Fox Financial, Inc - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Fox Financial, Inc held in its portfolio 10 assets valued at $125,422,807 (i.e. $125.42M).

The most valuable assets in the portfolio included: WISDOMTREE TR ($27.43M), SPDR SERIES TRUST ($25.98M), and ISHARES TR ($21.14M).

The chart below shows the top 10 valuable assets, and the table below shows the top 10 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Fox Financial, Inc Portfolio

WISDOMTREE TR

SPDR SERIES TRUST

ISHARES TR

INVESCO QQQ TR

ISHARES TR

SELECT SECTOR SPDR TR

INVESCO EXCH TRD SLF IDX FD

WISDOMTREE TR

INVESCO EXCH TRADED FD TR II

ISHARES TR

Fox Financial, Inc - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
WISDOMTREE TR	311384	27426662	US LARGECAP DIVD
SPDR SERIES TRUST	315084	25982446	STATE STREET SPD
ISHARES TR	282299	21138553	US SML CAP EQT
INVESCO QQQ TR	31284	19217795	UNIT SER 1
ISHARES TR	156557	15071786	RUS MID CAP ETF
SELECT SECTOR SPDR TR	102316	14730475	STATE STREET TEC
INVESCO EXCH TRD SLF IDX FD	13979	854538	RUSL 1000 DYNM
WISDOMTREE TR	5554	496696	US QTLY DIV GRT
INVESCO EXCH TRADED FD TR II	6529	274836	S&P SMLCAP QTY
ISHARES TR	3470	229020	CORE S&P MCP ETF