DOSSIER · 13F-HR · Q1 2026

SAX WEALTH ADVISORS, LLC

SAX WEALTH's holding co. based in London, UK — $2.1B in tracked AUM across 482 positions as of Q1 2026.

SW

SAX WEALTH·London, UK·Holding Co.

CIK 0001846150 · last filed Mar 31, 2026

Total AUM

$2.1B

▲ 2.2%

vs prior

Holdings

482

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

Top sector

Tech

35% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SAX WEALTH ADVISORS, LLC SEC 13F Filing

Portfolio Overview

SAX WEALTH ADVISORS, LLC manages a portfolio with a total market value of approximately $2.13 billion as of the report date December 31, 2025. This represents a significant growth of +80.2% from the previous quarter's value of $1.18 billion reported on September 30, 2025. The portfolio comprises 489 total holdings, indicating a high level of diversification.

The structure of the portfolio is ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

DIMENSIONAL ETF TRUST

$287M3.9M13.9%

02

FIDELITY MERRIMACK STR TR

$184M4.0M8.9%

03

INVESCO EXCH TRADED FD TR II

$112M441K5.4%

04

ISHARES TR

$91M461K4.4%

05

DIMENSIONAL ETF TRUST

$81M2.0M3.9%

06

DIMENSIONAL ETF TRUST

$45M757K2.2%

07

DIMENSIONAL ETF TRUST

$45M896K2.2%

08

ISHARES TR

$40M608K1.9%

09

DIMENSIONAL ETF TRUST

$38M548K1.8%

10

DIMENSIONAL ETF TRUST

$38M812K1.8%

Filing history

Filing history loading…