Notify me when SAX WEALTH ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| 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 |