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.

Farther Finance Advisors, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC 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 Trust CORE S&P500 ETF	846,215	$556.9M	5.3%	—	$579.03	+28.21%	14 qtrssince 2022-Q4	Increased 68
VOO ETF VANGUARD INDEX FDS	444,151	$267.5M	2.5%	—	$510.61	+33.01%	14 qtrssince 2022-Q4	Increased 61
AAPL APPLE INC	1M	$262.4M	2.5%	—	$230.82	+44.28%	14 qtrssince 2022-Q4	Increased 57
NVDA NVIDIA CORPORATION	1.3M	$225.1M	2.1%	—	$155.82	+32.75%	14 qtrssince 2022-Q4	Increased 57
DFIV ETF DIMENSIONAL ETF TRUST	4M	$214.4M	2.0%	—	$47.58	+17.58%	11 qtrssince 2023-Q3	Increased 64
VEA ETF VANGUARD TAX-MANAGED FDS	3.2M	$209.7M	2.0%	—	$56.59	+23.17%	14 qtrssince 2022-Q4	Increased 58
SGOV ETF ISHARES TR	1.4M	$141.8M	1.3%	—	$98.39	+2.29%	14 qtrssince 2022-Q4	Increased 61
SCHX ETF SCHWAB STRATEGIC TR	4.9M	$127.2M	1.2%	—	$26.14	+11.38%	14 qtrssince 2022-Q4	Increased 58
MSFT MICROSOFT CORP	317,954	$117.4M	1.1%	—	$435.22	-12.30%	14 qtrssince 2022-Q4	Increased 52
VTV ETF VANGUARD INDEX FDS	558,234	$109.8M	1.0%	—	$186.42	+18.56%	14 qtrssince 2022-Q4	Increased 59
VCSH ETF VANGUARD SCOTTSDALE FDS	1.4M	$108.4M	1.0%	—	$78.26	+0.27%	14 qtrssince 2022-Q4	Increased 59
IEMG ETF ISHARES INC	1.5M	$106.1M	1.0%	—	$62.80	+22.69%	14 qtrssince 2022-Q4	Increased 55
AMZN AMAZON COM INC	488,519	$102.9M	1.0%	—	$202.10	+14.85%	14 qtrssince 2022-Q4	Increased 46
IUSB ETF ISHARES TR	2.2M	$99.7M	0.9%	—	$44.15	+2.96%	14 qtrssince 2022-Q4	Increased 52
STIP ETF ISHARES TR	946,212	$97.6M	0.9%	—	$101.98	-0.74%	14 qtrssince 2022-Q4	Increased 53
IJR ETF ISHARES TR	737,175	$92.1M	0.9%	—	$112.53	+28.73%	14 qtrssince 2022-Q4	Increased 47
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	156,104	$91.2M	0.9%	—	$544.68	+25.62%	14 qtrssince 2022-Q4	Increased 43
SPTL ETF SPDR SERIES TRUST	3.4M	$88.8M	0.8%	—	$26.60	-4.66%	14 qtrssince 2022-Q4	Increased 57
GOOGL ALPHABET INC	287,688	$85.6M	0.8%	—	$202.89	+57.59%	14 qtrssince 2022-Q4	Increased 44
LQD ETF ISHARES TR	726,716	$79M	0.7%	—	$109.83	-3.28%	14 qtrssince 2022-Q4	Increased 59
Showing 20 of 5,757 results.5,737 more with Pro.