Fairlight Advisors — 13F Holdings & Portfolio

CIK 2147136 · latest 13F-HR filed 2026-07-27

Fairlight Advisors manages $122.6M in 13F-reported U.S. long-equity assets across 30 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SGOV (28.59%), SCHB (15.94%), VEA (12.08%).

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
505 MONTGOMERY STREET
10TH FLOOR
SAN FRANCISCO, CA 94111
Phone
(844) 309-6248
Filing Manager
Fairlight Advisors
SAN FRANCISCO, CA
Signatory
Maya Lis Tussing
Partner
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AUM

$122.6M

Long-equity book

Holdings

30

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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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 ISHARES TR SGOV 46436E718 $35.1M 28.59% 348,298 SH
2 SCHWAB STRATEGIC TR SCHB 808524102 $19.6M 15.94% 675,111 SH
3 VANGUARD TAX-MANAGED FDS VEA 921943858 $14.8M 12.08% 207,889 SH
4 ISHARES TR GOVT 46429B267 $10.5M 8.52% 458,746 SH
5 BONDBLOXX ETF TRUST XHLF 09789C788 $9.1M 7.39% 180,178 SH
6 VANGUARD CHARLOTTE FDS BNDX 92203J407 $6.3M 5.16% 130,685 SH
7 ISHARES TR USIG 464288620 $5.0M 4.08% 97,672 SH
8 ISHARES INC IEMG 46434G103 $3.9M 3.22% 47,643 SH
9 VANGUARD WORLD FD ESGV 921910733 $2.8M 2.32% 21,520 SH
10 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.2M 1.83% 37,530 SH
11 ISHARES TR FLOT 46429B655 $1.7M 1.38% 33,255 SH
12 ISHARES TR DMXF 46436E759 $1.5M 1.24% 18,024 SH
13 ISHARES TR IVV 464287200 $939.8K 0.77% 1,255 SH
14 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $822.9K 0.67% 1,102 SH
15 ISHARES TR EMXF 46436E742 $776.6K 0.63% 13,402 SH
16 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $762.2K 0.62% 16,283 SH
17 SCHWAB STRATEGIC TR SCHP 808524870 $748.4K 0.61% 28,241 SH
18 BONDBLOXX ETF TRUST XONE 09789C861 $747.2K 0.61% 15,135 SH
19 ISHARES INC CEMB 464286251 $622.5K 0.51% 13,635 SH
20 ISHARES TR USHY 46435U853 $621.4K 0.51% 16,785 SH
21 ISHARES TR IGF 464288372 $583.0K 0.48% 8,754 SH
22 VANGUARD WHITEHALL FDS VWOB 921946885 $576.2K 0.47% 8,570 SH
23 BONDBLOXX ETF TRUST XTWO 09789C853 $562.5K 0.46% 11,491 SH
24 ISHARES TR SHYG 46434V407 $507.9K 0.41% 11,976 SH
25 VANGUARD WORLD FD VCEB 921910691 $496.4K 0.40% 7,909 SH
26 INVESCO QQQ TR QQQ 46090E103 $374.8K 0.31% 509 SH
27 ISHARES TR ESGD 46435G516 $260.4K 0.21% 2,533 SH
28 ISHARES TR ITOT 464287150 $254.6K 0.21% 1,550 SH
29 ISHARES TR SUSC 46435G193 $246.6K 0.20% 10,650 SH
30 VANGUARD INDEX FDS VTI 922908769 $202.9K 0.17% 548 SH