Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Fairvoy Private Wealth, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Fairvoy Private Wealth, LLC (CIK 2046607) reported $419.0M across 201 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($16.2M, 3.87%), PULS ($16.1M, 3.84%), SHV ($16.0M, 3.82%), LMBS ($15.7M, 3.75%), FTSL ($15.1M, 3.60%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$16.2M3.87%24,853Trimmed
2PULSPGIM ETF TR$16.1M3.84%325,323Added
3SHVISHARES TR$16.0M3.82%144,859Added
4LMBSFIRST TR EXCHANGE-TRADED FD$15.7M3.75%315,355Added
5FTSLFIRST TR EXCHANGE-TRADED FD$15.1M3.60%336,512Added
6SOSOUTHERN CO$11.1M2.65%115,123Added
7AAPLAPPLE INC$10.9M2.59%42,788Trimmed
8XLVSELECT SECTOR SPDR TR$8.7M2.07%59,096Added
9XLISELECT SECTOR SPDR TR$8.6M2.05%53,095Added
10RSPINVESCO EXCHANGE TRADED FD T$8.2M1.96%42,833Trimmed
11AMZNAMAZON COM INC$7.4M1.77%35,669Trimmed
12GPCGENUINE PARTS CO$7.1M1.70%67,518Trimmed
13XLKSELECT SECTOR SPDR TR$7.0M1.67%52,537Trimmed
14TIPISHARES TR$7.0M1.66%63,009New
15IXUSISHARES TR$6.9M1.64%79,477Trimmed
16QQQINVESCO QQQ TR$6.7M1.59%11,526Added
17WMTWALMART INC$6.6M1.57%53,047Trimmed
18XOMEXXON MOBIL CORP$6.6M1.57%38,665Trimmed
19MSFTMICROSOFT CORP$6.3M1.51%17,119Trimmed
20ITOTISHARES TR$5.7M1.37%40,337Trimmed
21XLYSELECT SECTOR SPDR TR$5.6M1.34%51,343Added
22XLFSELECT SECTOR SPDR TR$5.6M1.33%113,114Added
23SDVYFIRST TR EXCHANGE-TRADED FD$5.6M1.33%141,150Trimmed
24NVDANVIDIA CORPORATION$5.3M1.26%30,338Trimmed
25AVGOBROADCOM INC$5.3M1.26%17,106Trimmed

Source: SEC Form 13F filings · as of 2026-03-31