Fairman Group, LLC
Q1 2026 13F Holdings
- Locationchesterbrook, PA
- Num holdings
326
- Value ($000)
$116,979
- Date Filed 04/23/2026
- Form type13F-HR
- CIK 0002016719
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $28.88M | 25 % | 44,209 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | $17.31M | 15 % | 87,285 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $9.3M | 8 % | 145,205 | ||
ESSENT GROUP LTD | COM | G3198U102 | $4.55M | 4 % | 77,921 | ||
EA SERIES TRUST | STRIVE 500 ETF | 02072L680 | $4.52M | 4 % | 107,744 | ||
BERKLEY W R CORP | COM | 084423102 | $3.52M | 3 % | 53,124 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.24M | 3 % | 10,095 | ||
LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $3.08M | 3 % | 102,256 | ||
BLACKROCK ETF TRUST II | ISHARES HIGH YIE | 092528843 | $2.79M | 2 % | 58,128 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $2.58M | 2 % | 38,188 |
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