Holdings

Saxony Capital Management, LLC

As of Sep 30, 2026, Saxony Capital Management, LLC reported 183 positions worth US$230M. Largest: Meta Platforms, Inc., Vanguard S&P 500 ETF and JPMorgan International Value ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Meta Platforms, Inc.17,737US$12.9M−47Sep 30, 2026
Vanguard S&P 500 ETF17,937US$12.6MnewSep 30, 2026
JPMorgan International Value ETF81,406US$7.75MnewSep 30, 2026
Nvidia Corporation32,916US$7.52M−23Sep 30, 2026
Invesco QQQ Trust9,266US$6.85MnewSep 30, 2026
Dimensional Emerging Core Equity Market ETF171KUS$6.7MnewSep 30, 2026
Invesco S&P 500 Equal Weight ETF31,350US$6.52MnewSep 30, 2026
JPMorgan Equity Premium Income ETF104KUS$5.83MnewSep 30, 2026
Apple Inc17,378US$5.79M+2,713Sep 30, 2026
iShares Core Total USD Bond Market ETF119KUS$5.25MnewSep 30, 2026