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

Fairman Group, LLC

Fairman's holding co. based in Omaha, NE — $117M in tracked AUM across 327 positions as of Q1 2026.

F
Fairman·Omaha, NE·Holding Co.
CIK 0002016719 · last filed Mar 31, 2026
Total AUM
$117M
▼ 12.3%
vs prior
Holdings
327
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q1 2026 · 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

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