Fairway Wealth LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $313 Billion distributed in 180 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 $28.9B, Invesco Qqq Trust, Series 1 with a value of $23.3B, Invesco S&P 500 Equal Weight E with a value of $23.1B, Wisdomtree Tr U.S Largecap Div with a value of $21.5B, and Ishares Core S&P 500 ETF with a value of $20.6B.
Examining the 13F form we can see an increase of $42.2B in the current position value, from $271B to 313B.
Also it can be appreciated an additional of 6 stocks purchases and 1 closed positions.
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
$313 Billion
ETFs: $294 Billion
Basic Materials: $10.4 Billion
Financial Services: $3.26 Billion
Communication Services: $2.12 Billion
Technology: $1.03 Billion
Industrials: $362 Million
Energy: $215 Million
Healthcare: $115 Million
Other: $186 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
