Sax Wealth Advisors, LLC - Q42025 Holdings

Sax Wealth Advisors, LLC holds 488 stocks with a total portfolio value of $ 2.13B as of Q42025. In Q42025, Sax Wealth Advisors, LLC added 75 new positions, increased stakes in 233 stocks, reduced 148 holdings, and fully exited 23 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 13.52% of the total portfolio.