Fairfield Financial Advisors, LTD

All 13F Filings

Location
Wellesley, MA
Most recent 13F
Q2 2026
Holdings value ($000)
253,843
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
Q2 2026 8/11/2026 66 253,843 13F-HR Fairfield Financial Advisors, LTD
Q1 2026 4/27/2026 74 290,221 13F-HR Fairfield Financial Advisors, LTD
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
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 173.7 K 68.4% 0 24.4 K -24.4 K
ETFs 80.1 K 31.6% 0 11.98 K -11.98 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
253,843
Holdings
66
QoQ value change ($000)
-36,378 (-12.5%)
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.