SEC Form 13F

Fox Financial, Inc 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$143,589,043
Positions12

Largest disclosed positions

IssuerTickerClassReported valueReported amount
WISDOMTREE TRDLNUS LARGECAP DIVD$30,043,297311,911
SPDR SERIES TRUSTSPTMST STR PR SP1500$27,383,591301,615
ISHARES TRSMLFUS SML CAP EQT$25,069,218281,234
INVESCO QQQ TRQQQUNIT SER 1$22,292,00630,272
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$18,556,92197,401
ISHARES TRIWRRUS MID CAP ETF$17,413,191157,843
INVESCO EXCH TRD SLF IDX FDOMFLRUSL 1000 DYNM$902,15713,163
SPDR SERIES TRUSTSPYGST STR P500GRW$656,2895,516
WISDOMTREE TRDGRWUS QTLY DIV GRT$510,1355,335
INVESCO EXCH TRADED FD TR IIXSHQS&P SMLCAP QTY$305,5986,320

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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