Sax Wealth Advisors, LLC - Q12026 Holdings

Sax Wealth Advisors, LLC holds 482 stocks with a total portfolio value of $ 2.06B as of Q12026. In Q12026, Sax Wealth Advisors, LLC added 0 new positions, increased stakes in 1 stock, reduced 168 holdings, and fully exited 6 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 13.89% of the total portfolio.