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Fairman Group, LLC

Q4 2025 13F Holdings

  • Location
    chesterbrook, PA
  • Num holdings

    337

  • Value ($000)

    $125,158

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$28.8M
23 %

42,047

A
ACN

ACCENTURE PLC IRELAND

SHS CLASS A
G1151C101
$23.45M
19 %

87,385

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$8.01M
6 %

128,217

---

ESSENT GROUP LTD

COM
G3198U102
$5.78M
5 %

88,921

S
STRV

EA SERIES TRUST

STRIVE 500 ETF
02072L680
$4.74M
4 %

107,435

W
WRB

BERKLEY W R CORP

COM
084423102
$3.73M
3 %

53,124

V
VEEV

VEEVA SYS INC

CL A COM
922475108
$3.72M
3 %

16,659

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$3.25M
3 %

9,689

---

BLACKROCK ETF TRUST II

ISHARES HIGH YIE
092528843
$2.88M
2 %

59,118

D
DBMF

LITMAN GREGORY FDS TR

IMGP DBI MANAGED
53700T827
$2.5M
2 %

89,205

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