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CIK: 0001846150
Total reported value
$2.5B
$2.5B
360 檔
20.7%
During the Q1 2025 filing period, Sax Wealth Advisors, LLC (CIK: 0001846150) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.5B across 360 reported positions.
In Q1 2025, Sax Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 360 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 14.71% | -1.63% | +3.95% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.11% | -0.59% | +34.11% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.05% | -0.80% | +6.25% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.00% | -0.76% | +5.04% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.58% | -0.52% | -0.81% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 3.18% | -0.21% | -1.71% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.63% | -0.09% | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.62% | +0.21% | +0.85% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.51% | -0.23% | -1.00% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.36% | -0.10% | +2.42% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.09% | -0.14% | -9.47% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 1.84% | +0.18% | +9.89% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.69% | -0.31% | -3.40% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.42% | -0.14% | +14.42% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.41% | -0.13% | +1.40% | |
| 16 | DFSD | Dimensional Short Duration | ETF-Other | 1.34% | -0.16% | -8.25% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.29% | -0.19% | -0.31% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | -0.13% | +2.26% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.06% | +0.01% | +6.33% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.00% | -0.13% | +3.94% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.02% | +33.59% | |
| 22 | DIHP | Dimensional International Hi | ETF-Other | 0.84% | -0.09% | -10.97% | |
| 23 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.76% | -0.16% | +18.10% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.22% | -2.12% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | +0.03% | -5.01% | |
| 26 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.71% | -0.09% | +57.11% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.63% | -0.06% | +16.67% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.86% | +11.98% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.55% | -0.03% | -0.85% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.21% | +45.03% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.03% | +0.58% | |
| 32 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.53% | -0.04% | +17.85% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | — | -1.08% | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.48% | -0.14% | +73.51% | |
| 35 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.48% | -0.03% | +6.80% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.48% | -0.06% | +13.72% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.05% | +22.44% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | -0.11% | +24.97% | |
| 39 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.43% | +0.08% | +76.07% | |
| 40 | AVDE | Avantis International Equity | ETF-Other | 0.42% | -0.05% | -5.06% | |
| 41 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.40% | -0.04% | +14.63% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.06% | +1.69% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | +0.22% | +1.70% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.39% | +0.01% | +7.48% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.05% | +2.99% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.36% | -0.08% | +78.93% | |
| 47 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.36% | — | +9.96% | |
| 48 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.36% | -0.13% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.05% | +18.75% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | -0.08% | +12.30% |
According to official SEC Form 13F filings, Sax Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $2.5B across 360 disclosed positions in Q1 2025.
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, FBND, QUAL) accounted for 20.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFUS
市值: $205.6M
During Q1 2025, Sax Wealth Advisors, LLC's top holdings by market value included DFUS (14.7%)、FBND (6.1%)、QUAL (6.0%). The largest single position, DFUS, represented 14.7% of total portfolio value.
In Q1 2025, Sax Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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