Sax Wealth Advisors, LLC

Sax Wealth Advisors, LLC reported 537 holdings worth US$2.46B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 9, 2026

Sax Wealth Advisors, LLC reported 537 holdings worth US$2.46B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 9, 2026 (Form 13F).

Holdings
537
Value as reported
US$2.46B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc125KUS$31.6M1.3%
Alphabet Inc (google) Class C66,975US$19.3M0.79%
Nvidia Corporation107KUS$18.6M0.76%
Microsoft Corp.42,120US$15.6M0.63%
Berkshire Hathaway Inc.26,853US$12.9M0.52%
Amazon.com, Inc.43,306US$9.02M0.37%
Johnson & Johnson36,609US$8.95M0.36%
Jp Morgan Chase & Co.25,214US$7.42M0.30%
Exxon Mobil Corporation36,460US$6.19M0.25%
Mcdonald's Corporation16,849US$5.24M0.21%
Meta Platforms, Inc.8,285US$4.74M0.19%
Analog Devices, Inc.12,845US$4.09M0.17%
Broadcom Inc.12,365US$3.83M0.16%
Applied Materials, Inc.10,827US$3.7M0.15%
Merck & Company, Inc.29,762US$3.58M0.15%
Netflix, Inc.34,523US$3.32M0.13%
Caterpillar, Inc.4,364US$3.09M0.13%
Costco Wholesale Corporation3,083US$3.07M0.12%
Ge Aerospace10,622US$3.01M0.12%
Goldman Sachs Group, Inc. (the)3,529US$2.99M0.12%
Chevron Corporation14,190US$2.94M0.12%
Home Depot, Inc. (the)8,141US$2.68M0.11%
Walmart Inc.20,275US$2.52M0.10%
Abbvie Inc.11,579US$2.52M0.10%
Tesla, Inc.6,762US$2.51M0.10%
Nextera Energy, Inc.26,397US$2.45M0.10%
Nasdaq, Inc.28,372US$2.41M0.10%
Mastercard Incorporated4,794US$2.4M0.10%
International Business Machines Corporation8,550US$2.07M0.08%
Philip Morris International Inc11,794US$1.95M0.08%
Visa Inc.6,323US$1.91M0.08%
Colgate-palmolive Company21,505US$1.83M0.07%
Pepsico, Inc.11,570US$1.8M0.07%
Corning Incorporated13,134US$1.79M0.07%
Parker-hannifin Corporation1,970US$1.76M0.07%
Oracle Corporation11,936US$1.76M0.07%
Procter & Gamble Company (the)12,123US$1.75M0.07%
Vertiv Holdings, Llc6,490US$1.63M0.07%
Marvell Technology, Inc.16,069US$1.59M0.06%
Verizon Communications Inc.31,043US$1.56M0.06%
Intuitive Surgical, Inc.3,316US$1.53M0.06%
Welltower Inc.7,417US$1.47M0.06%
At&t Inc.50,282US$1.46M0.06%
Eli Lilly And Company1,529US$1.41M0.06%
Rtx Corporation7,231US$1.39M0.06%
Bank Of America Corporation27,474US$1.38M0.06%
Palo Alto Networks, Inc.8,543US$1.37M0.06%
Palantir Technologies Inc.9,194US$1.34M0.05%
Caci International, Inc.2,436US$1.32M0.05%
Idexx Laboratories, Inc.2,354US$1.32M0.05%
Stryker Corporation3,815US$1.25M0.05%
Cisco Systems, Inc.15,915US$1.23M0.05%
Automatic Data Processing, Inc.6,058US$1.23M0.05%
Blackstone Inc.10,045US$1.16M0.05%
Advanced Micro Devices Inc5,552US$1.13M0.05%
Crowdstrike Holdings, Inc.2,804US$1.09M0.04%
Ge Vernova Inc.1,251US$1.09M0.04%
Thermo Fisher Scientific Inc2,208US$1.09M0.04%
Cardinal Health, Inc.5,061US$1.07M0.04%
Dexcom, Inc.17,001US$1.07M0.04%
Hilton Worldwide Holdings Inc.3,476US$1.06M0.04%
Shopify Inc.8,799US$1.04M0.04%
American Express Company3,369US$1.02M0.04%
Taiwan Semiconductor Manufacturing Co., Ltd.2,986US$1.01M0.04%
Lam Research Corporation4,638US$991K0.04%
Consolidated Edison, Inc.8,715US$986K0.04%
Intel Corporation21,328US$941K0.04%
Morgan Stanley5,521US$909K0.04%
Cme Group Inc.3,043US$899K0.04%
Charles Schwab Corporation (the)9,037US$849K0.03%
Lowe's Companies, Inc.3,473US$821K0.03%
Public Service Enterprise Group Incorporated10,009US$810K0.03%
Novo Nordisk A/s Class B21,893US$805K0.03%
Marathon Petroleum Corporation3,276US$800K0.03%
Walt Disney Company (the)8,174US$788K0.03%
Insulet Corporation3,751US$787K0.03%
Salesforce, Inc.4,201US$784K0.03%
Pnc Financial Services Group, Inc. (the)3,703US$771K0.03%
Conocophillips5,782US$763K0.03%
Dominion Energy, Inc.12,180US$753K0.03%
Abbott Laboratories7,046US$723K0.03%
The Bank Of New York Mellon Corporation6,015US$714K0.03%
Micron Technology, Inc.2,096US$708K0.03%
Tjx Companies, Inc. (the)4,429US$707K0.03%
Wells Fargo & Company8,601US$693K0.03%
Danaher Corporation3,584US$680K0.03%
Amgen Inc.1,862US$655K0.03%
Southern Company (the)6,567US$634K0.03%
The Travelers Companies, Inc.2,157US$629K0.03%
Tko Group Holdings, Inc.3,109US$627K0.03%
Unitedhealth Group Incorporated2,300US$622K0.03%
Datadog, Inc.5,257US$621K0.03%
Biogen Inc.3,364US$617K0.03%
Realty Income Corporation10,004US$612K0.02%
Uber Technologies, Inc.8,409US$605K0.02%
Emerson Electric Company4,529US$593K0.02%
Cencora, Inc.1,813US$570K0.02%
Blackrock, Inc.581US$558K0.02%
Illinois Tool Works Inc.2,130US$554K0.02%
Hca Healthcare, Inc.1,171US$554K0.02%

Every holding of Sax Wealth Advisors, LLC

Source

View original at SEC

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