account_balance
Investment manager · 13F filer · SEC CIK 2145868
Sacks & Associates, LLC
Reported value$143Mas of Sep 30, 2026
Positions79 3 new, 4 sold out
Top 10 weight46.0%IVE alone is 10%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVEiShares Tr
10.4%Trimmed −4%
BRK-BBerkshire Hathaway Inc
5.6%
BILSPDR Series Trust
4.3%Trimmed −3%
XLPSelect Sector SPDR Tr
4.2%Trimmed −4%
JIREJ P Morgan Exchange Traded F
4.2%
SMHVaneck ETF Trust
3.7%Trimmed −3%
FMAYFirst Tr Exchng Traded Fd Vi
3.7%
IVWiShares Tr
3.5%
FTSLFirst Tr Exchange-Traded Fd
3.3%
AMLPAlps ETF Tr
3.1%
IWOiShares Tr
2.8%
GOOGLAlphabet Inc.
2.8%
IVEiShares Tr
10.4%Trimmed −4%
BRK-BBerkshire Hathaway Inc
5.6%
BILSPDR Series Trust
4.3%−3%
XLPSelect Sector SPDR Tr
4.2%−4%
JIREJ P Morgan Exchange Traded F
4.2%
SMHVaneck ETF Trust
3.7%
FMAYFirst Tr Exchng Traded Fd Vi
3.7%
IVWiShares Tr
3.5%
FTSLFirst Tr Exchange-Traded Fd
3.3%
AMLP3.1%
IWO2.8%
GOOGL2.8%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
IVE iShares Tr 10.4% Trimmed −4%
BRK-B Berkshire Hathaway Inc 5.6% HeldBIL SPDR Series Trust 4.3% Trimmed −3%
XLP Select Sector SPDR Tr 4.2% Trimmed −4%
JIRE J P Morgan Exchange Traded F 4.2% Held
SMH Vaneck ETF Trust 3.7% Trimmed −3%
FMAY First Tr Exchng Traded Fd Vi 3.7% Held
IVW iShares Tr 3.5% Held
FTSL First Tr Exchange-Traded Fd 3.3% Held
AMLP Alps ETF Tr 3.1% Held
IWO iShares Tr 2.8% Held
GOOGL Alphabet Inc. 2.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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