Fairway Financial, LLC Portfolio Holdings

Fairway Financial, LLC

  • $118 Billion
  • Q2 2025

Fairway Financial, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $17.2B, Schwab Strategic Tr Us Large C with a value of $10B, Ishares Core Dividend Growth E with a value of $9.77B, Schwab Strategic Tr Intl Eqty with a value of $9.52B, and Schwab Strategic Tr Us Dividen with a value of $9.34B.

Examining the 13F form we can see an increase of $7.92B in the current position value, from $110B to 118B.

Fairway Financial, LLC is based out at Casselberry, FL

Below you can find more details about Fairway Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $118 Billion
Technology: $215 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $118 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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