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SAX Wealth Advisors, LLCETFConcentrated long-term

CIK: 0001846150 | PARSIPPANY, NJ

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR750$3.5B2026-10-13SEC ↗
Q2 2026
13F-HR537$2.5B2026-07-09SEC ↗
Q1 2026
13F-HR482$2.1B2026-04-08SEC ↗
Q4 2025
13F-HR489$2.1B2026-01-12SEC ↗
Q3 2025
13F-HR437$1.9B2025-10-20SEC ↗
Q2 2025
13F-HR422$1.7B2025-07-23SEC ↗
Q1 2025
13F-HR360$1.4B2025-05-14SEC ↗
Q4 2024
13F-HR328$1.3B2025-01-15SEC ↗
Q3 2024
13F-HR287$1.1B2024-10-17SEC ↗
Q2 2024
13F-HR274$1.0B2024-07-12SEC ↗
Q1 2024
13F-HR190$856.0M2024-05-14SEC ↗
Q4 2023
13F-HR189$612.8M2024-02-14SEC ↗
Q3 2023
13F-HR178$507.5M2023-11-07SEC ↗
Q2 2023
13F-HR176$501.9M2023-08-11SEC ↗
Q1 2023
13F-HR177$460.4M2023-05-05SEC ↗
Q4 2022
13F-HR170$433.1M2023-02-06SEC ↗
Q3 2022
13F-HR158$21.7M2022-11-08SEC ↗
Q2 2022
13F-HR164$14.0M2022-08-11SEC ↗
Q1 2022Amended
13F-HR/A170$8.7M2022-04-20SEC ↗
Q4 2021
13F-HR179$6.2M2022-02-07SEC ↗
Q3 2021
13F-HR169$5.0M2021-12-10SEC ↗
Q2 2021
13F-HR159$4.7M2021-08-12SEC ↗
Q1 2021
13F-HR149$3.3M2021-05-14SEC ↗
Q4 2020
13F-HR133$1.9M2021-02-16SEC ↗