Sax Wealth Advisors
$2.1B Assets Reported
488 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 3,866,695 | $287M | 13.9% |
| FBND | FIDELITY MERRIMACK STR TR | 3,998,696 | $184M | 8.9% |
| QQQM | INVESCO EXCH TRADED FD TR II | 441,361 | $112M | 5.4% |
| QUAL | ISHARES TR | 460,653 | $91M | 4.4% |
| DFAC | DIMENSIONAL ETF TRUST | 2,042,632 | $81M | 3.9% |
| DFAT | DIMENSIONAL ETF TRUST | 757,412 | $45M | 2.2% |
| DFIV | DIMENSIONAL ETF TRUST | 896,241 | $45M | 2.2% |
| IJH | ISHARES TR | 607,500 | $40M | 1.9% |
| DFAS | DIMENSIONAL ETF TRUST | 547,711 | $38M | 1.8% |
| DFUV | DIMENSIONAL ETF TRUST | 812,006 | $38M | 1.8% |
Track Sax Wealth Advisors's 13F portfolio: $2.1B in reported holdings, 488 positions. Top holdings, AUM, and quarterly changes on SentiSense.