Fairway Wealth LLC has disclosed its latest 13F-HR filing, reporting a total of $462 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions in various securities.

The filing indicates that Fairway Wealth is actively managing a diverse portfolio, with substantial holdings in major companies. This transparency is crucial in the financial services industry, where investors seek to understand the strategies employed by asset management firms.

Background

Fairway Wealth LLC, based in Independence, Ohio, is categorized as an investment advisor. The firm has been filing reports with the SEC, including its recent 13F-HR submissions, which detail its investment holdings. The latest filing, dated October 30, 2026, follows a series of filings throughout the year, showcasing the firm's ongoing activity in managing its assets.

What the Filing Says

The filing reveals that Fairway Wealth had a total of 386 positions in various securities as of the reporting date. The total value of these holdings amounts to $462,077,262. The firm has made a point to maintain transparency in its operations, as indicated by the details provided in the filing.

Impact

This update may affect various stakeholders, including investors, competitors, and analysts. Investors may look to Fairway's holdings as a benchmark for their own investment strategies, while competitors might analyze the firm's approach to asset management to refine their own strategies.

What's Next

The filing does not specify what happens next for Fairway Wealth LLC. However, it is expected that the firm will continue to monitor its investments and make adjustments as necessary in response to market conditions.