Saxony Capital Management, LLC
All 13F Filings
- Location
- St. Louis, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 218,228
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 186 | 218,228 | 13F-HR | Saxony Capital Management, LLC |
| Q1 2026 | 4/24/2026 | 161 | 172,337 | 13F-HR | Saxony Capital Management, LLC |
| Q4 2025 | 1/15/2026 | 161 | 163,126 | 13F-HR | Saxony Capital Management, LLC |
| Q3 2025 | 10/21/2025 | 156 | 151,666 | 13F-HR | Saxony Capital Management, LLC |
| Q2 2025 | 8/4/2025 | 128 | 130,467 | 13F-HR | Saxony Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.5 K | 36.4% | 27.44 K | 0 | 27.44 K |
| ETFs | 135.4 K | 62.0% | 18.47 K | 0 | 18.47 K |
| Debt | 3.373 K | 1.5% | 0 | 16 | -16 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
218,228
Holdings
186
QoQ value change ($000)
45,891
(26.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.