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Gery Sadzewicz

Pax Financial Group, Llc

Assets Managed
$586.231M
Holdings
199
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
1.09%(2Q avg: 2.79%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Pax Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 199 positions.

Assets under management

The assets under management (AUM) of Pax Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 586.231M in assets, with a quarterly growth rate of 1.09% and a 2-quarter average growth rate of 2.79%. The portfolio is managed by Gery Sadzewicz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 35.95%
6.88%
$40.305M
61,703 shares@ $653.21 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 3.31%
5.22%
$30.592M
144,883 shares@ $211.15 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 4.03%
4.37%
$25.579M
553,788 shares@ $46.19 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 8.56%
4.34%
$25.396M
224,526 shares@ $113.12 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -5.39%
4.27%
$25.026M
430,151 shares@ $58.18 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.11%
3.94%
$23.067M
330,707 shares@ $69.75 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 3.66%
3.64%
$21.309M
286,610 shares@ $74.36 avg price
WWJD
Inspire International Etf
Recent Activity
Increased 0.27%
2.88%
$16.881M
451,484 shares@ $37.4 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 6.32%
2.24%
$13.075M
141,683 shares@ $92.28 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 8.59%
2.13%
$12.468M
65,003 shares@ $191.81 avg price

1-10 of 199