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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 $370,773,480
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - ETF
 60,595 $38,000,969 10.25%
2.
Powershares Qqq Tr - ETF
 44,870 $27,563,878 7.43%
3.
Ishares Trust
 IEF 38,647 $26,470,539 7.14%
4.
Invesco S&P 500 Equal Weight Etf - ETF
 135,457 $25,948,076 7%
5.
Watford Holdings Ltd.
 WTRE 278,951 $24,570,039 6.63%
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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