Fairway Wealth LLC
Q1 2025 13F Holdings
- Locationindependence, OH
- Num holdings
228
- Value ($000)
$270,569
- Date Filed04/29/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $23.43M | 9 % | 45,600 | ||
DLN WISDOMTREE LARGE CAP DIVIDEND | ETF | 97717W307 | $20.56M | 8 % | 259,033 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $18.40M | 7 % | 32,745 | ||
VTIP VANGUARD SHORT TERM INFL-PROTECTED | ETF | 922020805 | $18.22M | 7 % | 1,064,618 | ||
VXF VANGUARD EXTENDED MARKET ETF | ETF | 922908652 | $14.93M | 6 % | 86,674 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $14.66M | 5 % | 288,436 | ||
NDQ POWERSHARES QQQ TR | ETF | 46090E103 | $14.29M | 5 % | 30,467 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $13.98M | 5 % | 80,695 | ||
IEFA ISHARES CORE MSCI EAFE | ETF | 46432F842 | $13.75M | 5 % | 181,753 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $12.52M | 5 % | 119,741 |
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