§ 13F · FUND PROFILE
SACKS & ASSOCIATES, LLC.
AUM · $148M (13F)Positions · 80Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 68K | $16M | — | — |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 16K | $8M | — | — |
| 3 | XLP | SELECT SECTOR SPDR TR | 78K | $7M | — | — |
| 4 | BIL | SPDR SERIES TRUST | 70K | $6M | — | — |
| 5 | JIRE | J P MORGAN EXCHANGE TRADED F | 72K | $6M | — | — |
| 6 | FMAY | FIRST TR EXCHNG TRADED FD VI | 93K | $5M | — | — |
| 7 | SMH | VANECK ETF TRUST | 9K | $5M | — | — |
| 8 | IVW | ISHARES TR | 35K | $5M | — | — |
| 9 | FTSL | FIRST TR EXCHANGE-TRADED FD | 105K | $5M | — | — |
| 10 | AMLP | ALPS ETF TR | 84K | $5M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SACKS SIGNAL
AC read
SACKS & ASSOCIATES, LLC is a institutional fund managing $148 million in assets. The fund runs a portfolio of 80 positions.
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