Sax Wealth Advisors, LLC
Sax Wealth Advisors, LLC reported 750 holdings worth US$3.5B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Sax Wealth Advisors, LLC reported 750 holdings worth US$3.5B as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Advanced Micro Devices Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 750
- Value as reported
- US$3.5B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 521K | US$119M | 3.4% |
| Apple Inc | 326K | US$108M | 3.1% |
| Advanced Micro Devices Inc | 75,636 | US$46.3M | 1.3% |
| Microsoft Corp. | 89,298 | US$45.8M | 1.3% |
| Alphabet Inc (google) Class C | 118K | US$40.2M | 1.1% |
| Amazon.com, Inc. | 108K | US$26.9M | 0.77% |
| Meta Platforms, Inc. | 31,457 | US$22.8M | 0.65% |
| Berkshire Hathaway Inc. | 13,467 | US$21.6M | 0.62% |
| Broadcom Inc. | 56,112 | US$19.7M | 0.56% |
| Jp Morgan Chase & Co. | 48,905 | US$16.2M | 0.46% |
| Johnson & Johnson | 40,886 | US$10.8M | 0.31% |
| Eli Lilly And Company | 8,410 | US$9.73M | 0.28% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 16,849 | US$7.69M | 0.22% |
| Marathon Petroleum Corporation | 18,705 | US$7.4M | 0.21% |
| Micron Technology, Inc. | 6,222 | US$6.63M | 0.19% |
| Merck & Company, Inc. | 41,436 | US$6.02M | 0.17% |
| Applied Materials, Inc. | 11,641 | US$5.95M | 0.17% |
| Chevron Corporation | 28,832 | US$5.89M | 0.17% |
| Tesla, Inc. | 16,323 | US$5.79M | 0.17% |
| Union Pacific Corporation | 19,355 | US$5.27M | 0.15% |
| Analog Devices, Inc. | 12,961 | US$5.14M | 0.15% |
| Lockheed Martin Corporation | 9,291 | US$4.73M | 0.14% |
| Marvell Technology, Inc. | 16,823 | US$4.44M | 0.13% |
| Caterpillar, Inc. | 5,430 | US$4.4M | 0.13% |
| Abbvie Inc. | 16,271 | US$4.26M | 0.12% |
| Goldman Sachs Group, Inc. (the) | 4,508 | US$4.06M | 0.12% |
| Palo Alto Networks, Inc. | 10,204 | US$4.05M | 0.12% |
| Costco Wholesale Corporation | 4,377 | US$3.98M | 0.11% |
| Mcdonald's Corporation | 16,969 | US$3.92M | 0.11% |
| Crowdstrike Holdings, Inc. | 14,614 | US$3.87M | 0.11% |
| Netflix, Inc. | 54,371 | US$3.78M | 0.11% |
| Ge Aerospace | 11,850 | US$3.7M | 0.11% |
| Hubbell Inc | 8,119 | US$3.68M | 0.11% |
| Lam Research Corporation | 11,076 | US$3.64M | 0.10% |
| Western Digital Corporation | 7,809 | US$3.55M | 0.10% |
| Mastercard Incorporated | 6,163 | US$3.4M | 0.10% |
| The Bank Of New York Mellon Corporation | 23,260 | US$3.36M | 0.10% |
| Visa Inc. | 9,328 | US$3.35M | 0.10% |
| Palantir Technologies Inc. | 17,568 | US$3.29M | 0.09% |
| Intel Corporation | 27,107 | US$3.26M | 0.09% |
| Robinhood Markets, Inc. | 25,648 | US$2.89M | 0.08% |
| Walmart Inc. | 24,978 | US$2.6M | 0.07% |
| Nasdaq, Inc. | 27,536 | US$2.53M | 0.07% |
| Freeport-mcmoran, Inc. | 35,631 | US$2.49M | 0.07% |
| Thermo Fisher Scientific Inc | 3,692 | US$2.49M | 0.07% |
| Philip Morris International Inc | 13,004 | US$2.48M | 0.07% |
| Ge Vernova Inc. | 2,505 | US$2.38M | 0.07% |
| Cisco Systems, Inc. | 22,026 | US$2.37M | 0.07% |
| Dba Sempra | 29,748 | US$2.32M | 0.07% |
| Space Exploration Technologies Corp | 15,368 | US$2.32M | 0.07% |
| Nextera Energy, Inc. | 29,326 | US$2.22M | 0.06% |
| Automatic Data Processing, Inc. | 8,416 | US$2.17M | 0.06% |
| Corning Incorporated | 13,793 | US$2.12M | 0.06% |
| Archer-daniels-midland Company | 26,661 | US$2.12M | 0.06% |
| International Business Machines Corporation | 9,576 | US$2.11M | 0.06% |
| Parker-hannifin Corporation | 2,185 | US$2.09M | 0.06% |
| Oracle Corporation | 14,714 | US$2.02M | 0.06% |
| Rtx Corporation | 10,771 | US$2M | 0.06% |
| Natera, Inc. | 4,775 | US$1.97M | 0.06% |
| Procter & Gamble Company (the) | 13,556 | US$1.97M | 0.06% |
| At&t Inc. | 80,017 | US$1.95M | 0.06% |
| Home Depot, Inc. (the) | 6,849 | US$1.95M | 0.06% |
| Verizon Communications Inc. | 42,374 | US$1.94M | 0.06% |
| Boeing Company (the) | 10,429 | US$1.94M | 0.06% |
| Bank Of America Corporation | 29,001 | US$1.94M | 0.06% |
| Asml Holding Nv | 1,053 | US$1.91M | 0.05% |
| Shopify Inc. | 12,756 | US$1.89M | 0.05% |
| Welltower Inc. | 8,145 | US$1.88M | 0.05% |
| Vertiv Holdings, Llc | 7,720 | US$1.86M | 0.05% |
| Nucor Corporation | 7,926 | US$1.85M | 0.05% |
| American Express Company | 5,995 | US$1.82M | 0.05% |
| Colgate-palmolive Company | 21,290 | US$1.82M | 0.05% |
| Intuitive Surgical, Inc. | 4,381 | US$1.78M | 0.05% |
| Arista Networks, Inc. | 8,374 | US$1.7M | 0.05% |
| Morgan Stanley | 8,580 | US$1.61M | 0.05% |
| Blackstone Inc. | 14,096 | US$1.58M | 0.05% |
| Charles Schwab Corporation (the) | 16,020 | US$1.57M | 0.04% |
| Cardinal Health, Inc. | 6,986 | US$1.55M | 0.04% |
| Conocophillips | 12,376 | US$1.55M | 0.04% |
| Pepsico, Inc. | 12,222 | US$1.55M | 0.04% |
| Lumentum Holdings Inc. | 1,574 | US$1.53M | 0.04% |
| Astera Labs, Inc. | 4,285 | US$1.53M | 0.04% |
| Dexcom, Inc. | 17,220 | US$1.49M | 0.04% |
| Citigroup, Inc. | 11,419 | US$1.48M | 0.04% |
| Servicenow, Inc. | 10,977 | US$1.47M | 0.04% |
| Biogen Inc. | 6,344 | US$1.43M | 0.04% |
| Blacksky Technology Inc. | 67,157 | US$1.43M | 0.04% |
| Provident Financial Services, Inc | 61,288 | US$1.36M | 0.04% |
| Snowflake Inc. | 3,983 | US$1.35M | 0.04% |
| Newmont Corporation | 11,688 | US$1.35M | 0.04% |
| Blackrock, Inc. | 1,246 | US$1.32M | 0.04% |
| Caci International, Inc. | 2,158 | US$1.31M | 0.04% |
| Talen Energy Corporation | 4,200 | US$1.31M | 0.04% |
| United Rentals, Inc. | 1,298 | US$1.3M | 0.04% |
| Hilton Worldwide Holdings Inc. | 3,946 | US$1.26M | 0.04% |
| Idexx Laboratories, Inc. | 2,370 | US$1.24M | 0.04% |
| Pfizer, Inc. | 42,657 | US$1.22M | 0.03% |
| Sandisk Corporation | 684 | US$1.19M | 0.03% |
| Salesforce, Inc. | 5,157 | US$1.18M | 0.03% |
| Datadog, Inc. | 4,312 | US$1.18M | 0.03% |
Every holding of Sax Wealth Advisors, LLC
Source
View original at SEC
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