DOSSIER · 13F-HR · Q2 2026

SACKS & ASSOCIATES, LLC

$148M in tracked AUM across 80 positions as of Q2 2026.

S&
CIK 0002145868 · last filed Jun 30, 2026
Total AUM
$148M
as of Q2 2026
Holdings
80
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SACKS & ASSOCIATES, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVE
ISHARES TR
$16M68K10.7%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M16K5.5%
03
XLP
SELECT SECTOR SPDR TR
$7M78K4.5%
04
BIL
SPDR SERIES TRUST
$6M70K4.3%
05
JIRE
J P MORGAN EXCHANGE TRADED F
$6M72K4.1%
06
FMAY
FIRST TR EXCHNG TRADED FD VI
$5M93K3.5%
07
SMH
VANECK ETF TRUST
$5M9K3.3%
08
IVW
ISHARES TR
$5M35K3.2%
09
FTSL
FIRST TR EXCHANGE-TRADED FD
$5M105K3.2%
10
AMLP
ALPS ETF TR
$5M84K3.1%

Filing history

2026Q2Jun 30
$148M 10.2%
80 positionsView →
2026Q1Mar 31
$134M 1.2%
78 positionsView →
2025Q4Dec 31
$136M
79 positionsView →