Holdings
Sax Wealth Advisors, LLC
As of Sep 30, 2026, Sax Wealth Advisors, LLC reported 344 positions worth US$825M. Largest: Nvidia Corporation, Apple Inc and Advanced Micro Devices Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 521K | US$119M | +414K | Sep 30, 2026 |
| Apple Inc | 326K | US$108M | +201K | Sep 30, 2026 |
| Advanced Micro Devices Inc | 75,636 | US$46.3M | +70,084 | Sep 30, 2026 |
| Microsoft Corp. | 89,298 | US$45.8M | +47,178 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 118K | US$40.2M | +50,530 | Sep 30, 2026 |
| Amazon.com, Inc. | 108K | US$26.9M | +64,645 | Sep 30, 2026 |
| Meta Platforms, Inc. | 31,457 | US$22.8M | +23,172 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 13,467 | US$21.6M | −13,386 | Sep 30, 2026 |
| Broadcom Inc. | 56,112 | US$19.7M | +43,747 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 48,905 | US$16.2M | +23,691 | Sep 30, 2026 |