SAX WEALTH ADVISORS, LLC: 13F holdings
CIK 18461502026Q2
| Positions | 537 |
|---|---|
| Reported value | $2.5bn |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFUS DIMENSIONAL ETF TRUST | 4,250,622 | $301.4m | 12.3% |
| FBND FIDELITY MERRIMACK STR TR | 4,491,470 | $204.9m | 8.3% |
| QQQM INVESCO EXCH TRADED FD TR II | 481,421 | $114.4m | 4.7% |
| QUAL ISHARES TR | 465,970 | $89.4m | 3.6% |
| DIMENSIONAL ETF TRUST | 2,149,185 | $83.5m | 3.4% |
| IJH ISHARES TR | 782,210 | $52.8m | 2.1% |
| DFIV DIMENSIONAL ETF TRUST | 943,741 | $49.8m | 2.0% |
| DIMENSIONAL ETF TRUST | 775,382 | $48.4m | 2.0% |
| DFAI DIMENSIONAL ETF TRUST | 1,229,643 | $47.9m | 1.9% |
| DIMENSIONAL ETF TRUST | 603,275 | $42.9m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846150")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.