Fairman Group, LLC: 13F holdings

CIK 20167192026Q2

Positions332
Reported value$127.3m
Filed2026-08-04

Change since last quarter

Positions332 (+6 vs prior quarter)
Reported value$127.3m (+8.8%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR44,116$33.0m26.0%
VEA VANGUARD TAX-MANAGED FDS157,226$11.2m8.8%
ACCENTURE PLC IRELAND85,224$10.6m8.3%
STXF EA SERIES TRUST108,020$5.2m4.1%
VONG VANGUARD SCOTTSDALE FDS37,672$4.8m3.8%
WRB BERKLEY W R CORP59,344$4.2m3.3%
ESSENT GROUP LTD64,171$4.1m3.2%
VTI VANGUARD INDEX FDS8,753$3.2m2.5%
DBMF LITMAN GREGORY FDS TR105,300$3.2m2.5%
HIMU BLACKROCK ETF TRUST II57,115$2.8m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2016719")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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