SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Fairvoy Private Wealth, LLC

CIK 0002046607 · ONE PERIMETER PARK SOUTH, SUITE 300S, BIRMINGHAM, AL, 35243 · (205)578-6250

Reported Value
$364M
Q1 2025
Positions
173
Filings on Record
6
2019–present window
Filed
Apr 17, 2025
original filing

Summary

Fairvoy Private Wealth, LLC reported $364M in U.S.-listed holdings across 173 positions for Q1 2025.

Its largest position, Invesco Exchange Traded Fd T, represents 4.5% of the portfolio.

Compared with Q4 2024, the fund opened 19 new positions and exited 17.

Portfolio Metrics

Turnover
+15.7%
vs prior filed quarter
Top-10 Concentration
+34.6%
share of reported value
Largest Position
+4.5%
Invesco Exchange Traded Fd T
New / Exited
19 / 17
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $376MQ4 ’24Q1 ’25: $364MQ1 ’25Q2 ’25: $402MQ2 ’25Q3 ’25: $439MQ3 ’25Q4 ’25: $447MQ4 ’25Q1 ’26: $419MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 50.1%Common Stock: 48.7%Other: 0.8%ADR: 0.2%REIT: 0.1%Other: 0.1%
  • ETP · 50.1% · $182M
  • Common Stock · 48.7% · $177M
  • Other · 0.8% · $3M
  • ADR · 0.2% · $577,855
  • REIT · 0.1% · $438,054
  • Other · 0.1% · $335,958

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SLBSCHLUMBERGER LTDNEW+59.3K59.3K+$2M$2M
ESSENT GROUP LTDNEW+42.9K42.9K+$2M$2M
TXRHTEXAS ROADHOUSE INCNEW+14.1K14.1K+$2M$2M
MCHPMICROCHIP TECHNOLOGY INC.NEW+42.6K42.6K+$2M$2M
NRANRG ENERGY INCNEW+17.2K17.2K+$2M$2M
AXONAXON ENTERPRISE INCNEW+2.6K2.6K+$1M$1M
DGDOLLAR GEN CORP NEWNEW+9.8K9.8K+$864,792$864,792
CMECME GROUP INCNEW+3.2K3.2K+$847,336$847,336

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

38 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRSHORT TREAS BD · CORE S&P500 ETF · CORE S&P TTL STK · IBOXX INV CP ETF · CORE MSCI TOTAL · MSCI USA MMENTM13.84%$50M370.8K
2FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT · SENIOR LN FD · SMID RISNG ETF10.17%$37M843.4K
3XLFSELECT SECTOR SPDR TRTECHNOLOGY · FINANCIAL · SBI HEALTHCARE · SBI CONS DISCR · COMMUNICATION · SBI INT-UTILS5.50%$20M176.6K
4INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT4.49%$16M94.3K
5PGIM ETF TRPGIM ULTRA SH BD4.24%$15M310.0K
6SOSOUTHERN COhistory →COM2.97%$11M117.6K
7AAPLAPPLE INChistory →COM2.76%$10M45.3K
8AMZNAMAZON COM INChistory →COM2.10%$8M40.1K
9GPCGENUINE PARTS COhistory →COM2.09%$8M63.8K
10MSFTMICROSOFT CORPhistory →COM2.05%$7M19.9K
11EXMOCEXXON MOBIL CORPhistory →COM1.39%$5M42.5K
12FISVFISERV INChistory →COM1.39%$5M22.9K
13WMTWALMART INChistory →COM1.35%$5M55.9K
14UBERUBER TECHNOLOGIES INChistory →COM1.27%$5M63.2K
15FIRST TR VALUE LINE DIVID INSHS1.22%$4M99.1K
16AVGOBROADCOM INChistory →COM1.21%$4M26.4K
17IBMINTERNATIONAL BUSINESS MACHShistory →COM1.12%$4M16.4K
18PGRPROGRESSIVE CORPhistory →COM1.09%$4M14.0K
19NDQINVESCO QQQ TRhistory →UNIT SER 11.09%$4M8.4K
20COSTCOSTCO WHSL CORP NEWhistory →COM1.06%$4M4.1K
21NVDANVIDIA CORPORATIONhistory →COM1.05%$4M35.4K
22ABTABBOTT LABShistory →COM1.04%$4M28.5K
23A4SAMERIPRISE FINL INChistory →COM1.03%$4M7.8K
24GOOGLALPHABET INChistory →CAP STK CL A1.01%$4M23.7K
25METAMETA PLATFORMS INCCL A0.98%$4M6.2K
26GDGENERAL DYNAMICS CORPCOM0.96%$4M12.9K
27MCDMCDONALDS CORPCOM0.92%$3M10.7K
28LLYELI LILLY & COCOM0.85%$3M3.8K
29TJXTJX COS INC NEWCOM0.85%$3M25.5K
30CMICUMMINS INCCOM0.82%$3M9.5K
31ADBEADOBE INCCOM0.72%$3M6.8K
32TMOTHERMO FISHER SCIENTIFIC INCCOM0.70%$3M5.1K
33SLBSCHLUMBERGER LTDCOM STK0.68%$2M59.3K
34ESSENT GROUP LTDCOM0.68%$2M42.9K
35ROPROPER TECHNOLOGIES INCCOM0.65%$2M4.0K
36TXRHTEXAS ROADHOUSE INCCOM0.64%$2M14.1K
37AMEAMETEK INCCOM0.64%$2M13.4K
38TMUST-MOBILE US INCCOM0.58%$2M7.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$419M201Apr 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$447M191Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$439M190Oct 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$402M184Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$364M173Apr 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$376M171Jan 28, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.