13F Filings History of Grey Fox Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$488,422,673
Signature - Title
Daniel McGlinn - Director of Operations
Location
Rockland, DE
Summary
This page shows a list of all the recent 13F filings made by Grey Fox Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Grey Fox Wealth Advisors, LLC reported 134 stock holdings with total value $488,422,673 as of Q4 2025. Top holdings included VTV, VUG, VEA, AGG, and VBR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 134 $488,422,673 +$20,949,407 -$31,151,040 -$10,201,633 VTV, VUG, VEA, AGG, VBR 13F-HR 12 Feb 2026, 09:29
Q3 2025 658 $490,296,558 +$50,033,889 -$9,104,572 +$40,929,317 VTV, VUG, VEA, AGG, VBR 13F-HR 29 Oct 2025, 17:24
Q2 2025 137 $419,433,445 +$42,579,443 -$18,637,450 +$23,941,993 VTV, VUG, VEA, AGG, VBR 13F-HR 06 Aug 2025, 15:09
Q1 2025 130 $374,122,751 +$36,907,603 -$24,583,402 +$12,324,201 VTV, VUG, VEA, AGG, VBR 13F-HR 02 May 2025, 10:33
Q4 2024 131 $364,156,127 +$24,950,060 -$13,751,244 +$11,198,816 VTV, VUG, AGG, VEA, VBR 13F-HR 11 Feb 2025, 10:00
Q3 2024 139 $358,502,640 +$74,417,279 -$14,860,788 +$59,556,491 VTV, VUG, AGG, VEA, VBR 13F-HR 22 Oct 2024, 15:04
Q2 2024 130 $284,085,845 +$31,482,059 -$15,242,359 +$16,239,700 VTV, VUG, VEA, AGG, VCSH 13F-HR 30 Jul 2024, 14:12
Q1 2024 126 $265,930,313 +$30,623,020 -$4,704,585 +$25,918,435 VTV, VUG, VEA, AGG, VBR 13F-HR 11 Apr 2024, 08:40
Q4 2023 108 $230,082,370 +$33,801,320 -$21,375,466 +$12,425,854 VTV, VUG, VEA, AGG, VBR 13F-HR 17 Jan 2024, 20:38
Q3 2023 100 $199,410,250 +$39,336,308 -$26,295,902 +$13,040,406 VUG, VTV, VEA, AGG, VCSH 13F-HR 24 Oct 2023, 13:56
Q2 2023 99 $194,300,072 +$42,481,781 -$23,264,610 +$19,217,171 VUG, VTV, AGG, VCSH, VEA 13F-HR 03 Aug 2023, 17:04
Q1 2023 528 $169,324,334 +$19,198,626 -$7,173,115 +$12,025,511 VUG, VTV, AGG, VEA, VBR 13F-HR 09 May 2023, 14:41
Q4 2022 392 $151,486,202 $0 $0 $0 VTV, AGG, VUG, SPLV, VEA 13F-HR 14 Feb 2023, 12:03