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Disclosery

13F-HR filed by SAX WEALTH ADVISORS, LLC

SAX WEALTH ADVISORS, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-09, with 537 holding rows worth $2,458,936,713.

Accession
0001846150-26-000007
Filer
CIK 1846150
Filed
2026-07-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 537 entries on the cover page, a total value of $2,458,936,713 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,458,936,713 with VALUE read as dollars as filed, 13F file number 028-20897. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
JAPAN SMALLER CAPITALIZATION47109U104COM21,395$233,206dollars as filed
TERAWULF INC88080T104COM16,145$232,972dollars as filed
BLACKROCK ETF TRUST09290C806ISHA US THEM ETF6,295$228,002dollars as filed
CANADIANNATLRYCOF136375102STOK2,218$227,944dollars as filed
WELLS FARGO & CO949746804PERP PFD CNV A195$225,225dollars as filed
ISHARES TR464288521CRE U S REIT ETF3,767$222,969dollars as filed
ECOLAB INC COM278865100Stock838$222,870dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS2,009$222,718dollars as filed
iShares Ethereum Trust46438R105COM13,919$220,338dollars as filed
ISHARES 10 Y INVE GRADE COR B46428951110+ YR INVST GRD4,338$215,295dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS4,575$215,154dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF4,178$212,389dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock591$212,098dollars as filed
BLACKROCK ETF TRUST09290C509ISHA US AWAR ETF3,004$210,679dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock8,782$209,099dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF4,094$208,712dollars as filed
SPDR S&P 600 Small Cap Value ETF78464A300SHS2,182$206,345dollars as filed
ISHARES TR464287580US CONSUM DISCRE2,124$205,858dollars as filed
BLACKSTONE LONG-SHORT CREDIT I09257D102COM SHS BN INT18,787$204,776dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock941$203,772dollars as filed
DORCHESTER MINERALS L P25820R105COM UNIT7,500$203,250dollars as filed
TARGET CORP COM87612E106Stock1,674$202,853dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF4,233$202,464dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock1,392$201,606dollars as filed
FORD MTR CO COM345370860Stock16,991$196,073dollars as filed
BLACKROCK MUNIHLDGS NJ QLTY09254X101COM15,815$182,980dollars as filed
FARMERS NATL BANC CORP309627107COMMON STOCK12,583$165,592dollars as filed
CNH INDL N V SHSN20944109Stock14,819$163,009dollars as filed
CEMEX SAB DE CV SPON ADR NEW151290889ADR14,091$161,201dollars as filed
EATON VANCE TAX-MANAGED GLOB27829F108COM18,527$160,441dollars as filed
NUVEEN SELECT MATURITIES MUNIC67061t101CLSD FD15,202$143,659dollars as filed
INVESCO EXCH TRADED FD TR II46138E511PFD ETF13,059$142,083dollars as filed
EATON VANCE MUNICIPAL INCOME T27826U108SH BEN INT13,481$140,337dollars as filed
FS CREDIT OPPORTUNITIES CORP30290Y101COMMON STOCK20,076$102,389dollars as filed
LIBERTY ALL-STAR EQUITY FUND530158104SH BEN INT16,760$93,018dollars as filed
BED BATH & BEYOND INC690370101COM14,924$69,247dollars as filed
OPKO HEALTH INC68375N103COM20,050$22,857dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001846150-26-000007this filing2026-07-09acceptance time not in the bulk data set