13F Filings History of Saxony Capital Management, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$163,125,605
Signature - Title
Nick Romay - Compliance Associate
Location
St. Louis, MO
Summary
This page shows a list of all the recent 13F filings made by Saxony Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Saxony Capital Management, LLC reported 161 stock holdings with total value $163,125,605 as of Q4 2025. Top holdings included VOO, BND, QQQ, NVDA, and JPST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 161 $163,125,605 +$43,657,072 -$33,549,829 +$10,107,243 VOO, BND, QQQ, NVDA, JPST 13F-HR 15 Jan 2026, 14:30
Q3 2025 156 $151,665,554 +$32,933,661 -$20,065,074 +$12,868,587 QQQ, VOO, BND, NVDA, IVW 13F-HR 21 Oct 2025, 16:16
Q2 2025 128 $130,467,094 +$30,044,171 -$21,138,794 +$8,905,377 IUSB, BND, VOO, NVDA, QQQ 13F-HR 04 Aug 2025, 16:58
Q1 2025 122 $113,964,640 +$30,199,351 -$26,920,182 +$3,279,169 BND, VOO, DIA, IVE, ACWI 13F-HR 23 Apr 2025, 12:55
Q4 2024 132 $113,634,201 +$25,136,367 -$19,775,076 +$5,361,291 SGOV, BND, NVDA, ACWI, VOO 13F-HR 23 Jan 2025, 17:04
Q3 2024 136 $109,238,068 +$21,969,259 -$7,002,253 +$14,967,006 BND, QQQ, NVDA, AAPL, VOO 13F-HR 22 Oct 2024, 10:49
Q2 2024 124 $90,986,964 +$25,916,291 -$16,661,417 +$9,254,874 BND, NVDA, QQQ, AAPL, VOO 13F-HR 26 Jul 2024, 11:07
Q1 2024 115 $82,914,933 +$13,273,086 -$10,884,887 +$2,388,199 NVDA, ACWI, DFAI, BND, AAPL 13F-HR 30 Apr 2024, 16:50
Q4 2023 105 $75,465,878 $0 $0 $0 ACWI, AAPL, DFAI, BND, LQD 13F-HR 29 Jan 2024, 15:17