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Fairway Wealth LLC
Fairway Wealth LLC, operating as Fairway Wealth Management, is an independent, fee-only, SEC-registered investment advisory and consulting firm headquartered in Independence, Ohio. Founded originally in 2002, the firm was acquired by Focus Financial Partners, LLC in December 2020. As of 2025, Fairway Wealth Management serves primarily high net worth individuals, families, and related entities, with a team of approximately 22 employees, delivering comprehensive wealth management, financial planning, and investment advisory services.
Investment Strategy
Fairway Wealth Management provides customized investment management and advisory services with an emphasis on long-term wealth preservation and growth. The firm builds highly tailored portfolios aligned with client goals, risk tolerance, time horizon, and tax considerations. Fairway offers both discretionary and non-discretionary portfolio management, and its approach typically blends traditional equity, fixed income, and alternative investment options. The firm focuses on serving high net worth individuals, providing strategic financial planning that integrates investment allocation, retirement planning, tax optimization, and estate planning strategies.
Latest 13F Filing Activity
Fairway Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 177 equity positions with a total 13F market value of $313M. The fund increased holdings in Invesco S&P 500 Equal Weight Etf, Powershares QQQ TR, Vanguard S&P 500 Etf among other positions. Fairway Wealth LLC reduced exposure to RPM Intl Inc. Com, Vanguard Ftse Emerging Markets Etf, Ishares Amt-free Muni Bond Etf among others.
Top Holdings
Equity Positions (177)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 9.23% | $28.9M | 50,814 | $481.24 | $568.03 | +$5.4M |
Q QQQ | POWERSHARES QQQ TR | 7.45% | $23.3M | 42,213 | $496.62 | $551.64 | +$9.0M |
R RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 7.37% | $23.1M | 126,847 | $173.36 | $181.74 | +$9.1M |
D DLN | WISDOMTREE LARGE CAP DIVIDEND | 6.88% | $21.5M | 261,991 | $73.61 | $82.14 | +$960.8K |
I IVV | ISHARES S&P 500 INDEX | 6.57% | $20.6M | 33,106 | $493.65 | $620.90 | +$2.2M |
Industry Allocation
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