Fairvoy Private Wealth LLC Activity Report: Q2 2026 Portfolio Changes

As of June 30th, 2026, Fairvoy Private Wealth LLC (fairvoy-private-wealth-llc) has released data detailing their investment activities for the quarter. This report provides a summary of observable purchases and sales based on available disclosures.

Fairvoy Private Wealth demonstrated active management during Q2 2026, engaging in both buying and selling activities across different asset classes and sectors within their substantial portfolio. The firm manages a large investment volume with over 194 holdings as of this date.

Technology Sector Adjustments

Fairvoy Private Wealth made notable adjustments to its Technology sector exposure during the quarter:

• Purchased UBER TECHNOLOGIES INC (UBER), adding shares at a time when the stock experienced significant volatility, though they sold their position entirely (UBER). This action resulted in a portfolio allocation change for this specific Technology company.
• They also purchased shares of several prominent Technology sector ETFs, including RDVY (RDVY), which saw an impressive increase in its position (RDVY). Additionally, they increased holdings significantly in the SELECT SECTOR SPDR TR (XLK) ETF (XLK) and other Technology-related funds.
• In contrast, their position in GARMIN LTD (GRMN) (GRMN) remained unchanged during the quarter.

Healthcare Sector Changes

In the Healthcare sector, Fairvoy Private Wealth's actions were more pronounced:

• Purchased shares of ABBOTT LABS (ABT), (ABT) adding to their position in this Healthcare company.
• However, they also sold a substantial portion of their holding in the same sector. Specifically, they exited their position entirely in VICTORY PORTFOLIOS II (MODL), (MODL) which was previously part of their portfolio.
• Furthermore, the investor sold shares of UBER TECHNOLOGIES INC (UBER), (UBER). This Technology stock was also sold by Fairvoy Private Wealth in this period.
• Their position in ABBOTT LABS (ABT), (ABT) however, remained unchanged during the quarter.

Financial Services and ETF Activity

Fairvoy Private Wealth showed strong buying interest in several Exchange-Traded Funds (ETFs) focused on Financial Services:

• Purchased shares of ISHARES TR (IVV), (IVV) increasing their position significantly.
• They also notably increased holdings in the INVESCO QQQ TR (QQQ) ETF, which experienced a large share increase during this period (QQQ). Additionally, they bought shares of FIRST TR EXCHANGE-TRADED FD (RDVY), (RDVY) and other similar fixed-income related ETFs.
• Furthermore, the investor purchased positions in several other Fixed-Income ETFs including FIRST TR EXCHANGE-TRADED FD (FTSL), (FTSL) PGIM ETF TR (PULS), (PULS) and others.
• On the sell side, they disposed of significant holdings in SELECT SECTOR SPDR TR (XLV) ETFs. The firm sold shares of this widely held Healthcare sector ETF (XLV) and also exited their position entirely in the SELECT SECTOR SPDR TR (XLF) ETF, (XLF). This was a substantial sell activity.
• Their position in FIRST TR EXCHANGE-TRADED FD (LMBS), (LMBS) however, remained unchanged during the quarter.

Other Observable Changes

Beyond Technology and Financial Services, Fairvoy Private Wealth also made changes in other areas:

• Their position in the Utilities sector (SO) remained stable throughout Q2.
• In Consumer Defensive, they held onto their investment in SOUTHERN CO (SO), maintaining its allocation at 2.87% of the portfolio (SO). No other changes were disclosed for this sector.
• Regarding Consumer Defensive stocks, they held onto their investment in SOUTHERN CO (SO), maintaining its allocation at 2.87% of the portfolio (SO). No other changes were disclosed for this sector.

Overall, Fairvoy Private Wealth's Q2 2026 filing indicates a dynamic portfolio with significant buying in certain ETFs and individual stocks, alongside notable selling activities, particularly within the Technology and Financial Services sectors. For more detailed analysis of their holdings or performance metrics, please refer to the full report available on Fairvoy Private Wealth's page.