Arkolith/Funds/Saxony Capital Management, LLC

Saxony Capital Management, LLC

CIK 1561330
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Saxony Capital Management, LLC holds a diversified book of 186 reported positions worth $218.2M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Toews Agility Shares Dynamic and trimmed Invesco QQQ Trust Series 1. Their largest long position is Vanguard S&P 500 ETF at 5% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
32%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

30% mapped to company sectors

No sector on file yet
70%
Information Technology
16%
Financials
3%
Health Care
3%
Consumer Discretionary
3%
Industrials
1%
Utilities
1%
Energy
1%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Saxony Capital Management, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Hoffman, Alan N Investment Management9 / 80$161.9M
Prospect Hill Management, LLC8 / 80$240.2M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Trans-Canada Capital Inc.8 / 80$1.6B
Draper Asset Management, LLC9 / 80$171.5M
9823 Capital, L.P.9 / 80$128.2M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$393.3M

Ranked by the share of each fund's own book sitting in the names it shares with Saxony Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

186 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$11.2M16.2K
5.1%
+11%
Added · +2K sh
2Meta Platforms Inc
CL A
$10.0M17.8K
4.6%
12×
Added · +16K sh
3Invesco QQQ TR
UNIT SER 1
$7.7M10.5K
3.5%
−22%
Reduced · −3K sh
4J P Morgan Exchange Traded F
JPMORGAN INTL VL
$7.1M77.5K
3.3%
+19%
Added · +13K sh
5Nvidia Corporation
COM
$6.6M32.9K
3.0%
+4.2%
Added · +1K sh
6J P Morgan Exchange Traded F
EQUITY PREMIUM
$6.5M114.9K
3.0%
+12%
Added · +12K sh
7Dimensional ETF Trust
EMGR CRE EQT MNG
$5.6M138.9K
2.6%
+16%
Added · +19K sh
8Ishares TR
S&P 500 VAL ETF
$5.5M24.4K
2.5%
+80%
Added · +11K sh
9Dimensional ETF Trust
INTL CORE EQT MK
$4.6M112.2K
2.1%
+11%
Added · +11K sh
10J P Morgan Exchange Traded F
ULTRA SHRT ETF
$4.6M90.2K
2.1%
+26%
Added · +19K sh
11BlackRock ETF Trust II
ISHA SECU IN ETF
$4.5M89.9K
2.1%
−5.7%
Reduced · −5K sh
12Ishares TR
CORE UNIVRSL USD
$4.4M95.8K
2.0%
+24%
Added · +19K sh
13J P Morgan Exchange Traded F
NASDAQ EQT PREM
$4.4M71.1K
2.0%
+5.9%
Added · +4K sh
14Apple Inc
COM
$4.2M14.7K
1.9%
+11%
Added · +1K sh
15Capital Grp Fixed Incm ETF T
CORE BOND ETF
$3.4M128.8K
1.5%
−0.2%
Reduced · −235 sh
16Capital Grp Fixed Incm ETF T
SHORT DURATION
$3.3M129.7K
1.5%
−8.5%
Reduced · −12K sh
17Vanguard BD Index FDS
TOTAL BND MRKT
$3.3M44.8K
1.5%
+42%
Added · +13K sh
18Invesco Exchange Traded FD T
S&P500 EQL WGT
$3.3M15.3K
1.5%
+26%
Added · +3K sh
19J P Morgan Exchange Traded F
CORE PLUS BD ETF
$3.1M66.8K
1.4%
−5.3%
Reduced · −4K sh
20SPDR Series Trust
ST STR SP600 SML
$3.1M54.1K
1.4%
+36%
Added · +14K sh
21Eli Lilly & Co
COM
$2.8M2.3K
1.3%
+5.2%
Added · +113 sh
22SPDR Series Trust
ST STR P400MID
$2.7M40.3K
1.2%
+134%
Added · +23K sh
23Capital Group GBL Growth Eqt
SHS CREAT UNIT
$2.7M63.3K
1.2%
+19%
Added · +10K sh
24Capital Group Growth ETF
SHS CREAT UNIT
$2.6M55.6K
1.2%
+22%
Added · +10K sh
25Vanguard Whitehall FDS
INTL HIGH ETF
$2.6M26.1K
1.2%
+6.0%
Added · +1K sh
26Capital Group Dividend Value
SHS CREAT UNIT
$2.3M47.2K
1.1%
+11%
Added · +5K sh
27Amazon Com Inc
COM
$2.2M9.2K
1.0%
−1.7%
Reduced · −159 sh
28Ishares TR
NATIONAL MUN ETF
$2.1M19.7K
1.0%
+59%
Added · +7K sh
29State STR SPDR S&P 500 ETF T
TR UNIT
$2.1M2.8K
0.9%
−0.5%
Reduced · −13 sh
30Broadcom Inc
COM
$2.0M5.4K
0.9%
−1.8%
Reduced · −101 sh
31Ishares TR
10-20 YR TRS ETF
$2.0M19.7K
0.9%
−25%
Reduced · −7K sh
32T Rowe Price Exchange-Traded
PRICE BLUE CHIP
$1.8M35.2K
0.8%
+38%
Added · +10K sh
33Tesla Inc
COM
$1.7M4.0K
0.8%
+17%
Added · +597 sh
34Dimensional ETF Trust
INFLATION PROTE
$1.7M40.3K
0.8%
+209%
Added · +27K sh
35Vanguard Specialized Funds
DIV APP ETF
$1.7M7.0K
0.8%
+1.1%
Added · +80 sh
36J P Morgan Exchange Traded F
INTRNL RES EQT
$1.6M19.4K
0.7%
+44%
Added · +6K sh
37SPDR Gold TR
GOLD SHS
$1.6M4.3K
0.7%
+1.9%
Added · +82 sh
38Ishares TR
S&P 500 GRWT ETF
$1.6M11.5K
0.7%
−10%
Reduced · −1K sh
39Vanguard Index FDS
SM CP VAL ETF
$1.6M6.4K
0.7%
+2.0%
Added · +125 sh
40Microsoft Corp
COM
$1.5M4.1K
0.7%
+3.7%
Added · +146 sh
41Invesco Exchange Traded FD T
S&P500 PUR VAL
$1.5M13.1K
0.7%
+79%
Added · +6K sh
42Invesco Exchange Traded FD T
S&P MDCP400 VL
$1.5M10.2K
0.7%
+14%
Added · +1K sh
43Select Sector SPDR TR
ST STR TECHN ETF
$1.4M7.3K
0.6%
Held
44Ishares TR
MSCI ACWI ETF
$1.4M8.8K
0.6%
−2.5%
Reduced · −224 sh
45Northern Lights FD TR
TOEWS AGLTY DNYM
$1.4M62.5K
0.6%
New
New position
46Alphabet Inc
CAP STK CL C
$1.3M3.6K
0.6%
−0.6%
Reduced · −22 sh
47Northern Lights FD TR
TOEWS AGILITY SH
$1.2M46.3K
0.5%
New
New position
48Ishares TR
RUSSELL 2000 ETF
$1.2M3.9K
0.5%
−66%
Reduced · −8K sh
49Northern Lights FD TR
TOEWS AGILTY SHS
$1.2M30.3K
0.5%
New
New position
50Ishares TR
MBS ETF
$1.1M12.0K
0.5%
New
New position
Showing 50 of 186 positions
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Filing history

As-of date vs the date the SEC received each filing

$218.2M · Q2 2026Q3 2024 · $109.2MQ2 2026 · $218.2M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 202615d186$218.2M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202624d161$172.3M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202615d161$163.1M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202521d156$151.7M13F-HR
Q2 2025Jun 30, 2025Aug 4, 202535d128$130.5M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202523d122$114.0M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202523d132$113.6M13F-HR
Q3 2024Sep 30, 2024Oct 22, 202422d136$109.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.