Fairhaven Wealth Management, LLC

**Fairhaven Wealth Management, LLC** manages $320M across a diversified portfolio of 116 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by significant allocations to core ETFs such as IVV ($61.0M) and IEFA ($29.4M). Key technology and growth names anchor the portfolio, with substantial holdings in AAPL ($19.8M) and MSFT ($8.4M). This structure suggests a disciplined, large-cap growth orientation within a diversified mandate.

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