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Portfolio (Quarterly) Guide ↗

Grey Fox Wealth Advisors, LLC

· CIK 0001965362
13F Portfolio $637M AUM 227 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 46 New 78 Added 31 Reduced 7 Exited
Page 6 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 Vanguard Explorer Fund - Admiral Class 3,998.0 $514K 0.08% -25.0 -0.6% $128.46
102 KLAC Kla Corp Technology 1,692.0 $511K 0.08% +2K +907.1% $301.76 -39.0%
103 SCHX Schwab US Large Cap ETF 17,240.0 $507K 0.08% +1K +6.2% $29.43 +2.7%
104 SCHG Schwab US Large Cap Growth ETF 14,252.0 $482K 0.08% -704.0 -4.7% $33.84 +4.4%
105 ONEV SPDR Rusel 1000 LW VLTLTY FCS ETF 3,151.0 $451K 0.07% $143.06 +5.5%
106 Vanguard Target Retirement 2070 Fund 12,601.0 $446K 0.07% +148.0 +1.2% $35.38
107 WMB Williams Companies Energy 5,884.0 $437K 0.07% NEW $74.35 -5.2%
108 CVX Chevron Corp Energy 2,623.0 $435K 0.07% +454.0 +20.9% $165.74 +23.8%
109 FCX Freeport-Mcmoran Inc Basic Materials 6,900.0 $434K 0.07% NEW $62.89 +21.9%
110 ASML Asml Holding N V F Sponsored ADR Technology 217.0 $432K 0.07% NEW $1989.44 -11.3%
111 ORCL Oracle Corp Technology 2,940.0 $431K 0.07% +1K +61.2% $146.53 -0.0%
112 WMT WalMart Inc Consumer Defensive 3,803.0 $431K 0.07% $113.25 -8.4%
113 HD Home Depot Inc Consumer Cyclical 1,214.0 $428K 0.07% -175.0 -12.6% $352.57 -4.8%
114 XSD SPDR S&P Semiconductor ETF 659.0 $411K 0.07% -239.0 -26.6% $623.98 -20.2%
115 EFAV Ishare Edge MSCI Min Vol EAFE ETF 4,664.0 $409K 0.06% +81.0 +1.8% $87.71 +7.9%
116 ETN Eaton Corp PLC F Industrials 948.0 $404K 0.06% NEW $426.12 -1.6%
117 SMLF iShares U.S. Small-Cap Equity Factor ETF 4,277.0 $381K 0.06% NEW $89.14 +0.2%
118 BLV Vanguard Long Term Bond ETF 5,442.0 $375K 0.06% -1K -16.0% $68.93 -4.5%
119 MNST Monster Beverage Corpora Consumer Defensive 3,860.0 $371K 0.06% NEW $96.12 -50.3%
120 VLO Valero Energy Corp Energy 1,418.0 $369K 0.06% NEW $260.44 +34.0%
Page 6 of 9  ·  179 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Energy 28.5%
Healthcare 8.6%
Financial Services 8.6%
Communication Services 7.7%
Consumer Cyclical 5.6%
Consumer Defensive 2.4%
Industrials 1.7%
Basic Materials 1.4%
Real Estate 0.6%