SACKS & ASSOCIATES, LLC
All 13F Filings
- Location
- Warren, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 148,224
- 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 |
|---|---|---|---|---|---|
| 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 | 58.29 K | 39.3% | 7.175 K | 0 | 7.175 K |
| ETFs | 85.23 K | 57.5% | 6.496 K | 0 | 6.496 K |
| Debt | 4.704 K | 3.2% | 54 | 0 | 54 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
148,224
Holdings
80
QoQ value change ($000)
13,727
(10.2%)
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.