Fairman Group, LLC
RIA/Wealth
Fairman Group, LLC is a RIA/Wealth based in Farmington Hills, MI led by Shawn Paul Kindt, reporting $851.0M in AUM as of Q3 2025 with 57% ETF concentration, 71% concentrated in top 10 holdings, and 23% allocation to IVV.
Managing PartnerShawn Paul Kindt
- Portfolio Value
- $120.1M
- Positions
- 272
- Top Holding
- IVV at 23.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Fairman Group, LLC's portfolio (71.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $27.8M | 23.13% | +$2.3M Bought | — 41.5K shares | |
Information Technology Services Technology | $21.8M | 18.12% | -$24.7K Sold | 0.01% 88.2K shares | |
ETF ETF | $7.2M | 5.98% | +$264.8K Bought | — 119.8K shares | |
Medical - Healthcare Information Services Healthcare | $6.3M | 5.21% | — | 0.01% 21.0K shares | |
Insurance - Specialty Financial Services | $6.2M | 5.19% | -$1.5M Sold | 0.10% 98.0K shares | |
ETF ETF | $4.6M | 3.85% | +$12.6K Bought | — 107.1K shares | |
Insurance - Property & Casualty Financial Services | $4.1M | 3.39% | — | 0.01% 53.1K shares | |
ETF ETF | $3.0M | 2.54% | +$14.5K Bought | — 9.3K shares | |
ETF ETF | $2.5M | 2.09% | -$379.4K Sold | — 38.4K shares | |
ETF ETF | $2.3M | 1.90% | +$226.5K Bought | — 83.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Fairman Group, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Fairman Group, LLC
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