PAX Financial Group, LLC - Portfolio Stock Holdings
PAX Financial Group, LLC disclosed 224 stock positions in a recent SEC 13F filing. $671,707,827 of stock holdings were filed, with the largest holdings including IVV, IUSB, and IVW. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $747,082,147 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
224Est. Stock Holding Value:
$671,707,827Top Stock Holdings By Sector
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Portfolio Stock Holdings - PAX Financial Group, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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