13F Insight
DOSSIER · 13F-HR · Q1 2026

Saxony Capital Management, LLC

Saxony's asset manager based in Boston, MA — $172M in tracked AUM across 161 positions as of Q1 2026.

S
Saxony·Boston, MA·Asset Manager
CIK 0001561330 · last filed Mar 31, 2026
Total AUM
$172M
▼ 8.6%
vs prior
Holdings
161
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Saxony Capital Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$9M15K5.1%
02
QQQ
INVESCO QQQ TR
$8M13K4.5%
03
JEPI
J P MORGAN EXCHANGE TRADED F
$6M103K3.4%
04
JIVE
J P MORGAN EXCHANGE TRADED F
$6M65K3.2%
05
NVDA
NVIDIA CORPORATION
$6M32K3.2%
06
SECU
BLACKROCK ETF TRUST II
$5M95K2.8%
07
DFAE
DIMENSIONAL ETF TRUST
$4M120K2.4%
08
DFAI
DIMENSIONAL ETF TRUST
$4M101K2.3%
09
JEPQ
J P MORGAN EXCHANGE TRADED F
$4M67K2.2%
10
CGSD
CAPITAL GRP FIXED INCM ETF T
$4M142K2.1%

Filing history

Filing history loading…