Fairway Wealth LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 386 separate holdings, managed from an office in Independence, Ohio.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and energy. Major holdings include Apple Inc., with 6,724,409 shares, and Microsoft Corp, with 510,848 shares. Other notable positions include Alphabet Inc. Class A (605,410 shares), Berkshire Hathaway Class B (1,697,014 shares), and ExxonMobil Holdings Corporation (456,637 shares).
The filing also reveals significant exposure to exchange-traded funds (ETFs). The top ETF holdings include the Invesco S&P 500 Equal Weight ETF (28,094,814 shares) and the iShares Core S&P 500 ETF ETF (29,671,131 shares). The firm also holds substantial positions in various bond ETFs, such as the iShares 0-5 Year TIPS Bond ETF (3,272,208 shares) and the iShares Core US (aggregate Bond Etf) ETF (2,733,226 shares).
Additionally, the filing indicates exposure to cryptocurrency-related assets, with positions in the Bitwise Bitcoin ETF (90,901 shares) and the iShares Bitcoin ETF ETF (253,262 shares).
