account_balance
Investment manager · 13F filer · SEC CIK 1846150
Sax Wealth Advisors, LLC
Reported value$3.5Bas of Sep 30, 2026
Positions750 236 new, 23 sold out
Top 10 weight41.7%DFUS alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
11.2%Added +11%
FBNDFidelity Merrimack STR Tr
8.3%Added +50%
QQQMInvesco Exch Traded Fd Tr II
4.8%Added +16%
NVDANVIDIA Corp
3.4%Added +388%
QUALiShares Tr
3.3%Added +10%
AAPLApple Inc.
3.1%Added +161%
DFACDimensional ETF Trust
2.5%−9%
DFIVDimensional ETF Trust
1.8%Added +21%
DFAIDimensional ETF Trust
1.7%Added +17%
IJHiShares Tr
1.6%
SPHQInvesco Exchange Traded Fd T
1.6%
PVALPutnam ETF Trust
1.6%
DFUSDimensional ETF Trust
11.2%Added +11%
FBNDFidelity Merrimack STR Tr
8.3%Added +50%
QQQMInvesco Exch Traded Fd Tr II
4.8%
NVDANVIDIA Corp
3.4%
QUALiShares Tr
3.3%+10%
AAPLApple Inc.
3.1%
DFACDimensional ETF Trust
2.5%
DFIV1.8%
DFAI1.7%
IJH1.6%
SPHQ
PVAL
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
DFUS Dimensional ETF Trust 11.2% Added +11%
FBND Fidelity Merrimack STR Tr 8.3% Added +50%
QQQM Invesco Exch Traded Fd Tr II 4.8% Added +16%
NVDA NVIDIA Corp 3.4% Added +388%QUAL iShares Tr 3.3% Added +10%
AAPL Apple Inc. 3.1% Added +161%DFAC Dimensional ETF Trust 2.5% Trimmed −9%
DFIV Dimensional ETF Trust 1.8% Added +21%
DFAI Dimensional ETF Trust 1.7% Added +17%
IJH iShares Tr 1.6% Held
SPHQ Invesco Exchange Traded Fd T 1.6% Added +22%
PVAL Putnam ETF Trust 1.6% Added +26%
What changed
Biggest moves since Jun 30, 2026
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