Grey Fox Wealth Advisors, LLC has released its latest 13F-HR filing, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's strategic asset allocation and reflects trends within the investment advisory industry.

As firms navigate a competitive landscape, such disclosures are crucial for transparency and investor confidence. The filing shows that Grey Fox has a total value of $667,041,809 in its reported holdings, with a total of 213 entries. This represents a strong positioning in various sectors, particularly technology and consumer goods.

Background

Grey Fox Wealth Advisors, LLC is an investment advisory firm based in Rockland, Delaware. The company is classified under the SIC code for investment advice, focusing on providing financial planning and investment management services to its clients. The firm has been active in filing various reports with the SEC, including its recent submissions on November 3, 2026, and July 17, 2026.

What the Filing Says

The filing indicates that Grey Fox Wealth Advisors, LLC has made substantial investments in several notable companies. For instance, the firm holds:

"Alphabet Inc. Class A" with a value of $4,090,431 and 11,888 shares.

"Amazon.Com Inc" valued at $2,509,190, representing 10,071 shares.

"Apple Inc" with a total investment of $10,969,618, consisting of 32,940 shares.

These holdings highlight the firm's focus on large-cap technology stocks, which are often seen as growth drivers in the market.

Impact

This filing may affect various stakeholders, including current and potential investors who rely on such disclosures to gauge the firm's investment strategy and performance. Moreover, it provides insights for competitors in the investment advisory space, as they analyze Grey Fox's asset allocation to inform their own strategies.

What's Next

The filing does not specify what happens next, leaving room for speculation on potential shifts in investment strategy or upcoming reports.