Saxony Capital Management, LLC — 13F holdings

Saxony Capital Management, LLC reported 192 holdings worth $238M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. META META PLATFORMS INC — $12.9M (5.4%)
  2. VOO VANGUARD INDEX FDS — $12.6M (5.3%)
  3. JIVE J P MORGAN EXCHANGE TRADED F — $7.75M (3.3%)
  4. NVDA NVIDIA CORPORATION — $7.52M (3.2%)
  5. QQQ INVESCO QQQ TR — $6.85M (2.9%)
  6. DFAE DIMENSIONAL ETF TRUST — $6.70M (2.8%)
  7. RSP INVESCO EXCHANGE TRADED FD T — $6.52M (2.7%)
  8. JEPI J P MORGAN EXCHANGE TRADED F — $5.83M (2.5%)
  9. AAPL APPLE INC — $5.79M (2.4%)
  10. IUSB ISHARES TR — $5.25M (2.2%)