Portfolio (Quarterly) Guide ↗

Grey Fox Wealth Advisors, LLC

· CIK 0001965362

13F Portfolio $518M AUM 186 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 82 Added 26 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ACN	Accenture PLC F Class A	Technology	812	$218K	0.04%	SOLD
2	PLTR	Palantir Technologies In Class A	Technology	1,188	$211K	0.04%	SOLD
3	IVW	iShares S&P 500 Growth ETF	—	1,679	$207K	0.04%	SOLD

Sector Allocation

Technology 47.4%

Healthcare 14.6%

Communication Services 13.4%

Financial Services 10.4%

Consumer Cyclical 7.6%

Energy 3.8%

Consumer Defensive 1.4%

Industrials 0.7%

Real Estate 0.6%