Fairvoy Private Wealth, LLC

All 13F Filings

Location
Birmingham, AL
Most recent 13F
Q2 2026
Holdings value ($000)
494,789
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/17/2026 200 494,789 13F-HR Fairvoy Private Wealth, LLC
Q1 2026 4/20/2026 201 418,958 13F-HR Fairvoy Private Wealth, LLC
Q4 2025 1/14/2026 191 446,660 13F-HR Fairvoy Private Wealth, LLC
Q3 2025 10/10/2025 190 439,161 13F-HR Fairvoy Private Wealth, LLC
Q2 2025 7/21/2025 184 402,476 13F-HR Fairvoy Private Wealth, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 257.7 K 52.1% 36.68 K 0 36.68 K
ETFs 221.1 K 44.7% 38.15 K 0 38.15 K
Debt 16.07 K 3.2% 997 0 997
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Fund Snapshot

Q2 2026
Latest filed
7/17/2026
Total value ($000)
494,789
Holdings
200
QoQ value change ($000)
75,831 (18.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.