SAX WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Parsippany, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,125,355
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
50
(0.0% of total reported value)
· QoQ Δ:
+1
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.456 M | 68.7% | 174.1 K | 0 | 174.1 K |
| ETFs | 622.2 K | 29.4% | 86.17 K | 0 | 86.17 K |
| Debt | 34.82 K | 1.6% | 4.824 K | 0 | 4.824 K |
| Other | 6.806 K | 0.3% | 0 | 1.127 K | -1.127 K |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
2,125,355
Holdings
489
QoQ value change ($000)
265,125
(14.3%)
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.