Fairman Group, LLC - Portfolio overview

Fairman Group, LLC has 356 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 24.55%
2. ACN - ACCENTURE PLC IRELAND, 14.71%
3. VEA - VANGUARD TAX-MANAGED FDS, 7.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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