DOSSIER · 13F-HR · Q3 2026

SACKS & ASSOCIATES, LLC

$143M in tracked AUM across 79 positions as of Q3 2026.

S&
CIK 0002145868 · last filed Sep 30, 2026
Total AUM
$143M
as of Q3 2026
Holdings
79
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

SACKS & ASSOCIATES, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVE
ISHARES TR
$15M65K10.4%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M16K5.6%
03
BIL
SPDR SERIES TRUST
$6M68K4.3%
04
XLP
SELECT SECTOR SPDR TR
$6M75K4.2%
05
JIRE
J P MORGAN EXCHANGE TRADED F
$6M73K4.2%
06
SMH
VANECK ETF TRUST
$5M9K3.7%
07
FMAY
FIRST TR EXCHNG TRADED FD VI
$5M93K3.7%
08
IVW
ISHARES TR
$5M35K3.5%
09
FTSL
FIRST TR EXCHANGE-TRADED FD
$5M105K3.3%
10
AMLP
ALPS ETF TR
$4M86K3.1%

Filing history

2026Q3Sep 30
$143M▼ 3.4%
79 positionsView →
2026Q2Jun 30
$148M▲ 10.2%
80 positionsView →
2026Q1Mar 31
$134M▼ 1.2%
78 positionsView →
2025Q4Dec 31
$136M—
79 positionsView →