Arkolith/Funds/Fairway Financial, LLC

Fairway Financial, LLC

CIK 1921009
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Fairway Financial, LLC holds a focused book of 23 stocks worth $146.2M as of Q2 2026 (disclosed Aug 3, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core S&P 500 ETF and trimmed Ishares Trust Ishares Esg Aw. Their largest long position is Vanguard Total Stock MKT ETF at 14% of the equity book. Cloning the disclosed picks since 2025 would be +21% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Fairway Financial, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
21
existing
Trimmed
1
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.6%
+13.3%/yr · since Feb '25
Their reported book
+20.8%
held from quarter-end
S&P 500
+26.8%
same window
$8K$9K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Fairway Financial, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Fairway Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
47%
Top 10 holdings
76%
Top 20 holdings
99%

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

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Information Technology
1%

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 Fairway Financial, LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO24 / 23$99.1B
MORGAN STANLEY24 / 23$97.1B
BANK OF AMERICA CORP /DE/24 / 23$73.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO24 / 23$34.0B
ENVESTNET ASSET MANAGEMENT INC24 / 23$33.7B
ROYAL BANK OF CANADA24 / 23$33.3B
WELLS FARGO & COMPANY/MN24 / 23$31.5B
LPL Financial LLC24 / 23$28.1B

Ranked by how many of Fairway Financial, LLC's top 23 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.

23 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$21.1M57.1K
14.5%
+0.8%
Added · +472 sh
2Ishares TR
CORE DIV GRWTH
$12.3M161.7K
8.4%
+1.0%
Added · +2K sh
3Schwab Strategic TR
INTL EQTY ETF
$12.2M439.6K
8.3%
+0.9%
Added · +4K sh
4Schwab Strategic TR
US DIVIDEND EQ
$12.1M380.8K
8.3%
+1.0%
Added · +4K sh
5Schwab Strategic TR
US LCAP GR ETF
$11.6M344.1K
8.0%
+0.4%
Added · +1K sh
6First TR Exchange Traded FD
RISNG DIVD ACHIV
$10.7M131.7K
7.3%
+0.2%
Added · +263 sh
7Vanguard Index FDS
SM CP VAL ETF
$9.1M37.5K
6.2%
+0.7%
Added · +272 sh
8Vanguard World FD
INF TECH ETF
$8.2M68.4K
5.6%
+694%
Added · +60K sh
9First TR Exchange-Traded FD
FST LOW OPPT EFT
$7.3M145.9K
5.0%
+2.6%
Added · +4K sh
10Schwab Strategic TR
US AGGREGATE B
$6.4M276.5K
4.4%
+2.5%
Added · +7K sh
11First TR Exchange-Traded FD
FIRST TR ENH NEW
$6.3M106.3K
4.3%
+2.4%
Added · +3K sh
12First TR Exchange-Traded FD
SENIOR LN FD
$6.1M136.2K
4.2%
+2.9%
Added · +4K sh
13Schwab Strategic TR
EMRG MKTEQ ETF
$5.7M157.5K
3.9%
+0.5%
Added · +716 sh
14J P Morgan Exchange Traded F
EQUITY PREMIUM
$4.1M72.1K
2.8%
+3.0%
Added · +2K sh
15First TR Exchng Traded FD VI
SMIT UNCO BD ETF
$3.8M153.2K
2.6%
+1.9%
Added · +3K sh
16Pimco ETF TR
ACTIVE BD ETF
$3.1M34.0K
2.1%
+1.8%
Added · +586 sh
17First TR Exchange Traded FD
SMID RISNG ETF
$2.9M67.1K
2.0%
+1.4%
Added · +934 sh
18Invesco Exchange Traded FD T
S&P MDCP QUALITY
$893K7.9K
0.6%
+2.4%
Added · +183 sh
19First TR Exchange-Traded FD
FIRST TR TA HIYL
$682K16.8K
0.5%
+4.8%
Added · +774 sh
20Schwab Strategic TR
US SML CAP ETF
$648K17.9K
0.4%
+3.3%
Added · +575 sh
21Applied Matls Inc
COM
$489K676
0.3%
Held
22Nvidia Corporation
COM
$284K1.4K
0.2%
+0.1%
Added · +2 sh
23Ishares TR
ESG AW MSCI EAFE
$253K2.5K
0.2%
~0%
Reduced · −1 sh
Showing all 23 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202623$146.2M13F-HR
Q1 2026Mar 31, 2026May 11, 202623$131.5M13F-HR
Q4 2025Dec 31, 2025Feb 4, 202622$132.5M13F-HR
Q3 2025Sep 30, 2025Oct 24, 202522$126.9M13F-HR
Q2 2025Jun 30, 2025Aug 6, 202522$118.2M13F-HR
Q1 2025Mar 31, 2025Apr 29, 202520$110.2M13F-HR
Q4 2024Dec 31, 2024Feb 3, 202521$109.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.