Fairway Wealth LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $371 Billion distributed in 237 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 $38B, Invesco Qqq Trust, Series 1 with a value of $27.6B, Ishares Core S&P 500 ETF with a value of $26.5B, Invesco S&P 500 Equal Weight E with a value of $25.9B, and Wisdomtree Tr U.S Largecap Div with a value of $24.6B.

Examining the 13F form we can see an increase of $14.4B in the current position value, from $356B to 371B.

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 $371 Billion
ETFs: $352 Billion
Basic Materials: $9.92 Billion
Financial Services: $3.62 Billion
Technology: $1.4 Billion
Industrials: $1.34 Billion
Communication Services: $549 Million
Energy: $193 Million
Consumer Cyclical: $160 Million
Other: $395 Million

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 237
  • Current Value $371 Billion
  • Prior Value $356 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 90 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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