13F Insight
DOSSIER · 13F-HR · Q1 2026

Grey Fox Wealth Advisors, LLC

Grey Fox Wealth's pension fund based in Omaha, NE — $518M in tracked AUM across 186 positions as of Q1 2026.

GF
Grey Fox Wealth·Omaha, NE·Pension Fund
CIK 0001965362 · last filed Mar 31, 2026
Total AUM
$518M
▼ 9.1%
vs prior
Holdings
186
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Grey Fox Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTV
Vanguard Value ETF
$69M351K13.3%
02
VUG
Vanguard Growth Index ETF
$52M120K10.1%
03
VEA
Vanguard FTSE Developed Markets ETF
$49M767K9.5%
04
BIV
Vanguard Intermediate Term Bond ETF
$30M390K5.8%
05
AGG
iShares Core US Aggregate Bond ETF
$29M290K5.5%
06
VBR
Vanguard Small Cap Value ETF
$27M124K5.2%
07
VO
Vanguard Mid Cap ETF IV
$24M82K4.6%
08
SLYG
SPDR S&P 600 Small Cap Growth ETF
$17M177K3.3%
09
VCSH
Vanguard Short Term Cor BD ETF IV
$16M207K3.2%
10
SPEM
SPDR Index Shares Emerg Markt ETF IV
$12M263K2.4%

Filing history

Filing history loading…