Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Grey Fox Wealth Advisors, LLC (CIK 1965362) reported $518.0M across 139 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($69.0M, 13.31%), VUG ($52.3M, 10.10%), VEA ($49.2M, 9.49%), BIV ($30.1M, 5.80%), AGG ($28.7M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | $69.0M | 13.31% | 351,488 | Added |
| 2 | VUG | Vanguard Growth ETF | $52.3M | 10.10% | 119,819 | Added |
| 3 | VEA | Vanguard FTSE Developed Markets ETF | $49.2M | 9.49% | 767,016 | Added |
| 4 | BIV | Vanguard Intermediate Term Bond ETF | $30.1M | 5.80% | 389,586 | Added |
| 5 | AGG | iShares Core US Aggregate Bond ETF | $28.7M | 5.55% | 289,549 | Added |
| 6 | VBR | Vanguard Small Cap Value ETF | $26.9M | 5.19% | 123,784 | Added |
| 7 | VO | Vanguard Mid Cap ETF IV | $23.6M | 4.56% | 82,268 | Added |
| 8 | SLYG | SPDR S&P 600 Small Cap Growth ETF | $17.1M | 3.30% | 176,876 | Added |
| 9 | VCSH | Vanguard Short Term Cor BD ETF IV | $16.4M | 3.16% | 206,502 | Added |
| 10 | SPEM | SPDR Index Shares Emerg Markt ETF IV | $12.3M | 2.38% | 263,119 | Added |
| 11 | VNQ | Vanguard Real Estate ETF | $10.6M | 2.05% | 119,666 | Added |
| 12 | USHY | iShares Broad Usd HG YLD CRP BND ETF | $9.7M | 1.86% | 262,025 | Added |
| 13 | AAPL | Apple Inc | $7.3M | 1.42% | 28,954 | Added |
| 14 | NVDA | Nvidia Corp | $5.9M | 1.13% | 33,694 | Added |
| 15 | JMYAX | JPMORGAN SMARTRETIREMENT BLEND 2045 R6 | $5.7M | 1.10% | 150,698 | Added |
| 16 | EFA | iShares MSCI EAFE ETF | $5.5M | 1.06% | 56,288 | Added |
| 17 | SCHV | Schwab US Large Cap Value ETF | $5.2M | 1.01% | 172,099 | Trimmed |
| 18 | SCHP | Schwab US TIPS ETF | $5.3M | 1.01% | 197,500 | Trimmed |
| 19 | VIGAX | VANGUARD GROWTH INDEX -ADMIRAL | $5.0M | 0.97% | 22,285 | Added |
| 20 | VONG | Vanguard Russell 1000 Growth ETF | $4.9M | 0.95% | 45,046 | Added |
| 21 | IJH | iShares Core S&P Mid Cap ETF | $4.7M | 0.90% | 69,223 | Added |
| 22 | BNDX | Vanguard Total International Bond Et | $4.5M | 0.86% | 93,053 | Trimmed |
| 23 | VWO | Vanguard FTSE Emerging Markets ETF | $4.0M | 0.77% | 73,522 | Added |
| 24 | JOBYX | JPMORGAN SMARTRETIREMENT BLEND 2040 R6 | $3.9M | 0.76% | 109,966 | Added |
| 25 | MUB | iShares National Muni Bond ETF | $3.5M | 0.67% | 32,894 | Added |
Source: SEC Form 13F filings · as of 2026-03-31