Long-term investor
Grey Fox Wealth Advisors, LLC @greyfoxwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965362).
Record
- Tracked since 2025-06-30 (448 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +15.5% · all +15.5%
- Max drawdown n/a · win rate 1% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908744 · 12.4% · long · since 2025-06-30
- 922908736 · 10.0% · long · since 2025-06-30
- 921943858 · 9.2% · long · since 2025-06-30
- 464287226 · 5.2% · long · since 2025-06-30
- 921937819 · 5.0% · long · since 2025-06-30
- 922908611 · 5.0% · long · since 2025-06-30
- 922908629 · 4.5% · long · since 2025-06-30
- 78464A201 · 3.4% · long · since 2025-06-30
- 92206C409 · 2.8% · long · since 2025-06-30
- 78463X509 · 2.3% · long · since 2025-06-30
- 922908553 · 2.0% · long · since 2025-06-30
- 46435U853 · 1.6% · long · since 2025-06-30