SACKS & ASSOCIATES, LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Warren, NJ
CIK
0002145868
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
80
148,224
IVE, BRK-B, XLP, BIL
13F-HR
8/4/2026
000208585326000930
Q1 2026
78
134,497
IVE, XLP, BIL, BRK-B
13F-HR
8/5/2026
000208585326000936
Q4 2025
79
136,162
IVE, XLP, BRK-B, BIL
13F-HR
8/5/2026
000208585326000935