Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings5,986 positions
ISHARES TR | 913,970 | $684.4M | 5.3% | $591.62 | +30.02% | 15 qtrssince 2022-Q4 | Increased 66 |
VANGUARD INDEX FDS | 545,605 | $374.7M | 2.9% | $543.38 | +28.98% | 15 qtrssince 2022-Q4 | Increased 64 |
APPLE INC | 1.1M | $311.1M | 2.4% | $233.73 | +34.92% | 15 qtrssince 2022-Q4 | Increased 56 |
NVIDIA CORPORATION | 1.3M | $269M | 2.1% | $157.96 | +41.60% | 15 qtrssince 2022-Q4 | Increased 56 |
DIMENSIONAL ETF TRUST | 4.7M | $254.6M | 2.0% | $48.53 | +20.89% | 12 qtrssince 2023-Q3 | Increased 56 |
VANGUARD TAX-MANAGED FDS | 3.5M | $250.5M | 2.0% | $57.83 | +25.92% | 15 qtrssince 2022-Q4 | Increased 53 |
SCHWAB STRATEGIC TR | 5.9M | $174.8M | 1.4% | $26.71 | +12.45% | 15 qtrssince 2022-Q4 | Increased 57 |
ISHARES TR | 1.6M | $157.2M | 1.2% | $97.12 | +3.46% | 15 qtrssince 2022-Q4 | Increased 53 |
VANGUARD INDEX FDS | 686,893 | $149.7M | 1.2% | $192.32 | +16.43% | 15 qtrssince 2022-Q4 | Increased 58 |
INVESCO QQQ TR | 192,548 | $141.8M | 1.1% | $580.97 | +23.30% | 15 qtrssince 2022-Q4 | Increased 58 |
ISHARES INC | 1.6M | $130.9M | 1.0% | $63.70 | +31.40% | 15 qtrssince 2022-Q4 | Increased 50 |
VANGUARD SCOTTSDALE FDS | 1.6M | $128.7M | 1.0% | $76.83 | +1.63% | 15 qtrssince 2022-Q4 | Increased 56 |
MICROSOFT CORP | 343,272 | $128M | 1.0% | $425.34 | +15.59% | 15 qtrssince 2022-Q4 | Increased 46 |
AMAZON COM INC | 530,949 | $126.6M | 1.0% | $205.00 | +25.35% | 15 qtrssince 2022-Q4 | Increased 46 |
ISHARES TR | 2.6M | $119.8M | 0.9% | $43.59 | +3.71% | 15 qtrssince 2022-Q4 | Increased 50 |
ISHARES TR | 792,656 | $117.5M | 0.9% | $115.04 | +25.39% | 15 qtrssince 2022-Q4 | Increased 46 |
ISHARES TR | 1.1M | $114.3M | 0.9% | $98.79 | +2.03% | 15 qtrssince 2022-Q4 | Increased 50 |
SPDR SERIES TRUST | 4.2M | $109.6M | 0.9% | $25.75 | -2.98% | 15 qtrssince 2022-Q4 | Increased 51 |
ALPHABET INC | 306,682 | $109.6M | 0.9% | $211.15 | +56.59% | 15 qtrssince 2022-Q4 | Increased 45 |
STATE STR SPDR S&P 500 ETF T | 135,693 | $101.3M | 0.8% | $612.63 | +24.45% | 15 qtrssince 2022-Q4 | Increased 53 |
Farther Finance Advisors, LLC manages $12.8B across 5986 positions as of Q2 2026. Top holdings: IVV (5.3%), VOO (2.9%), AAPL (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 415 new positions, 202 exits, 3066 increased. Top move: IVV (INCREASED, conviction 66). Portfolio: $12.8B across 5986 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR