SACKS & ASSOCIATES, LLC
All 13F Filings
- Location
- Warren, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 143,232
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 10/9/2026 | 79 | 143,232 | 13F-HR | SACKS & ASSOCIATES, LLC |
| Q2 2026 | 8/4/2026 | 80 | 148,224 | 13F-HR | SACKS & ASSOCIATES, LLC |
| Q1 2026 | 8/5/2026 | 78 | 134,497 | 13F-HR | SACKS & ASSOCIATES, LLC |
| Q4 2025 | 8/5/2026 | 79 | 136,163 | 13F-HR | SACKS & ASSOCIATES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 57.47 K | 40.1% | 0 | 825 | -825 |
| ETFs | 81.09 K | 56.6% | 0 | 4.141 K | -4.141 K |
| Debt | 4.677 K | 3.3% | 0 | 27 | -27 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
143,232
Holdings
79
QoQ value change ($000)
-4,992
(-3.4%)
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.