Fox Hill Wealth Management
All 13F Filings
- Location
- Dedham, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 249,403
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/18/2026 | 120 | 249,403 | 13F-HR | Fox Hill Wealth Management |
| Q1 2026 | 5/12/2026 | 117 | 207,904 | 13F-HR | Fox Hill Wealth Management |
| Q4 2025 | 2/12/2026 | 114 | 215,185 | 13F-HR | Fox Hill Wealth Management |
| Q3 2025 | 11/12/2025 | 123 | 213,680 | 13F-HR | Fox Hill Wealth Management |
| Q2 2025 | 7/7/2025 | 121 | 194,566 | 13F-HR | Fox Hill Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 228.1 K | 91.5% | 40.59 K | 0 | 40.59 K |
| ETFs | 20.83 K | 8.4% | 1.02 K | 0 | 1.02 K |
| Debt | 449 | 0.2% | 0 | 112 | -112 |
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Fund Snapshot
Q2 2026
Latest filed
8/18/2026
Total value ($000)
249,403
Holdings
120
QoQ value change ($000)
41,499
(20.0%)
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.