Fairvoy Private Wealth, LLC has disclosed its latest investment holdings in a 13F-HR filing, revealing a total value of approximately $496.3 million as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and portfolio management within the wealth management sector.
Founded in Delaware, Fairvoy Private Wealth, LLC specializes in managing private wealth and investment portfolios for its clients. The firm operates from its headquarters located in Birmingham, Alabama, and is classified under the SIC code for financial services.
The recent filing includes a comprehensive list of the firm’s holdings, with a total of 210 entries. This breadth of investments highlights Fairvoy's commitment to diversifying its portfolio across various sectors and asset classes. Among its notable holdings are major companies such as Apple Inc. and Amazon.com Inc., reflecting a focus on technology and consumer goods.
According to the filing, the total value of Fairvoy's holdings as of the reporting date was $496,325,121. The firm’s Chief Compliance Officer, Claudia Johnston, signed the filing, indicating the firm's adherence to regulatory requirements and transparency in its investment practices.
The filing may impact clients and stakeholders by providing a clearer picture of how Fairvoy is positioning its investments in the current market environment. The details shared in the filing can influence client confidence and attract potential investors looking for robust wealth management services.
Looking ahead, it remains to be seen how Fairvoy will adjust its investment strategies in response to market trends and economic conditions. The firm’s next filing will likely provide further insights into its evolving investment approach.