SAX WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Parsippany, NJ
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
537
Total value ($000)
$2,458,937
Net value change ($000)
+394,798 (19.1%)
New positions
82
Sold out positions
27
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BND 26,027 705.7%
VTI 23,305 196.9%
FBND 20,801 11.3%
DFUS 14,619 5.1%
IJH 12,728 31.7%
VEA 12,298 154.7%
BNDX 11,729 1968.0%
DFAI 11,418 31.3%
VTC 10,820 NEW
VGIT 10,116 NEW
Top Reduces (Value $000, Stocks/ETFs)
DUHP -2,567 -9.5%
QUAL -2,117 -2.3%
TFLO -2,056 -34.9%
MSFT -2,045 -11.6%
DFCF -1,853 -22.4%
NXJ -1,620 -100.0%
IGSB -1,441 -53.7%
DFSD -1,435 -10.9%
CFLT -1,155 -100.0%
FLOT -1,125 -9.0%
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