Fairman Group, LLC
Q2 2025 13F Holdings
- Locationchesterbrook, PA
- Num holdings
257
- Value ($000)
$121,566
- Date Filed07/28/2025
- Form type13F-HR
- CIK0002016719
- 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 |
|---|---|---|---|---|---|---|---|
ACN ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | $26.40M | 22 % | 88,330 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $23.67M | 20 % | 38,123 | ||
ESSENT GROUP LTD | COM | G3198U102 | $7.41M | 6 % | 122,040 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.58M | 5 % | 115,379 | ||
VEEV VEEVA SYS INC | CL A COM | 922475108 | $6.04M | 5 % | 20,989 | ||
STRV EA SERIES TRUST | STRIVE 500 ETF | 02072L680 | $4.28M | 4 % | 106,842 | ||
WRB BERKLEY W R CORP | COM | 084423102 | $3.90M | 3 % | 53,087 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.81M | 2 % | 9,219 | ||
BLACKROCK ETF TRUST II | ISHARES HIGH YIE | 092528843 | $2.81M | 2 % | 57,727 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $2.74M | 2 % | 44,204 |
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