StockDriftsStockDriftsTop 50 Fairman Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.95% | 44.1K | $33.0M | -0.21%(-93) | $526.42(+47.67%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.8% | 157.2K | $11.2M | +8.28%(+12.02K) | $50.81(+43.65%) | 2026-06-30 | |
| ACN | ACCENTURE PLC IRELAND | 8.33% | 85.2K | $10.6M | -2.36%(-2.06K) | $333.94(-47.41%) | 2026-06-30 | |
| STRV | EA SERIES TRUST | 4.1% | 108.0K | $5.2M | +0.26%(+276) | $35.65(+34.61%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 3.78% | 37.7K | $4.8M | +38737.11%(+37.58K) | $116.65(+9.70%) | 2026-06-30 | |
| WRB | BERKLEY W R CORP | 3.32% | 59.3K | $4.2M | +11.71%(+6.22K) | $47.23(+49.87%) | 2026-06-30 | |
| ESNT | ESSENT GROUP LTD | 3.24% | 64.2K | $4.1M | -17.65%(-13.75K) | $51.64(+32.63%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.54% | 8.8K | $3.2M | -13.29%(-1.34K) | $235.08(+62.51%) | 2026-06-30 | |
| DBMF | LITMAN GREGORY FDS TR | 2.53% | 105.3K | $3.2M | +2.98%(+3.04K) | $27.62(+13.30%) | 2026-06-30 | |
| HIMU | BLACKROCK ETF TRUST II | 2.23% | 57.1K | $2.8M | -1.74%(-1.01K) | $49.51(-1.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.58% |
Fairman Group, LLC reports $127.30M in US-listed equity holdings across 332 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.9%), VEA (8.8%) and ACN (8.3%). The top 20 holdings account for 79.65% of reported assets. Its disclosed equity book has returned +5.15% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fairman Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2016719). View Fairman Group, LLC’s 13F filings on SEC