You're signed outSign in or to get full access.
Grey Fox Wealth Advisors, LLC
Grey Fox Wealth Advisors, LLC is an independent fiduciary wealth management and multi-family office firm headquartered in Rockland, Delaware. The firm provides comprehensive, practical, and consultative wealth solutions tailored to the long-term success of small business owners, executives, high-net-worth individuals, and their families. The company serves clients nationwide with a client-focused and solutions-oriented approach. As of 2025, Grey Fox Wealth Advisors has approximately 9 employees and has received national industry recognition for its rapid growth and high standards.
Investment Strategy
Grey Fox Wealth Advisors, LLC delivers fully customized allocation strategies spanning both public and private markets, designed for the unique needs of business owners, executives, and wealthy families. The firm integrates traditional investment management with multi-family office services, maintaining an independent fiduciary approach that emphasizes client-centric solutions and long-term wealth preservation. They prioritize risk-adjusted returns and coordinated financial planning to support generational wealth and complex financial goals.
Latest 13F Filing Activity
Grey Fox Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 98 equity positions with a total 13F market value of $419M. The fund increased holdings in Vanguard Growth Etf, Vanguard Ftse Developed Markets Etf, Nvidia Corp. among other positions. Grey Fox Wealth Advisors, LLC reduced exposure to Vanguard S&P 500 Etf, Vanguard 500 Index Fund - Admiral, Ishares National Muni Bond Etf among others.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | Vanguard Value ETF | 13.02% | $54.6M | 307,431 | $153.71 | $176.74 | +$3.5M |
V VUG | Vanguard Growth ETF | 12.17% | $51.0M | 116,307 | $282.99 | $438.40 | +$9.6M |
V VEA | Vanguard FTSE Developed Markets ETF | 8.26% | $34.7M | 607,866 | $47.43 | $57.01 | +$5.6M |
A AGG | iShares Core US Aggregate Bond ETF | 6.69% | $28.1M | 282,786 | $98.62 | $99.20 | -$534.2K |
V VBR | Vanguard Small Cap Value ETF | 5.36% | $22.5M | 114,766 | $174.61 | $195.01 | +$2.1M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more