Fairway Wealth LLC
Q2 2025 13F Holdings
- Locationindependence, OH
- Num holdings
180
- Value ($000)
$312,748
- Date Filed07/29/2025
- Form type13F-HR
- CIK0002019393
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $28.86 M | 9 % | 50,814 | ||
NDQ POWERSHARES QQQ TR | ETF | 46090E103 | $23.29 M | 7 % | 42,213 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $23.05 M | 7 % | 126,847 | ||
DLN WISDOMTREE LARGE CAP DIVIDEND | ETF | 97717W307 | $21.52 M | 7 % | 261,991 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $20.55 M | 7 % | 33,106 | ||
VTIP VANGUARD SHORT TERM INFL-PROTECTED | ETF | 922020805 | $18.74 M | 6 % | 1,077,562 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $16.61 M | 5 % | 291,429 | ||
VXF VANGUARD EXTENDED MARKET ETF | ETF | 922908652 | $16.32 M | 5 % | 84,709 | ||
IEFA ISHARES CORE MSCI EAFE | ETF | 46432F842 | $15.79 M | 5 % | 610,255 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $14.07 M | 5 % | 128,760 |
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