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 $637.4M across 178 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($79.3M, 12.45%), VUG ($63.7M, 10.00%), VEA ($58.6M, 9.19%), AGG ($33.2M, 5.21%), BIV ($32.0M, 5.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | $79.3M | 12.45% | 364,086 | Added |
| 2 | VUG | Vanguard Growth ETF | $63.7M | 10.00% | 739,754 | Added |
| 3 | VEA | Vanguard FTSE Developed Markets ETF | $58.6M | 9.19% | 822,286 | Added |
| 4 | AGG | iShares Core US Aggregate Bond ETF | $33.2M | 5.21% | 335,347 | Added |
| 5 | BIV | Vanguard Intermediate Term Bond ETF | $32.0M | 5.02% | 417,009 | Added |
| 6 | VBR | Vanguard Small Cap Value ETF | $31.7M | 4.97% | 130,298 | Added |
| 7 | VO | Vanguard Mid Cap ETF IV | $28.7M | 4.51% | 356,445 | Added |
| 8 | SLYG | SPDR S&P 600 Small Cap Growth ETF | $21.4M | 3.36% | 179,787 | Added |
| 9 | VCSH | Vanguard Short Term Cor BD ETF IV | $17.8M | 2.79% | 224,926 | Added |
| 10 | SPEM | SPDR Index Shares Emerg Markt ETF IV | $15.0M | 2.35% | 289,275 | Added |
| 11 | VNQ | Vanguard Real Estate ETF | $12.8M | 2.00% | 132,329 | Added |
| 12 | USHY | iShares Broad Usd HG YLD CRP BND ETF | $10.5M | 1.65% | 283,961 | Added |
| 13 | AM | Antero Midstream Corp | $10.4M | 1.63% | 457,767 | Added |
| 14 | AAPL | Apple Inc | $9.3M | 1.46% | 32,185 | Added |
| 15 | NVDA | Nvidia Corp | $7.7M | 1.21% | 38,617 | Added |
| 16 | AR | Antero Resources Cor | $7.6M | 1.19% | 216,509 | New |
| 17 | JMYAX | JPMORGAN SMARTRETIREMENT BLEND 2045 R6 | $6.6M | 1.03% | 153,903 | Added |
| 18 | EFA | iShares MSCI EAFE ETF | $6.1M | 0.96% | 58,803 | Added |
| 19 | VIGAX | VANGUARD GROWTH INDEX -ADMIRAL | $6.0M | 0.94% | 22,407 | Added |
| 20 | SCHV | Schwab US Large Cap Value ETF | $6.0M | 0.94% | 172,268 | Added |
| 21 | VONG | Vanguard Russell 1000 Growth ETF | $6.0M | 0.93% | 46,575 | Added |
| 22 | IJH | iShares Core S&P Mid Cap ETF | $5.5M | 0.86% | 70,774 | Added |
| 23 | SCHP | Schwab US TIPS ETF | $5.5M | 0.86% | 207,460 | Added |
| 24 | BNDX | Vanguard Total International Bond Et | $5.3M | 0.83% | 109,879 | Added |
| 25 | JOBYX | JPMORGAN SMARTRETIREMENT BLEND 2040 R6 | $4.4M | 0.70% | 111,852 | Added |
Source: SEC Form 13F filings · as of 2026-06-30