SAX WEALTH ADVISORS, LLC
SAX WEALTH ADVISORS, LLC reported 537 positions worth $2.46B as of June 30, 2026 (13F filed July 9, 2026). Largest holding: DFUS (12.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFUS | SH | $301.4M | 12.26% | 4,250,622 | — | — | |
| ▸ 2 | FBND | SH | $204.9M | 8.33% | 4,491,470 | — | — | |
| ▸ 3 | QQQM | SH | $114.4M | 4.65% | 481,421 | — | — | |
| ▸ 4 | QUAL | SH | $89.4M | 3.63% | 465,970 | — | — | |
| ▸ 5 | DFAC | SH | $83.5M | 3.40% | 2,149,185 | — | — | |
| ▸ 6 | IJH | SH | $52.8M | 2.15% | 782,210 | — | — | |
| ▸ 7 | DFIV | SH | $49.8M | 2.03% | 943,741 | — | — | |
| ▸ 8 | DFAT | SH | $48.4M | 1.97% | 775,382 | — | — | |
| ▸ 9 | DFAI | SH | $47.9M | 1.95% | 1,229,643 | — | — | |
| ▸ 10 | DFAS | SH | $42.9M | 1.75% | 603,275 | — | — |
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Frequently Asked Questions
What stocks does SAX WEALTH ADVISORS, LLC hold as of Q2 2026?
SAX WEALTH ADVISORS, LLC reported 537 positions worth $2.46B in its Q2 2026 13F filing. Largest positions: DFUS (12.3%), FBND (8.3%), QQQM (4.7%), QUAL (3.6%) and DFAC (3.4%).
What did SAX WEALTH ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SAX WEALTH ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.