Managers / Q1 2023 · view latest →
SAX WEALTH ADVISORS, LLC
CIK 0001846150 · 389 INTERPACE PARKWAY, SUITE 3, PARSIPPANY, NJ, 07054 · 973-859-2166
Reported Value
$460M
Q1 2023
Positions
177
Filings on Record
24
2019–present window
Filed
May 5, 2023
original filing
Summary
Sax Wealth Advisors, Llc reported $460M in U.S.-listed holdings across 177 positions for Q1 2023.
Its largest position, DFAC, represents 10.5% of the portfolio.
Compared with Q4 2022, the fund opened 13 new positions and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $2.5B | 537 | Jul 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $2.1B | 482 | Apr 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.1B | 489 | Jan 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.9B | 437 | Oct 20, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.7B | 422 | Jul 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.4B | 360 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 328 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.1B | 287 | Oct 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.0B | 274 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $856M | 190 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $613M | 189 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $508M | 178 | Nov 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $502M | 176 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $460M | 177 | May 5, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $433.1B | 170 | Feb 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $389M | 158 | Nov 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $393M | 164 | Aug 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $297M | 170 | Apr 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $480M | 179 | Feb 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $292M | 159 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $273M | 149 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $218M | 133 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.