Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Farther Finance Advisors, LLC manages $9.3B across 5418 positions as of Q4 2025. Top holdings: IVV (5.6%), AAPL (2.8%), VOO (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 668 new positions, 189 exits, 3268 increased. Top move: IVV (INCREASED, conviction 76). Portfolio: $9.3B across 5418 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile