Grey Fox Wealth Advisors, LLC
All 13F Filings
- Location
- Rockland, DE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 637,399
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 202 | 637,399 | 13F-HR | Grey Fox Wealth Advisors, LLC |
| Q1 2026 | 4/21/2026 | 171 | 518,004 | 13F-HR | Grey Fox Wealth Advisors, LLC |
| Q4 2025 | 2/12/2026 | 157 | 488,506 | 13F-HR | Grey Fox Wealth Advisors, LLC |
| Q3 2025 | 10/29/2025 | 658 | 490,513 | 13F-HR | Grey Fox Wealth Advisors, LLC |
| Q2 2025 | 8/6/2025 | 137 | 419,482 | 13F-HR | Grey Fox Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.97 K | 11.4% | 38.2 K | 0 | 38.2 K |
| ETFs | 564.4 K | 88.6% | 81.19 K | 0 | 81.19 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
637,399
Holdings
202
QoQ value change ($000)
119,395
(23.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.