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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SYK Stryker Corp Healthcare 1,144.0 $361K 0.06% -28.0 -2.4% $315.66 +4.4%
122 CAT Caterpillar Inc Industrials 333.0 $355K 0.06% +2.0 +0.6% $1064.90 -22.3%
123 ET Energy Transfer LP Energy 18,422.0 $352K 0.06% $19.12 +10.8%
124 JPMORGAN SMARTRETIREMENT BLEND 2065 R6 12,888.0 $344K 0.05% +893.0 +7.4% $26.71
125 RIVN Rivian Automotive Inc Class A Consumer Cyclical 19,376.0 $336K 0.05% $17.35 -2.2%
126 VCIT Vanguard Intermediate Term Co ETF IV 4,064.0 $336K 0.05% $82.65 -1.9%
127 ORLY O Reilly Automotive Consumer Cyclical 3,643.0 $335K 0.05% NEW $92.09 -3.2%
128 MRK Merck & Co. Inc. Healthcare 2,585.0 $334K 0.05% +146.0 +6.0% $129.37 +17.9%
129 NFLX Netflix Inc Communication Services 4,627.0 $330K 0.05% -1K -19.3% $71.40 +11.5%
130 FID FRDM BLD 2025 K6 24,893.0 $330K 0.05% NEW $13.27
131 Vanguard Target Retirement 2060 Fund 21,971.0 $328K 0.05% +2K +10.9% $14.94
132 ISRG Intuitive Surgical Healthcare 823.0 $327K 0.05% NEW $397.68 -4.7%
133 FIVE Five Below Consumer Cyclical 1,772.0 $319K 0.05% $179.79 +39.2%
134 DHR Danaher Corp Healthcare 1,647.0 $314K 0.05% $190.88 +14.7%
135 RSP Invesco S&P 500 Equal Weight ETF 1,458.0 $310K 0.05% $212.76 +4.2%
136 LIN Linde PLC F Basic Materials 585.0 $304K 0.05% NEW $518.94 -6.0%
137 Vanguard Federal Money Market Inv 291,771.0 $292K 0.05% +8K +3.0% $1.00
138 PM Philip Morris Intl Consumer Defensive 1,568.0 $286K 0.04% NEW $182.40 +3.2%
139 Honeywell Intl Inc 1,271.0 $285K 0.04% NEW $223.90
140 Honeywell Aerospace Inc 1,271.0 $281K 0.04% NEW $221.08
Page 7 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%