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Home > Institutional Investor > Fairway Wealth Llc > Profile

Instuitional Investor - Fairway Wealth Llc

Fund Profile
Filing Period:
Fund Name: Fairway Wealth Llc
Portfolio Value $356,339,911
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - ETF
 60,542 $37,074,862 10.4%
2.
Powershares Qqq Tr - ETF
 44,647 $26,804,975 7.52%
3.
Ishares Trust
 IEF 37,699 $25,232,172 7.08%
4.
Invesco S&P 500 Equal Weight Etf - ETF
 130,407 $24,738,145 6.94%
5.
Watford Holdings Ltd.
 WTRE 272,617 $23,725,823 6.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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