Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings5,757 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 846,215 | $556.9M | 5.3% | $579.03 | +34.72% | 14 qtrssince 2022-Q4 | Increased 68 |
VANGUARD S&P 500 ETF | 444,151 | $267.5M | 2.5% | $510.61 | +39.76% | 14 qtrssince 2022-Q4 | Increased 61 |
APPLE INC | 1M | $262.4M | 2.5% | $231.07 | +32.40% | 14 qtrssince 2022-Q4 | Increased 57 |
NVIDIA CORP | 1.3M | $225.1M | 2.1% | $155.82 | +44.50% | 14 qtrssince 2022-Q4 | Increased 57 |
DIMENSIONAL INTERNATIONAL VA | 4M | $214.4M | 2.0% | $47.58 | +22.29% | 11 qtrssince 2023-Q3 | Increased 64 |
VANGUARD FTSE DEVELOPED ETF | 3.2M | $209.7M | 2.0% | $56.59 | +30.01% | 14 qtrssince 2022-Q4 | Increased 58 |
ISHARES 0-3 MONTH TREASURY B | 1.4M | $141.8M | 1.3% | $96.81 | +3.87% | 14 qtrssince 2022-Q4 | Increased 61 |
SCHWAB US LARGE-CAP ETF | 4.9M | $127.2M | 1.2% | $26.14 | +17.19% | 14 qtrssince 2022-Q4 | Increased 58 |
MICROSOFT CORP | 317,954 | $117.4M | 1.1% | $435.22 | +13.83% | 14 qtrssince 2022-Q4 | Increased 52 |
VANGUARD VALUE ETF | 558,234 | $109.8M | 1.0% | $186.42 | +22.04% | 14 qtrssince 2022-Q4 | Increased 59 |
VANGUARD S/T CORP BOND ETF | 1.4M | $108.4M | 1.0% | $76.53 | +2.76% | 14 qtrssince 2022-Q4 | Increased 59 |
ISHARES CORE MSCI EMERGING | 1.5M | $106.1M | 1.0% | $62.80 | +29.28% | 14 qtrssince 2022-Q4 | Increased 55 |
AMAZON.COM INC | 488,519 | $102.9M | 1.0% | $202.10 | +29.96% | 14 qtrssince 2022-Q4 | Increased 46 |
ISHARES TR | 2.2M | $99.7M | 0.9% | $43.15 | +5.40% | 14 qtrssince 2022-Q4 | Increased 52 |
ISHARES TR | 946,212 | $97.6M | 0.9% | $98.48 | +2.29% | 14 qtrssince 2022-Q4 | Increased 53 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 737,175 | $92.1M | 0.9% | $112.53 | +33.68% | 14 qtrssince 2022-Q4 | Increased 47 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 156,104 | $91.2M | 0.9% | $544.68 | +34.22% | 14 qtrssince 2022-Q4 | Increased 43 |
SPDR SERIES TRUST | 3.4M | $88.8M | 0.8% | $25.89 | -3.18% | 14 qtrssince 2022-Q4 | Increased 57 |
ALPHABET INC-CL A | 287,688 | $85.6M | 0.8% | $202.89 | +70.48% | 14 qtrssince 2022-Q4 | Increased 44 |
ISHARES IBOXX INVESTMENT GRA | 726,716 | $79M | 0.7% | $107.13 | -0.95% | 14 qtrssince 2022-Q4 | Increased 59 |
Farther Finance Advisors, LLC manages $10.6B across 5757 positions as of Q1 2026. Top holdings: IVV (5.3%), VOO (2.5%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 505 new positions, 193 exits, 2935 increased. Top move: IVV (INCREASED, conviction 68). Portfolio: $10.6B across 5757 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