Saxony Capital Management, LLC

Institutional manager (13F) · CIK 1561330

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $127M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$9M	14,642
2	INVESCO QQQ TR	$8M	13,362
3	J P MORGAN EXCHANGE TRADED F	$6M	102,979
4	J P MORGAN EXCHANGE TRADED F	$6M	64,888
5	NVIDIA CORPORATION	$6M	31,609
6	BLACKROCK ETF TRUST II	$5M	95,276
7	DIMENSIONAL ETF TRUST	$4M	120,229
8	DIMENSIONAL ETF TRUST	$4M	101,364
9	J P MORGAN EXCHANGE TRADED F	$4M	67,191
10	CAPITAL GRP FIXED INCM ETF T	$4M	141,747
11	J P MORGAN EXCHANGE TRADED F	$4M	71,413
12	ISHARES TR	$4M	77,079
13	CAPITAL GRP FIXED INCM ETF T	$3M	129,063
14	APPLE INC	$3M	13,232
15	J P MORGAN EXCHANGE TRADED F	$3M	70,488
16	ISHARES TR	$3M	11,547
17	ISHARES TR	$3M	13,554
18	ISHARES TR	$3M	26,200
19	INVESCO EXCHANGE TRADED FD T	$2M	12,191
20	VANGUARD BD INDEX FDS	$2M	31,630
21	VANGUARD WHITEHALL FDS	$2M	24,577
22	ELI LILLY & CO	$2M	2,190
23	AMAZON COM INC	$2M	9,317
24	SPDR SERIES TRUST	$2M	39,775
25	SPDR GOLD TR	$2M	4,255
26	CAPITAL GROUP GROWTH ETF	$2M	45,503
27	CAPITAL GROUP DIVIDEND VALUE	$2M	42,716
28	STATE STR SPDR S&P 500 ETF T	$2M	2,776
29	ISHARES TR	$2M	19,365
30	CAPITAL GROUP GBL GROWTH EQT	$2M	53,213
31	BROADCOM INC	$2M	5,517
32	VANGUARD SPECIALIZED FUNDS	$1M	6,917
33	ISHARES TR	$1M	12,833
34	MICROSOFT CORP	$1M	3,919
35	T ROWE PRICE ETF INC	$1M	31,469
36	VANGUARD INDEX FDS	$1M	6,288
37	ISHARES TR	$1M	12,419
38	TESLA INC	$1M	3,418
39	ISHARES TR	$1M	8,978
40	J P MORGAN EXCHANGE TRADED F	$1M	19,347
41	INVESCO EXCHANGE TRADED FD T	$1M	9,017
42	T ROWE PRICE ETF INC	$1M	25,416
43	ISHARES TR	$1M	16,841
44	ISHARES TR	$1M	11,354
45	ALPHABET INC	$1M	3,613
46	NETFLIX INC.	$1M	10,752
47	SELECT SECTOR SPDR TR	$1M	16,739
48	SPDR SERIES TRUST	$1M	17,222
49	J P MORGAN EXCHANGE TRADED F	$1M	13,442
50	SELECT SECTOR SPDR TR	$968k	7,280

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.