Sax Wealth Advisors, LLC

13F filer · CIK 0001846150

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$2.46BU.S. long equity reported on 13F

Positions25529 new · 15 closed

Net flow last quarter+$68.9MBuys minus sells

Top 10 positions weight6.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026255 positions
AAPLApple Inc.	$31.6M	1.29%	0.00%	+15.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$20.5M	0.83%	Not reported	+8.0%	Q4 2020
BSVNBank7 Corp.	$18.9M	0.77%	2.53%	+768.8%	Q4 2020
NVDANvidia Corp	$18.6M	0.76%	0.00%	+11.5%	Q1 2021
MSFTMicrosoft Corp	$15.6M	0.63%	0.00%	+15.5%	Q4 2020
GOOGLAlphabet Inc.	$10.6M	0.43%	0.00%	+13.7%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$10.4M	0.42%	Not reported	+11.9%	Q4 2020
DJPBarclays Bank PLC	$10.3M	0.42%	Not reported	-6.7%	Q4 2025
DFAXGulf Resources, Inc.	$9.87M	0.40%	Not reported	+14.9%	Q4 2021
AMZNAmazon Com Inc	$9.02M	0.37%	0.00%	+15.9%	Q4 2020
JNJJohnson & Johnson	$8.95M	0.36%	0.00%	+12.0%	Q4 2020
GOOGAlphabet Inc.	$8.75M	0.36%	Not reported	+13.3%	Q4 2020
BRK.ABerkshire Hathaway Inc	$8.62M	0.35%	Not reported	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$7.42M	0.30%	0.00%	+13.4%	Q4 2020
XOMExxonMobil Holdings Corp	$6.19M	0.25%	0.00%	+20.3%	Q4 2020
MCDMcdonalds Corp	$5.24M	0.21%	0.00%	+5.5%	Q4 2020
FNDFSchwab Strategic Trust	$5.03M	0.20%	Not reported	+0.2%	Q4 2025
METAMeta Platforms, Inc.	$4.74M	0.19%	Not reported	+12.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$4.26M	0.17%	Not reported	-1.1%	Q4 2020
ADIAnalog Devices Inc	$4.09M	0.17%	0.00%	+2.1%	Q4 2020
VLUEiSHARES TRUST	$4.04M	0.16%	Not reported	-2.4%	Q4 2025
AVGOBroadcom Inc.	$3.83M	0.16%	0.00%	+32.7%	Q3 2023
AMATApplied Materials Inc	$3.7M	0.15%	0.00%	+2.2%	Q4 2020
MRKMerck & Co., Inc.	$3.58M	0.15%	0.00%	+7.3%	Q4 2020
NFLXNetflix Inc	$3.32M	0.13%	0.00%	+18.5%	Q4 2020
CATCaterpillar Inc	$3.09M	0.13%	0.00%	+33.5%	Q1 2024
COSTCostco Wholesale Corp	$3.07M	0.12%	0.00%	+80.1%	Q4 2021
GEGeneral Electric Co	$3.01M	0.12%	0.00%	+28.0%	Q2 2024
GSGoldman Sachs Group Inc	$2.99M	0.12%	0.00%	+148.7%	Q2 2024
CVXChevron Corp	$2.94M	0.12%	0.00%	+18.0%	Q2 2021
SCZNXG NextGen Infrastructure Income Fund	$2.7M	0.11%	Not reported	+115.0%	Q4 2020
HDHome Depot, Inc.	$2.68M	0.11%	0.00%	-7.8%	Q4 2021
SUSASouthern USA Resources Inc.	$2.67M	0.11%	Not reported	+0.3%	Q1 2021
WMTWalmart Inc.	$2.52M	0.10%	0.00%	+38.9%	Q1 2024
ABBVAbbVie Inc.	$2.52M	0.10%	0.00%	+24.8%	Q4 2020
TSLATesla, Inc.	$2.51M	0.10%	0.00%	+33.9%	Q4 2021
NEENextera Energy Inc	$2.45M	0.10%	0.00%	+24.9%	Q4 2020
NDAQNasdaq, Inc.	$2.41M	0.10%	0.01%	-0.2%	Q3 2024
MAMastercard Inc	$2.4M	0.10%	0.00%	+15.8%	Q2 2024
JCIJohnson Controls International plc	$2.17M	0.09%	0.00%	+3.3%	Q2 2024
IBMInternational Business Machines Corp	$2.07M	0.08%	0.00%	+24.9%	Q4 2020
GLDSPDR Gold Trust	$2M	0.08%	0.00%	+30.1%	Q4 2020
PMPhilip Morris International Inc.	$1.95M	0.08%	0.00%	+21.7%	Q4 2020
SPABASTROTECH Corp	$1.91M	0.08%	Not reported	+130.3%	Q2 2024
VVisa Inc.	$1.91M	0.08%	0.00%	+8.8%	Q1 2024
IAUIshares Gold Trust	$1.87M	0.08%	0.00%	-5.5%	Q1 2025
CLColgate Palmolive Co	$1.83M	0.07%	0.00%	+7.3%	Q4 2020
PEPPepsico Inc	$1.8M	0.07%	0.00%	-2.8%	Q4 2020
GLWCorning Inc	$1.79M	0.07%	0.00%	+1.5%	Q1 2021
PHParker-Hannifin Corp	$1.76M	0.07%	0.00%	+11.4%	Q3 2024

Q1 2026Reported Apr 8, 2026240 positions
AAPLApple Inc.	$29.4M	1.42%	0.00%	-6.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$19.9M	0.96%	Not reported	-0.3%	Q4 2020
NVDANvidia Corp	$17.9M	0.87%	0.00%	-4.2%	Q1 2021
MSFTMicrosoft Corp	$17.6M	0.85%	0.00%	-4.1%	Q4 2020
GOOGLAlphabet Inc.	$10.1M	0.49%	0.00%	-4.4%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$9.85M	0.48%	Not reported	Not reported	Q4 2020
BRK.ABerkshire Hathaway Inc	$9.06M	0.44%	Not reported	-74.5%	Q1 2025
DJPBarclays Bank PLC	$8.65M	0.42%	Not reported	Not reported	Q4 2025
AMZNAmazon Com Inc	$8.62M	0.42%	0.00%	-4.6%	Q4 2020
GOOGAlphabet Inc.	$8.45M	0.41%	Not reported	-3.9%	Q4 2020
DFAXGulf Resources, Inc.	$8.27M	0.40%	Not reported	-1.0%	Q4 2021
JPMJPMorgan Chase & Co	$7.16M	0.35%	0.00%	-7.3%	Q4 2020
JNJJohnson & Johnson	$6.76M	0.33%	0.00%	-2.9%	Q4 2020
MCDMcdonalds Corp	$4.88M	0.24%	0.00%	-0.7%	Q4 2020
METAMeta Platforms, Inc.	$4.88M	0.24%	Not reported	-7.8%	Q4 2020
FNDFSchwab Strategic Trust	$4.64M	0.22%	Not reported	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$4.52M	0.22%	Not reported	-31.0%	Q4 2020
VLUEiSHARES TRUST	$3.98M	0.19%	Not reported	Not reported	Q4 2025
XOMExxonMobil Holdings Corp	$3.65M	0.18%	0.00%	-0.8%	Q4 2020
ADIAnalog Devices Inc	$3.41M	0.17%	0.00%	-0.5%	Q4 2020
AVGOBroadcom Inc.	$3.23M	0.16%	0.00%	-12.9%	Q3 2023
HDHome Depot, Inc.	$3.04M	0.15%	0.00%	-0.4%	Q4 2021
MRKMerck & Co., Inc.	$2.92M	0.14%	0.00%	-0.4%	Q4 2020
SUSASouthern USA Resources Inc.	$2.81M	0.14%	Not reported	Not reported	Q1 2021
NDAQNasdaq, Inc.	$2.76M	0.13%	0.01%	Not reported	Q3 2024
NFLXNetflix Inc	$2.73M	0.13%	0.00%	Not reported	Q4 2020
AMATApplied Materials Inc	$2.72M	0.13%	0.00%	-0.7%	Q4 2020
GEGeneral Electric Co	$2.56M	0.12%	0.00%	Not reported	Q2 2024
MAMastercard Inc	$2.36M	0.11%	0.00%	-8.3%	Q2 2024
TSLATesla, Inc.	$2.27M	0.11%	0.00%	-4.0%	Q4 2021
BSVNBank7 Corp.	$2.18M	0.11%	0.29%	Not reported	Q4 2020
ABBVAbbVie Inc.	$2.12M	0.10%	0.00%	-5.4%	Q4 2020
VVisa Inc.	$2.04M	0.10%	0.00%	-12.9%	Q1 2024
IBMInternational Business Machines Corp	$2.03M	0.10%	0.00%	-3.0%	Q4 2020
JCIJohnson Controls International plc	$1.92M	0.09%	0.00%	Not reported	Q2 2024
CATCaterpillar Inc	$1.87M	0.09%	0.00%	-7.2%	Q1 2024
CVXChevron Corp	$1.83M	0.09%	0.00%	-1.0%	Q2 2021
IAUIshares Gold Trust	$1.83M	0.09%	0.00%	Not reported	Q1 2025
PEPPepsico Inc	$1.71M	0.08%	0.00%	-1.9%	Q4 2020
NEENextera Energy Inc	$1.7M	0.08%	0.00%	-2.2%	Q4 2020
WMTWalmart Inc.	$1.63M	0.08%	0.00%	-13.5%	Q1 2024
CLColgate Palmolive Co	$1.58M	0.08%	0.00%	Not reported	Q4 2020
PMPhilip Morris International Inc.	$1.55M	0.08%	0.00%	-3.0%	Q4 2020
PHParker-Hannifin Corp	$1.55M	0.08%	0.00%	Not reported	Q3 2024
COSTCostco Wholesale Corp	$1.48M	0.07%	0.00%	-15.3%	Q4 2021
CRMSalesforce, Inc.	$1.46M	0.07%	0.00%	-2.3%	Q4 2020
ISRGIntuitive Surgical Inc	$1.43M	0.07%	0.00%	Not reported	Q4 2024
GLDSPDR Gold Trust	$1.42M	0.07%	0.00%	Not reported	Q4 2020
BXBlackstone Inc.	$1.41M	0.07%	0.00%	-1.6%	Q4 2020
WELLWelltower Inc.	$1.4M	0.07%	0.00%	Not reported	Q1 2025

Q4 2025Reported Jan 12, 2026245 positions
BRK.ABerkshire Hathaway Inc	$35.5M	1.67%	Not reported	+2.2%	Q1 2025
AAPLApple Inc.	$31.3M	1.47%	0.00%	+6.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$20M	0.94%	Not reported	+4.5%	Q4 2020
NVDANvidia Corp	$18.7M	0.88%	0.00%	+15.8%	Q1 2021
MSFTMicrosoft Corp	$18.4M	0.87%	0.00%	+10.5%	Q4 2020
GOOGLAlphabet Inc.	$10.6M	0.50%	0.00%	+44.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$9.85M	0.46%	Not reported	+5.8%	Q4 2020
AMZNAmazon Com Inc	$9.04M	0.43%	0.00%	+7.9%	Q4 2020
GOOGAlphabet Inc.	$8.79M	0.41%	Not reported	+16.0%	Q4 2020
DJPBarclays Bank PLC	$8.65M	0.41%	Not reported	New	Q4 2025
DFAXGulf Resources, Inc.	$8.35M	0.39%	Not reported	-1.1%	Q4 2021
JPMJPMorgan Chase & Co	$7.73M	0.36%	0.00%	+13.1%	Q4 2020
JNJJohnson & Johnson	$6.97M	0.33%	0.00%	+2.2%	Q4 2020
BRK.BBerkshire Hathaway Inc	$6.55M	0.31%	Not reported	+5.3%	Q4 2020
METAMeta Platforms, Inc.	$5.29M	0.25%	Not reported	+40.0%	Q4 2020
MCDMcdonalds Corp	$4.92M	0.23%	0.00%	+0.1%	Q4 2020
FNDFSchwab Strategic Trust	$4.64M	0.22%	Not reported	New	Q4 2025
VLUEiSHARES TRUST	$3.98M	0.19%	Not reported	New	Q4 2025
AVGOBroadcom Inc.	$3.7M	0.17%	0.00%	+12.9%	Q3 2023
XOMExxonMobil Holdings Corp	$3.67M	0.17%	0.00%	+18.4%	Q4 2020
ADIAnalog Devices Inc	$3.43M	0.16%	0.00%	-0.9%	Q4 2020
HDHome Depot, Inc.	$3.05M	0.14%	0.00%	+64.8%	Q4 2021
MRKMerck & Co., Inc.	$2.93M	0.14%	0.00%	-5.1%	Q4 2020
SUSASouthern USA Resources Inc.	$2.81M	0.13%	Not reported	+5.5%	Q1 2021
NDAQNasdaq, Inc.	$2.76M	0.13%	0.01%	-5.2%	Q3 2024
AMATApplied Materials Inc	$2.74M	0.13%	0.00%	+1.1%	Q4 2020
NFLXNetflix Inc	$2.73M	0.13%	0.00%	+0.7%	Q4 2020
MAMastercard Inc	$2.58M	0.12%	0.00%	-5.5%	Q2 2024
GEGeneral Electric Co	$2.56M	0.12%	0.00%	-2.5%	Q2 2024
TSLATesla, Inc.	$2.37M	0.11%	0.00%	+3.6%	Q4 2021
VVisa Inc.	$2.34M	0.11%	0.00%	+12.8%	Q1 2024
ABBVAbbVie Inc.	$2.24M	0.11%	0.00%	+8.0%	Q4 2020
BSVNBank7 Corp.	$2.18M	0.10%	0.29%	+135.9%	Q4 2020
IBMInternational Business Machines Corp	$2.09M	0.10%	0.00%	+13.6%	Q4 2020
CATCaterpillar Inc	$2.02M	0.09%	0.00%	+30.9%	Q1 2024
JCIJohnson Controls International plc	$1.92M	0.09%	0.00%	+15.9%	Q2 2024
WMTWalmart Inc.	$1.88M	0.09%	0.00%	+48.9%	Q1 2024
CVXChevron Corp	$1.85M	0.09%	0.00%	+12.7%	Q2 2021
IAUIshares Gold Trust	$1.83M	0.09%	0.00%	+4.8%	Q1 2025
COSTCostco Wholesale Corp	$1.74M	0.08%	0.00%	+24.5%	Q4 2021
PEPPepsico Inc	$1.74M	0.08%	0.00%	+6.8%	Q4 2020
NEENextera Energy Inc	$1.73M	0.08%	0.00%	+11.5%	Q4 2020
PMPhilip Morris International Inc.	$1.6M	0.08%	0.00%	+4.1%	Q4 2020
CLColgate Palmolive Co	$1.58M	0.07%	0.00%	+7.0%	Q4 2020
PHParker-Hannifin Corp	$1.55M	0.07%	0.00%	-1.7%	Q3 2024
CRMSalesforce, Inc.	$1.5M	0.07%	0.00%	+10.4%	Q4 2020
PLTRPalantir Technologies Inc.	$1.43M	0.07%	0.00%	+38.5%	Q4 2024
BXBlackstone Inc.	$1.43M	0.07%	0.00%	+7.7%	Q4 2020
ISRGIntuitive Surgical Inc	$1.43M	0.07%	0.00%	-0.7%	Q4 2024
GLDSPDR Gold Trust	$1.42M	0.07%	0.00%	-0.9%	Q4 2020

Q3 2025Reported Oct 20, 2025194 positions
BRK.ABerkshire Hathaway Inc	$34.7M	1.86%	Not reported	Not reported	Q1 2025
AAPLApple Inc.	$27.6M	1.48%	0.00%	+4.7%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$18.7M	1.00%	Not reported	+5.7%	Q4 2020
MSFTMicrosoft Corp	$17.8M	0.96%	0.00%	+5.0%	Q4 2020
NVDANvidia Corp	$16.1M	0.87%	0.00%	-0.9%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$9.09M	0.49%	Not reported	Not reported	Q4 2020
DFAXGulf Resources, Inc.	$8.1M	0.44%	Not reported	-3.1%	Q4 2021
AMZNAmazon Com Inc	$7.97M	0.43%	0.00%	+7.7%	Q4 2020
JPMJPMorgan Chase & Co	$6.69M	0.36%	0.00%	+2.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$6.22M	0.33%	Not reported	+1.3%	Q4 2020
JNJJohnson & Johnson	$6.11M	0.33%	0.00%	+5.2%	Q4 2020
GOOGAlphabet Inc.	$5.88M	0.32%	Not reported	+0.6%	Q4 2020
GOOGLAlphabet Inc.	$5.69M	0.31%	0.00%	+1.0%	Q4 2020
MCDMcdonalds Corp	$4.88M	0.26%	0.00%	-5.1%	Q4 2020
METAMeta Platforms, Inc.	$4.21M	0.23%	Not reported	+9.5%	Q4 2020
NFLXNetflix Inc	$3.47M	0.19%	0.00%	+5.3%	Q4 2020
ADIAnalog Devices Inc	$3.13M	0.17%	0.00%	+2.1%	Q4 2020
AVGOBroadcom Inc.	$3.13M	0.17%	0.00%	+8.6%	Q3 2023
XOMExxonMobil Holdings Corp	$2.91M	0.16%	0.00%	+3.5%	Q4 2020
MAMastercard Inc	$2.72M	0.15%	0.00%	+6.1%	Q2 2024
NDAQNasdaq, Inc.	$2.65M	0.14%	0.01%	0.0%	Q3 2024
SUSASouthern USA Resources Inc.	$2.6M	0.14%	Not reported	Not reported	Q1 2021
GEGeneral Electric Co	$2.56M	0.14%	0.00%	+13.6%	Q2 2024
MRKMerck & Co., Inc.	$2.46M	0.13%	0.00%	+76.5%	Q4 2020
TSLATesla, Inc.	$2.26M	0.12%	0.00%	+5.9%	Q4 2021
HDHome Depot, Inc.	$2.18M	0.12%	0.00%	+2.7%	Q4 2021
AMATApplied Materials Inc	$2.16M	0.12%	0.00%	+1.0%	Q4 2020
ABBVAbbVie Inc.	$2.1M	0.11%	0.00%	+20.2%	Q4 2020
VVisa Inc.	$2.02M	0.11%	0.00%	+2.8%	Q1 2024
IBMInternational Business Machines Corp	$1.75M	0.09%	0.00%	+8.0%	Q4 2020
CVXChevron Corp	$1.67M	0.09%	0.00%	+8.4%	Q2 2021
PEPPepsico Inc	$1.59M	0.09%	0.00%	-0.4%	Q4 2020
IAUIshares Gold Trust	$1.56M	0.08%	0.00%	-0.7%	Q1 2025
PMPhilip Morris International Inc.	$1.56M	0.08%	0.00%	+5.1%	Q4 2020
MRVLMarvell Technology, Inc.	$1.55M	0.08%	0.00%	+6.4%	Q2 2024
JCIJohnson Controls International plc	$1.52M	0.08%	0.00%	+2.3%	Q2 2024
COSTCostco Wholesale Corp	$1.5M	0.08%	0.00%	+8.2%	Q4 2021
CLColgate Palmolive Co	$1.5M	0.08%	0.00%	-3.2%	Q4 2020
AAAUGoldman Sachs Physical Gold ETF	$1.49M	0.08%	0.08%	New	Q3 2025
BXBlackstone Inc.	$1.48M	0.08%	0.00%	+5.4%	Q4 2020
NEENextera Energy Inc	$1.46M	0.08%	0.00%	+0.6%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$1.4M	0.08%	0.00%	+0.4%	Q2 2024
WELLWelltower Inc.	$1.38M	0.07%	0.00%	+0.2%	Q1 2025
PANWPalo Alto Networks Inc	$1.38M	0.07%	0.00%	-4.8%	Q3 2021
PHParker-Hannifin Corp	$1.36M	0.07%	0.00%	+6.0%	Q3 2024
CATCaterpillar Inc	$1.28M	0.07%	0.00%	+2.8%	Q1 2024
GLDSPDR Gold Trust	$1.28M	0.07%	0.00%	+3.2%	Q4 2020
ORCLOracle Corp	$1.27M	0.07%	0.00%	+7.7%	Q4 2020
CRMSalesforce, Inc.	$1.21M	0.07%	0.00%	+7.4%	Q4 2020
NVONovo Nordisk A S	$1.21M	0.07%	Not reported	-0.7%	Q4 2024

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