Grey Fox Wealth Advisors
Grey Fox Wealth Advisors reported 179 stocks worth $637M in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are VTV (12.4%), VUG (10.0%) and VEA (9.2%). Compared with Q1 2026, the fund opened new positions in AR, FHKDX and MS, added to VTV, VUG and VEA, trimmed VFORX, IWO and VTMGX and sold out of VBIRX, SUSIX and GILD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTV Vanguard Index Fds | $79.3M | 12.4% | 364K | +13K (+4%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $63.7M | 10.0% | 740K | +620K (+517%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $58.6M | 9.2% | 822K | +55K (+7%) | 8 of 8 | |
| 4 |  AGG Ishares TR | $33.2M | 5.2% | 335K | +46K (+16%) | 8 of 8 | |
| 5 |  BIV Vanguard Intermediate | $32M | 5.0% | 417K | +27K (+7%) | 7 of 8 | |
| 6 |  VBR Vanguard Index Fds | $31.7M | 5.0% | 130K | +6,514 (+5%) | 8 of 8 | |
| 7 |  VO Vanguard Index Fds | $28.7M | 4.5% | 356K | +274K (+333%) | 8 of 8 | |
| 8 |  SLYG Spdr Series Trust | $21.4M | 3.4% | 180K | +2,911 (+2%) | 8 of 8 | |
| 9 |  VCSH Vanguard Scottsdale Fds | $17.8M | 2.8% | 225K | +18K (+9%) | 8 of 8 | |
| 10 |  SPEM Spdr Emerging | $15M | 2.4% | 289K | +26K (+10%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VBIRX Vanguard BD Index Fds S-T Bdin | $551K | 54K |
 SUSIX State Street Inst U.S. Equity | $319K | 655 |
 GILD Gilead Sciences Inc | $238K | 1,705 |
 IWM Ishares TR | $231K | 931 |
 ILTB Ishares TR | $223K | 4,549 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Grey Fox Wealth Advisors 13F FAQ
What does Grey Fox Wealth Advisors own?
Grey Fox Wealth Advisors reported 179 stocks worth $637M in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are VTV (12.4%), VUG (10.0%) and VEA (9.2%). The table above lists every position in the filing (the top 10 without an account).
What did Grey Fox Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 46 new positions, 86 added to, 34 trimmed and 7 sold out. New positions include AR, FHKDX and MS. It sold all of VBIRX, SUSIX and GILD.
When will Grey Fox Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Grey Fox Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $637M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.