Farther Finance Advisors, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$9.3B

Total Positions

5,419

New This Quarter

673

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

IVV5.58%

AAPL2.78%

VOO2.57%

NVDA2.38%

VEA1.75%

DFIV1.73%

MSFT1.51%

SCHX1.15%

SGOV1.13%

AMZN1.12%

Other12.15%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

KOD4Q held

KODIAK SCIENCES INC

Avg $3.11 · $28,242 est. P&L

Est. P&L

+798.42%

CAPR2Q held

CAPRICOR THERAPEUTICS INC

Avg $7.41 · $840 est. P&L

Est. P&L

+290.82%

REAL3Q held

THE REALREAL INC

Avg $5.00 · $81,407 est. P&L

Est. P&L

+221.52%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 5419 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	759,861	$520.5M	5.6%	—	$567.17	+21.64%	13 qtrs	Increased 76
AAPL Apple Inc	955,662	$259.8M	2.8%	—	$228.38	+19.46%	13 qtrs	Increased 69
VOO VANGUARD INDEX FDS	383,021	$240.2M	2.6%	—	$492.24	+28.34%	13 qtrs	Increased 63
NVDA NVIDIA Corp	1.2M	$222M	2.4%	—	$153.98	+21.79%	13 qtrs	Increased 72
VEA VANGUARD TAX-MANAGED FDS	2.6M	$163.4M	1.8%	—	$54.28	+15.67%	13 qtrs	Increased 60
DFIV DIMENSIONAL ETF TRUST	3.2M	$161.5M	1.7%	—	$46.15	+8.56%	10 qtrs	Increased 65
MSFT Microsoft Corp	291,626	$141M	1.5%	—	$438.05	+11.28%	13 qtrs	Increased 61
SCHX SCHWAB STRATEGIC TR	4M	$106.9M	1.1%	—	$25.98	+4.39%	13 qtrs	Increased 62
SGOV ISHARES TR	1.1M	$105.7M	1.1%	—	$97.70	+2.41%	13 qtrs	Increased 51
AMZN Amazon.com Inc	450,880	$104.1M	1.1%	—	$201.55	+15.37%	13 qtrs	Increased 62
QQQ INVESCO QQQ TR	152,945	$94M	1.0%	—	$543.51	+13.97%	13 qtrs	Increased 63
GOOGL Alphabet Inc	276,975	$86.7M	0.9%	—	$199.00	+57.71%	13 qtrs	Increased 52
IEMG ISHARES INC	1.3M	$85.9M	0.9%	—	$61.18	+10.15%	13 qtrs	Increased 54
VCSH VANGUARD SCOTTSDALE FDS	1.1M	$84.8M	0.9%	—	$77.82	+2.17%	13 qtrs	Increased 49
VTV VANGUARD INDEX FDS	438,263	$83.7M	0.9%	—	$181.54	+5.97%	13 qtrs	Increased 59
IUSB ISHARES TR	1.7M	$79.3M	0.8%	—	$43.43	+7.05%	13 qtrs	Increased 46
IJR ISHARES TR	659,156	$79.2M	0.8%	—	$110.56	+10.07%	13 qtrs	Increased 53
STIP ISHARES TR	738,524	$75.6M	0.8%	—	$101.63	+0.80%	13 qtrs	Increased 61
ORLY O'Reilly Automotive Inc	801,536	$73.1M	0.8%	—	$89.59	+2.10%	13 qtrs	Increased 44
BND VANGUARD BD INDEX FDS	932,412	$69.1M	0.7%	—	$71.10	+4.11%	13 qtrs	Increased 51
SPY SPDR S&P 500 ETF TR	98,508	$67.2M	0.7%	—	$567.26	+21.11%	13 qtrs	Increased 49
GOOG Alphabet Inc	210,378	$66M	0.7%	—	$204.55	+53.78%	13 qtrs	Increased 53
VTI VANGUARD INDEX FDS	194,064	$65.1M	0.7%	—	$298.23	+13.29%	13 qtrs	Increased 48
IEFA ISHARES TR	702,893	$62.9M	0.7%	—	$78.62	+14.31%	13 qtrs	Increased 67
SPTL SPDR SERIES TRUST	2.3M	$61.8M	0.7%	—	$26.38	+0.64%	13 qtrs	Increased 56
Showing 25 of 5,419 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

XLUSELECT SECTOR SPDR TR

Q1 2024 → Q4 2025+42,063 shares+$1.8M

AVEMAMERICAN CENTY ETF TR

Q1 2024 → Q4 2025+552,647 shares+$43.5M

DFACDIMENSIONAL ETF TRUST

Q1 2024 → Q4 2025+1M shares+$40.3M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer