SAX WEALTH ADVISORS, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1846150 PARSIPPANY, NJ

Position in GS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,569,124

+$2,368,665 QoQ

Shares Held

3,529

+148.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#1,060

of 3,124 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $6,352,664 across 5 Capital Markets names. GS ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	3,529	$3,569,124
2	MS	Morgan Stanley	5,521	$1,154,109
3	SCHW	Schwab Charles Corp	9,037	$833,843
4	WULF	Terawulf Inc.	16,145	$398,781
5	HOOD	Robinhood Markets, Inc.	3,957	$396,807

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,569,124	3,529	+148.7%	Shares	Sole	2026-07-09
2026-03-31	$1,200,459	1,419	-1.2%	Shares	Sole	2026-04-08
2025-12-31	$1,262,244	1,436	-2.1%	Shares	Sole	2026-01-12
2025-09-30	$1,168,245	1,467	+8.4%	Shares	Sole	2025-10-20
2025-06-30	$957,585	1,353	+1.6%	Shares	Sole	2025-07-23
2025-03-31	$727,658	1,332	+31.1%	Shares	Sole	2025-05-14
2024-12-31	$581,781	1,016	+1.5%	Shares	Sole	2025-01-15
2024-09-30	$495,605	1,001	+18.0%	Shares	Sole	2024-10-17
2024-06-30	$383,567	848	—	Shares	Sole	2024-07-12
No filing history on record for this holder in this stock.