Grey Fox Wealth Advisors, LLC - Portfolio overview

Grey Fox Wealth Advisors, LLC has 605 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTV - Vanguard Value ETF, 16.19%
2. VEA - Vanguard FTSE Developed Markets ETF, 11.54%
3. BIV - Vanguard Intermediate Term Bond ETF, 7.06%

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

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