SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Fairman Group, LLC

CIK 0002016719 · 1200 LIBERTY RIDGE DR, SUITE 320, CHESTERBROOK, PA, 19087 · 6108897300

Reported Value
$109M
Q1 2025
Positions
265
Filings on Record
10
2019–present window
Filed
May 7, 2025
original filing

Summary

Fairman Group, LLC reported $109M in U.S.-listed holdings across 265 positions for Q1 2025.

The portfolio is heavily concentrated: Accenture PLC Ireland alone accounts for 28.5% of reported value.

Compared with Q4 2024, the fund opened 4 new positions and exited 85.

Portfolio Metrics

Turnover
+0.0%
vs prior filed quarter
Top-10 Concentration
+70.5%
share of reported value
Largest Position
+28.5%
Accenture PLC Ireland
New / Exited
4 / 85
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’24: $106MQ1 ’24Q2 ’24: $98MQ3 ’24: $111MQ3 ’24Q4 ’24: $121MQ1 ’25: $109MQ1 ’25Q2 ’25: $122MQ3 ’25: $124MQ3 ’25Q4 ’25: $125MQ1 ’26: $117MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 43.7%Other: 33.8%Common Stock: 20.2%Closed-End Fund: 1.6%MLP: 0.6%Other: 0.1%
  • ETP · 43.7% · $48M
  • Other · 33.8% · $37M
  • Common Stock · 20.2% · $22M
  • Closed-End Fund · 1.6% · $2M
  • MLP · 0.6% · $703,485
  • Other · 0.1% · $73,909

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+223223+$0$0
DOCHEALTHPEAK PROPERTIES INCNEW+5151+$0$0
BLACKROCK ETF TRUST IINEW+57.1K57.1K+$0$0
MIGAMICROSTRATEGY INCNEW+200200+$0$0
EA SERIES TRUSTADDED+54.9K77.1K+$0$840,122
GLOBAL X FDSSOLD OUT18.0K0$333,443$0
COSTCOSTCO WHSL CORP NEWSOLD OUT2000$183,254$0
PGPROCTER AND GAMBLE COSOLD OUT4080$68,401$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

37 positions
#IssuerClass% PortfolioValueShares
1ACCENTURE PLC IRELANDSHS CLASS A28.52%$31M88.3K
2ISHARES TRCORE S&P500 ETF · CORE S&P MCP ETF · MSCI EAFE ETF · CORE MSCI EAFE · CORE S&P SCP ETF · RUSSELL 2000 ETF · RUS MID CAP ETF18.72%$20M108.2K
3VTVVANGUARD INDEX FDSTOTAL STK MKT · LARGE CAP ETF · S&P 500 ETF SHS · VALUE ETF · SML CP GRW ETF · MID CAP ETF6.37%$7M24.9K
4VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT5.01%$5M116.1K
5VEEVVEEVA SYS INChistory →CL A COM5.00%$5M25.9K
6ESSENT GROUP LTDCOM4.99%$5M100.1K
7ACCDUSDACCOLADE INChistory →COM3.55%$4M1.12M
8WRBBERKLEY W R CORPhistory →COM2.85%$3M53.1K
9LITMAN GREGORY FDS TRIMGP DBI MANAGED1.95%$2M86.3K
10BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.22%$1M2.9K
11NDQINVESCO QQQ TRhistory →UNIT SER 11.21%$1M2.6K
12INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF1.19%$1M32.3K
13VANGUARD SCOTTSDALE FDSVNG RUS2000IDX1.16%$1M12.0K
14SCHWAB STRATEGIC TRUS LCAP GR ETF · US LRG CAP ETF · SHT TM US TRES0.96%$1M48.7K
15SPDR S&P 500 ETF TRTR UNIT0.86%$943,4121.6K
16AMZNAMAZON COM INCCOM0.77%$842,8963.8K
17EA SERIES TRUSTSTRIVE 500 ETF0.77%$840,12277.1K
18MSFTMICROSOFT CORPCOM0.69%$751,9871.8K
19AAPLAPPLE INCCOM0.67%$731,7862.9K
20PHPARKER-HANNIFIN CORPCOM0.67%$726,9821.1K
21EATON VANCE ENHANCED EQUITYCOM0.58%$632,71126.4K
22NVDANVIDIA CORPORATIONCOM0.56%$607,2484.5K
23TSLATESLA INCCOM0.55%$595,9541.5K
24CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT0.54%$588,72133.1K
25EATON VANCE TX ADV GLBL DIVCOM0.48%$520,59428.6K
26SPDR SER TRPORTFLI HIGH YLD0.46%$500,73221.3K
27METAMETA PLATFORMS INCCL A0.44%$483,802826
28EPDENTERPRISE PRODS PARTNERS LCOM0.44%$475,26115.2K
29DFACDIMENSIONAL ETF TRUSTUS CORE EQUITY 20.33%$364,42610.6K
30VANGUARD SPECIALIZED FUNDSDIV APP ETF0.31%$341,0141.7K
31FIRST TR EXCHNG TRADED FD VIFT ENERGY INCOME0.28%$306,16815.7K
32SHOPSHOPIFY INCCL A0.27%$292,4082.8K
33ARCH CAP GROUP LTDORD0.24%$267,0762.9K
34GOOGLALPHABET INCCAP STK CL A0.24%$261,6251.4K
35VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF0.24%$258,5705.9K
36WISDOMTREE TREMG MKTS SMCAP0.23%$254,5345.2K
37NORTHERN LTS FD TR IVINSPIRE SML/ MID0.23%$249,0006.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$117M327Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$125M337Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$124M274Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$122M257Jul 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$109M265May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$121M346Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$111M404Oct 22, 202413F-HRchanges · EDGAR ↗
Q2 2024$98M403Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$106M399Apr 30, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.