account_balance
Investment manager · 13F filer · SEC CIK 2004131
Fox Financial, Inc
Reported value$140Mas of Sep 30, 2026
Positions14 3 new, 1 sold out
Top 10 weight99.3%DLN alone is 21%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DLNWisdomtree Tr
21.3%
SPTMSPDR Series Trust
19.5%
SMLFiShares Tr
16.4%Trimmed −2%
QQQInvesco QQQ Tr
15.6%Trimmed −3%
XLKSelect Sector SPDR Tr
12.9%Trimmed −6%
IWRiShares Tr
11.8%
OMFL
SPYG
DLNWisdomtree Tr
21.3%
SPTMSPDR Series Trust
19.5%
SMLFiShares Tr
16.4%Trimmed −2%
QQQInvesco QQQ Tr
15.6%Trimmed −3%
XLKSelect Sector SPDR Tr
12.9%Trimmed −6%
IWRiShares Tr
11.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DLN Wisdomtree Tr 21.3% Held
SPTM SPDR Series Trust 19.5% Held
SMLF iShares Tr 16.4% Trimmed −2%
QQQ Invesco QQQ Tr 15.6% Trimmed −3%
XLK Select Sector SPDR Tr 12.9% Trimmed −6%
IWR iShares Tr 11.8% Held
OMFL Invesco Exch TRD SLF Idx Fd 0.7% Held
SPYG SPDR Series Trust 0.5% Held
DGRW Wisdomtree Tr 0.4% Held
MSFT Microsoft Corp 0.3% NewXSHQ Invesco Exch Traded Fd Tr II 0.2% Held
MRK Merck & Co., Inc. 0.2% NewWhat changed
Biggest moves since Jun 30, 2026
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