SWA
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Sax Wealth Advisors’s Leonardo DRS DRS Stock Holding History

Sax Wealth Advisors’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$407K Buy
+11,103
New +$463K 0.01% 494

Other funds holding DRS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Sax Wealth Advisors's DRS Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Leonardo DRS (DRS) in Q3 2026: 11,103 shares worth $407K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings.

28 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

  • Sax Wealth Advisors held 11,103 shares of Leonardo DRS worth $407K as of Q3 2026.
  • Leonardo DRS was a new Sax Wealth Advisors position in Q3 2026.
  • Leonardo DRS made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #494 holding.
  • 28 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.