SACKS & ASSOCIATES, LLC — 13F holdings

SACKS & ASSOCIATES, LLC reported 79 holdings worth $143M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. IVE ISHARES TR — $14.9M (10.4%)
  2. BRK.B BERKSHIRE HATHAWAY INC DEL — $8.01M (5.6%)
  3. BIL SPDR SERIES TRUST — $6.22M (4.3%)
  4. XLP SELECT SECTOR SPDR TR — $6.01M (4.2%)
  5. JIRE J P MORGAN EXCHANGE TRADED F — $6.00M (4.2%)
  6. SMH VANECK ETF TRUST — $5.33M (3.7%)
  7. FMAY FIRST TR EXCHNG TRADED FD VI — $5.31M (3.7%)
  8. IVW ISHARES TR — $4.97M (3.5%)
  9. FTSL FIRST TR EXCHANGE-TRADED FD — $4.68M (3.3%)
  10. AMLP ALPS ETF TR — $4.45M (3.1%)