Fairway Financial, LLC Top Holdings and 13F Report (2025) About Fairway Financial, LLCInvestment ActivityFairway Financial, LLC has $110.24 million in total holdings as of March 31, 2025.Fairway Financial, LLC owns shares of 20 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.68% of the portfolio was purchased this quarter.About 0.26% of the portfolio was sold this quarter.This quarter, Fairway Financial, LLC has purchased 21 new stocks and bought additional shares in 19 stocks.Fairway Financial, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $15,437,735Schwab US Dividend Equity ETF $9,467,375iShares Core Dividend Growth ETF $9,380,707Schwab International Equity ETF $8,784,904Schwab U.S. Large-Cap Growth ETF $8,594,190 Largest Purchases this Quarter Vanguard Total Stock Market ETF 1,751 shares (about $481.24K)Schwab International Equity ETF 16,934 shares (about $334.95K)First Trust TCW Unconstrained Plus Bond ETF 12,156 shares (about $300.86K)First Trust SMID Cap Rising Dividend Achievers ETF 7,607 shares (about $254.84K)Invesco S&P MidCap Quality ETF 2,165 shares (about $198.17K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 906 shares (about $51.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFairway Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$15,437,735$481,244 ▲3.2%56,17014.0%ETFSCHDSchwab US Dividend Equity ETF$9,467,375$172,849 ▲1.9%338,6048.6%ETFDGROiShares Core Dividend Growth ETF$9,380,707$123,498 ▲1.3%151,8418.5%ETFSCHFSchwab International Equity ETF$8,784,904$334,954 ▲4.0%444,1318.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$8,594,190$19,106 ▲0.2%343,2187.8%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$7,330,323$118,075 ▲1.6%125,2196.6%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$6,545,522$113,216 ▲1.8%133,1475.9%ManufacturingVBRVanguard Small-Cap Value ETF$6,228,833$132,826 ▲2.2%33,4365.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$5,825,718$40,808 ▲0.7%251,5425.3%ETFFTSMFirst Trust Enhanced Short Maturity ETF$5,795,944$14,840 ▲0.3%96,8575.3%ManufacturingFTSLFirst Trust Senior Loan ETF$5,339,626$133,206 ▲2.6%116,9694.8%ManufacturingVGTVanguard Information Technology ETF$4,774,431$48,270 ▲1.0%8,8034.3%ETFSCHESchwab Emerging Markets Equity ETF$4,247,341$108,377 ▲2.6%154,0573.9%ETFJEPIJPMorgan Equity Premium Income ETF$3,644,245$51,769 ▼-1.4%63,7773.3%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$3,096,936$300,860 ▲10.8%125,1292.8%ETFPIMCO ETF TR$2,580,010$169,868 ▲7.0%27,9012.3%ACTIVE BD ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,770,827$254,837 ▲16.8%52,8601.6%ETFXMHQInvesco S&P MidCap Quality ETF$552,589$198,170 ▲55.9%6,0370.5%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$521,588$144,833 ▲38.4%12,7090.5%ManufacturingSCHASchwab US Small-Cap ETF$317,130$44,635 ▲16.4%13,5350.3%ETFIVViShares Core S&P 500 ETF$0$236,801 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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