Arkolith/Funds/Fairman Group, LLC

Fairman Group, LLC

CIK 2016719
Holdings as of Mar 31, 2026·disclosed Apr 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Fairman Group, LLC holds a focused book of 325 stocks worth $117.0M as of Q1 2026 (disclosed Apr 23, 2026, a ~23-day 13F lag). This quarter they opened Invesco Currencyshares Swiss and trimmed Accenture PLC-CL A. Their largest long position is Ishares Core S&P 500 ETF at 25% of the equity book. Cloning the disclosed picks since 2024 would be +5% (+2.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Fairman Group, LLC's latest
holdings, largest changes, and filing provenance.
Opened
195
new positions
Added to
61
existing
Trimmed
23
reduced
Sold out
19
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+5.0%
+2.8%/yr · since Oct '24
Their reported book
+3.6%
held from quarter-end
S&P 500
+32.2%
same window
$8K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Aug '26
Fairman Group, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Fairman Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
68%
Top 20 holdings
81%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

31% mapped to company sectors

ETF / fund or unclassified
69%
Industrials
16%
Financials
9%
Information Technology
3%
Consumer Discretionary
1%
Utilities
1%
Health Care
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Fairman Group, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$495.1B
ROYAL BANK OF CANADA79 / 80$136.7B
UBS Group AG79 / 80$134.2B
RAYMOND JAMES FINANCIAL INC79 / 80$93.6B
LPL Financial LLC79 / 80$89.9B
OSAIC HOLDINGS, INC.79 / 80$18.3B
CWM, LLC79 / 80$7.5B
WELLS FARGO & COMPANY/MN78 / 80$158.2B

Ranked by how many of Fairman Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

325 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$28.9M44.2K
24.7%
+5.1%
Added · +2K sh
2Accenture PLC Ireland
SHS CLASS A
$17.3M87.3K
14.8%
−0.1%
Reduced · −100 sh
3Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$9.3M145.2K
8.0%
+13%
Added · +17K sh
4Essent Group Ltd
COM
$4.6M77.9K
3.9%
−12%
Reduced · −11K sh
5Ea Series Trust
STRIVE 500 ETF
$4.5M107.7K
3.9%
+0.3%
Added · +309 sh
6Berkley W R Corp
COM
$3.5M53.1K
3.0%
Held
7Vanguard Index FDS
TOTAL STK MKT
$3.2M10.1K
2.8%
+4.2%
Added · +406 sh
8Litman Gregory FDS TR
IMGP DBI MANAGED
$3.1M102.3K
2.6%
+15%
Added · +13K sh
9BlackRock ETF Trust II
ISHARES HIGH YIE
$2.8M58.1K
2.4%
−1.7%
Reduced · −990 sh
10Ishares TR
CORE S&P MCP ETF
$2.6M38.2K
2.2%
+0.9%
Added · +348 sh
11Ishares TR
MSCI EAFE ETF
$2.1M21.5K
1.8%
Held
12Vanguard Index FDS
LARGE CAP ETF
$2.0M6.5K
1.7%
+0.3%
Added · +17 sh
13TCW ETF Trust
TRANSFRM 500 ETF
$1.6M21.1K
1.4%
+813%
Added · +19K sh
14State STR SPDR S&P 500 ETF T
TR UNIT
$1.5M2.4K
1.3%
+0.2%
Added · +4 sh
15Invesco QQQ TR
UNIT SER 1
$1.5M2.6K
1.3%
Held
16Invesco Exchange Traded FD T
RAFI US 1000 ETF
$1.5M30.5K
1.2%
−0.3%
Reduced · −90 sh
17Berkshire Hathaway Inc Del
CL B NEW
$1.4M2.9K
1.2%
Held
18Vanguard Index FDS
S&P 500 ETF SHS
$1.4M2.3K
1.2%
+2.5%
Added · +55 sh
19Vanguard Index FDS
VALUE ETF
$1.3M6.8K
1.1%
−1.4%
Reduced · −96 sh
20Diamond Hill Funds
LARGE CAP CONCEN
$1.2M92.6K
1.0%
+1.4%
Added · +1K sh
21Parker-Hannifin Corp
COM
$1.0M1.1K
0.9%
Held
22Veeva Sys Inc
CL A COM
$818K4.7K
0.7%
−72%
Reduced · −12K sh
23Nvidia Corporation
COM
$789K4.5K
0.7%
−6.5%
Reduced · −317 sh
24Vanguard Scottsdale FDS
VNG RUS2000IDX
$783K7.8K
0.7%
−18%
Reduced · −2K sh
25Amazon Com Inc
COM
$754K3.6K
0.6%
Held
26Eaton Vance TX Adv GLBL Div
COM
$575K28.6K
0.5%
Held
27Enterprise Prods Partners L
COM
$573K15.2K
0.5%
Held
28Ishares TR
RUSEL 2500 ETF
$554K7.3K
0.5%
+83%
Added · +3K sh
29Schwab Strategic TR
US LRG CAP ETF
$548K21.4K
0.5%
+2.6%
Added · +552 sh
30ETF Opportunities Trust
AMERICAN CONSER
$545K11.5K
0.5%
+130%
Added · +6K sh
31Ishares TR
CORE MSCI EAFE
$489K5.4K
0.4%
Held
32SPDR Series Trust
STATE STREET SPD
$482K20.7K
0.4%
−3.1%
Reduced · −655 sh
33Apple Inc
COM
$449K1.8K
0.4%
−9.7%
Reduced · −190 sh
34Meta Platforms Inc
CL A
$427K747
0.4%
−11%
Reduced · −93 sh
35Schwab Strategic TR
US LCAP GR ETF
$422K14.5K
0.4%
+0.1%
Added · +15 sh
36Ishares TR
S&P 500 GRWT ETF
$420K3.7K
0.4%
+7.2%
Added · +251 sh
37Dimensional ETF Trust
US CORE EQUITY 2
$415K10.7K
0.4%
+0.3%
Added · +27 sh
38Calamos Strategic Total Retu
COM SH BEN INT
$404K23.6K
0.3%
Held
39Alphabet Inc
CAP STK CL A
$387K1.3K
0.3%
+0.1%
Added · +1 sh
40Vanguard Specialized Funds
DIV APP ETF
$375K1.7K
0.3%
−1.5%
Reduced · −27 sh
41First TR Exchng Traded FD VI
FT ENERGY INCOME
$353K15.7K
0.3%
Held
42Microsoft Corp
COM
$337K912
0.3%
+0.1%
Added · +1 sh
43Vanguard Intl Equity Index F
ALLWRLD EX US
$331K4.4K
0.3%
+67%
Added · +2K sh
44Shopify Inc
CL A SUB VTG SHS
$326K2.8K
0.3%
Held
45Ubiquiti Inc
COM
$296K375
0.3%
Held
46Schwab Strategic TR
SHT TM US TRES
$289K11.9K
0.2%
Held
47Tesla Inc
COM
$288K776
0.2%
Held
48Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$273K5.0K
0.2%
+1.8%
Added · +88 sh
49Vanguard Index FDS
GROWTH ETF
$270K618
0.2%
+20%
Added · +103 sh
50Goldman Sachs Group Inc
COM
$266K315
0.2%
Held
Showing 50 of 325 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 23, 2026327$117.0M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026337$125.2M13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025274$124.2M13F-HR
Q2 2025Jun 30, 2025Jul 28, 2025257$121.6M13F-HR
Q1 2025Mar 31, 2025May 7, 2025265$109.1M13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025346$121.5M13F-HR
Q3 2024Sep 30, 2024Oct 22, 2024404$110.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.