SAX WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Parsippany, NJ
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
482
Total value ($000)
$2,064,139
Net value change ($000)
-61,216 (-2.9%)
New positions
0
Sold out positions
6
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UAL 33 12.1%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -26,418 -74.5%
BIL -10,719 -96.3%
BRK-B -2,028 -31.0%
AAPL -1,859 -5.9%
FBND -1,690 -0.9%
TTWO -1,228 -100.0%
NVDA -776 -4.2%
MSFT -758 -4.1%
DFUS -572 -0.2%
JPM -564 -7.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type