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Fairscale Capital, LLC

SEC CIK
0002032350
Latest filing
Aug 7, 2026

The latest 13F from Fairscale Capital, LLC covers Q2 2026 (filed Aug 7, 2026): 441 long positions worth $167.4M. The top 10 holdings make up 52.4% of the portfolio, and the largest is Vanguard S&P 500 ETF at 18.3%. Livermore has 9 filings on Form 13F from this institution, going back to Q2 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$688.4K
Added
25
Est. +$2.39M
Reduced
42
Est. −$1.67M
Sold out
5
Est. −$221.2K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    18.3%$30.7M
  2. iShares Tr464287549
    8.4%$14.1M
  3. NVDANVIDIA Corp
    7.1%$11.9MHistory
  4. AAPLApple Inc.
    4.0%$6.77MHistory
  5. Vanguard S&P 500 Value ETF921932703
    3.6%$6.02M

Biggest buys

New and added positions, by estimated amount bought

  1. Invesco QQQ Trust Series I46090E103
    +$605.3KAdded
  2. iShares S&P Mid-Cap 400 Growth ETF464287606
    +$313.8KAdded
  3. Vanguard S&P 500 ETF922908363
    +$306.3KAdded
  4. Vanguard High Dividend Yield Index ETF921946406
    +$221.4KAdded
  5. Calamos ETF Tr12811T746
    +$199.8KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco QQQ Trust Series I46090E103
    +0.58 pp2.1% → 2.7%
  2. PANWPalo Alto Networks Inc
    +0.28 pp0.3% → 0.6%History
  3. AMATApplied Materials Inc
    +0.21 pp0.2% → 0.4%History
  4. iShares S&P Mid-Cap 400 Growth ETF464287606
    +0.19 pp0.7% → 0.9%
  5. Calamos ETF Tr12811T746
    +0.12 pp0.0% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AMGNAmgen Inc
    −$235.0KReducedHistory
  2. XOMExxonMobil Holdings Corp
    −$138.6KSold outHistory
  3. BRK.BBerkshire Hathaway Inc
    −$131.6KReducedHistory
  4. NVDANVIDIA Corp
    −$115.1KReducedHistory
  5. FCXFreeport-McMoran Inc
    −$104.2KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NFLXNetflix Inc
    −0.40 pp1.1% → 0.7%History
  2. Pacer US Cash Cows 100 ETF69374H881
    −0.36 pp2.5% → 2.1%
  3. Vanguard S&P 500 Value ETF921932703
    −0.28 pp3.9% → 3.6%
  4. METAMeta Platforms, Inc.
    −0.21 pp1.3% → 1.1%History
  5. CRMSalesforce, Inc.
    −0.19 pp0.6% → 0.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$167.4M
+$22.8M (+15.8%) vs. prior quarter
Positions
441
+4 vs. prior quarter
Top 10 concentration
52.4%
Top 10 as share of value
Turnover
1.2%
Q2 2026, one quarter
Average holding period
8.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2024), so positions held before then are understated.

13F filings by quarter

9 quarters, going back to Q2 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $167.4M (Q2 2026)

Q2 2024: $112.6MQ3 2024: $114.1MQ4 2024: $116.1MQ1 2025: $110.7MQ2 2025: $137.5MQ3 2025: $145.5MQ4 2025: $150.8MQ1 2026: $144.6MQ2 2026: $167.4M
Q2 2024Q2 2026
13F filings of Fairscale Capital, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 2026441$167.4MVanguard S&P 500 ETFiShares TrNVDAvs. Q1 2026SEC
Q1 2026May 11, 2026437$144.6MVanguard S&P 500 ETFNVDAiShares Trvs. Q4 2025SEC
Q4 2025Feb 17, 2026427$150.8MVanguard S&P 500 ETFNVDAiShares Trvs. Q3 2025SEC
Q3 2025Nov 6, 2025444$145.5MVanguard S&P 500 ETFNVDAiShares Trvs. Q2 2025SEC
Q2 2025Aug 12, 2025442$137.5MVanguard S&P 500 ETFNVDAiShares Trvs. Q1 2025SEC
Q1 2025May 14, 2025352$110.7MVanguard S&P 500 ETFiShares TrNVDAvs. Q4 2024SEC
Q4 2024Feb 7, 2025355$116.1MVanguard S&P 500 ETFiShares TrNVDAvs. Q3 2024SEC
Q3 2024Nov 12, 2024355$114.1MVanguard S&P 500 ETFiShares TrNVDAvs. Q2 2024SEC
Q2 2024Aug 13, 2024363$112.6MVanguard S&P 500 ETFiShares TrNVDA–SEC