Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings5,986 positions
iShares Trust CORE S&P500 ETF | 913,970 | $684.4M | 5.3% | $584.70 | +33.74% | 15 qtrssince 2022-Q4 | Increased 66 |
Vanguard Index Funds S&P 500 ETF SHS | 545,605 | $374.7M | 2.9% | $536.57 | +33.36% | 15 qtrssince 2022-Q4 | Increased 64 |
Apple Inc. | 1.1M | $311.1M | 2.4% | $233.73 | +44.03% | 15 qtrssince 2022-Q4 | Increased 56 |
NVIDIA Corp. | 1.3M | $269M | 2.1% | $144.62 | +58.54% | 15 qtrssince 2022-Q4 | Increased 56 |
DIMENSIONAL INTERNATIONAL VALUE ETF | 4.7M | $254.6M | 2.0% | $47.49 | +16.69% | 12 qtrssince 2023-Q3 | Increased 56 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 3.5M | $250.5M | 2.0% | $56.86 | +23.73% | 15 qtrssince 2022-Q4 | Increased 53 |
SCHWAB U.S. LARGE-CAP ETF | 5.9M | $174.8M | 1.4% | $26.27 | +16.63% | 15 qtrssince 2022-Q4 | Increased 57 |
ISHARES 0-3 MONTH TREASURY BOND ETF | 1.6M | $157.2M | 1.2% | $96.54 | +4.11% | 15 qtrssince 2022-Q4 | Increased 53 |
VANGUARD INDEX FDS | 686,893 | $149.7M | 1.2% | $188.66 | +16.93% | 15 qtrssince 2022-Q4 | Increased 58 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 192,548 | $141.8M | 1.1% | $580.97 | +29.31% | 15 qtrssince 2022-Q4 | Increased 58 |
ISHARES INC | 1.6M | $130.9M | 1.0% | $63.70 | +27.79% | 15 qtrssince 2022-Q4 | Increased 50 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 1.6M | $128.7M | 1.0% | $76.83 | +0.61% | 15 qtrssince 2022-Q4 | Increased 56 |
Microsoft Corp. | 343,272 | $128M | 1.0% | $425.34 | +25.80% | 15 qtrssince 2022-Q4 | Increased 46 |
Amazon.com, Inc. | 530,949 | $126.6M | 1.0% | $205.00 | +28.02% | 15 qtrssince 2022-Q4 | Increased 46 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 2.6M | $119.8M | 0.9% | $43.59 | +1.26% | 15 qtrssince 2022-Q4 | Increased 50 |
ISHARES CORE S&P SMALL CAP ETF | 792,656 | $117.5M | 0.9% | $113.40 | +21.30% | 15 qtrssince 2022-Q4 | Increased 46 |
ISHARES 0-5 YEAR TIPS BOND ETF | 1.1M | $114.3M | 0.9% | $98.79 | +1.36% | 15 qtrssince 2022-Q4 | Increased 50 |
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | 4.2M | $109.6M | 0.9% | $25.75 | -7.25% | 15 qtrssince 2022-Q4 | Increased 51 |
Alphabet Inc. | 306,682 | $109.6M | 0.9% | $211.15 | +66.54% | 15 qtrssince 2022-Q4 | Increased 45 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 135,693 | $101.3M | 0.8% | $607.62 | +28.14% | 15 qtrssince 2022-Q4 | Increased 53 |
Farther Finance Advisors, LLC manages $12.8B across 5986 positions as of Q2 2026. Top holdings: IVV (5.3%), VOO (2.9%), AAPL (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 415 new positions, 202 exits, 3066 increased. Top move: IVV (INCREASED, conviction 66). Portfolio: $12.8B across 5986 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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