SAX WEALTH ADVISORS, LLC

Position in HOOD — Robinhood Markets, Inc.

CIK 1846150 PARSIPPANY, NJ

Position in HOOD

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

Position Value

$396,807

+$119,746 QoQ

Shares Held

3,957

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#877

of 1,380 holders

Holding Since

Jun 2025

5 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. HOOD ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	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. This page	3,957	$396,807

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,807	3,957	-1.0%	Shares	Sole	2026-07-09
2026-03-31	$277,061	3,998	-36.5%	Shares	Sole	2026-04-08
2025-12-31	$712,303	6,298	+64.1%	Shares	Sole	2026-01-12
2025-09-30	$549,668	3,839	+1.9%	Shares	Sole	2025-10-20
2025-06-30	$352,891	3,769	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.