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 $117.0M across 321 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($28.9M, 24.69%), ACN ($17.3M, 14.80%), VEA ($9.3M, 7.95%), ESNT ($4.6M, 3.89%), STRV ($4.5M, 3.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $28.9M | 24.69% | 44,209 | Added |
| 2 | ACN | ACCENTURE PLC IRELAND | $17.3M | 14.80% | 87,285 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $9.3M | 7.95% | 145,205 | Added |
| 4 | ESNT | ESSENT GROUP LTD | $4.6M | 3.89% | 77,921 | Trimmed |
| 5 | STRV | EA SERIES TRUST | $4.5M | 3.87% | 107,744 | Added |
| 6 | WRB | BERKLEY W R CORP | $3.5M | 3.01% | 53,124 | Hold |
| 7 | VTI | VANGUARD INDEX FDS | $3.2M | 2.77% | 10,095 | Added |
| 8 | DBMF | LITMAN GREGORY FDS TR | $3.1M | 2.64% | 102,256 | Added |
| 9 | HIMU | BLACKROCK ETF TRUST II | $2.8M | 2.38% | 58,128 | Trimmed |
| 10 | IJH | ISHARES TR | $2.6M | 2.20% | 38,188 | Added |
| 11 | EFA | ISHARES TR | $2.1M | 1.79% | 21,538 | Hold |
| 12 | VV | VANGUARD INDEX FDS | $2.0M | 1.67% | 6,538 | Added |
| 13 | VOTE | TCW ETF TRUST | $1.6M | 1.37% | 21,072 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $1.5M | 1.32% | 2,370 | Added |
| 15 | QQQ | INVESCO QQQ TR | $1.5M | 1.27% | 2,572 | Hold |
| 16 | PRF | INVESCO EXCHANGE TRADED FD T | $1.5M | 1.24% | 30,528 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.19% | 2,911 | Hold |
| 18 | VOO | VANGUARD INDEX FDS | $1.4M | 1.17% | 2,288 | Added |
| 19 | VTV | VANGUARD INDEX FDS | $1.3M | 1.14% | 6,801 | Trimmed |
| 20 | DHSCX | DIAMOND HILL FUNDS | $1.2M | 1.02% | 92,578 | Added |
| 21 | PH | PARKER-HANNIFIN CORP | $1.0M | 0.87% | 1,143 | Hold |
| 22 | VEEV | VEEVA SYS INC | $818,400 | 0.70% | 4,659 | Trimmed |
| 23 | VTWO | VANGUARD SCOTTSDALE FDS | $782,511 | 0.67% | 7,812 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $788,812 | 0.67% | 4,523 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $754,354 | 0.64% | 3,622 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31