Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,596 positions
ISHARES TR | 219,623 | $115.3M | 7.0% | $431.64 | +18.03% | 6 qtrssince 2022-Q4 | Increased 67 |
VANGUARD INDEX FDS | 202,353 | $97.1M | 5.9% | $416.76 | +11.85% | 6 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA CORPORATION | 67,131 | $60.7M | 3.7% | $47.83 | +88.37% | 6 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 898,233 | $40.5M | 2.5% | $40.17 | +1.90% | 6 qtrssince 2022-Q4 | Increased 69 |
SPINNAKER ETF SERIES | 1.7M | $37.1M | 2.3% | $18.79 | +5.28% | 4 qtrssince 2023-Q2 | Increased 50 |
APPLE INC | 208,667 | $35.5M | 2.2% | $177.10 | -4.22% | 6 qtrssince 2022-Q4 | Increased 52 |
VANGUARD BD INDEX FDS | 404,881 | $30.2M | 1.8% | $68.07 | -0.26% | 6 qtrssince 2022-Q4 | Increased 64 |
MICROSOFT CORP | 70,941 | $30.1M | 1.8% | $333.00 | +23.93% | 6 qtrssince 2022-Q4 | Increased 50 |
| 327,139 | $25M | 1.5% | — | — | 6 qtrssince 2022-Q4 | Decreased 0 | |
ISHARES TR | 133,648 | $21.9M | 1.3% | $135.51 | +18.40% | 6 qtrssince 2022-Q4 | Increased 54 |
ISHARES TR | 181,337 | $19.4M | 1.2% | $97.92 | +1.33% | 6 qtrssince 2022-Q4 | Increased 61 |
ISHARES TR | 226,221 | $16.7M | 1.0% | $63.77 | +8.51% | 6 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 144,836 | $15.8M | 1.0% | $101.37 | +4.69% | 6 qtrssince 2022-Q4 | Increased 44 |
VANGUARD TAX-MANAGED FDS | 285,457 | $14.3M | 0.9% | $44.29 | +5.57% | 6 qtrssince 2022-Q4 | Increased 55 |
ISHARES TR | 254,327 | $13.7M | 0.8% | $42.08 | +15.19% | 6 qtrssince 2022-Q4 | Increased 42 |
AMAZON COM INC | 74,837 | $13.5M | 0.8% | $131.01 | +37.68% | 6 qtrssince 2022-Q4 | Increased 45 |
ISHARES TR | 367,109 | $12.8M | 0.8% | $28.60 | +11.32% | 6 qtrssince 2022-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 203,630 | $12.6M | 0.8% | $18.73 | +7.52% | 6 qtrssince 2022-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 260,910 | $12.5M | 0.8% | $21.55 | +0.82% | 6 qtrssince 2022-Q4 | Increased 63 |
BERKSHIRE HATHAWAY INC DEL | 29,684 | $12.5M | 0.8% | $326.15 | +28.93% | 6 qtrssince 2022-Q4 | Increased 41 |
Farther Finance Advisors, LLC manages $1.6B across 3596 positions as of Q1 2024. Top holdings: IVV (7.0%), VOO (5.9%), NVDA (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 259 new positions, 214 exits, 1378 increased. Top move: IUSB (INCREASED, conviction 69). Portfolio: $1.6B across 3596 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