Fairway Wealth LLC
Q1 2026 13F Holdings
- Locationindependence, OH
- Num holdings
192
- Value ($000)
$378,942
- Date Filed 04/23/2026
- Form type13F-HR
- CIK 0002019393
- 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 |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | ETF | 922908363 | $38.11M | 10 % | 63,771 | ||
INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $26.3M | 7 % | 137,035 | ||
POWERSHARES QQQ TR | ETF | 46090E103 | $26.18M | 7 % | 45,362 | ||
ISHARES S&P 500 INDEX | ETF | 464287200 | $25.39M | 7 % | 38,886 | ||
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $23.75M | 6 % | 370,681 | ||
WISDOMTREE LARGE CAP DIVIDEND | ETF | 97717W307 | $23.48M | 6 % | 262,860 | ||
VANGUARD SHORT TERM INFL-PROTECTED | ETF | 922020805 | $20.17M | 5 % | 1,104,084 | ||
VANGUARD EXTENDED MARKET ETF | ETF | 922908652 | $19.21M | 5 % | 93,344 | ||
ISHARES CORE MSCI EAFE | ETF | 46432F842 | $18.78M | 5 % | 207,489 | ||
ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $17.54M | 5 % | 141,139 |
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