Fairfield Financial Advisors, LTD Portfolio Holdings

Fairfield Financial Advisors, LTD

  • $285 Billion
  • Q2 2025

Fairfield Financial Advisors, LTD has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $285 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $28B, Technology Sector Spdr with a value of $25.1B, T. Rowe Price Blue Chip Growth Fund with a value of $17.4B, Janus Henderson Enterprise Fund Class T with a value of $16.7B, and T. Rowe Price International Stock Fund with a value of $16.4B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $265B to 285B.

Fairfield Financial Advisors, LTD is based out at Wellesley, MA

Below you can find more details about Fairfield Financial Advisors, LTD portfolio as well as his latest detailed transactions.

Portfolio value $285 Billion
ETFs: $59.4 Billion
Technology: $28.1 Billion
Healthcare: $22.9 Billion
Financial Services: $22.8 Billion
Industrials: $19.3 Billion
Communication Services: $12.9 Billion
Consumer Cyclical: $11.9 Billion
Consumer Defensive: $10.6 Billion
Other: $6.72 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $285 Billion
  • Prior Value $265 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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