Fairway Financial, LLC — 13F Holdings & Portfolio

CIK 1921009 · latest 13F-HR filed 2026-08-03

Fairway Financial, LLC manages $146.2M in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (14.46%), DGRO (8.38%), SCHF (8.33%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 15, 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.

Filer Information
Address
950 S WINTER PARK DRIVE
STE 352
CASSELBERRY, FL 32707
Phone
(407) 628-0850
Filing Manager
Fairway Financial, LLC
CASSELBERRY, FL
Signatory
Randy Smith
CCO
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AUM

$146.2M

Long-equity book

Holdings

23

Distinct positions

Period

2026-06-30

Filed 2026-08-03

Q/Q Activity

+0 / −0 / ↑15 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$3.0M +16.3%
  • VANGUARD WORLD FD$2.2M +36.0%
  • FIRST TR EXCHANGE TRADED FD$1.7M +19.0%
  • SCHWAB STRATEGIC TR$1.7M +16.6%
  • SCHWAB STRATEGIC TR$1.4M +12.9%
Show all 15 →

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 $21.1M 14.46% 57,128 SH
2 ISHARES TR DGRO 46434V621 $12.3M 8.38% 161,709 SH
3 SCHWAB STRATEGIC TR SCHF 808524805 $12.2M 8.33% 439,581 SH
4 SCHWAB STRATEGIC TR SCHD 808524797 $12.1M 8.26% 380,828 SH
5 SCHWAB STRATEGIC TR SCHG 808524300 $11.6M 7.96% 344,149 SH
6 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $10.7M 7.30% 131,657 SH
7 VANGUARD INDEX FDS VBR 922908611 $9.1M 6.24% 37,525 SH
8 VANGUARD WORLD FD VGT 92204A702 $8.2M 5.59% 68,415 SH
9 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $7.3M 4.96% 145,852 SH
10 SCHWAB STRATEGIC TR SCHZ 808524839 $6.4M 4.37% 276,475 SH
11 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $6.3M 4.34% 106,271 SH
12 FIRST TR EXCHANGE-TRADED FD FTSL 33738D309 $6.1M 4.17% 136,173 SH
13 SCHWAB STRATEGIC TR SCHE 808524706 $5.7M 3.91% 157,507 SH
14 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $4.1M 2.78% 72,062 SH
15 FIRST TR EXCHNG TRADED FD VI UCON 33740F888 $3.8M 2.61% 153,163 SH
16 PIMCO ETF TR BOND 72201R775 $3.1M 2.15% 34,044 SH
17 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $2.9M 1.98% 67,121 SH
18 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $893.3K 0.61% 7,913 SH
19 FIRST TR EXCHANGE-TRADED FD HYLS 33738D408 $682.1K 0.47% 16,780 SH
20 SCHWAB STRATEGIC TR SCHA 808524607 $648.4K 0.44% 17,945 SH
21 APPLIED MATLS INC AMAT 038222105 $489.0K 0.33% 676 SH
22 NVIDIA CORPORATION NVDA 67066G104 $284.0K 0.19% 1,419 SH
23 ISHARES TR ESGD 46435G516 $253.5K 0.17% 2,466 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-03 $146.2M 23 0001921009-26-000004
2026-03-31 2026-05-11 $131.5M 23 0001921009-26-000003
2025-12-31 2026-02-04 $132.5M 22 0001921009-26-000001
2025-09-30 2025-10-24 $126.9M 22 0001921009-25-000003