13F Insight
DOSSIER · 13F-HR · Q1 2026

Fairman Group, LLC

$117M in tracked AUM across 327 positions as of Q1 2026.

FG
CIK 0002016719 · last filed Mar 31, 2026
Total AUM
$117M
as of Q1 2026
Holdings
327
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Fairman Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$29M44K24.7%02
G1151C101
ACCENTURE PLC IRELAND
$17M87K14.8%03
VEA
VANGUARD TAX-MANAGED FDS
$9M145K8.0%04
G3198U102
ESSENT GROUP LTD
$5M78K3.9%05
STRV
EA SERIES TRUST
$5M108K3.9%06
WRB
BERKLEY W R CORP
$4M53K3.0%07
VTI
VANGUARD INDEX FDS
$3M10K2.8%08
DBMF
LITMAN GREGORY FDS TR
$3M102K2.6%09
HIMU
BLACKROCK ETF TRUST II
$3M58K2.4%10
IJH
ISHARES TR
$3M38K2.2%

Filing history

2026Q1Mar 31
$117M▼ 6.5%
327 positionsView →2025Q4Dec 31
$125M▲ 0.8%
337 positionsView →2025Q3Sep 30
$124M▲ 2.1%
274 positionsView →2025Q2Jun 30
$122M▲ 11.5%
257 positionsLocked2025Q1Mar 31
$109M▼ 10.2%
265 positionsLocked2024Q4Dec 31
$121M▲ 9.7%
346 positionsLocked2024Q3Sep 30
$111M▲ 12.5%
404 positionsLocked2024Q2Jun 30
$98M▼ 7.1%
403 positionsLocked2024Q1Mar 31
$106M▲ 1.2%
399 positionsLocked2023Q4Dec 31
$105M—
395 positionsLocked