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Livermore
Livermore
ZHEN

Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Sax Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
752
Value
$348.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026752$348.1K<0.1%+181+31.7%AddedHolders
Q1 2026571$274.6K<0.1%00.0%UnchangedHolders
Q4 2025571$274.6K<0.1%+10+1.8%AddedHolders
Q3 2025561$260.3K<0.1%−162−22.4%ReducedHolders
Q2 2025723$318.5K<0.1%−854−54.2%ReducedHolders
Q1 20251,577$662.1K<0.1%00.0%UnchangedHolders
Q4 20241,577$671.0K0.1%−210−11.8%ReducedHolders
Q3 20241,787$756.1K0.1%−8−0.4%ReducedHolders
Q2 20241,795$702.2K0.1%+1+0.1%AddedHolders
Q1 20241,794$713.8K0.1%+12+0.7%AddedHolders
Q4 20231,782$671.4K0.1%+1+0.1%AddedHolders
Q3 20231,781$596.4K0.1%−9−0.5%ReducedHolders
Q2 20231,790$615.5K0.1%+1+0.1%AddedHolders
Q1 20231,789$595.0K0.1%−280−13.5%ReducedHolders
Q4 20222,069$685.6K0.2%+485+30.6%AddedHolders
Q3 20221,584$455.0K0.1%00.0%UnchangedHolders
Q2 20221,584$488.0K0.1%00.0%UnchangedHolders
Q1 20221,584$549.0K0.1%−279−15.0%ReducedHolders
Q4 20211,863$677.0K0.1%+1+0.1%AddedHolders
Q3 20211,862$630.0K0.1%−159−7.9%ReducedHolders
Q2 20212,021$697.0K0.2%00.0%UnchangedHolders
Q1 20212,021$667.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.