account_balance
Investment manager · 13F filer · SEC CIK 1803673
PAX Financial Group, LLC
Reported value$687Mas of Sep 30, 2026
Positions203 26 new, 30 sold out
Top 10 weight43.8%IVV alone is 13%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.2%Added +6%
IVWiShares Tr
5.1%Added +6%
DYNFBlackRock ETF Trust
4.7%Added +5%
IUSBiShares Tr
4.7%
IVEiShares Tr
4.1%Added +4%
COROBlackRock ETF Trust
2.9%Added +92%
WWJDNorthern LTS Fd Tr IV
2.5%Trimmed −2%
ACWXiShares Tr
2.2%New
BLCRBlackRock ETF Trust
2.2%Added +46%
SPYMSPDR Series Trust
2.1%
BONDPimco ETF Tr
2.1%
EFGiShares Tr
2.0%
IVViShares Tr
13.2%Added +6%
IVWiShares Tr
5.1%
DYNFBlackRock ETF Trust
4.7%
IUSBiShares Tr
4.7%
IVEiShares Tr
4.1%+4%
COROBlackRock ETF Trust
2.9%
WWJDNorthern LTS Fd Tr IV
2.5%
ACWXiShares Tr
2.2%
BLCR2.2%
SPYM2.1%
BOND2.1%
EFG2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.2% Added +6%
IVW iShares Tr 5.1% Added +6%
DYNF BlackRock ETF Trust 4.7% Added +5%
IUSB iShares Tr 4.7% Held
IVE iShares Tr 4.1% Added +4%
CORO BlackRock ETF Trust 2.9% Added +92%
WWJD Northern LTS Fd Tr IV 2.5% Trimmed −2%
ACWX iShares Tr 2.2% New
BLCR BlackRock ETF Trust 2.2% Added +46%
SPYM SPDR Series Trust 2.1% Held
BOND Pimco ETF Tr 2.1% Added +6%
EFG iShares Tr 2.0% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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