CIK 1561330
Saxony Capital Management, LLC
Institutional 13F holdings & portfolio
Holdings
161
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 161
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HYBL | SSGA ACTIVE TR | 31K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| GARP | ISHARES TR | 13K | $500K+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 6K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| SPSM | SPDR SERIES TRUST | 17K | $500K+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| PIT | VANECK ETF TRUST | 14K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| RFV | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| DFIP | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| CHW | CALAMOS GBL DYN INCOME FUND | 88K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 19K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| JEMA | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 1K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 718 | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 618 | $500K+ | SH |
| FPF | FIRST TR INTER DURATN PFD & | 28K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $500K+ | SH |
| EHLS | TIDAL TRUST II | 22K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| SHOP | SHOPIFY INC | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 553 | $100K–$500K | SH |
| FFBC | FIRST FINL BANCORP OH | 18K | $100K–$500K | SH |
| RPV | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| AEE | AMEREN CORP | 4K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 5K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 43K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 7K | $100K–$500K | SH |
| AOR | ISHARES TR | 6K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 768 | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 799 | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| AVEM | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |