Managed by Sax Wealth Advisors, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $301.4M | 4.25M | 0.00% | — |
| 2 | ? N/A — | $287.4M | 3.87M | 0.00% | — |
| 3 | ? N/A — | $286.8M | 3.87M | 0.00% | — |
| 4 | ? N/A — | $258.4M | 3.57M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $229.5M |
| 3.43M |
| 0.00% |
| — |
| 6 | ? N/A — | $208.5M | 3.27M | 0.00% | — |
| 7 | ? N/A — | $205.6M | 3.40M | 0.00% | — |
| 8 | ? N/A — | $204.9M | 4.49M | 0.00% | — |
| 9 | ? N/A — | $200M | 3.22M | 0.00% | — |
| 10 | F FIS — | $185.8M | 4.04M | 0.00% | — |
| 11 | F FIS — | $184.1M | 4.00M | 0.00% | — |
| 12 | ? N/A — | $182.8M | 3.11M | 0.00% | — |
| 13 | F FIS — | $157.6M | 3.41M | 0.00% | — |
| 14 | ? N/A — | $156.6M | 2.75M | 0.00% | — |
| 15 | F FIS — | $121M | 2.64M | 0.00% | — |
| 16 | ? N/A — | $114.4M | 481.4K | 0.00% | — |
| 17 | Q QQQ — | $112.1M | 443.4K | 0.00% | — |
| 18 | Q QQQ — | $111.6M | 441.4K | 0.00% | — |
| 19 | Q QQQ — | $99.3M | 402.0K | 0.00% | — |
| 20 | I IAU — | $92M | 463.3K | 0.00% | — |