Fairway Financial, LLC

Q2 2025 13F Holdings

  • Location
    casselberry, FL
  • Num holdings

    22

  • Value ($000)

    $118,160

  • Date Filed
    08/06/2025
  • Form type
    13F-HR
  • CIK
    0001921009
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$17.23M
15 %

56,680

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$10.02M
9 %

343,176

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$9.77M
8 %

152,843

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$9.52M
8 %

430,879

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$9.34M
8 %

352,406

RDVY
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$8.00M
7 %

127,462

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$6.89M
6 %

35,338

LMBS
LMBS

FIRST TR EXCHANGE-TRADED FD

FST LOW OPPT EFT
$6.52M
6 %

132,430

---

VANGUARD WORLD FD

INF TECH ETF
$6.00M
5 %

9,041

SCHZ
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
$5.83M
5 %

250,900

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