Fox Hill Wealth Management
All 13F Filings
- Location
- Dedham, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 215,185
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 203.1 K | 94.4% | 656 | 0 | 656 |
| ETFs | 11.57 K | 5.4% | 1.698 K | 0 | 1.698 K |
| Debt | 521 | 0.2% | 0 | 848 | -848 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
215,185
Holdings
114
QoQ value change ($000)
1,505
(0.7%)
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.