SAX WEALTH ADVISORS, LLC
•CIK: 1846150•Filing: Q4 2025
SAX WEALTH ADVISORS, LLC manages $2.1B across a diversified portfolio of 488 positions. The firm maintains significant exposure to technology and growth sectors, highlighted by a top holding in DFUS at $287.4M. Other notable allocations include $185.8M in FBND and $112.1M in QQQM, indicating a strategic focus on established market leaders. This concentration suggests a conviction-driven approach within the technology and financial services ecosystems.
Total AUM
$2.1B
+ $49.6K in options
QoQ Performance
+14.2%
Positions
276
+ 1 option
Top 10 Concentration
48.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUS
FBND
QQQM
DFUS13.5%
FBND8.7%
QQQM5.3%
QUAL4.3%
DFAC3.8%
DFAT2.1%
DFIV2.1%
IJH1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.8%
Technology5.1%
Financial2.9%
ETF2.4%
Consumer1.2%
Healthcare0.6%
Industrial0.4%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
+241 more exited positions
Changes from Q3 2025
NEW10 new positions
↑130 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023