Sax Wealth Advisors
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Sax Wealth Advisors’s Lucid Diagnostics LUCD Stock Holding History

Sax Wealth Advisors’s Portfolio LUCD Stock Details LUCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19K Buy
+25,287
New +$23.6K ﹤0.01% 745

Other funds holding LUCD

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in Lucid Diagnostics (LUCD) in Q3 2026: 25,287 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

9 funds tracked by Wall St. Rank hold LUCD as of Q3 2026.

  • Sax Wealth Advisors held 25,287 shares of Lucid Diagnostics worth $19K as of Q3 2026.
  • Lucid Diagnostics was a new Sax Wealth Advisors position in Q3 2026.
  • Lucid Diagnostics made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #745 holding.
  • 9 funds tracked by Wall St. Rank held Lucid Diagnostics as of Q3 2026.

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