SAX WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Parsippany, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,504,103
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 750 | 3,504,103 | 13F-HR | SAX WEALTH ADVISORS, LLC |
| Q2 2026 | 7/9/2026 | 537 | 2,458,937 | 13F-HR | SAX WEALTH ADVISORS, LLC |
| Q1 2026 | 4/8/2026 | 482 | 2,064,139 | 13F-HR | SAX WEALTH ADVISORS, LLC |
| Q4 2025 | 1/12/2026 | 489 | 2,125,355 | 13F-HR | SAX WEALTH ADVISORS, LLC |
| Q3 2025 | 10/20/2025 | 437 | 1,860,230 | 13F-HR | SAX WEALTH ADVISORS, LLC |
| Q2 2025 | 7/23/2025 | 422 | 1,656,144 | 13F-HR | SAX WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 947.4 K | 27.1% | 589.4 K | 0 | 589.4 K |
| ETFs | 2.502 M | 71.5% | 456.7 K | 0 | 456.7 K |
| Debt | 50.78 K | 1.5% | 0 | 158 | -158 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
3,504,103
Holdings
750
QoQ value change ($000)
1,045,166
(42.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.