Grey Fox Wealth Advisors, LLC Portfolio Holdings

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025

Grey Fox Wealth Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $491 Billion distributed in 681 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $61B, Vanguard Growth ETF with a value of $58.1B, Vanguard Ftse Developed Market with a value of $39.4B, Ishares Core U.S. Aggregate Bo with a value of $28.3B, and Vanguard Small Cap Value ETF with a value of $25.2B.

Examining the 13F form we can see an increase of $71B in the current position value, from $419B to 491B.

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 $491 Billion
ETFs: $387 Billion
Technology: $18.8 Billion
Healthcare: $5.82 Billion
Financial Services: $5.24 Billion
Communication Services: $4.77 Billion
Consumer Cyclical: $4.2 Billion
Consumer Defensive: $1.15 Billion
Industrials: $1.13 Billion
Other: $2.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.9B
$7.79 Million 0.0% of portfolio
100
Q3 2025 New
Arista Networks Inc
-
$7.72 Million 0.0% of portfolio
-
Q3 2025 New
$150B
$7.65 Million 0.0% of portfolio
129
Q3 2025 New
$99.5B
$7.53 Million 0.0% of portfolio
167
Q3 2025 New
$63.4B
$7.33 Million 0.0% of portfolio
16
Q3 2025 New
$27B
$7.28 Million 0.0% of portfolio
33
Q3 2025 New
$0
$7.17 Million 0.0% of portfolio
55
Q3 2025 New
$5.3B
$6.52 Million 0.0% of portfolio
61
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 681
  • Current Value $491 Billion
  • Prior Value $419 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 530 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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