Fairfield Financial Advisors, LTD

All 13F Filings

Location
Wellesley, MA
Most recent 13F
Q4 2025
Holdings value ($000)
306,792
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
Q4 2025 2/2/2026 72 306,792 13F-HR Fairfield Financial Advisors, LTD
Q3 2025 10/24/2025 72 296,907 13F-HR Fairfield Financial Advisors, LTD
Q2 2025 8/1/2025 71 285,366 13F-HR Fairfield Financial Advisors, LTD
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 306.5 K 99.9% 9.64 K 0 9.64 K
ETFs 242 0.1% 242 0 242
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Fund Snapshot

Q4 2025
Latest filed
2/2/2026
Total value ($000)
306,792
Holdings
72
QoQ value change ($000)
9,885 (3.3%)
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.