Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings4,962 positions
iShares Core S&P 500 ETF | 595,807 | $398.8M | 6.0% | $530.81 | +24.62% | 12 qtrssince 2022-Q4 | Increased 65 |
VANGUARD S&P500 INDEX ETF | 313,439 | $191.9M | 2.9% | $458.35 | +32.08% | 12 qtrssince 2022-Q4 | Decreased 0 |
Apple Inc | 689,954 | $175.7M | 2.7% | $213.36 | +18.90% | 12 qtrssince 2022-Q4 | Increased 62 |
NVIDIA Corp | 802,003 | $149.6M | 2.3% | $116.76 | +59.42% | 12 qtrssince 2022-Q4 | Increased 66 |
VANGUARD FTSE DEV MKT ETF | 2M | $120.7M | 1.8% | $51.25 | +13.89% | 12 qtrssince 2022-Q4 | Decreased 0 |
Microsoft Corp | 217,715 | $112.8M | 1.7% | $419.61 | +22.43% | 12 qtrssince 2022-Q4 | Increased 57 |
DIMENSIONAL ETF TRUST | 2.2M | $102.4M | 1.5% | $43.41 | +3.21% | 9 qtrssince 2023-Q3 | Increased 76 |
iShares 0-3 Month Treasury Bond ETF | 968,018 | $97.5M | 1.5% | $95.22 | +1.61% | 12 qtrssince 2022-Q4 | Increased 66 |
O'Reilly Automotive Inc | 767,709 | $82.8M | 1.2% | $95.35 | +13.07% | 12 qtrssince 2022-Q4 | Increased 47 |
Schwab US Large-Cap ETF | 2.9M | $76.1M | 1.1% | $25.21 | +3.60% | 12 qtrssince 2022-Q4 | Increased 75 |
ISHARES TR | 1.5M | $71.8M | 1.1% | $42.24 | +6.41% | 12 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD SHORT-TERM CORP BOND ETF | 897,252 | $71.7M | 1.1% | $75.87 | +1.17% | 12 qtrssince 2022-Q4 | Increased 75 |
Amazon.com Inc | 324,477 | $71.2M | 1.1% | $189.48 | +17.25% | 12 qtrssince 2022-Q4 | Increased 61 |
Invesco QQQ Trust Series 1 | 108,996 | $65.4M | 1.0% | $512.90 | +16.58% | 12 qtrssince 2022-Q4 | Increased 59 |
iShares Core MSCI Emerging Markets ETF | 949,142 | $62.6M | 0.9% | $59.03 | +9.41% | 12 qtrssince 2022-Q4 | Increased 67 |
ISHARES CORE S&P SMALL-CAP ETF | 502,472 | $59.7M | 0.9% | $106.22 | +10.44% | 12 qtrssince 2022-Q4 | Increased 44 |
Vanguard Total Bond Market ETF | 754,657 | $56.1M | 0.8% | $69.08 | +3.83% | 12 qtrssince 2022-Q4 | Increased 52 |
VANGUARD TOTAL STOCK MARKET ETF | 168,192 | $55.2M | 0.8% | $290.33 | +11.76% | 12 qtrssince 2022-Q4 | Increased 63 |
SPDR S&P 500 ETF Trust | 82,421 | $54.9M | 0.8% | $541.46 | +21.72% | 12 qtrssince 2022-Q4 | Increased 43 |
Alphabet Inc | 220,778 | $53.7M | 0.8% | $169.13 | +43.36% | 12 qtrssince 2022-Q4 | Increased 51 |
Farther Finance Advisors, LLC manages $6.6B across 4962 positions as of Q3 2025. Top holdings: IVV (6.0%), VOO (2.9%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 614 new positions, 159 exits, 2722 increased. Top move: DFIV (INCREASED, conviction 76). Portfolio: $6.6B across 4962 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
Verify source filings on SEC EDGAR