Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings5,457 positions
ISHARES TR | 759,861 | $520.5M | 5.6% | $562.87 | +20.69% | 13 qtrssince 2022-Q4 | Increased 76 |
APPLE INC | 955,662 | $259.8M | 2.8% | $229.42 | +18.18% | 13 qtrssince 2022-Q4 | Increased 69 |
VANGUARD INDEX FDS | 383,021 | $240.2M | 2.6% | $488.03 | +27.40% | 13 qtrssince 2022-Q4 | Increased 63 |
NVIDIA CORPORATION | 1.2M | $222M | 2.4% | $139.38 | +33.50% | 13 qtrssince 2022-Q4 | Increased 72 |
VANGUARD TAX-MANAGED FDS | 2.6M | $163.4M | 1.8% | $53.69 | +15.26% | 13 qtrssince 2022-Q4 | Increased 60 |
DIMENSIONAL ETF TRUST | 3.2M | $161.5M | 1.7% | $45.12 | +8.26% | 10 qtrssince 2023-Q3 | Increased 65 |
MICROSOFT CORP | 291,626 | $141M | 1.5% | $435.06 | +10.46% | 13 qtrssince 2022-Q4 | Increased 61 |
SCHWAB STRATEGIC TR | 4M | $106.9M | 1.1% | $25.63 | +4.41% | 13 qtrssince 2022-Q4 | Increased 62 |
ISHARES TR | 1.1M | $105.7M | 1.1% | $95.43 | +2.42% | 13 qtrssince 2022-Q4 | Increased 51 |
AMAZON COM INC | 450,880 | $104.1M | 1.1% | $199.98 | +15.42% | 13 qtrssince 2022-Q4 | Increased 62 |
INVESCO QQQ TR | 152,945 | $94M | 1.0% | $540.86 | +13.19% | 13 qtrssince 2022-Q4 | Increased 63 |
ALPHABET INC | 276,975 | $86.7M | 0.9% | $198.20 | +57.62% | 13 qtrssince 2022-Q4 | Increased 52 |
ISHARES INC | 1.3M | $85.9M | 0.9% | $60.80 | +9.68% | 13 qtrssince 2022-Q4 | Increased 54 |
VANGUARD SCOTTSDALE FDS | 1.1M | $84.8M | 0.9% | $75.57 | +2.03% | 13 qtrssince 2022-Q4 | Increased 49 |
VANGUARD INDEX FDS | 438,263 | $83.7M | 0.9% | $178.80 | +5.22% | 13 qtrssince 2022-Q4 | Increased 59 |
ISHARES TR | 1.7M | $79.3M | 0.8% | $42.24 | +6.74% | 13 qtrssince 2022-Q4 | Increased 46 |
ISHARES TR | 659,156 | $79.2M | 0.8% | $109.31 | +9.05% | 13 qtrssince 2022-Q4 | Increased 53 |
ISHARES TR | 738,524 | $75.6M | 0.8% | $98.10 | +0.74% | 13 qtrssince 2022-Q4 | Increased 61 |
OREILLY AUTOMOTIVE INC | 801,536 | $73.1M | 0.8% | $95.18 | -4.17% | 13 qtrssince 2022-Q4 | Increased 44 |
VANGUARD BD INDEX FDS | 932,412 | $69.1M | 0.7% | $69.21 | +3.82% | 13 qtrssince 2022-Q4 | Increased 51 |
Farther Finance Advisors, LLC manages $9.3B across 5457 positions as of Q4 2025. Top holdings: IVV (5.6%), AAPL (2.8%), VOO (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 673 new positions, 197 exits, 3267 increased. Top move: IVV (INCREASED, conviction 76). Portfolio: $9.3B across 5457 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