Sax Wealth Advisors, LLC - Q22026 Holdings

Sax Wealth Advisors, LLC holds 537 stocks with a total portfolio value of $ 2.46B as of Q22026. In Q22026, Sax Wealth Advisors, LLC added 82 new positions, increased stakes in 312 stocks, reduced 113 holdings, and fully exited 27 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 12.26% of the total portfolio.