§ 13F · FUND PROFILE
SAX WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1656.1T (13F)Positions · 422Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2125.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 3.87M | $287.4T | 13.5% | NEW |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 4.04M | $185.8T | 8.7% | NEW |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 443K | $112.1T | 5.3% | NEW |
| 4 | QUAL | ISHARES TR | 463K | $92.0T | 4.3% | NEW |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 2.05M | $81.4T | 3.8% | NEW |
| 6 | DFAT | DIMENSIONAL ETF TRUST | 757K | $45.1T | 2.1% | NEW |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 898K | $44.8T | 2.1% | NEW |
| 8 | IJH | ISHARES TR | 608K | $40.1T | 1.9% | NEW |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 548K | $38.2T | 1.8% | NEW |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 813K | $37.9T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAX SIGNAL
AC read
SAX WEALTH ADVISORS, LLC is a Other fund managing $1656144.0 trillion in assets. The fund runs a broad portfolio of 422 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed