Fairway Wealth LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 228 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $23.4B, Wisdomtree Tr U.S Largecap Div with a value of $20.6B, Ishares Core S&P 500 ETF with a value of $18.4B, Vanguard Sht Trm Inflt Prot Fd with a value of $18.2B, and Vanguard Extended Market ETF with a value of $14.9B.
Examining the 13F form we can see an increase of $48.5B in the current position value, from $222B to 271B.
Fairway Wealth LLC is based out at Independence, OH
Below you can find more details about Fairway Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$271 Billion
ETFs: $251 Billion
Basic Materials: $11 Billion
Financial Services: $3.48 Billion
Communication Services: $1.8 Billion
Technology: $1.01 Billion
Industrials: $477 Million
Energy: $306 Million
Healthcare: $194 Million
Other: $289 Million
Stock Holdings Table Market Cap. of $200 Billions or more
