Fairvoy Private Wealth, LLC
All 13F Filings
- Location
- Birmingham, AL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 446,660
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 374 K | 83.7% | 3.468 K | 0 | 3.468 K |
| ETFs | 58.43 K | 13.1% | 3.97 K | 0 | 3.97 K |
| Debt | 14.2 K | 3.2% | 61 | 0 | 61 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
446,660
Holdings
191
QoQ value change ($000)
7,499
(1.7%)
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.