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.
Fairway Wealth LLC (CIK 2019393) reported $378.9M across 191 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($38.1M, 10.06%), RSP ($26.3M, 6.94%), QQQ ($26.2M, 6.91%), IVV ($25.4M, 6.70%), VEA ($23.7M, 6.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $38.1M | 10.06% | 63,771 | Added |
| 2 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $26.3M | 6.94% | 137,035 | Added |
| 3 | QQQ | POWERSHARES QQQ TR | $26.2M | 6.91% | 45,362 | Added |
| 4 | IVV | ISHARES S&P 500 INDEX | $25.4M | 6.70% | 38,886 | Added |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $23.7M | 6.27% | 370,681 | Added |
| 6 | DLN | WISDOMTREE LARGE CAP DIVIDEND | $23.5M | 6.20% | 262,860 | Trimmed |
| 7 | VTIP | VANGUARD SHORT TERM INFL-PROTECTED | $20.2M | 5.32% | 1.1M | Added |
| 8 | VXF | VANGUARD EXTENDED MARKET ETF | $19.2M | 5.07% | 93,344 | Added |
| 9 | IEFA | ISHARES CORE MSCI EAFE | $18.8M | 4.96% | 207,489 | Trimmed |
| 10 | IJR | ISHARES S&P SMALLCAP 600 ETF | $17.5M | 4.63% | 141,139 | Added |
| 11 | IJH | ISHARES CORE S&P MID CAP ETF | $13.9M | 3.68% | 206,482 | Trimmed |
| 12 | IEMG | ISHARES CORE MSCI EMERGING MKTS | $9.8M | 2.59% | 140,864 | Added |
| 13 | RPM | RPM INTL INC COM | $9.5M | 2.49% | 205,008 | Trimmed |
| 14 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $8.6M | 2.27% | 179,160 | Trimmed |
| 15 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $8.6M | 2.26% | 158,400 | Added |
| 16 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $8.5M | 2.24% | 149,554 | Added |
| 17 | VV | VANGUARD LARGE CAP | $8.0M | 2.11% | 26,708 | Added |
| 18 | VNQ | VANGUARD REIT INDEX ETF | $7.6M | 2.00% | 85,545 | Trimmed |
| 19 | IWM | ISHARES RUSSELL 2000 ETF | $4.7M | 1.25% | 19,058 | Added |
| 20 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $3.8M | 1.01% | 11,932 | Added |
| 21 | IYR | ISHARES U.S. REAL ESTATE ETF | $3.3M | 0.86% | 34,527 | Added |
| 22 | VIOO | VANGUARD S&P ETF SMALL CAP 600 | $3.0M | 0.78% | 25,871 | Trimmed |
| 23 | BND | VANGUARD TOTAL BOND MARKET ETF | $2.9M | 0.76% | 39,124 | Added |
| 24 | IVOO | VANGUARD S&P MID-CAP 400 INDEX ETF | $2.8M | 0.73% | 24,304 | Added |
| 25 | AGG | ISHARES AGGREGATE BOND ETF | $2.7M | 0.71% | 27,075 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31