Fox Hill Wealth Management

Q3 2025 13F-HR Holdings

Location
Dedham, MA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
123
Total value ($000)
$213,680
Net value change ($000)
+19,114 (9.8%)
New positions
13
Sold out positions
9
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HOOD 3,011 NEW
TEVA 2,350 NEW
AAPL 2,032 22.7%
PLTR 1,774 31.4%
NVDA 1,678 15.5%
ORCL 918 27.8%
ANET 881 24.5%
GLD 819 15.9%
SLV 801 41.5%
MSFT 752 3.6%
Top Reduces (Value $000, Stocks/ETFs)
BJ -3,363 -100.0%
CRWV -858 -100.0%
INSP -758 -100.0%
PG -511 -30.7%
ABT -482 -100.0%
SMR -468 -9.7%
NVO -425 -100.0%
NFLX -384 -5.2%
FTNT -370 -21.6%
CMG -308 -53.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type