Institutions / Saxony Capital Management, LLC
Saxony Capital Management, LLC
CIK 1561330 · Institution · as of Dec 31, 2025
Portfolio value
$163.13M
Positions
161
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 161 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $8.08M | 5.0% |
| Vanguard Bd Index Fds | $6.00M | 3.7% |
| Invesco Qqq Tr | $5.86M | 3.6% |
| NVIDIA Corp | $5.76M | 3.5% |
| J P Morgan Exchange Traded F | $4.98M | 3.1% |
| J P Morgan Exchange Traded F | $4.97M | 3.0% |
| J P Morgan Exchange Traded F | $4.09M | 2.5% |
| Dimensional ETF Trust | $3.78M | 2.3% |
| J P Morgan Exchange Traded F | $3.74M | 2.3% |
| Dimensional ETF Trust | $3.62M | 2.2% |
| Apple Inc. | $3.55M | 2.2% |
| Capital Grp Fixed Incm ETF T | $3.53M | 2.2% |
| iShares Tr | $3.45M | 2.1% |
| Capital Grp Fixed Incm ETF T | $3.22M | 2.0% |
| J P Morgan Exchange Traded F | $3.19M | 2.0% |
| iShares MSCI UAE ETF | $3.18M | 2.0% |
| iShares Tr | $2.44M | 1.5% |
| ELI LILLY & Co | $2.35M | 1.4% |
| Amazon.com Inc | $2.25M | 1.4% |
| iShares Tr | $2.11M | 1.3% |
| SPDR S&P 500 ETF Tr | $1.96M | 1.2% |
| Tesla Inc | $1.88M | 1.2% |
| iShares Tr | $1.88M | 1.2% |
| Vanguard Whitehall Fds | $1.87M | 1.1% |
| Microsoft Corp | $1.84M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.