Fairway Wealth LLC
All 13F Filings
- Location
- Independence, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 378,942
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.65 K | 5.4% | 2.983 K | 0 | 2.983 K |
| ETFs | 358.3 K | 94.6% | 5.188 K | 0 | 5.188 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
378,942
Holdings
192
QoQ value change ($000)
8,169
(2.2%)
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.