Fox Financial, Inc - Portfolio overview

Fox Financial, Inc has 12 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. DLN - WISDOMTREE TR, 22.81%
2. SPTM - SPDR SERIES TRUST, 19.56%
3. SMLF - ISHARES TR, 17.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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