13F Filings History of Fairvoy Private Wealth, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$446,659,927
Signature - Title
Claudia Johnston - Vice President, Private Wealth Advisor, CCO
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by Fairvoy Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fairvoy Private Wealth, LLC reported 191 stock holdings with total value $446,659,927 as of Q4 2025. Top holdings included RSP, IVV, PULS, LMBS, and SHV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 191 $446,659,927 +$33,506,972 -$18,313,084 +$15,193,888 RSP, IVV, PULS, LMBS, SHV 13F-HR 14 Jan 2026, 09:20
Q3 2025 190 $439,160,853 +$31,841,312 -$17,281,011 +$14,560,301 RSP, IVV, SHV, PULS, LMBS 13F-HR 10 Oct 2025, 09:33
Q2 2025 184 $402,476,447 +$30,292,598 -$17,215,521 +$13,077,077 RSP, SHV, PULS, LMBS, FTSL 13F-HR 21 Jul 2025, 16:27
Q1 2025 173 $363,835,395 +$54,141,349 -$60,436,827 -$6,295,478 RSP, SHV, PULS, LMBS, FTSL 13F-HR 17 Apr 2025, 10:18
Q4 2024 171 $376,000,933 $0 $0 $0 RSP, IVV, SHV, AGG, PULS 13F-HR 28 Jan 2025, 09:32