Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings4,495 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 553,894 | $343.9M | 6.9% | $523.45 | +17.19% | 11 qtrssince 2022-Q4 | Increased 79 |
VANGUARD S&P 500 ETF | 324,438 | $184.3M | 3.7% | $461.28 | +21.84% | 11 qtrssince 2022-Q4 | Increased 63 |
VANGUARD FTSE DEVELOPED ETF | 2.1M | $122M | 2.4% | $51.75 | +7.49% | 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 TR | 2.5M | $115.1M | 2.3% | $42.24 | +4.21% | 11 qtrssince 2022-Q4 | Increased 62 |
NVIDIA CORP | 613,040 | $96.9M | 1.9% | $124.12 | +27.08% | 11 qtrssince 2022-Q4 | Increased 59 |
MICROSOFT CORP | 176,385 | $87.7M | 1.8% | $399.62 | +23.67% | 11 qtrssince 2022-Q4 | Increased 56 |
O'REILLY AUTOMOTIVE INC | 765,910 | $69M | 1.4% | $89.46 | -0.34% | 11 qtrssince 2022-Q4 | Increased 75 |
ISHARES 0-3 MONTH TREASURY B | 630,981 | $63.5M | 1.3% | $94.98 | +1.40% | 11 qtrssince 2022-Q4 | Increased 54 |
SPDR PORTFOLIO S&P 400 MID C | 971,121 | $52.8M | 1.1% | $52.71 | +2.41% | 10 qtrssince 2023-Q1 | Increased 75 |
ISHARES NATIONAL MUNI BOND E | 504,444 | $52.7M | 1.1% | $100.20 | +0.45% | 11 qtrssince 2022-Q4 | Increased 53 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 479,548 | $52.4M | 1.0% | $106.57 | +1.89% | 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 CL USD INC | 80,151 | $49.5M | 1.0% | $540.54 | +13.11% | 11 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD TOTAL BOND MARKET | 580,607 | $42.8M | 0.9% | $68.28 | +2.98% | 11 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INTERMEDIATE-TERM B | 519,845 | $40.2M | 0.8% | $69.20 | +6.43% | 11 qtrssince 2022-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 70,337 | $38.8M | 0.8% | $466.14 | +17.29% | 11 qtrssince 2022-Q4 | Increased 50 |
SPDR GOLD MINISHARES TRUST | 513,430 | $33.6M | 0.7% | $58.89 | +9.98% | 11 qtrssince 2022-Q4 | Increased 66 |
ISHARES MSCI USA QUALITY FAC | 182,195 | $33.3M | 0.7% | $152.16 | +18.68% | 11 qtrssince 2022-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 67,565 | $32.8M | 0.7% | $412.89 | +17.63% | 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 Rating: 3.5/5.0.
Active quarter - 442 new positions, 257 exits, 1967 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