SAX WEALTH ADVISORS, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001846150 · PARSIPPANY, NJ

As of Sep 30, 2025, SAX WEALTH ADVISORS, LLC reported 437 positions worth .8B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	3,566,773	$258.4M	14.66%
FIDELITY TOTAL BOND ETF	FBND	—	3,407,495	57.6M	8.94%
INVESCO NASDAQ 100 ETF	QQQM	—	401,956	$99.3M	5.64%
ISHARES MSCI USA QUALITY FACTOR ETF	QUAL	—	440,423	$85.7M	4.86%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	2,074,151	$80.0M	4.54%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	788,013	$45.9M	2.60%
ISHARES CORE S&P MID-CAP ETF	IJH	—	607,434	$39.6M	2.25%
DIMENSIONAL INTERNATIONAL VALUE ETF	DFIV	—	810,142	$37.4M	2.12%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	543,487	$37.2M	2.11%
DIMENSIONAL US MARKETWIDE VALUE ETF	DFUV	—	832,056	$37.2M	2.11%
BERKSHIRE HATHAWAY INC	BRK.A	Financial Services	46	$34.7M	1.97%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	—	884,707	$32.2M	1.83%
APPLE INC	AAPL	Technology	108,343	$27.6M	1.57%
INVESCO S&P 500 QUALITY ETF	SPHQ	—	373,046	$27.3M	1.55%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	688,369	$26.0M	1.48%
PUTNAM FOCUSED LARGE CAP VALUE ETF	PVAL	—	533,149	$22.8M	1.29%
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	JIRE	—	290,983	$21.4M	1.21%
DIMENSIONAL US CORE EQUITY MARKET ETF	DFAU	—	438,890	$20.1M	1.14%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	133,716	9.5M	1.11%
ISHARES CORE S&P 500 ETF	IVV	—	28,886	9.3M	1.10%
SPDR S&P 500 ETF TRUST	SPY	—	28,029	8.7M	1.06%
MICROSOFT CORP	MSFT	Technology	34,419	7.8M	1.01%
INVESCO S&P MIDCAP QUALITY ETF	XMHQ	—	163,570	7.2M	0.97%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	351,132	6.9M	0.96%
NVIDIA CORP	NVDA	Technology	86,421	6.1M	0.92%