Institutions / Fox Financial, Inc
Fox Financial, Inc
CIK 2004131 · Institution · as of Dec 31, 2025
Portfolio value
$125.42M
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Trust | $27.43M | 21.9% |
| SPDR Series Trust | $25.15M | 20.1% |
| iShares Tr | $21.14M | 16.9% |
| Invesco Qqq Tr | $19.22M | 15.3% |
| iShares Tr | $15.07M | 12.0% |
| Select Sector SPDR Tr | $14.73M | 11.7% |
| Invesco Exch Trd Slf Idx Fd | $854.5K | 0.7% |
| SPDR Series Trust | $625.5K | 0.5% |
| WisdomTree Tr | $496.7K | 0.4% |
| Invesco Exch Traded Fd Tr II | $274.8K | 0.2% |
| iShares Tr | $229.0K | 0.2% |
| SPDR Series Trust | $202.6K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.