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CIK: 0001846150
Total reported value
$2.5B
$2.5B
328 檔
20.1%
At the close of Q4 2024, Sax Wealth Advisors, LLC disclosed equity holdings valued at approximately $2.5B, spread across 328 reported holdings.
In Q4 2024, Sax Wealth Advisors, LLC displayed an active expansion posture, initiating 21 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 328 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 16.31% | -1.63% | +1.70% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.49% | -0.80% | +17.78% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.68% | -0.76% | +14.61% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.30% | -0.52% | -1.18% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.90% | -0.59% | +94.01% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 3.82% | -0.21% | -1.93% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.03% | +0.21% | -2.26% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.76% | -0.23% | +2.94% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.75% | -0.10% | +0.95% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.48% | -0.14% | -3.35% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.95% | -0.31% | -23.06% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.72% | -0.13% | — | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 1.72% | +0.18% | +1.30% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 1.57% | -0.16% | -21.69% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.49% | -0.19% | -1.78% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | -0.13% | +1.08% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.22% | -0.14% | +21.14% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.15% | +0.01% | -9.90% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.10% | -0.13% | — | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 0.96% | -0.09% | -35.05% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.22% | +7.44% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | +0.03% | -7.52% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.02% | -1.44% | |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.76% | -0.16% | -0.75% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.68% | -0.03% | -1.12% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.66% | -0.06% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.86% | +24.25% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.03% | +6.45% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.53% | — | -3.89% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | -0.11% | +6.35% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | -0.06% | — | |
| 32 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.49% | -0.04% | +23.19% | |
| 33 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.49% | -0.03% | -5.30% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | -0.05% | — | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.46% | -0.06% | +15.65% | |
| 36 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.45% | -0.09% | — | |
| 37 | AVDE | Avantis International Equity | ETF-Other | 0.45% | -0.05% | — | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.06% | +25.10% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.21% | +8.37% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | +0.22% | -15.52% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.39% | +0.01% | +5.49% | |
| 42 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.38% | -0.01% | -8.37% | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.38% | -0.04% | +31.58% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | -0.08% | +4.15% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.36% | -0.06% | -6.38% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.05% | — | |
| 47 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.35% | — | +5.76% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.05% | +20.71% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.30% | -0.14% | -12.86% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.05% | +5.80% |
According to official SEC Form 13F filings, Sax Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $2.5B across 328 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, QUAL, QQQM) accounted for 20.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
AAPL
市值: $21.9M
Top Position Liquidated / Trimmed
IBDP
前期市值: $2.8M
During Q4 2024, Sax Wealth Advisors, LLC's top holdings by market value included DFUS (16.3%)、QUAL (6.5%)、QQQM (5.7%). The largest single position, DFUS, represented 16.3% of total portfolio value.
In Q4 2024, Sax Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 21 new buys, adding to 19 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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