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Portfolio (Quarterly) Guide ↗

Fairway Wealth LLC

· CIK 0002019393
13F Portfolio $437M AUM 239 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 239 New
Page 12 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 V VISA INC Financial Services 10.0 $3K 0.00% NEW $343.10 +11.7%
222 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 37.0 $3K 0.00% NEW $89.49 -23.2%
223 ROK ROCKWELL AUTOMATION INC COM Industrials 5.0 $2K 0.00% NEW $495.00 -13.0%
224 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 20.0 $2K 0.00% NEW $116.65 +51.7%
225 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 20.0 $2K NEW $87.90 +2.5%
226 OUSTER INC COM NEW 25.0 $2K NEW $62.52
227 IBM INTL BUSINESS MACHINES Technology 5.0 $1K NEW $281.20 -18.3%
228 AMBA AMBARELLA INC SHS Technology 15.0 $1K NEW $85.80 -18.9%
229 WFC WELLS FARGO & CO COM Financial Services 15.0 $1K NEW $82.67 +3.2%
230 MO ALTRIA GROUP INC COM Consumer Defensive 15.0 $1K NEW $71.93 -4.2%
231 XMTR XOMETRY INC CLASS A COM Industrials 10.0 $965.0 NEW $96.50 -9.7%
232 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 30.0 $880.0 NEW $29.33 +28.9%
233 POET POET TECHNOLOGIES INC COM NEW Technology 75.0 $771.0 NEW $10.28 -22.8%
234 MJ AMPLIFY ALTERNATIVE HARVEST ETF 26.0 $670.0 NEW $25.77 +5.4%
235 AELUMA INC COM 30.0 $662.0 NEW $22.07
236 VTRS VIATRIS INC COM Healthcare 39.0 $619.0 NEW $15.87 +6.2%
237 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 5.0 $322.0 NEW $64.40 +14.3%
238 PALLADYNE AI CORP COM NEW 50.0 $304.0 NEW $6.08
239 EOG EOG RESOURCES INC Energy NEW
Page 12 of 12  ·  239 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 65.6%
Basic Materials 24.4%
Technology 5.0%
Industrials 2.5%
Communication Services 1.0%
Energy 0.5%
Healthcare 0.3%
Consumer Defensive 0.2%
Consumer Cyclical 0.2%
Utilities 0.2%