Fox Financial, Inc. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 14 total positions held by the firm.
The largest position disclosed in the report is Apple Inc., for which the filer holds 763 shares. The firm also holds significant positions in exchange-traded funds, including Invesco Exchange Traded Fund Trust II S&P SMLCAP with 6,320 shares and Invesco Exchange Traded Self-Indexed Fund Russell 1000 Dynamic with 13,163 shares. Other notable ETF holdings include iShares Tr US SML Cap Eqt with 274,455 shares, iShares Tr RUS Mid Cap ETF with 154,839 shares, and SPDR Series Trust ST STR PR SP1500 with 296,648 shares.
Among individual stock holdings, the report lists Merck & Co. Inc. with 1,826 shares and Microsoft Corp. with 835 shares. The filer also holds 55,160 shares of SPDR Series Trust ST STR P500GRW, 5,335 shares of WisdomTree Tr US QTLY DIV GRT, and 306,152 shares of WisdomTree Tr US LARGECAP DIVD.
