Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings4,304 positions
ISHARES TR | 400,853 | $226M | 5.8% | $486.23 | +13.52% | 10 qtrssince 2022-Q4 | Increased 73 |
VANGUARD INDEX FDS | 285,979 | $147.5M | 3.8% | $444.68 | +13.58% | 10 qtrssince 2022-Q4 | Increased 65 |
APPLE INC | 488,752 | $109.1M | 2.8% | $205.36 | +7.50% | 10 qtrssince 2022-Q4 | Increased 79 |
ISHARES TR | 2M | $93.1M | 2.4% | $41.52 | +3.78% | 10 qtrssince 2022-Q4 | Increased 61 |
OREILLY AUTOMOTIVE INC | 50,957 | $73M | 1.9% | $95.33 | +0.18% | 10 qtrssince 2022-Q4 | Increased 75 |
VANGUARD BD INDEX FDS | 815,260 | $59.9M | 1.5% | $67.80 | +1.73% | 10 qtrssince 2022-Q4 | Increased 75 |
VANGUARD TAX-MANAGED FDS | 1.1M | $56.1M | 1.4% | $47.44 | +3.06% | 10 qtrssince 2022-Q4 | Increased 68 |
MICROSOFT CORP | 145,618 | $55.7M | 1.4% | $377.49 | -1.71% | 10 qtrssince 2022-Q4 | Increased 56 |
ISHARES TR | 546,328 | $54.8M | 1.4% | $94.20 | +0.55% | 10 qtrssince 2022-Q4 | Increased 75 |
NVIDIA CORPORATION | 479,890 | $52.9M | 1.3% | $78.11 | +38.41% | 10 qtrssince 2022-Q4 | Increased 64 |
STATE STR SPDR S&P 500 ETF T | 84,669 | $47.5M | 1.2% | $538.13 | +2.25% | 10 qtrssince 2022-Q4 | Increased 65 |
ISHARES TR | 441,351 | $46.6M | 1.2% | $99.58 | +0.63% | 10 qtrssince 2022-Q4 | Increased 48 |
ISHARES TR | 258,131 | $44.2M | 1.1% | $151.94 | +10.94% | 10 qtrssince 2022-Q4 | Increased 63 |
VANGUARD BD INDEX FDS | 526,783 | $40.3M | 1.0% | $68.67 | +4.31% | 10 qtrssince 2022-Q4 | Increased 52 |
AMAZON COM INC | 204,311 | $39.3M | 1.0% | $169.41 | +12.31% | 10 qtrssince 2022-Q4 | Increased 59 |
ISHARES TR | 368,731 | $34.5M | 0.9% | $88.92 | +3.77% | 10 qtrssince 2022-Q4 | Increased 52 |
BLACKROCK ETF TRUST | 692,343 | $33.9M | 0.9% | $47.18 | +1.87% | 5 qtrssince 2024-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 56,127 | $29.9M | 0.8% | $399.87 | +33.19% | 10 qtrssince 2022-Q4 | Increased 51 |
ISHARES TR | 272,607 | $28.6M | 0.7% | $104.33 | -1.78% | 10 qtrssince 2022-Q4 | Increased 46 |
INVESCO QQQ TR | 56,247 | $26.6M | 0.7% | $444.24 | +4.82% | 10 qtrssince 2022-Q4 | Increased 56 |
Farther Finance Advisors, LLC manages $3.9B across 4304 positions as of Q1 2025. Top holdings: IVV (5.8%), VOO (3.8%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 513 new positions, 230 exits, 2006 increased. Top move: AAPL (INCREASED, conviction 79). Portfolio: $3.9B across 4304 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR