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Latest SAX WEALTH ADVISORS, LLC Stock Portfolio

SAX WEALTH ADVISORS, LLC Performance:
2026 Q1: 0%YTD: 0%2025: 11.96%
Performance for 2026 Q1 is 0%, and YTD is 0%, and 2025 is 11.96%.

About SAX WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, SAX WEALTH ADVISORS, LLC reported an equity portfolio of $2.1 Billions as of 31 Mar, 2026.

The top stock holdings of SAX WEALTH ADVISORS, LLC are DFAC, FBND, BAB. The fund has invested 13.9% of it's portfolio in DIMENSIONAL ETF TRUST and 8.9% of portfolio in FIDELITY MERRIMACK STR TR.

The fund managers got completely rid off TAKE-TWO INTERACTIVE SOFTWAR (TTWO), AMPHENOL CORP NEW (APH) and ISHARES TR (ACWF) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), BERKSHIRE HATHAWAY INC DEL and ASTRAZENECA PLC (AZN). The fund showed a lot of confidence in some stocks as they added substantially to UNITED AIRLS HLDGS INC (UAL).

SAX WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that SAX WEALTH ADVISORS, LLC made a return of 0% in the last quarter. In trailing 12 months, it's portfolio return was 15.3%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by SAX WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
united airls hldgs inc12.31
Additions to existing portfolio by SAX WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
spdr series trust-96.3
berkshire hathaway inc del-74.47
astrazeneca plc-37.45
robinhood mkts inc-36.52
taiwan semiconductor mfg ltd-31.88
ross stores inc-31.47
berkshire hathaway inc del-30.96
disney walt co-28.67
SAX WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-354,281
take-two interactive softwar-1,227,660
amphenol corp new-382,873
world gold tr-204,461
mckesson corp-326,475
asml holding n v-229,175
SAX WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

SAX WEALTH ADVISORS, LLC has about 87.1% of it's holdings in Others sector.

Sector%
Others87.1
Technology4.8
Financial Services1.4
Communication Services1.4
Healthcare1.3
Consumer Cyclical1.1

Market Cap. Distribution

SAX WEALTH ADVISORS, LLC has about 11.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED87.1
MEGA-CAP8.5
LARGE-CAP3.4

Stocks belong to which Index?

About 11.5% of the stocks held by SAX WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others87.6
S&P 50011.5
Top 5 Winners (%)%
MMC
marsh & mclennan cos inc
0.1 %
ADP
automatic data processing in
0.0 %
ACN
accenture plc ireland
0.0 %
Top 5 Winners ($)$
MSFT
microsoft corp
0.0 M
MMC
marsh & mclennan cos inc
0.0 M
ACN
accenture plc ireland
0.0 M
ADP
automatic data processing in
0.0 M
BAB
invesco exch traded fd tr ii
0.0 M
Top 5 Losers (%)%
blackrock inc
-0.1 %
BKNG
booking holdings inc
-0.1 %
COST
costco whsl corp new
-0.0 %
IBM
international business machs
-0.0 %
MPC
marathon pete corp
-0.0 %
Top 5 Losers ($)$
blackrock inc
0.0 M
BKNG
booking holdings inc
0.0 M
COST
costco whsl corp new
0.0 M
IBM
international business machs
0.0 M
GOOG
alphabet inc
0.0 M

SAX WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SAX WEALTH ADVISORS, LLC

SAX WEALTH ADVISORS, LLC has 475 stocks in it's portfolio. About 46.5% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for SAX WEALTH ADVISORS, LLC last quarter.

Last Reported on: 08 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions