Saxony Capital Management, LLC
RIA/Wealth
Saxony Capital Management, LLC is a RIA/Wealth based in Saint Louis, MO led by Richard Edward Griffard, reporting $297.9M in AUM as of Q3 2025 with 68% ETF concentration.
PresidentRichard Edward Griffard
- Portfolio Value
- $151.7M
- Positions
- 156
- Top Holding
- QQQ at 5.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Saxony Capital Management, LLC's portfolio (34.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $8.6M | 5.65% | +$3.6M Bought | — 14.3K shares | |
ETF ETF | $7.9M | 5.20% | +$639.3K Bought | — 12.9K shares | |
ETF ETF | $7.0M | 4.59% | +$63.8K Bought | — 93.5K shares | |
Semiconductors Technology | $5.8M | 3.82% | +$17.9K Bought | 0.00% 31.0K shares | |
ETF ETF | $4.6M | 3.01% | +$3.5M Bought | — 37.9K shares | |
ETF ETF | $4.1M | 2.67% | +$412.4K Bought | — 71.0K shares | |
ETF ETF | $4.0M | 2.64% | +$675.8K Bought | — 38.3K shares | |
ETF ETF | $3.4M | 2.23% | +$655.2K Bought | — 93.2K shares | |
ETF ETF | $3.4M | 2.23% | +$615.2K Bought | — 107.0K shares | |
Consumer Electronics Technology | $3.4M | 2.21% | +$163.0K Bought | 0.00% 13.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Saxony Capital Management, LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Saxony Capital Management, LLC
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