How many stocks does Farther Finance Advisors, LLC own?

As of Q1 2026, Farther Finance Advisors, LLC holds 5,757 positions in their 13F portfolio.

What is Farther Finance Advisors, LLC's largest holding?

IVV at 5.3% of portfolio, worth $556.9M.

What is Farther Finance Advisors, LLC's total portfolio value?

$10.6B as of Q1 2026, tracked across 5,757 holdings.

Is Farther Finance Advisors, LLC a hedge fund?

Farther Finance Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Farther Finance Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Farther Finance Advisors, LLC's portfolio changed in Q1 2026?

View Farther Finance Advisors, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Farther Finance Advisors, LLC's investment strategy?

Farther Finance Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Farther Finance Advisors, LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Farther Finance Advisors, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$10.6B

AUM

5,757

Positions

Q1 2026

Filing

Rating · 4.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New4%Increased76%Decreased19%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 2.0 years

<1Q7%1-4Q18%1-2Y16%2Y+59%

Q1 2026 Summary

Active quarter - 505 new positions, 193 exits, 2935 increased. Top move: IVV (INCREASED, conviction 68). Portfolio: $10.6B across 5757 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV5.26%

VOO2.53%

AAPL2.48%

NVDA2.13%

DFIV2.02%

VEA1.98%

SGOV1.34%

SCHX1.20%

MSFT1.11%

VTV1.04%

Other1.02%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

ADV1Q held

ADVANTAGE SOLUTIONS INC

Avg $0.55 · $1,387 est. P&L

Est. P&L

+6152.73%

COOK1Q held

TRAEGER INC

Avg $0.84 · $3,591 est. P&L

Est. P&L

+4750.00%

KOD5Q held

KODIAK SCIENCES INC

Avg $3.11 · $25,703 est. P&L

Est. P&L

+1089.97%

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 Holdings5,757 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES TR	846,215	$556.9M	5.3%	—	$579.03	+28.22%	14 qtrssince 2022-Q4	Increased 68
VOO ETF VANGUARD INDEX FDS	444,151	$267.5M	2.5%	—	$510.61	+33.06%	14 qtrssince 2022-Q4	Increased 61
AAPL APPLE INC	1M	$262.4M	2.5%	—	$230.82	+30.07%	14 qtrssince 2022-Q4	Increased 57
NVDA NVIDIA CORPORATION	1.3M	$225.1M	2.1%	—	$155.82	+47.72%	14 qtrssince 2022-Q4	Increased 57
DFIV ETF DIMENSIONAL ETF TRUST	4M	$214.4M	2.0%	—	$47.58	+15.27%	11 qtrssince 2023-Q3	Increased 64
VEA ETF VANGUARD TAX-MANAGED FDS	3.2M	$209.7M	2.0%	—	$56.59	+22.06%	14 qtrssince 2022-Q4	Increased 58
SGOV ETF ISHARES TR	1.4M	$141.8M	1.3%	—	$98.39	+2.20%	14 qtrssince 2022-Q4	Increased 61
SCHX ETF SCHWAB STRATEGIC TR	4.9M	$127.2M	1.2%	—	$26.14	+11.07%	14 qtrssince 2022-Q4	Increased 58
MSFT MICROSOFT CORP	317,954	$117.4M	1.1%	—	$435.22	-1.83%	14 qtrssince 2022-Q4	Increased 52
VTV ETF VANGUARD INDEX FDS	558,234	$109.8M	1.0%	—	$186.42	+10.86%	14 qtrssince 2022-Q4	Increased 59
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