SAX WEALTH ADVISORS, LLC

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 ...