13F Filings History of SAX WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$2,125,304,880
Signature - Title
Trevor Hodges - COO/Chief Compliance Officer
Location
Parsippany, NJ
Summary
This page shows a list of all the recent 13F filings made by SAX WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAX WEALTH ADVISORS, LLC reported 488 stock holdings with total value $2,125,304,880 as of Q4 2025. Top holdings included DFUS, FBND, QQQM, QUAL, and DFAC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 488 $2,125,304,880 +$282,964,875 -$50,880,091 +$232,084,784 DFUS, FBND, QQQM, QUAL, DFAC 13F-HR 12 Jan 2026, 13:48
Q3 2025 436 $1,860,181,248 +$154,863,752 -$54,661,064 +$100,202,688 DFUS, FBND, QQQM, QUAL, DFAC 13F-HR 20 Oct 2025, 11:13
Q2 2025 422 $1,656,143,999 +$209,408,046 -$52,600,117 +$156,807,929 DFUS, FBND, QQQM, QUAL, DFAC 13F-HR 23 Jul 2025, 11:52
Q1 2025 360 $1,397,124,719 +$194,581,033 -$34,640,108 +$159,940,925 DFUS, FBND, QUAL, QQQM, DFAC 13F-HR 14 May 2025, 14:36
Q4 2024 328 $1,277,850,106 +$200,182,539 -$40,703,433 +$159,479,106 DFUS, QUAL, QQQM, DFAC, FBND 13F-HR 15 Jan 2025, 10:23
Q3 2024 287 $1,121,455,795 +$97,971,332 -$78,877,597 +$19,093,735 DFUS, QUAL, DFAC, QQQM, DFAT 13F-HR 17 Oct 2024, 10:45
Q2 2024 274 $1,049,713,160 +$204,633,224 -$15,192,906 +$189,440,318 DFUS, QUAL, DFAC, QQQM, DFAT 13F-HR 12 Jul 2024, 16:38
Q1 2024 190 $855,993,662 +$296,737,955 -$69,821,973 +$226,915,982 DFUS, DFAC, QUAL, DFAT, QQQM 13F-HR 13 May 2024, 19:05
Q4 2023 189 $612,842,235 +$73,567,077 -$21,841,197 +$51,725,880 DFAC, DFUS, DFAT, DFUV, QUAL 13F-HR 14 Feb 2024, 11:41
Q3 2023 178 $507,529,571 +$34,022,051 -$11,920,482 +$22,101,569 DFAC, DFAT, DFUS, DFUV, IJH 13F-HR 07 Nov 2023, 16:22
Q2 2023 176 $501,859,499 +$30,867,042 -$12,318,983 +$18,548,059 DFAC, DFAT, DFUS, IJH, DFUV 13F-HR 10 Aug 2023, 17:45
Q1 2023 177 $460,350,244 +$24,147,736 -$15,353,812 +$8,793,924 DFAC, DFAT, DFUV, IJH, DFUS 13F-HR 05 May 2023, 16:18
Q4 2022 170 $433,092,244 +$26,731,169 -$17,069,892 +$9,661,277 DFAC, DFAT, DFUV, IJH, DFUS 13F-HR 06 Feb 2023, 14:32
Q3 2022 158 $388,558,000 +$31,528,965 -$13,427,035 +$18,101,930 DFAC, DFAT, DFUV, DFUS, IJH 13F-HR 08 Nov 2022, 10:31
Q2 2022 164 $393,241,000 +$57,943,081 -$17,363,011 +$40,580,070 DFAC, DFAT, DFUV, DFUS, IJH 13F-HR 11 Aug 2022, 14:46
Q1 2022 174 $413,493,000 +$11,620,884 -$56,164,963 -$44,544,079 DFAC, DFAT, DFUS, IJH, QUAL Restatement 11 Aug 2022, 14:40
Q4 2021 179 $479,970,000 +$42,671,110 -$9,811,623 +$32,859,487 DFAC, DFAT, DFUS, IJH, QUAL 13F-HR 07 Feb 2022, 10:48
Q3 2021 169 $421,329,000 +$135,889,827 -$2,845,454 +$133,044,373 DFAC, DFAT, DFUS, IJH, QUAL 13F-HR 10 Dec 2021, 15:20
Q2 2021 159 $291,503,000 +$20,850,679 -$17,372,888 +$3,477,791 IJH, QUAL, IJS, MTUM, IJR 13F-HR 12 Aug 2021, 10:06
Q1 2021 149 $273,372,000 +$43,099,407 -$2,616,853 +$40,482,554 IJH, IJS, QUAL, IJR, MTUM 13F-HR 14 May 2021, 15:45
Q4 2020 133 $217,523,000 $0 $0 $0 IJH, QUAL, IJS, MTUM, IJR 13F-HR 16 Feb 2021, 12:41