Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings4,495 positions
iShares Trust CORE S&P500 ETF | 553,894 | $343.9M | 6.9% | $520.92 | +17.45% | 11 qtrssince 2022-Q4 | Increased 79 |
Vanguard Index Funds S&P 500 ETF SHS | 324,438 | $184.3M | 3.7% | $458.35 | +22.17% | 11 qtrssince 2022-Q4 | Increased 63 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 2.1M | $122M | 2.4% | $51.25 | +7.85% | 11 qtrssince 2022-Q4 | Increased 82 |
Apple Inc. | 573,665 | $117.7M | 2.4% | $205.19 | -0.49% | 11 qtrssince 2022-Q4 | Increased 60 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 2.5M | $115.1M | 2.3% | $42.24 | +4.21% | 11 qtrssince 2022-Q4 | Increased 62 |
NVIDIA Corp. | 613,040 | $96.9M | 1.9% | $95.37 | +65.25% | 11 qtrssince 2022-Q4 | Increased 59 |
Microsoft Corp. | 176,385 | $87.7M | 1.8% | $397.56 | +23.89% | 11 qtrssince 2022-Q4 | Increased 56 |
O'Reilly Automotive Inc. | 765,910 | $69M | 1.4% | $95.32 | -5.45% | 11 qtrssince 2022-Q4 | Increased 75 |
ISHARES 0-3 MONTH TREASURY BOND ETF | 630,981 | $63.5M | 1.3% | $94.41 | +1.40% | 11 qtrssince 2022-Q4 | Increased 54 |
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 971,121 | $52.8M | 1.1% | $52.23 | +2.36% | 10 qtrssince 2023-Q1 | Increased 75 |
ISHARES NATIONAL MUNI BOND ETF | 504,444 | $52.7M | 1.1% | $100.20 | +0.45% | 11 qtrssince 2022-Q4 | Increased 53 |
ISHARES CORE S&P SMALL CAP ETF | 479,548 | $52.4M | 1.0% | $105.69 | +1.70% | 11 qtrssince 2022-Q4 | Increased 70 |
Amazon.com, Inc. | 237,989 | $52.2M | 1.0% | $177.59 | +25.74% | 11 qtrssince 2022-Q4 | Increased 54 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 80,151 | $49.5M | 1.0% | $538.13 | +13.27% | 11 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD TOTAL BOND MARKET ETF | 580,607 | $42.8M | 0.9% | $68.28 | +2.98% | 11 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INTERMEDIATE-TERM BOND ETF | 519,845 | $40.2M | 0.8% | $69.20 | +6.43% | 11 qtrssince 2022-Q4 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 70,337 | $38.8M | 0.8% | $466.14 | +17.29% | 11 qtrssince 2022-Q4 | Increased 50 |
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 513,430 | $33.6M | 0.7% | $59.40 | +10.31% | 11 qtrssince 2022-Q4 | Increased 66 |
ISHARES MSCI USA QUALITY FACTOR ETF | 182,195 | $33.3M | 0.7% | $151.94 | +18.94% | 11 qtrssince 2022-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 67,565 | $32.8M | 0.7% | $414.41 | +17.22% | 11 qtrssince 2022-Q4 | Increased 48 |
Farther Finance Advisors, LLC manages $5B across 4495 positions as of Q2 2025. Top holdings: IVV (6.9%), VOO (3.7%), VEA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 446 new positions, 261 exits, 1970 increased. Top move: VEA (INCREASED, conviction 82). Portfolio: $5.0B across 4495 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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