Fairway Financial, LLC

Q1 2026 13F Holdings

  • Location
    casselberry, FL
  • Num holdings

    23

  • Value ($000)

    $131,518

  • Date Filed
    05/11/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$18.18M
14 %

56,656

SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$11.56M
9 %

376,937

DGRO

ISHARES TR

CORE DIV GRWTH
$11.23M
9 %

160,034

SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$10.79M
8 %

435,819

SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$9.99M
8 %

342,888

RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$8.97M
7 %

131,394

VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$8.09M
6 %

37,253

LMBS

FIRST TR EXCHANGE-TRADED FD

FST LOW OPPT EFT
$7.08M
5 %

142,132

SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
$6.26M
5 %

269,663

FTSM

FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW
$6.2M
5 %

103,760

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