Fairway Wealth LLC
Q4 2025 13F Holdings
- Locationindependence, OH
- Num holdings
237
- Value ($000)
$370,773
- Date Filed01/28/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | ETF | 922908363 | $38M | 10 % | 60,595 | ||
POWERSHARES QQQ TR | ETF | 46090E103 | $27.56M | 7 % | 44,870 | ||
ISHARES S&P 500 INDEX | ETF | 464287200 | $26.47M | 7 % | 38,647 | ||
INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $25.95M | 7 % | 135,457 | ||
WISDOMTREE LARGE CAP DIVIDEND | ETF | 97717W307 | $24.57M | 7 % | 278,951 | ||
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $22.01M | 6 % | 352,279 | ||
VANGUARD SHORT TERM INFL-PROTECTED | ETF | 922020805 | $20.32M | 6 % | 1,103,967 | ||
ISHARES CORE MSCI EAFE | ETF | 46432F842 | $19.38M | 5 % | 777,795 | ||
VANGUARD EXTENDED MARKET ETF | ETF | 922908652 | $18.86M | 5 % | 90,205 | ||
ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $16.8M | 5 % | 139,749 |
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