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DOSSIER · 13F-HR · Q3 2026

SAX WEALTH ADVISORS, LLC

$3.5B in tracked AUM across 750 positions as of Q3 2026.

SW
CIK 0001846150 · last filed Sep 30, 2026
Total AUM
$3.5B
as of Q3 2026
Holdings
750
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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