account_balance
Investment manager · 13F filer · SEC CIK 1561330
Saxony Capital Management, LLC
Reported value$238Mas of Sep 30, 2026
Positions192 29 new, 23 sold out
Top 10 weight32.6%META alone is 5%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
METAMeta Platforms, Inc.
5.4%
VOOVanguard Index FDS
5.3%Added +10%
JIVEJ P Morgan Exchange Traded F
3.3%Added +5%
NVDANVIDIA Corp
3.2%
QQQInvesco QQQ Tr
2.9%Trimmed −11%
DFAEDimensional ETF Trust
2.8%Added +23%
RSPInvesco Exchange Traded Fd T
2.7%Added +105%
JEPIJ P Morgan Exchange Traded F
2.5%Trimmed −10%
AAPLApple Inc.
2.4%Added +18%
IUSBiShares Tr
2.2%Added +24%
JPSTJ P Morgan Exchange Traded F
2.2%+14%
JEPQJ P Morgan Exchange Traded F
1.9%
METAMeta Platforms, Inc.
5.4%
VOOVanguard Index FDS
5.3%Added +10%
JIVEJ P Morgan Exchange Traded F
3.3%+5%
NVDANVIDIA Corp
3.2%
QQQInvesco QQQ Tr
2.9%−11%
DFAEDimensional ETF Trust
2.8%
RSPInvesco Exchange Traded Fd T
2.7%
JEPIJ P Morgan Exchange Traded F
2.5%
AAPLApple Inc.
2.4%
IUSB2.2%
JPST2.2%
JEPQ1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
META Meta Platforms, Inc. 5.4% Held
VOO Vanguard Index FDS 5.3% Added +10%
JIVE J P Morgan Exchange Traded F 3.3% Added +5%
NVDA NVIDIA Corp 3.2% HeldQQQ Invesco QQQ Tr 2.9% Trimmed −11%
DFAE Dimensional ETF Trust 2.8% Added +23%
RSP Invesco Exchange Traded Fd T 2.7% Added +105%
JEPI J P Morgan Exchange Traded F 2.5% Trimmed −10%
AAPL Apple Inc. 2.4% Added +18%IUSB iShares Tr 2.2% Added +24%
JPST J P Morgan Exchange Traded F 2.2% Added +14%
JEPQ J P Morgan Exchange Traded F 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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