Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fairman Group, LLC (CIK 2016719) reported $127.3M across 331 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($33.0M, 25.95%), VEA ($11.2M, 8.80%), ACN ($10.6M, 8.33%), STRV ($5.2M, 4.10%), VONG ($4.8M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $33.0M | 25.95% | 44,116 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $11.2M | 8.80% | 157,226 | Added |
| 3 | ACN | ACCENTURE PLC IRELAND | $10.6M | 8.33% | 85,224 | Trimmed |
| 4 | STRV | EA SERIES TRUST | $5.2M | 4.10% | 108,020 | Added |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | $4.8M | 3.78% | 37,672 | Added |
| 6 | WRB | BERKLEY W R CORP | $4.2M | 3.32% | 59,344 | Added |
| 7 | ESNT | ESSENT GROUP LTD | $4.1M | 3.24% | 64,171 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $3.2M | 2.54% | 8,753 | Trimmed |
| 9 | DBMF | LITMAN GREGORY FDS TR | $3.2M | 2.53% | 105,300 | Added |
| 10 | HIMU | BLACKROCK ETF TRUST II | $2.8M | 2.23% | 57,115 | Trimmed |
| 11 | IJH | ISHARES TR | $2.7M | 2.11% | 34,770 | Trimmed |
| 12 | VV | VANGUARD INDEX FDS | $2.3M | 1.77% | 6,555 | Added |
| 13 | EFA | ISHARES TR | $2.2M | 1.76% | 21,535 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $1.9M | 1.49% | 2,574 | Added |
| 15 | VOTE | TCW ETF TRUST | $1.9M | 1.46% | 21,118 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 1.40% | 2,374 | Added |
| 17 | PRF | INVESCO EXCHANGE TRADED FD T | $1.6M | 1.29% | 30,391 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $1.6M | 1.24% | 2,289 | Added |
| 19 | VTV | VANGUARD INDEX FDS | $1.5M | 1.17% | 6,859 | Added |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.14% | 2,911 | Hold |
| 21 | DHLX | DIAMOND HILL FUNDS | $1.2M | 0.92% | 89,990 | Trimmed |
| 22 | PH | PARKER-HANNIFIN CORP | $1.1M | 0.88% | 1,143 | Hold |
| 23 | VTWO | VANGUARD SCOTTSDALE FDS | $950,873 | 0.75% | 7,831 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $900,807 | 0.71% | 4,502 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $876,376 | 0.69% | 3,677 | Added |
Source: SEC Form 13F filings · as of 2026-06-30