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SAXON INTERESTS, INC.

Q1 2026 13F Holdings

  • Location
    houston, TX
  • Num holdings

    224

  • Value ($000)

    $290,175

  • Date Filed
    04/29/2026
  • Form type
    13F-HR
  • CIK
    0001905867
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PRF

INVESCO EXCHANGE TRADED FD T

RAFI US 1000 ETF
46137V613
$23.94M
8 %

503,630

A
AAPL

APPLE INC

COM
037833100
$11.16M
4 %

43,958

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$7.95M
3 %

24,779

D
DSTL

ETF SER SOLUTIONS

DISTILLATE US
26922A321
$7.8M
3 %

134,729

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$7.09M
2 %

16,625

A
AMZN

AMAZON COM INC

COM
023135106
$6.86M
2 %

32,952

M
MUNI

PIMCO ETF TR

INTER MUN BD ACT
72201R866
$6.71M
2 %

128,573

M
MSFT

MICROSOFT CORP

COM
594918104
$6.65M
2 %

17,967

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.6M
2 %

37,856

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.67M
2 %

9,482

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