Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Grey Fox Wealth Advisors

Latest statistics and disclosures from Grey Fox Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, VUG, VEA, AGG, VBR, and represent 43.37% of Grey Fox Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BIV, VTV, VEA, VUG, VVIAX, VOO, VO, VBR, VSIAX, SLYG.
Started 530 new stock positions in HLN, CDW, SNY, HDB, FELG, OLLI, GLD, SMCI, LULU, CHTR.
Reduced shares in these 10 stocks: VIGAX, VTIAX, JFIVX, , JILBX, CUBE, JHOXX, VTTHX, , GOOG.
Sold out of its positions in CUBE, DBLFX, ET, FEPIX, JHOXX, JLBOX, JFIVX, JLJOX, JILBX.
Grey Fox Wealth Advisors was a net buyer of stock by $41M.
Grey Fox Wealth Advisors has $489M in assets under management (AUM), dropping by 14.79%.
Central Index Key (CIK): 0001965362

Tip: Access up to 7 years of quarterly data

Positions held by Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Grey Fox Wealth Advisors

Grey Fox Wealth Advisors holds 658 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Grey Fox Wealth Advisors has 658 total positions. Only the first 250 positions are shown.

Sign up to view all of the Grey Fox Wealth Advisors Sept. 30, 2025 positions
Download the Grey Fox Wealth Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Value ETF Etf (VTV)	12.5	$61M	+5%	326k	187.43	View chart
Vanguard Growth ETF Etf (VUG)	11.9	$58M	+3%	121k	480.11	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	8.1	$39M	+8%	657k	59.92	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	5.8	$28M		282k	100.25	View chart
Vanguard Small Cap Value ETF Etf (VBR)	5.1	$25M	+4%	120k	209.63	View chart
Vanguard Mid Cap ETF IV Etf (VO)	4.3	$21M	+5%	72k	294.77	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	3.2	$16M	+6%	164k	94.31	View chart
Vanguard Intermediate Term Bond ETF Etf (BIV)	3.1	$15M	+37%	192k	78.09	View chart
Vanguard Short Term Cor BD ETF IV Etf (VCSH)	2.9	$14M	+4%	180k	79.93	View chart
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)	1.9	$9.2M	+5%	197k	46.81	View chart
Vanguard Real Estate ETF Etf (VNQ)	1.7	$8.4M	+8%	92k	91.42	View chart
Apple Common Stock (AAPL)	1.6	$7.7M		30k	254.63	View chart
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)	1.4	$6.7M	+5%	177k	37.78	View chart
Nvidia Corp Common Stock (NVDA)	1.2	$6.1M		33k	186.59	View chart
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)	1.2	$5.9M	+3%	156k	38.18	View chart
Vanguard Growth Index Admiral Mutual Fund (VIGAX)	1.1	$5.4M	-46%	27k	199.76	View chart
Schwab US Large Cap Value ETF Etf (SCHV)	1.1	$5.3M		182k	29.11	View chart
Vanguard Long Term Bond ETF Etf (BLV)	1.1	$5.3M	+15%	74k	70.85	View chart
Schwab US TIPS ETF Etf (SCHP)	1.1	$5.2M	+6%	191k	26.95	View chart
iShares MSCI EAFE ETF Etf (EFA)	1.0	$5.1M		55k	93.37	View chart
Vanguard Total International Bond Et Common Stock (BNDX)	0.9	$4.4M		88k	49.46	View chart
iShares Core S&P Mid Cap ETF Etf (IJH)	0.8	$4.1M		63k	65.26	View chart
Jpmorgan Smartretirement Blend 2040 R6 Mutual Fund (JOBYX)	0.8	$3.8M	+3%	105k	35.95	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.7	$3.6M	+3%	67k	54.18	View chart
Vanguard Target Retirement 2040 Fund Mutual Fund (VFORX)	0.7	$3.5M		76k	45.78	View chart
Schwab US Aggregate Bond ETF Etf (SCHZ)	0.7	$3.3M		140k	23.47	View chart
Vanguard Target Retirement 2030 Fund Mutual Fund (VTHRX)	0.7	$3.2M	+24%	76k	42.61	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.6	$3.1M		9.7k	320.02	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.6	$2.7M		23k	120.50	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.5	$2.6M	-3%	11k	243.10	View chart
Vanguard Russell 2000 Growth ETF Etf (VTWG)	0.5	$2.6M	+2%	11k	233.79	View chart
Vanguard Developed Markets Index Admiral Mutual Fund (VTMGX)	0.5	$2.5M	+49%	172k	14.46	View chart
Vanguard Value Index Adm Mutual Fund (VVIAX)	0.5	$2.5M	+114%	74k	33.24	View chart
Jpmorgan Smartretirement Blend 2050 R6 Mutual Fund (JNYAX)	0.5	$2.4M	+5%	62k	38.58	View chart
Dimensional U S Core Equity 2 ETF Etf (DFAC)	0.5	$2.3M		59k	38.57	View chart
Vanguard Total Bond Market Index Adm Mutual Fund (VBTLX)	0.4	$2.2M	+48%	278k	7.83	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	0.4	$2.2M		43k	50.07	View chart
Vanguard Target Retirement 2035 Fund Mutual Fund (VTTHX)	0.4	$2.1M	-9%	256k	8.27	View chart
iShares National Muni Bond ETF Etf (MUB)	0.4	$2.0M	+5%	19k	106.49	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$1.9M		10k	185.43	View chart
Vanguard Short-Term Bond ETF IV Etf (BSV)	0.4	$1.9M		24k	78.91	View chart
Vanguard Target Retirement 2045 Fund Mutual Fund (VTIVX)	0.4	$1.8M	+20%	110k	16.85	View chart
Jpmorgan Smartretirement Blend 2055 R6 Mutual Fund (JTYBX)	0.4	$1.8M		47k	38.33	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.4	$1.8M	+3%	3.6k	502.74	View chart
iShares iBoxx High Yield Bond ETF Etf (HYG)	0.4	$1.8M		22k	81.19	View chart
Jpmorgan Smartretirement Blend 2030 R6 Mutual Fund (JRBYX)	0.3	$1.7M	+3%	57k	29.29	View chart
Vanguard Mid Cap Index Admiral Mutual Fund (VIMAX)	0.3	$1.6M	+119%	8.9k	179.11	View chart
SPDR S&P 600 Small Cap Value ETF Etf (SLYV)	0.3	$1.6M	+2%	18k	88.65	View chart
SPDR Nuveen Bloomberg Barclays Short Term Etf (SHM)	0.3	$1.6M		33k	48.22	View chart
Vanguard Target Retirement 2050 Fund Mutual Fund (VFIFX)	0.3	$1.5M	+14%	44k	35.15	View chart
Vanguard Target Retirement Income Fund Mutual Fund (VTINX)	0.3	$1.5M	-2%	103k	14.06	View chart
Amazon.Com Common Stock (AMZN)	0.3	$1.4M		6.5k	219.57	View chart
Vanguard Small Cap Value Index Admiral Mutual Fund (VSIAX)	0.3	$1.4M	+332%	26k	53.13	View chart
iShares TIPS Bond ETF Etf (TIP)	0.3	$1.3M		12k	111.22	View chart
Vanguard Target Retirement 2025 Fund Mutual Fund (VTTVX)	0.3	$1.3M	+19%	70k	18.43	View chart
iShares Core S&P US Growth ETF Etf (IUSG)	0.3	$1.3M	-6%	7.6k	164.53	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.2	$1.2M	NEW	2.0k	613.98	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.2	$1.2M	+6%	16k	74.37	View chart
Vanguard 500 Index Fund - Admiral Class Mutual Fund (VFIAX)	0.2	$1.2M	-8%	1.9k	617.23	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.2	$1.1M		3.6k	315.41	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.2	$1.1M	-3%	4.0k	280.07	View chart
Microsoft Corp Common Stock (MSFT)	0.2	$1.1M	+7%	2.2k	517.85	View chart
Vanguard Target Retirement 2020 Fund Mutual Fund (VTWNX)	0.2	$1.1M	+16%	75k	14.48	View chart
iShares Core S&P US Value ETF Etf (IUSV)	0.2	$1.1M	-2%	11k	99.95	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.2	$1.1M	+3%	6.1k	176.82	View chart
iShares US Real Estate ETF Etf (IYR)	0.2	$1.0M	+5%	10k	97.08	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.2	$935k	-15%	3.8k	243.56	View chart
Invesco Stable Asset Fund - ADPZ Class Mutual Fund	0.2	$911k	+2%	911k	1.00	View chart
Spdr S&p 500 Etf Iv Etf (SPY)	0.2	$900k	-6%	1.3k	667.84	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.2	$828k	+3%	11k	73.48	View chart
Lilly Eli & Co Common Stock (LLY)	0.2	$765k		1.0k	763.29	View chart
iShares TR Is 1-5 YR In GR CR BD ETF Etf (IGSB)	0.1	$728k		14k	53.03	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	0.1	$726k		10k	71.37	View chart
Jpmorgan Smartretirement Blend 2035 R6 Mutual Fund (JPYRX)	0.1	$707k	+7%	21k	33.20	View chart
Jpmorgan Smartretirement Blend 2060 R6 Mutual Fund (JAAYX)	0.1	$698k	+34%	23k	29.95	View chart
Netflix Common Stock (NFLX)	0.1	$659k		550.00	1198.92	View chart
Invesco QQQ Trust Common Stock (QQQ)	0.1	$629k	-10%	1.0k	601.17	View chart
Jpmorgan Smartretirement Blend 2025 R6 Mutual Fund (JBYSX)	0.1	$621k	+16%	24k	25.57	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.1	$620k		927.00	669.03	View chart
Abbvie Common Stock (ABBV)	0.1	$617k		2.7k	231.52	View chart
Vanguard Information Technology ETF Etf (VGT)	0.1	$587k		786.00	746.54	View chart
Stryker Corp Common Stock (SYK)	0.1	$576k		1.6k	370.59	View chart
Home Depot Common Stock (HD)	0.1	$550k		1.4k	405.09	View chart
Vanguard Short-Term Bond Index Adm Mutual Fund (VBIRX)	0.1	$545k	NEW	62k	8.81	View chart
iShares Esg Aware MSCI USA ETF Etf (ESGU)	0.1	$542k	+4%	3.7k	145.60	View chart
Charles Schwab US REIT ETF Etf (SCHH)	0.1	$525k		24k	21.57	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.1	$523k	+28%	16k	31.91	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$520k		1.6k	329.08	View chart
SPDR Rusel 1000 LW VLTLTY FCS ETF Etf (ONEV)	0.1	$512k		3.8k	133.10	View chart
iShares Russell 3000 ETF Etf (IWV)	0.1	$499k		1.3k	378.94	View chart
Vanguard Target Retirement 2055 Fund Mutual Fund (VFFVX)	0.1	$498k	+60%	24k	20.38	View chart
Broadcom Common Stock (AVGO)	0.1	$490k		1.5k	329.80	View chart
Vanguard Explorer Fund - Admiral Class Mutual Fund (VEXRX)	0.1	$466k	+11%	4.1k	112.47	View chart
Antero Midstream Corp Common Stock (AM)	0.1	$447k		23k	19.44	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.1	$429k	+7%	2.0k	216.66	View chart
AB Small Cap Growth Portfolio Mutual Fund (QUAIX)	0.1	$426k		5.6k	75.32	View chart
iShares Core 10 Year Usd Bond ETF Etf (ILTB)	0.1	$409k	-27%	8.1k	50.49	View chart
Vanguard Real Estate Index Admiral Mutual Fund (VGSLX)	0.1	$393k	NEW	4.3k	91.46	View chart
Ishare Edge MSCI Min Vol EAFE ETF Etf (EFAV)	0.1	$384k		4.5k	84.83	View chart
Vanguard Target Retirement 2070 Fund Mutual Fund	0.1	$376k	NEW	13k	29.26	View chart
Vanguard Intermediate Term Co ETF IV Etf (VCIT)	0.1	$372k	+9%	4.4k	84.11	View chart
State Street Inst U.S. Equity Mutual Fund	0.1	$362k	NEW	26k	13.87	View chart
Oracle Corp Common Stock (ORCL)	0.1	$359k		1.3k	281.28	View chart
WalMart Common Stock (WMT)	0.1	$356k		3.5k	103.05	View chart
Tractor Supply Common Stock (TSCO)	0.1	$348k		6.1k	56.87	View chart
Vanguard Emerging Markets Stock Index Fund - Admiral Class Mutual Fund (VEMAX)	0.1	$338k	NEW	7.5k	44.86	View chart
Chevron Corp Common Stock (CVX)	0.1	$336k		2.2k	155.28	View chart
Danaher Corp Common Stock (DHR)	0.1	$335k	-9%	1.7k	198.58	View chart
Vanguard Mid Cap Value ETF Etf (VOE)	0.1	$312k		1.8k	175.45	View chart
iShares US Industrials ETF Etf (IYJ)	0.1	$308k	-7%	2.1k	145.85	View chart
Vanguard Target Retirement 2060 Fund Mutual Fund (VTTSX)	0.1	$307k	-21%	22k	14.12	View chart
Invsc SP 500 Equal WGHT Indstrl ETF Etf (RSPN)	0.1	$303k		5.4k	56.10	View chart
Hamilton Lane Inc Com CL A Common Stock (HLNE)	0.1	$298k		2.2k	135.33	View chart
SPDR S&P Semiconductor ETF Etf (XSD)	0.1	$286k		897.00	319.12	View chart
Five Below Common Stock (FIVE)	0.1	$284k		1.8k	154.70	View chart
Vanguard Short-Term Corp Bd Idx Admiral Mutual Fund (VSCSX)	0.1	$282k	NEW	13k	21.68	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.1	$275k	NEW	1.5k	189.64	View chart
BlackRock Emerging Mkts Instl Mutual Fund (MADCX)	0.1	$269k	NEW	13k	20.79	View chart
Vanguard Federal Money Market Inv Mutual Fund (VMFXX)	0.1	$265k	+220%	265k	1.00	View chart
Vanguard Total Interntl Stock ETF IV Etf (VXUS)	0.1	$264k	+16%	3.6k	73.46	View chart
Check Point Sftwre Common Stock (CHKP)	0.1	$261k	-8%	1.3k	206.91	View chart
Rivian Automotive Inc Class A Common Stock (RIVN)	0.1	$258k		18k	14.68	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$256k	-9%	2.1k	120.72	View chart
Accenture PLC F Class A Common Stock (ACN)	0.1	$247k	-15%	1.0k	246.60	View chart
Facebook Inc Class A Common Stock (META)	0.0	$244k		332.00	733.95	View chart
Vanguard High-Yield Corporate Adm Mutual Fund (VWEAX)	0.0	$242k	+46%	44k	5.55	View chart
Invesco International Corporate Bond ETF Etf (PICB)	0.0	$240k	NEW	10k	23.83	View chart
Merck & Co Common Stock (MRK)	0.0	$239k	-3%	2.8k	84.76	View chart
Gilead Sciences Common Stock (GILD)	0.0	$236k		2.1k	110.99	View chart
Jpmorgan Smartretirement Blend Inc R6 Mutual Fund	0.0	$234k	NEW	12k	20.12	View chart
Novartis AG F Common Stock (NVS)	0.0	$227k	-2%	1.8k	128.24	View chart
Dimensional US Marketwide Value ETF Etf (DFUV)	0.0	$222k		5.0k	44.69	View chart
Visa Inc Class A Common Stock (V)	0.0	$219k		641.00	341.54	View chart
Palantir Technologies In Class A Common Stock (PLTR)	0.0	$217k	NEW	1.2k	182.42	View chart
SPDR Portfolio S&P 400 Mid Cap ETF Etf (SPMD)	0.0	$214k		3.7k	57.19	View chart
SPDR Ssga US SL CP LW VLT Inx ETF Etf (SMLV)	0.0	$209k	NEW	1.6k	129.73	View chart
Charles Schwab Corp Common Stock (SCHW)	0.0	$208k	NEW	2.2k	95.47	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$207k		1.5k	133.91	View chart
Pepsico Common Stock (PEP)	0.0	$203k	-9%	1.4k	140.40	View chart
iShares Esg Aware MSCI USA ETF Etf (ESML)	0.0	$203k	NEW	4.5k	45.08	View chart
Vanguard Strategic Equity Fund Mutual Fund (VSEQX)	0.0	$196k	NEW	4.8k	40.63	View chart
Vanguard Small Cap Growth Index Admiral Mutual Fund (VSGAX)	0.0	$195k	NEW	2.1k	94.14	View chart
TJX Companies Common Stock (TJX)	0.0	$187k	NEW	1.3k	144.49	View chart
Vanguard FTSE Europe ETF Etf (VGK)	0.0	$187k	NEW	2.3k	79.80	View chart
Vanguard Esg International Stock ETF Etf (VSGX)	0.0	$186k	NEW	2.7k	69.36	View chart
Green Brick Partners Common Stock (GRBK)	0.0	$185k	NEW	2.5k	73.86	View chart
Kla Corp Common Stock (KLAC)	0.0	$181k	NEW	168.00	1076.47	View chart
Tesla Common Stock (TSLA)	0.0	$180k	NEW	405.00	444.72	View chart
iShares S&P Small Cap 600 ETF Etf (IJS)	0.0	$174k	NEW	1.6k	110.62	View chart
Dimensional U S Targeted Value ETF Etf (DFAT)	0.0	$171k	NEW	2.9k	58.21	View chart
Vanguard Communication Services ETF Etf (VOX)	0.0	$170k	NEW	905.00	187.79	View chart
Vanguard Small Cap ETF IV Etf (VB)	0.0	$163k	NEW	637.00	255.16	View chart
Vanguard Mid Cap Growth ETF IV Etf (VOT)	0.0	$162k	NEW	551.00	294.22	View chart
iShares Russell 1000 Growth ETF IV Etf (IWF)	0.0	$160k	NEW	341.00	468.71	View chart
iShares MSCI EAFE Value ETF IV Etf (EFV)	0.0	$159k	NEW	2.3k	67.83	View chart
Amplify Mobile Payments ETF Etf	0.0	$158k	NEW	2.8k	57.10	View chart
Dimensional WLD Ex US CR Eq 2 ETF Etf (DFAX)	0.0	$155k	NEW	4.9k	31.38	View chart
AB Small Cap Growth Portfolio I Mutual Fund (OS)	0.0	$152k	NEW	2.0k	75.35	View chart
Caterpillar Common Stock (CAT)	0.0	$149k	NEW	312.00	477.15	View chart
Exelon Corp Common Stock (EXC)	0.0	$146k	NEW	3.3k	45.01	View chart
Vanguard Total Intl Bd Idx Admiral Mutual Fund (VTABX)	0.0	$143k	NEW	7.2k	19.73	View chart
Vanguard Large Cap ETF Etf (VV)	0.0	$140k	NEW	454.00	308.68	View chart
Nike Inc Class B Common Stock (NKE)	0.0	$136k	NEW	1.9k	70.13	View chart
Arthur J Gallagher&c Common Stock (AJG)	0.0	$129k	NEW	418.00	309.49	View chart
Vanguard Target Retirement 2065 Fund Mutual Fund (VLXVX)	0.0	$129k	NEW	6.6k	19.59	View chart
Raytheon Technologies Common Stock (RTX)	0.0	$127k	NEW	760.00	167.34	View chart
Walt Disney Common Stock (DIS)	0.0	$127k	NEW	1.1k	114.48	View chart
Costco Wholesale Common Stock (COST)	0.0	$125k	NEW	135.00	925.94	View chart
Mckesson Corp Common Stock (MCK)	0.0	$123k	NEW	159.00	773.36	View chart
Cme Group Inc Class A Common Stock (CME)	0.0	$121k	NEW	446.00	270.35	View chart
Pacer Trendpilot 100 ETF Etf (PTNQ)	0.0	$120k	NEW	1.6k	77.53	View chart
Nextera Energy Common Stock (NEE)	0.0	$120k	NEW	1.6k	75.50	View chart
iShares Tru Esg Awr Usd Corp BND ETF Etf (SUSC)	0.0	$119k	NEW	5.1k	23.56	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.0	$116k	NEW	563.00	206.59	View chart
Essential Utils Common Stock (WTRG)	0.0	$115k	NEW	2.9k	39.90	View chart
Invesco S P 500 Revenue ETF Etf (RWL)	0.0	$115k	NEW	1.0k	110.66	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$111k	NEW	248.00	447.23	View chart
SPDR Ssga US LG CP LW VLT Inx ETF Etf (LGLV)	0.0	$110k	NEW	619.00	178.21	View chart
iShares Gold ETF Etf	0.0	$109k	NEW	1.5k	72.77	View chart
Deckers Outdoor Corp Common Stock (DECK)	0.0	$108k	NEW	1.1k	101.37	View chart
iShares Esg Awr 1-5 Y Usd CP BND ETF Etf (SUSB)	0.0	$107k	NEW	4.2k	25.31	View chart
Mastercard Inc Class A Common Stock (MA)	0.0	$106k	NEW	186.00	567.73	View chart
Qualcomm Common Stock (QCOM)	0.0	$104k	NEW	628.00	166.28	View chart
iShares U S Consumer Discrtry ETF Etf (IYC)	0.0	$103k	NEW	978.00	104.80	View chart
Vanguard Total Intl Stock Idx Mutual Fund (VTIAX)	0.0	$101k	-85%	2.6k	39.49	View chart
Procter & Gamble Common Stock (PG)	0.0	$101k	NEW	654.00	153.70	View chart
SPDR Bloomberg Barclays High Yield Bond ETF Etf (JNK)	0.0	$100k	NEW	1.0k	98.00	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	0.0	$100k	NEW	1.5k	65.94	View chart
Intuit Common Stock (INTU)	0.0	$98k	NEW	144.00	682.91	View chart
Vanguard Esg US STK ETF Common Stock (ESGV)	0.0	$98k	NEW	830.00	118.44	View chart
Brooking Holdings Common Stock (BKNG)	0.0	$98k	NEW	18.00	5454.28	View chart
iShares Core S&P Small Cap ETF Etf (IJR)	0.0	$98k	NEW	822.00	118.81	View chart
Exxon Mobil Corp Common Stock (XOM)	0.0	$97k	NEW	861.00	112.69	View chart
Fairlead Tactical Sector ETF Etf (TACK)	0.0	$95k	NEW	3.2k	30.11	View chart
Jpmorgan Smartretirement Blend 2065 R6 Mutual Fund (JSBYX)	0.0	$95k	NEW	4.0k	23.67	View chart
Select Sector Health Care SPDR ETF Etf (XLV)	0.0	$94k	NEW	677.00	139.11	View chart
Coca-Cola Common Stock (KO)	0.0	$94k	NEW	1.4k	66.85	View chart
Capital One FC Common Stock (COF)	0.0	$93k	NEW	439.00	212.47	View chart
Invesco S&P Smallcap Low Volatility ETF Etf (XSLV)	0.0	$93k	NEW	2.0k	46.32	View chart
Regeneron Pharms Common Stock (REGN)	0.0	$93k	NEW	165.00	562.33	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$93k	NEW	750.00	123.70	View chart
Westlake Chemical Common Stock (WLK)	0.0	$89k	NEW	1.2k	77.04	View chart
iShares Expanded Tech STW SCTR ETF Etf (IGV)	0.0	$88k	NEW	765.00	115.01	View chart
iShares MSCI Europe Financials ETF Etf (EUFN)	0.0	$86k	NEW	2.5k	34.34	View chart
Amphenol Corp Class A Common Stock (APH)	0.0	$86k	NEW	694.00	123.84	View chart
Fidelity Nasdaq Composite Indx ETF Etf (ONEQ)	0.0	$85k	NEW	950.00	89.13	View chart
MC Donalds Corp Common Stock (MCD)	0.0	$82k	NEW	270.00	304.21	View chart
Zoetis Inc Class A Common Stock (ZTS)	0.0	$82k	NEW	561.00	146.23	View chart
Constellation Energy Cor Common Stock (CEG)	0.0	$81k	NEW	247.00	329.11	View chart
Philip Morris Intl Common Stock (PM)	0.0	$81k	NEW	500.00	162.09	View chart
Invsc S P 500 Top 50 ETF Etf (XLG)	0.0	$79k	NEW	1.4k	57.52	View chart
Invsc Water Resc Portfolio ETF Etf (PHO)	0.0	$79k	NEW	1.1k	72.11	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.0	$79k	NEW	387.00	203.81	View chart
Auto Data Processing Common Stock (ADP)	0.0	$78k	NEW	265.00	294.55	View chart
Ishr Edg MSCI Min Vol Emg MKT ETF Etf (EEMV)	0.0	$77k	NEW	1.2k	63.81	View chart
Morgan Stanley Common Stock (MS)	0.0	$76k	NEW	479.00	158.98	View chart
Principal US Mega Cap ETF Etf (USMC)	0.0	$75k	NEW	1.1k	68.17	View chart
Invsc S P 500 Momentum ETF Etf (SPMO)	0.0	$75k	NEW	616.00	121.06	View chart
iShares US Regional Banks ETF IV Etf (IAT)	0.0	$74k	NEW	1.4k	52.53	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	0.0	$73k	NEW	266.00	273.65	View chart
Soundhound Ai Inc Class A Common Stock (SOUN)	0.0	$72k	NEW	4.5k	16.08	View chart
Cisco Systems Common Stock (CSCO)	0.0	$71k	NEW	1.0k	68.43	View chart
Vanguard Extended Market ETF Etf (VXF)	0.0	$71k	NEW	338.00	209.34	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.0	$70k	NEW	503.00	140.05	View chart
Newmont Corp Common Stock (NEM)	0.0	$70k	NEW	833.00	84.31	View chart
Eaton Corp PLC F Common Stock (ETN)	0.0	$70k	NEW	187.00	374.25	View chart
IBM Corp Common Stock (IBM)	0.0	$69k	NEW	244.00	282.16	View chart
Blackstone Group Common Stock (BX)	0.0	$68k	NEW	396.00	170.85	View chart
Emerson Electric Common Stock (EMR)	0.0	$67k	NEW	512.00	131.23	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$67k	NEW	84.00	795.75	View chart
Sysco Corp Common Stock (SYY)	0.0	$66k	NEW	807.00	82.34	View chart
BlackRock Common Stock (BLK)	0.0	$66k	NEW	57.00	1160.35	View chart
Veralto Corp Common Stock (VLTO)	0.0	$66k	NEW	615.00	106.72	View chart
Gentex Corp Common Stock (GNTX)	0.0	$65k	NEW	2.3k	28.30	View chart
Fidelity Enhanced Large Cap ETF Etf (FELG)	0.0	$65k	NEW	1.6k	41.12	View chart
Jabil Common Stock (JBL)	0.0	$65k	NEW	299.00	217.17	View chart
T Rowe Price Group Common Stock (TROW)	0.0	$65k	NEW	630.00	102.64	View chart
Fidelity 500 Index Fund Mutual Fund (FXAIX)	0.0	$64k	+21%	25k	2.56	View chart
Vanguard Short Term Inflation Protected Securities Index Fund - Admiral Class Mutual Fund (VTAPX)	0.0	$64k	NEW	2.5k	25.08	View chart
Charles Schwab US MC ETF Etf (SCHM)	0.0	$64k	NEW	2.1k	29.64	View chart
Sun Life Finl Inc F Common Stock (SLF)	0.0	$62k	NEW	1.0k	60.03	View chart
Royal Bank Of Canada F Common Stock (RY)	0.0	$60k	NEW	410.00	147.32	View chart
Invesco Large Cap Growth ETF Etf (PWB)	0.0	$60k	NEW	477.00	125.42	View chart
Invesco S&P International Developed Etf (IDLV)	0.0	$58k	NEW	1.7k	33.50	View chart
SPDR S&P 500 Value ETF Etf (SPYV)	0.0	$57k	NEW	1.0k	55.33	View chart
Eastern Bankshares Common Stock (EBC)	0.0	$57k	NEW	3.1k	18.15	View chart
Nebius Group N V A F Class A Common Stock (NBIS)	0.0	$56k	NEW	500.00	112.27	View chart
Vanguard International Dividend Appreciation Index Fund ETF Shares Mutual Fund (VIGI)	0.0	$56k	NEW	622.00	89.57	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$55k	NEW	1.1k	51.58	View chart
Parker-Hannifin Corp Common Stock (PH)	0.0	$55k	NEW	73.00	757.56	View chart

Past Filings by Grey Fox Wealth Advisors

SEC 13F filings are viewable for Grey Fox Wealth Advisors going back to 2022

Grey Fox Wealth Advisors 2025 Q3 filed Oct. 29, 2025
Grey Fox Wealth Advisors 2025 Q2 filed Aug. 6, 2025
Grey Fox Wealth Advisors 2025 Q1 filed May 2, 2025
Grey Fox Wealth Advisors 2024 Q4 filed Feb. 11, 2025
Grey Fox Wealth Advisors 2024 Q3 filed Oct. 22, 2024
Grey Fox Wealth Advisors 2024 Q2 filed July 30, 2024
Grey Fox Wealth Advisors 2024 Q1 filed April 11, 2024
Grey Fox Wealth Advisors 2023 Q4 filed Jan. 18, 2024
Grey Fox Wealth Advisors 2023 Q3 filed Oct. 24, 2023
Grey Fox Wealth Advisors 2023 Q2 filed Aug. 3, 2023
Grey Fox Wealth Advisors 2023 Q1 filed May 9, 2023
Grey Fox Wealth Advisors 2022 Q4 filed Feb. 14, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z