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Home > Institutional Investor > Fairvoy Private Wealth, Llc > Profile

Instuitional Investor - Fairvoy Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Fairvoy Private Wealth, Llc
Portfolio Value $376,000,933
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 102,495 $17,960,125 4.77%
2.
Ishares Trust
 IEF 27,966 $16,462,753 4.37%
3.
Ishares Tr
 117,546 $12,943,043 3.44%
4.
Ishares Trust
 IEF 128,779 $12,478,653 3.31%
5.
Pgim Etf Tr - PGIM ULTRA SH BD
 248,656 $12,320,905 3.27%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)