SAX WEALTH ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Parsippany, NJ
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
750
Total value ($000)
$3,504,103
Net value change ($000)
+1,045,166 (42.5%)
New positions
241
Sold out positions
28
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 100,395 538.5%
DFUS 91,484 30.4%
FBND 86,419 42.2%
AAPL 76,834 242.9%
QQQM 55,217 48.3%
AMD 45,142 3998.4%
MSFT 30,209 193.7%
DFA INVT DIMENSIONS GROUP IN 29,359 NEW
QUAL 24,625 27.6%
META 18,072 381.3%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -24,317 -100.0%
BND -16,655 -56.0%
BNDX -7,626 -61.9%
XOM -6,186 -100.0%
FNDE -3,891 -35.2%
DFSD -2,547 -21.7%
VTI -2,384 -6.8%
DFCF -2,322 -36.1%
VEA -2,246 -11.1%
DCOR -2,203 -100.0%
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