Fairway Wealth LLC
Top Portfolio Positions
90 positions ·
$58,482,576 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
45,362 | $26,182,039 | 44.77% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
205,008 | $20,377,795 | 34.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,240 | $1,552,608 | 2.65% | |
| AAPL |
Apple Inc.
Technology
|
4,787 | $1,214,892 | 2.08% | |
| TDG |
TransDigm Group INC
Industrials
|
804 | $931,803 | 1.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
3,439 | $840,629 | 1.44% | |
| DE |
Deere & Co
Industrials
|
1,000 | $563,300 | 0.96% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
2,749 | $544,961 | 0.93% | |
| CAT |
Caterpillar Inc
Industrials
|
666 | $471,834 | 0.81% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
9,600 | $458,112 | 0.78% |
Portfolio Trend
10 quarters · across all stocks
Holdings in LB
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,651 | 777 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $38,065 | 777 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $41,452 | 777 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $52,509 | 777 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $55,897 | 777 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $50,194 | 777 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||