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Portfolio (Quarterly) Guide ↗

Fairman Group, LLC

· CIK 0002016719
13F Portfolio $127M AUM 333 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 53 Added 25 Reduced 13 Exited
Page 1 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 44,116.0 $33.0M 25.95% $748.90 +3.6%
2 VEA VANGUARD TAX-MANAGED FDS 157,226.0 $11.2M 8.80% +12K +8.3% $71.25 +3.0%
3 ACN ACCENTURE PLC IRELAND Technology 85,224.0 $10.6M 8.33% -2K -2.4% $124.44 +52.3%
4 STRV EA SERIES TRUST 108,020.0 $5.2M 4.10% $48.30 -1.4%
5 VONG VANGUARD SCOTTSDALE FDS 37,672.0 $4.8M 3.78% +38K +10000.0% $127.81 -0.1%
6 WRB BERKLEY W R CORP Financial Services 59,344.0 $4.2M 3.32% +6K +11.7% $71.13 -4.3%
7 ESNT ESSENT GROUP LTD Financial Services 64,171.0 $4.1M 3.24% -14K -17.6% $64.28 +7.5%
8 VTI VANGUARD INDEX FDS 8,753.0 $3.2M 2.54% -1K -13.3% $370.04 +3.0%
9 DBMF LITMAN GREGORY FDS TR 105,300.0 $3.2M 2.53% +3K +3.0% $30.61 +1.9%
10 BLACKROCK ETF TRUST II 57,115.0 $2.8M 2.23% -1K -1.7% $49.80
11 IJH ISHARES TR 34,770.0 $2.7M 2.11% -3K -8.9% $77.11 -0.5%
12 VV VANGUARD INDEX FDS 6,555.0 $2.3M 1.77% $343.89 +3.4%
13 EFA ISHARES TR 21,535.0 $2.2M 1.76% $103.88 +3.9%
14 QQQ INVESCO QQQ TR Financial Services 2,574.0 $1.9M 1.49% $737.21 -2.3%
15 VOTE TCW ETF TRUST 21,118.0 $1.9M 1.46% $88.17 +3.3%
16 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,374.0 $1.8M 1.40% $748.65 +3.1%
17 PRF INVESCO EXCHANGE TRADED FD T 30,391.0 $1.6M 1.29% $54.03 +3.9%
18 VOO VANGUARD INDEX FDS 2,289.0 $1.6M 1.24% $686.93 +3.3%
19 VTV VANGUARD INDEX FDS 6,859.0 $1.5M 1.17% +58.0 +0.8% $217.92 +3.6%
20 BERKSHIRE HATHAWAY INC DEL 2,911.0 $1.5M 1.14% $500.39
Page 1 of 17  ·  332 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
Financial Services 42.8%
Technology 39.0%
Healthcare 4.4%
Consumer Cyclical 4.3%
Industrials 3.8%
Communication Services 3.1%
Energy 1.2%
Utilities 0.7%
Consumer Defensive 0.6%
Basic Materials 0.1%