Grey Fox Wealth Advisors, LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$518M
Holdings
140
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
Vanguard Value ETF
Q1 2026: Increased +3.6% (109.8k → 113.8k shares)
13.3%
02
$VUG
Vanguard Growth ETF
Q1 2026: Increased +4.9% (43.4k → 45.5k shares)
10.1%
03
$VEA
Vanguard FTSE Developed Markets ETF
Q4 2025: New position (8.2k shares)
9.5%
04
$BIV
Vanguard Intermediate Term Bond ETF
Q1 2026: Increased +23.4% (19.6k → 24.2k shares)
5.8%
05
$AGG
iShares Core US Aggregate Bond ETF
Held since at least Q1 2024
5.6%
06
$VBR
Vanguard Small Cap Value ETF
Q1 2026: Increased +1.8% (16.6k → 16.9k shares)
5.2%
07
$VO
Vanguard Mid Cap ETF IV
Held since at least Q1 2024
4.6%
08
$SLYG
SPDR S&P 600 Small Cap Growth ETF
Held since at least Q1 2024
3.3%
09
$VCSH
Vanguard Short Term Cor BD ETF IV
Held since at least Q1 2024
3.2%
10
$SPEM
SPDR Index Shares Emerg Markt ETF IV
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.