Fairman Group, LLC

Q3 2025 13F Holdings

  • Location
    chesterbrook, PA
  • Num holdings

    274

  • Value ($000)

    $124,163

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0002016719
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$27.78 M
22 %

41,512

ACN
ACN

ACCENTURE PLC IRELAND

SHS CLASS A
$21.76 M
18 %

88,230

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$7.18 M
6 %

119,799

VEEV
VEEV

VEEVA SYS INC

CL A COM
$6.25 M
5 %

20,989

---

ESSENT GROUP LTD

COM
$6.23 M
5 %

98,040

STRV
STRV

EA SERIES TRUST

STRIVE 500 ETF
$4.63 M
4 %

107,133

WRB
WRB

BERKLEY W R CORP

COM
$4.07 M
3 %

53,087

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$3.05 M
3 %

9,263

---

BLACKROCK ETF TRUST II

ISHARES HIGH YIE
$2.87 M
2 %

58,296

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$2.51 M
2 %

38,391

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 274