Sax Wealth Advisors
$2.5B 13F equity value
564 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sax Wealth Advisors 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 |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 4,250,622 | $301M | 12.3% |
| FBND | FIDELITY MERRIMACK STR TR | 4,491,470 | $205M | 8.3% |
| QQQM | INVESCO EXCH TRADED FD TR II | 481,421 | $114M | 4.7% |
| QUAL | ISHARES TR | 465,970 | $89M | 3.6% |
| DFAC | DIMENSIONAL ETF TRUST | 2,149,185 | $84M | 3.4% |
| IJH | ISHARES TR | 782,210 | $53M | 2.1% |
| DFIV | DIMENSIONAL ETF TRUST | 943,741 | $50M | 2.0% |
| DFAT | DIMENSIONAL ETF TRUST | 775,382 | $48M | 2.0% |
| DFAI | DIMENSIONAL ETF TRUST | 1,229,643 | $48M | 1.9% |
| DFAS | DIMENSIONAL ETF TRUST | 603,275 | $43M | 1.7% |
Track Sax Wealth Advisors's 13F portfolio: $2.5B in reported holdings, 564 positions. Top holdings and quarterly changes on SentiSense.
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