Saxony Capital Management, LLC - Portfolio overview
Saxony Capital Management, LLC has 193 reported holdings in this dataset, with the latest filing dated 2026-04-24.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- VOO - VANGUARD INDEX FDS, 4.59%
- QQQ - INVESCO QQQ TR, 4.04%
- JEPI - J P MORGAN EXCHANGE TRADED F, 3.06%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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