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Portfolio (Quarterly) Guide ↗

Fairman Group, LLC

· CIK 0002016719
13F Portfolio $117M AUM 327 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 37 Added 21 Reduced 22 Exited
Page 1 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 44,209.0 $28.9M 24.69% +2K +5.1% $653.20 +13.0%
2 ACN ACCENTURE PLC IRELAND Technology 87,285.0 $17.3M 14.80% $198.29 -8.8%
3 VEA VANGUARD TAX-MANAGED FDS 145,205.0 $9.3M 7.95% +17K +13.2% $64.08 +7.6%
4 ESNT ESSENT GROUP LTD Financial Services 77,921.0 $4.6M 3.89% -11K -12.4% $58.44 +5.5%
5 STRV EA SERIES TRUST 107,744.0 $4.5M 3.87% $41.97 +13.3%
6 WRB BERKLEY W R CORP Financial Services 53,124.0 $3.5M 3.01% $66.28 +0.3%
7 VTI VANGUARD INDEX FDS 10,095.0 $3.2M 2.77% +406.0 +4.2% $320.82 +12.3%
8 DBMF LITMAN GREGORY FDS TR 102,256.0 $3.1M 2.64% +13K +14.6% $30.15 +3.8%
9 BLACKROCK ETF TRUST II 58,128.0 $2.8M 2.38% -990.0 -1.7% $47.98
10 IJH ISHARES TR 38,188.0 $2.6M 2.21% +348.0 +0.9% $67.53 +5.6%
11 EFA ISHARES TR 21,538.0 $2.1M 1.79% $97.13 +5.1%
12 VV VANGUARD INDEX FDS 6,538.0 $2.0M 1.67% $298.86 +13.0%
13 VOTE TCW ETF TRUST 21,072.0 $1.6M 1.37% +19K +813.0% $76.30 +13.0%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,370.0 $1.5M 1.32% $652.15 +12.6%
15 QQQ INVESCO QQQ TR Financial Services 2,572.0 $1.5M 1.27% $577.18 +21.6%
16 PRF INVESCO EXCHANGE TRADED FD T 30,528.0 $1.5M 1.24% $47.53 +9.6%
17 BERKSHIRE HATHAWAY INC DEL 2,911.0 $1.4M 1.19% $479.20
18 VOO VANGUARD INDEX FDS 2,288.0 $1.4M 1.17% +55.0 +2.5% $597.49 +13.0%
19 VTV VANGUARD INDEX FDS 6,801.0 $1.3M 1.14% -96.0 -1.4% $196.20 +5.1%
20 DHLX DIAMOND HILL FUNDS 92,578.0 $1.2M 1.02% +1K +1.4% $12.83 +3.1%
Page 1 of 17  ·  326 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.0%
Financial Services 34.1%
Healthcare 3.4%
Consumer Cyclical 3.3%
Industrials 3.0%
Energy 2.6%
Communication Services 2.5%
Consumer Defensive 0.5%
Utilities 0.5%
Basic Materials 0.1%