13F Filings History of Fox Financial, Inc

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$125,422,807
Signature - Title
Kevin M. Fox - Chief Compliance Officer
Location
Wyomissing, PA
Summary
This page shows a list of all the recent 13F filings made by Fox Financial, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fox Financial, Inc reported 12 stock holdings with total value $125,422,807 as of Q4 2025. Top holdings included DLN, SPTM, SMLF, QQQ, and IWR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 12 $125,422,807 +$7,124,087 -$1,579,138 +$5,544,949 DLN, SPTM, SMLF, QQQ, IWR 13F-HR 09 Feb 2026, 08:58
Q3 2025 12 $125,676,905 $0 -$1,844,954 -$1,844,954 DLN, SPTM, SMLF, QQQ, IWR 13F-HR 07 Nov 2025, 09:58
Q2 2025 13 $118,279,777 +$885,469 -$28,564 +$856,905 DLN, SPTM, SMLF, QQQ, IWR 13F-HR 07 Aug 2025, 11:04
Q1 2025 13 $106,228,267 +$1,072,048 -$68,523 +$1,003,525 DLN, SPTM, SMLF, QQQ, IWR 13F-HR 21 Apr 2025, 12:20
Q4 2024 13 $110,689,206 +$10,690,798 -$16,803,842 -$6,113,044 DLN, SPTM, SMLF, QQQ, IWR 13F-HR 23 Jan 2025, 16:30
Q3 2024 14 $114,683,288 +$3,465,080 -$2,513,651 +$951,429 SPTM, QQQ, DLN, XLK, SMLF 13F-HR 30 Oct 2024, 16:40
Q2 2024 14 $108,458,641 +$10,365,614 -$14,920,054 -$4,554,440 SPTM, QQQ, DLN, XLK, IWR 13F-HR 22 Jul 2024, 16:19
Q1 2024 13 $110,412,264 +$301,514 -$1,993,327 -$1,691,813 SPTM, QQQ, DLN, XLK, SPSM 13F-HR 03 May 2024, 15:55
Q4 2023 13 $104,424,712 $0 $0 $0 SPTM, QQQ, DLN, XLK, SPSM 13F-HR 26 Jan 2024, 11:39