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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, BIV, and represent 41.61% of Grey Fox Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$53M), VO (+$22M), AM (+$9.9M), AR (+$7.6M), AGG, VEA, VTV, BIV, VBR, VCSH.
Started 46 new stock positions in AMD, DFAT, QCOM, ADI, SCHA, Fid Frdm Bld 2040 K6, Fid Frdm Bld 2045 K6, BAC, VSGAX, VSCSX.
Reduced shares in these 10 stocks: VBIRX, SCHF, SUSIX, GILD, IWM, ILTB, HLNE, TSCO, PICB, XSD.
Sold out of its positions in GILD, HLNE, IWM, ILTB, SUSIX, TSCO, VBIRX.
Grey Fox Wealth Advisors was a net buyer of stock by $139M.
Grey Fox Wealth Advisors has $641M in assets under management (AUM), dropping by 22.93%.
Central Index Key (CIK): 0001965362

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Portfolio Holdings for Grey Fox Wealth Advisors

Grey Fox Wealth Advisors holds 179 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Value ETF Etf (VTV)	12.4	$79M	+3%	364k	217.93	View chart
Vanguard Growth ETF Etf (VUG)	9.9	$64M	+517%	740k	86.14	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	9.1	$59M	+7%	822k	71.25	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	5.2	$33M	+15%	335k	98.98	View chart
Vanguard Intermediate Term Bond ETF Etf (BIV)	5.0	$32M	+7%	417k	76.70	View chart
Vanguard Small Cap Value ETF Etf (VBR)	4.9	$32M	+5%	130k	242.99	View chart
Vanguard Mid Cap ETF IV Etf (VO)	4.5	$29M	+333%	356k	80.57	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	3.3	$21M		180k	119.13	View chart
Vanguard Short Term Cor BD ETF IV Etf (VCSH)	2.8	$18M	+8%	225k	79.03	View chart
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)	2.3	$15M	+9%	289k	51.78	View chart
Vanguard Real Estate ETF Etf (VNQ)	2.0	$13M	+10%	132k	96.43	View chart
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)	1.6	$11M	+8%	284k	37.02	View chart
Antero Midstream Corp Common Stock (AM)	1.6	$10M	+1888%	458k	22.75	View chart
Apple Common Stock (AAPL)	1.5	$9.3M	+11%	32k	289.36	View chart
Vanguard Target Ret 2035 Mutual Fund (VTTHX)	1.3	$8.6M	+3%	290k	29.71	View chart
Nvidia Corp Common Stock (NVDA)	1.2	$7.7M	+14%	39k	200.09	View chart
Antero Resources Cor Common Stock (AR)	1.2	$7.6M	NEW	217k	35.14	View chart
Vanguard Value Index - Admiral Mutual Fund (VVIAX)	1.0	$6.7M		79k	85.05	View chart
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)	1.0	$6.6M	+2%	154k	42.68	View chart
iShares MSCI EAFE ETF Etf (EFA)	1.0	$6.1M	+4%	59k	103.88	View chart
Schwab US Large Cap Value ETF Etf (SCHV)	0.9	$6.0M		172k	34.81	View chart
Vanguard Growth Index -admiral Mutual Fund (VIGAX)	0.9	$6.0M		22k	266.55	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.9	$6.0M	+3%	47k	127.81	View chart
Schwab US TIPS ETF Etf (SCHP)	0.9	$5.5M	+5%	208k	26.50	View chart
iShares Core S&P Mid Cap ETF Etf (IJH)	0.9	$5.5M	+2%	71k	77.11	View chart
Vanguard Total International Bond Et Common Stock (BNDX)	0.8	$5.3M	+18%	110k	48.43	View chart
Jpmorgan Smartretirement Blend 2040 R6 Mutual Fund (JOBYX)	0.7	$4.4M		112k	39.75	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.7	$4.4M	+22%	12k	357.36	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.7	$4.4M		74k	59.69	View chart
iShares National Muni Bond ETF Etf (MUB)	0.6	$4.1M	+15%	38k	107.62	View chart
Vanguard Developed Markets Index Admiral Mutual Fund (VTMGX)	0.6	$4.0M		174k	22.92	View chart
Vanguard Target Retirement 2040 Fund Mutual Fund (VFORX)	0.6	$3.7M		67k	54.64	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.6	$3.6M		9.1k	393.96	View chart
Vanguard Target Retirement 2030 Fund Mutual Fund (VTHRX)	0.5	$3.4M	+2%	75k	45.54	View chart
Vanguard Russell 2000 Growth ETF Etf (VTWG)	0.5	$3.4M	+6%	12k	287.67	View chart
Schwab US Aggregate Bond ETF Etf (SCHZ)	0.5	$3.2M		140k	23.13	View chart
Jpmorgan Smartretirement Blend 2050 R6 Mutual Fund (JNYAX)	0.4	$2.9M	+2%	66k	43.48	View chart
Vanguard Total Bond Market Index Adm Mutual Fund (VBTLX)	0.4	$2.7M	-4%	276k	9.65	View chart
Dimensional U S Core Equity 2 ETF Etf (DFAC)	0.4	$2.6M		59k	44.36	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.4	$2.6M	+41%	5.4k	478.51	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$2.6M		10k	253.96	View chart
Amazon.Com Common Stock (AMZN)	0.4	$2.4M	+62%	9.9k	238.34	View chart
iShares iBoxx High Yield Bond ETF Etf (HYG)	0.4	$2.3M	+18%	29k	79.97	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	0.3	$2.2M		44k	50.58	View chart
SPDR S&P 600 Small Cap Value ETF Etf (SLYV)	0.3	$2.2M		20k	109.11	View chart
Jpmorgan Smartretirement Blend 2055 R6 Mutual Fund (JTYBX)	0.3	$2.1M	+3%	48k	43.22	View chart
Vanguard Mid Cap Index Adm Mutual Fund (VIMAX)	0.3	$2.0M	+13%	5.0k	399.33	View chart
Jpmorgan Smartretirement Blend 2030 R6 Mutual Fund (JRBYX)	0.3	$1.9M		61k	31.22	View chart
Vanguard Small Cap Value Index Admiral Mutual Fund (VSIAX)	0.3	$1.9M	+13%	18k	104.34	View chart
iShares US Real Estate ETF Etf (IYR)	0.3	$1.8M	+11%	18k	102.25	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.3	$1.7M		3.4k	500.39	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.3	$1.6M		4.4k	370.01	View chart
Vanguard Short-Term Bond ETF IV Etf (BSV)	0.2	$1.6M	-7%	21k	77.91	View chart
Vanguard Target Retirement Income Fund Mutual Fund (VTINX)	0.2	$1.5M		107k	14.33	View chart
SPDR Nuveen Bloomberg Barclays Short Term Etf (SHM)	0.2	$1.5M		31k	47.97	View chart
Microsoft Corp Common Stock (MSFT)	0.2	$1.5M	+58%	4.0k	372.98	View chart
Lilly Eli & Co Common Stock (LLY)	0.2	$1.4M	+17%	1.2k	1199.90	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.2	$1.3M		6.0k	221.20	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.2	$1.3M	+13%	3.7k	353.31	View chart
Spdr S&p 500 Etf Iv Etf (SPY)	0.2	$1.3M	+26%	1.7k	748.80	View chart
iShares Core S&P US Growth ETF Etf (IUSG)	0.2	$1.3M	-2%	6.8k	188.09	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.2	$1.3M		1.8k	686.65	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.2	$1.3M	+22%	3.8k	327.36	View chart
Vanguard 500 Index Fund - Admiral Mutual Fund (VFIAX)	0.2	$1.1M	-11%	1.7k	692.02	View chart
iShares TIPS Bond ETF Etf (TIP)	0.2	$1.1M	-3%	9.9k	109.43	View chart
Fid Frdm Bld 2030 K6 Mutual Fund	0.2	$1.1M	NEW	77k	13.81	View chart
Broadcom Common Stock (AVGO)	0.2	$1.1M	+86%	2.8k	377.78	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	0.2	$1.0M		12k	83.75	View chart
Morgan Stanley Common Stock (MS)	0.2	$998k	NEW	4.8k	209.05	View chart
Fid Frdm Bld 2055 K6 Mutual Fund	0.1	$955k	NEW	56k	17.04	View chart
iShares Core S&P US Value ETF Etf (IUSV)	0.1	$948k	-3%	8.6k	110.15	View chart
Invesco Stable Asset Fund - ADPZ Class Mutual Fund	0.1	$930k		930k	1.00	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$848k		12k	73.41	View chart
Vanguard Total Interntl Stock ETF IV Etf (VXUS)	0.1	$842k		9.9k	85.49	View chart
Invesco International Corporate Bond ETF Etf (PICB)	0.1	$830k	-18%	36k	23.16	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.1	$781k		10k	74.90	View chart
Invesco QQQ Trust Common Stock (QQQ)	0.1	$780k		1.1k	736.93	View chart
Jpmorgan Smartretirement Blend 2060 R6 Mutual Fund (JAAYX)	0.1	$778k	+5%	23k	33.76	View chart
Visa Inc Class A Common Stock (V)	0.1	$760k	+223%	2.2k	343.10	View chart
Facebook Inc Class A Common Stock (META)	0.1	$750k	+194%	1.3k	563.48	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.1	$747k	+16%	997.00	749.11	View chart
Jpmorgan Smartretirement Blend 2035 R6 Mutual Fund (JPYRX)	0.1	$744k	+2%	21k	36.11	View chart
iShares Russell 3000 ETF Etf (IWV)	0.1	$695k		1.6k	426.40	View chart
Analog Devices Common Stock (ADI)	0.1	$676k	NEW	1.7k	397.17	View chart
Jpmorgan Smartretirement Blend 2025 R6 Mutual Fund (JBYSX)	0.1	$671k	+3%	25k	26.67	View chart
PNC Finl Services Common Stock (PNC)	0.1	$656k		2.7k	246.24	View chart
Fid Frdm Bld 2045 K6 Mutual Fund	0.1	$651k	NEW	39k	16.87	View chart
Costco Wholesale Common Stock (COST)	0.1	$626k	NEW	669.00	935.55	View chart
Vanguard Target Retirement 2045 Fund Mutual Fund (VTIVX)	0.1	$619k	+16%	146k	4.22	View chart
Abbvie Common Stock (ABBV)	0.1	$611k	+8%	2.4k	251.60	View chart
Vanguard Information Technology ETF Etf (VGT)	0.1	$603k	+540%	5.0k	119.51	View chart
Charles Schwab US REIT ETF Etf (SCHH)	0.1	$584k	+2%	25k	23.68	View chart
AB Small Cap Growth Portfolio Mutual Fund (QUAIX)	0.1	$571k		5.9k	96.78	View chart
Texas Pacific Land C Common Stock (TPL)	0.1	$557k	NEW	1.3k	437.74	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.1	$548k	+24%	2.3k	236.61	View chart
iShares Esg Aware MSCI USA ETF Etf (ESGU)	0.1	$527k		3.2k	163.67	View chart
Vanguard Explorer Fund - Admiral Class Mutual Fund (VEXRX)	0.1	$514k		4.0k	128.46	View chart
Kla Corp Common Stock (KLAC)	0.1	$511k	+907%	1.7k	301.76	View chart
Schwab US Large Cap ETF Etf (SCHX)	0.1	$507k	+6%	17k	29.43	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.1	$482k	-4%	14k	33.84	View chart
SPDR Rusel 1000 LW VLTLTY FCS ETF Etf (ONEV)	0.1	$451k		3.2k	143.06	View chart
Vanguard Target Retirement 2070 Fund Mutual Fund (VSVNX)	0.1	$446k		13k	35.38	View chart
Williams Companies Common Stock (WMB)	0.1	$438k	NEW	5.9k	74.35	View chart
Chevron Corp Common Stock (CVX)	0.1	$435k	+20%	2.6k	165.74	View chart
Freeport-Mcmoran Common Stock (FCX)	0.1	$434k	NEW	6.9k	62.89	View chart
Asml Holding N V F Common Stock (ASML)	0.1	$432k	NEW	217.00	1989.44	View chart
Oracle Corp Common Stock (ORCL)	0.1	$431k	+61%	2.9k	146.53	View chart
WalMart Common Stock (WMT)	0.1	$431k		3.8k	113.25	View chart
Home Depot Common Stock (HD)	0.1	$428k	-12%	1.2k	352.57	View chart
SPDR S&P Semiconductor ETF Etf (XSD)	0.1	$411k	-26%	659.00	623.98	View chart
Ishare Edge MSCI Min Vol EAFE ETF Etf (EFAV)	0.1	$409k		4.7k	87.71	View chart
Eaton Corp PLC F Common Stock (ETN)	0.1	$404k	NEW	948.00	426.12	View chart
iShares U.S. Small-Cap Equity Factor ETF Etf (SMLF)	0.1	$381k	NEW	4.3k	89.14	View chart
Vanguard Long Term Bond ETF Etf (BLV)	0.1	$375k	-16%	5.4k	68.93	View chart
Monster Beverage Corpora Common Stock (MNST)	0.1	$371k	NEW	3.9k	96.12	View chart
Valero Energy Corp Common Stock (VLO)	0.1	$369k	NEW	1.4k	260.44	View chart
Stryker Corp Common Stock (SYK)	0.1	$361k	-2%	1.1k	315.66	View chart
Caterpillar Common Stock (CAT)	0.1	$355k		333.00	1064.90	View chart
Energy Transfer Not SEC Eligible (ET)	0.1	$352k		18k	19.12	View chart
Jpmorgan Smartretirement Blend 2065 R6 Mutual Fund (JSBYX)	0.1	$344k	+7%	13k	26.71	View chart
Rivian Automotive Inc Class A Common Stock (RIVN)	0.1	$336k		19k	17.35	View chart
Vanguard Intermediate Term Co ETF IV Etf (VCIT)	0.1	$336k		4.1k	82.65	View chart
O Reilly Automotive Common Stock (ORLY)	0.1	$336k	NEW	3.6k	92.09	View chart
Merck & Co Common Stock (MRK)	0.1	$334k	+5%	2.6k	129.37	View chart
Netflix Common Stock (NFLX)	0.1	$330k	-19%	4.6k	71.40	View chart
Fid Frdm Bld 2025 K6 Mutual Fund	0.1	$330k	NEW	25k	13.27	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$327k	NEW	823.00	397.68	View chart
Five Below Common Stock (FIVE)	0.0	$319k		1.8k	179.79	View chart
Danaher Corp Common Stock (DHR)	0.0	$314k		1.6k	190.88	View chart
Vanguard Target Retirement 2050 Fund Mutual Fund (VFIFX)	0.0	$311k	+41%	64k	4.85	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.0	$310k		1.5k	212.76	View chart
Linde PLC F Common Stock (LIN)	0.0	$304k	NEW	585.00	518.94	View chart
Vanguard Federal Money Market Inv Mutual Fund (VMFXX)	0.0	$292k	+2%	292k	1.00	View chart
Philip Morris Intl Common Stock (PM)	0.0	$286k	NEW	1.6k	182.40	View chart
Honeywell Intl Common Stock (HON)	0.0	$285k	NEW	1.3k	223.90	View chart
Honeywell Aerospace Common Stock (HONA)	0.0	$281k	NEW	1.3k	221.08	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.0	$279k		9.6k	28.96	View chart
Vanguard Short Term Corp Bd Index Adm - VSCSX Mutual Fund (VSCSX)	0.0	$274k	NEW	13k	21.51	View chart
Dimensional US Marketwide Value ETF Etf (DFUV)	0.0	$272k		4.9k	55.01	View chart
Vanguard Mid Cap Value ETF Etf (VOE)	0.0	$270k		1.4k	197.60	View chart
Fid Frdm Bld 2040 K6 Mutual Fund	0.0	$264k	NEW	16k	16.24	View chart
BlackRock Emerging Mkts Instl Mutual Fund (MADCX)	0.0	$261k	NEW	6.7k	39.19	View chart
Vanguard Small Cap ETF IV Etf (VB)	0.0	$259k	NEW	856.00	302.95	View chart
SPDR Portfolio S&P 400 Mid Cap ETF Etf (SPMD)	0.0	$258k		3.8k	67.57	View chart
Nextera Energy Common Stock (NEE)	0.0	$255k	NEW	2.9k	87.76	View chart
Franco Nev Corp F Common Stock (FNV)	0.0	$254k	NEW	1.2k	208.44	View chart
iShares TR Is 1-5 YR In GR CR BD ETF Etf (IGSB)	0.0	$253k	-6%	4.8k	52.41	View chart
Thermo Fisher SCNTFC Common Stock (TMO)	0.0	$251k	NEW	501.00	501.83	View chart
Vanguard High Yield Corp Adm Mutual Fund (VWEAX)	0.0	$249k	+2%	45k	5.48	View chart
iShares US Industrials ETF Etf (IYJ)	0.0	$249k	-29%	1.5k	166.69	View chart
Vanguard Target Retirement 2025 Fund Mutual Fund (VTTVX)	0.0	$243k	+2%	82k	2.98	View chart
Invsc SP 500 Equal WGHT Indstrl ETF Etf (RSPN)	0.0	$243k	-29%	3.8k	64.00	View chart
Vanguard Emerging Markets Stock Index Fund - Admiral Class Mutual Fund (VEMAX)	0.0	$241k	+186%	14k	17.26	View chart
Cubesmart REIT Not SEC Eligible (CUBE)	0.0	$238k		6.0k	39.77	View chart
SPDR Ssga US SL CP LW VLT Inx ETF Etf (SMLV)	0.0	$236k		1.5k	157.37	View chart
Vanguard Small Cap Growth Index Admiral Mutual Fund (VSGAX)	0.0	$231k	NEW	1.8k	128.56	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$227k	NEW	4.0k	56.97	View chart
Advanced Micro Devic Common Stock (AMD)	0.0	$225k	NEW	387.00	580.91	View chart
Deere & Co Common Stock (DE)	0.0	$225k	NEW	353.00	635.95	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.0	$224k	NEW	1.6k	137.49	View chart
Schwab US Small Cap ETF Etf (SCHA)	0.0	$219k	NEW	6.1k	36.13	View chart
Marathon Pete Corp Common Stock (MPC)	0.0	$218k	NEW	852.00	255.80	View chart
Cintas Corp Common Stock (CTAS)	0.0	$218k	NEW	1.3k	170.08	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.0	$215k	NEW	1.1k	190.52	View chart
iShares S&P Small Cap 600 ETF Etf (IJS)	0.0	$212k	NEW	1.6k	136.66	View chart
Qualcomm Common Stock (QCOM)	0.0	$211k	NEW	1.1k	184.79	View chart
iShares Esg Aware MSCI USA ETF Etf (ESML)	0.0	$211k	NEW	3.8k	55.93	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$211k	-65%	7.6k	27.70	View chart
Franklin BSP Realty Common Stock (FBRT)	0.0	$209k	NEW	25k	8.34	View chart
Green Brick Partners Common Stock (GRBK)	0.0	$208k	NEW	2.6k	80.04	View chart
Dimensional U S Targeted Value ETF Etf (DFAT)	0.0	$207k	NEW	3.0k	69.91	View chart
Charles Schwab Corp Common Stock (SCHW)	0.0	$203k		2.2k	92.27	View chart
Fid Frdm Bld 2060 K6 Mutual Fund	0.0	$189k	NEW	11k	17.21	View chart
Vanguard Target Retirement 2020 Fund Mutual Fund (VTWNX)	0.0	$160k	-28%	56k	2.83	View chart
Vanguard Target Retirement 2055 Fund Mutual Fund (VFFVX)	0.0	$137k	+14%	40k	3.42	View chart
Fid Frdm Bld 2020 K6 Mutual Fund	0.0	$135k	NEW	11k	12.49	View chart
Fidelity 500 Index Fund Mutual Fund (FXAIX)	0.0	$94k		33k	2.87	View chart
Vanguard Target Retirement 2060 Fund Mutual Fund (VTTSX)	0.0	$74k	+10%	22k	3.38	View chart
Vanguard Treasury Money Market Inv Mutual Fund (VUSXX)	0.0	$34k		34k	1.00	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 2026 Q2 filed July 17, 2026
Grey Fox Wealth Advisors 2026 Q1 filed April 21, 2026
Grey Fox Wealth Advisors 2025 Q4 filed Feb. 12, 2026
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

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