account_balance

Investment manager · 13F filer · SEC CIK 2016719

Fairman Group, LLC

Reported value$140Mas of Sep 30, 2026
Positions332 14 new, 13 sold out
Top 10 weight66.2%IVV alone is 25%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 25.5% Added +5%
ACN Accenture PLC 11.0% Trimmed −2%
VEA Vanguard Tax-Managed FDS 8.4% Added +6%
STXF Ea Series Trust 4.5% Added +18%
VONG Vanguard Scottsdale FDS 3.8% Added +8%
WRB W. R. Berkley Corp 2.9% HeldESNT Essent Group Ltd. 2.7% Added +2%
DBMF Im Global Partner Funds 2.6% Added +5%
VOTE TCW ETF Trust 2.6% Added +87%
VTI Vanguard Index FDS 2.4% Added +3%
HIMU BlackRock ETF Trust II 1.8% Trimmed −3%
IJH iShares Tr 1.7% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
  • VONV +936%
  • HYBL +94%
  • VOTE +87%
  • VWO +59%
arrow_downwardTrimmed
  • VV −47%
  • IVW −11%
  • IJH −5%
  • HIMU −3%
remove_circleSold out
  • IAUM $38.4K
  • TFLO $29.7K
  • FLOT $9.49K
  • DRI $5.36K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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