SAX WEALTH ADVISORS, LLC — 13F holdings

SAX WEALTH ADVISORS, LLC reported 750 holdings worth $3.50B in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $393M (11.2%)
  2. FBND FIDELITY MERRIMACK STR TR — $291M (8.3%)
  3. QQQM INVESCO EXCH TRADED FD TR II — $170M (4.8%)
  4. NVDA NVIDIA CORPORATION — $119M (3.4%)
  5. QUAL ISHARES TR — $114M (3.3%)
  6. AAPL APPLE INC — $108M (3.1%)
  7. DIMENSIONAL ETF TRUST — $87.1M (2.5%)
  8. DFIV DIMENSIONAL ETF TRUST — $63.6M (1.8%)
  9. DFAI DIMENSIONAL ETF TRUST — $59.9M (1.7%)
  10. IJH ISHARES TR — $56.2M (1.6%)