Fairway Wealth LLC
All 13F Filings
- Location
- Independence, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 437,381
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 239 | 437,381 | 13F-HR | Fairway Wealth LLC |
| Q1 2026 | 4/23/2026 | 192 | 378,942 | 13F-HR | Fairway Wealth LLC |
| Q4 2025 | 1/28/2026 | 237 | 370,773 | 13F-HR | Fairway Wealth LLC |
| Q3 2025 | 10/30/2025 | 158 | 356,340 | 13F-HR | Fairway Wealth LLC |
| Q2 2025 | 7/30/2025 | 180 | 312,748 | 13F-HR | Fairway Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.88 K | 5.2% | 2.23 K | 0 | 2.23 K |
| ETFs | 414.5 K | 94.8% | 56.21 K | 0 | 56.21 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
437,381
Holdings
239
QoQ value change ($000)
58,439
(15.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.