Fairway Financial, LLC — 13F Holdings & Portfolio

CIK 1921009 · latest 13F-HR filed 2026-02-04

Fairway Financial, LLC manages $132.5M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are VTI (14.76%), SCHG (8.41%), SCHF (8.35%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 0 new positions, exited 0, added to 10, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$132.5M

Long-equity book

Holdings

22

Distinct positions

Period

2025-12-31

Filed 2026-02-04

Q/Q Activity

+0 / −0 / ↑10 / ↓0

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$843.2K +8.3%
  • SCHWAB STRATEGIC TR$511.8K +5.2%
  • FIRST TR EXCHANGE TRADED FD$468.7K +5.4%
  • FIRST TR EXCHNG TRADED FD VI$330.4K +10.3%
  • FIRST TR EXCHANGE-TRADED FD$311.2K +5.5%
Show all 10

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $19.6M 14.76% 58,322 SH
2 SCHWAB STRATEGIC TR SCHG 808524300 $11.1M 8.41% 341,495 SH
3 SCHWAB STRATEGIC TR SCHF 808524805 $11.1M 8.35% 459,898 SH
4 ISHARES TR DGRO 46434V621 $11.1M 8.34% 159,209 SH
5 SCHWAB STRATEGIC TR SCHD 808524797 $10.4M 7.84% 378,572 SH
6 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $9.1M 6.89% 131,352 SH
7 VANGUARD INDEX FDS VBR 922908611 $7.8M 5.93% 37,063 SH
8 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $7.0M 5.26% 139,520 SH
9 VANGUARD WORLD FD VGT 92204A702 $6.6M 5.00% 8,779 SH
10 SCHWAB STRATEGIC TR SCHZ 808524839 $6.2M 4.69% 265,887 SH
11 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $6.1M 4.61% 101,845 SH
12 FIRST TR EXCHANGE-TRADED FD FTSL 33738D309 $5.9M 4.49% 129,631 SH
13 SCHWAB STRATEGIC TR SCHE 808524706 $5.2M 3.90% 157,772 SH
14 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $3.9M 2.97% 68,645 SH
15 FIRST TR EXCHNG TRADED FD VI UCON 33740F888 $3.5M 2.67% 140,331 SH
16 PIMCO ETF TR BOND 72201R775 $2.9M 2.19% 31,121 SH
17 FIRST TR EXCHANGE-TRADED FD SDVY 33741X102 $2.5M 1.90% 65,580 SH
18 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $782.8K 0.59% 7,643 SH
19 FIRST TR EXCHANGE-TRADED FD HYLS 33738D408 $654.8K 0.49% 15,642 SH
20 SCHWAB STRATEGIC TR SCHA 808524607 $487.6K 0.37% 17,120 SH
21 NVIDIA CORPORATION NVDA 67066G104 $264.3K 0.20% 1,417 SH
22 ISHARES TR ESGD 46435G516 $234.6K 0.18% 2,467 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-02-04 $132.5M 22 0001921009-26-000001
2025-09-30 2025-10-24 $126.9M 22 0001921009-25-000003