Fox Financial, Inc
All 13F Filings
- Location
- Wyomissing, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 122,529
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 11 | 122,529 | 13F-HR | Fox Financial, Inc |
| Q4 2025 | 2/9/2026 | 12 | 125,423 | 13F-HR | Fox Financial, Inc |
| Q3 2025 | 11/7/2025 | 12 | 125,677 | 13F-HR | Fox Financial, Inc |
| Q2 2025 | 8/7/2025 | 13 | 118,280 | 13F-HR | Fox Financial, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.48 K | 23.2% | 0 | 81.64 K | -81.64 K |
| ETFs | 94.05 K | 76.8% | 78.74 K | 0 | 78.74 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
122,529
Holdings
11
QoQ value change ($000)
-2,894
(-2.3%)
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.