Fox Financial, Inc Portfolio Holdings

Fox Financial, Inc

  • $118 Billion
  • Q2 2025

Fox Financial, Inc has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr U.S Largecap Div with a value of $25.9B, Spdr Portfolio S&P 1500 Compos with a value of $23.3B, Ishares Msci Usa Small Cap Mul with a value of $19.5B, Invesco Qqq Trust, Series 1 with a value of $18.3B, and Ishares Russell Mid Cap ETF with a value of $14.5B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $106B to 118B.

Fox Financial, Inc is based out at Wyomissing, PA

Below you can find more details about Fox Financial, Inc portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $118 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $118 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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