Grey Fox Wealth Advisors, LLC Portfolio Holdings

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

Grey Fox Wealth Advisors, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $375 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $51.1B, Vanguard Growth ETF with a value of $41.4B, Vanguard Ftse Developed Market with a value of $29.1B, Ishares Core U.S. Aggregate Bo with a value of $28.6B, and Vanguard Small Cap Value ETF with a value of $20.4B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $365B to 375B.

Grey Fox Wealth Advisors, LLC is based out at Rockland, DE

Below you can find more details about Grey Fox Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $375 Billion
ETFs: $307 Billion
Technology: $9.6 Billion
Healthcare: $5.12 Billion
Financial Services: $3.67 Billion
Communication Services: $2.95 Billion
Consumer Cyclical: $2.36 Billion
Energy: $1.16 Billion
Consumer Defensive: $453 Million
Other: $227 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$581 Million 0.15% of portfolio
1,556
Q1 2025 Reduced 2.32%
$136B
$407 Million 0.11% of portfolio
1,984
Q1 2025 Added 1.38%
$195B
$330 Million 0.09% of portfolio
3,639
Q1 2025 Added 4.51%
$54.8B
$342 Million 0.09% of portfolio
18,417
Q1 2025 Added 0.6%
$14.4B
$302 Million 0.08% of portfolio
24,264
Q2 2024 Reduced 3.39%
$27.7B
$315 Million 0.08% of portfolio
1,384
Q1 2025 Reduced 8.53%
$93B
$249 Million 0.07% of portfolio
1,488
Q1 2025 Added 54.36%
$135B
$257 Million 0.07% of portfolio
2,290
Q1 2025 Added 0.22%
$179B
$243 Million 0.06% of portfolio
1,622
Q1 2025 Reduced 2.64%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $375 Billion
  • Prior Value $365 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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