reported holdings, 80 positions. Top holdings and quarterly changes on SentiSense.
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