Fox Financial, Inc Portfolio Holdings

Fox Financial, Inc

  • $126 Billion
  • Q3 2025

Fox Financial, Inc has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr U.S Largecap Div with a value of $27.3B, Spdr Portfolio S&P 1500 Compos with a value of $24.9B, Ishares Msci Usa Small Cap Mul with a value of $21.2B, Invesco Qqq Trust, Series 1 with a value of $19.4B, and Ishares Russell Mid Cap ETF with a value of $15.2B.

Examining the 13F form we can see an increase of $7.4B in the current position value, from $118B to 126B.

Fox Financial, Inc is based out at Wyomissing, PA

Below you can find more details about Fox Financial, Inc portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $126 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.3 Billion 21.73% of portfolio
313,726
Q3 2025 Reduced 0.4%
$0
$24.9 Billion 19.79% of portfolio
308,330
Q3 2025 Reduced 1.07%
$0
$21.2 Billion 16.84% of portfolio
284,576
Q3 2025 Reduced 0.66%
$0
$19.4 Billion 15.46% of portfolio
32,372
Q3 2025 Reduced 2.54%
$0
$15.2 Billion 12.09% of portfolio
157,434
Q3 2025 Reduced 0.06%
$0
$14.9 Billion 11.85% of portfolio
52,833
Q3 2025 Reduced 2.64%
$0
$851 Million 0.68% of portfolio
14,114
Q3 2025 Reduced 5.67%
$0
$614 Million 0.49% of portfolio
5,874
Q3 2025 Reduced 6.42%
$0
$495 Million 0.39% of portfolio
5,565
Q3 2025 Reduced 5.08%
$0
$352 Million 0.28% of portfolio
5,387
Q3 2025 Reduced 7.76%
$0
$281 Million 0.22% of portfolio
6,541
Q3 2025 Reduced 4.94%
$0
$229 Million 0.18% of portfolio
4,941
Q3 2025 Reduced 7.47%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $126 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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