Grey Fox Wealth Advisors, LLC
Grey Fox Wealth Advisors, LLC reported 227 holdings worth US$637M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Grey Fox Wealth Advisors, LLC reported 227 holdings worth US$637M as of Jun 30, 2026. Largest: Antero Midstream Corporation, Apple Inc and Nvidia Corporation. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 227
- Value as reported
- US$637M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Antero Midstream Corporation | 458K | US$10.4M | 1.6% |
| Apple Inc | 32,185 | US$9.31M | 1.5% |
| Nvidia Corporation | 38,617 | US$7.73M | 1.2% |
| Antero Resources Corporation | 217K | US$7.61M | 1.2% |
| Alphabet Inc (google) Class C | 16,024 | US$5.73M | 0.90% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,353 | US$2.56M | 0.40% |
| Johnson & Johnson | 10,053 | US$2.55M | 0.40% |
| Amazon.com, Inc. | 9,932 | US$2.37M | 0.37% |
| Berkshire Hathaway Inc. | 3,404 | US$1.7M | 0.27% |
| Microsoft Corp. | 3,983 | US$1.49M | 0.23% |
| Eli Lilly And Company | 1,189 | US$1.43M | 0.22% |
| Jp Morgan Chase & Co. | 3,845 | US$1.26M | 0.20% |
| Broadcom Inc. | 2,784 | US$1.05M | 0.17% |
| Morgan Stanley | 4,775 | US$998K | 0.16% |
| Visa Inc. | 2,215 | US$760K | 0.12% |
| Meta Platforms, Inc. | 1,331 | US$750K | 0.12% |
| Analog Devices, Inc. | 1,701 | US$676K | 0.11% |
| Pnc Financial Services Group, Inc. (the) | 2,665 | US$656K | 0.10% |
| Costco Wholesale Corporation | 669 | US$626K | 0.10% |
| Abbvie Inc. | 2,427 | US$611K | 0.10% |
| Texas Pacific Land Corporation | 1,272 | US$557K | 0.09% |
| Kla Corporation | 1,692 | US$511K | 0.08% |
| Williams Companies, Inc. (the) | 5,884 | US$437K | 0.07% |
| Chevron Corporation | 2,623 | US$435K | 0.07% |
| Freeport-mcmoran, Inc. | 6,900 | US$434K | 0.07% |
| Asml Holding Nv | 217 | US$432K | 0.07% |
| Oracle Corporation | 2,940 | US$431K | 0.07% |
| Walmart Inc. | 3,803 | US$431K | 0.07% |
| Home Depot, Inc. (the) | 1,214 | US$428K | 0.07% |
| Monster Beverage Corporation | 3,860 | US$371K | 0.06% |
| Valero Energy Corporation | 1,418 | US$369K | 0.06% |
| Stryker Corporation | 1,144 | US$361K | 0.06% |
| Caterpillar, Inc. | 333 | US$355K | 0.06% |
| Energy Transfer Lp | 18,422 | US$352K | 0.06% |
| Rivian Automotive, Inc. | 19,376 | US$336K | 0.05% |
| O'reilly Automotive, Inc. | 3,643 | US$335K | 0.05% |
| Merck & Company, Inc. | 2,585 | US$334K | 0.05% |
| Netflix, Inc. | 4,627 | US$330K | 0.05% |
| Intuitive Surgical, Inc. | 823 | US$327K | 0.05% |
| Five Below, Inc. | 1,772 | US$319K | 0.05% |
| Danaher Corporation | 1,647 | US$314K | 0.05% |
| Philip Morris International Inc | 1,568 | US$286K | 0.04% |
| Nextera Energy, Inc. | 2,908 | US$255K | 0.04% |
| Franco-nevada Corporation | 1,217 | US$254K | 0.04% |
| Thermo Fisher Scientific Inc | 501 | US$251K | 0.04% |
| Cubesmart | 5,989 | US$238K | 0.04% |
| Bank Of America Corporation | 3,992 | US$227K | 0.04% |
| Advanced Micro Devices Inc | 387 | US$225K | 0.04% |
| Deere & Company | 353 | US$224K | 0.04% |
| Marathon Petroleum Corporation | 852 | US$218K | 0.03% |
| Cintas Corporation | 1,280 | US$218K | 0.03% |
| Qualcomm Incorporated | 1,144 | US$211K | 0.03% |
| Franklin Bsp Realty Trust, Inc. | 25,085 | US$209K | 0.03% |
| Green Brick Partners, Inc. | 2,597 | US$208K | 0.03% |
| Charles Schwab Corporation (the) | 2,204 | US$203K | 0.03% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Hamilton Lane Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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