Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings2,628 positions
ISHARES TR | 120,493 | $51.7M | 8.1% | $395.87 | +4.37% | 4 qtrssince 2022-Q4 | Increased 91 |
SPINNAKER ETF SERIES | 1.6M | $33.6M | 5.3% | $18.72 | -1.49% | 2 qtrssince 2023-Q2 | Increased 91 |
ISHARES TR | 411,463 | $18M | 2.8% | $39.19 | -1.69% | 4 qtrssince 2022-Q4 | Increased 65 |
APPLE INC | 90,153 | $15.4M | 2.4% | $161.77 | +4.43% | 4 qtrssince 2022-Q4 | Increased 69 |
MICROSOFT CORP | 36,485 | $11.5M | 1.8% | $291.93 | +5.68% | 4 qtrssince 2022-Q4 | Increased 62 |
ISHARES TR | 202,742 | $9.9M | 1.6% | $40.85 | +4.79% | 4 qtrssince 2022-Q4 | Increased 66 |
CHEVRON CORP | 56,650 | $9.6M | 1.5% | $150.77 | -1.35% | 4 qtrssince 2022-Q4 | Increased 45 |
ISHARES TR | 71,651 | $9.4M | 1.5% | $122.69 | +4.24% | 4 qtrssince 2022-Q4 | Increased 56 |
VANGUARD INDEX FDS | 22,734 | $8.9M | 1.4% | $373.27 | +1.28% | 4 qtrssince 2022-Q4 | Increased 70 |
ISHARES TR | 99,894 | $8.6M | 1.4% | $84.39 | -2.51% | 4 qtrssince 2022-Q4 | Increased 48 |
ABERDEEN STD GOLD ETF TR | 473,285 | $8.4M | 1.3% | $18.08 | -2.16% | 3 qtrssince 2023-Q1 | Increased 65 |
VANGUARD BD INDEX FDS | 106,649 | $7.4M | 1.2% | $62.42 | -0.54% | 4 qtrssince 2022-Q4 | Increased 70 |
VANGUARD SCOTTSDALE FDS | 95,708 | $7.3M | 1.1% | $65.67 | +0.46% | 4 qtrssince 2022-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 20,208 | $7.1M | 1.1% | $308.89 | +13.41% | 4 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 75,043 | $7M | 1.1% | $82.24 | +10.45% | 4 qtrssince 2022-Q4 | Decreased 0 |
ISHARES INC | 143,011 | $6.8M | 1.1% | $44.22 | -0.64% | 4 qtrssince 2022-Q4 | Increased 61 |
INVESCO EXCHANGE TRADED FD T | 200,233 | $6.8M | 1.1% | $27.45 | +20.96% | 4 qtrssince 2022-Q4 | Increased 69 |
ISHARES TR | 67,673 | $6.4M | 1.0% | $85.24 | -1.94% | 4 qtrssince 2022-Q4 | Increased 49 |
VANGUARD SCOTTSDALE FDS | 82,959 | $6.2M | 1.0% | $65.74 | +0.51% | 4 qtrssince 2022-Q4 | Increased 41 |
ALPHABET INC-CL A | 43,126 | $5.6M | 0.9% | $113.10 | +14.62% | 4 qtrssince 2022-Q4 | Increased 53 |
Farther Finance Advisors, LLC manages $636.9M across 2628 positions as of Q3 2023. Top holdings: IVV (8.1%), FFIU (5.3%), IUSB (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 249 new positions, 133 exits, 1151 increased. Top move: IVV (INCREASED, conviction 91). Portfolio: $637M across 2628 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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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