Farther Finance Advisors, LLC

CIK 0001992825 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

Farther Finance Advisors, LLC reported 5,986 positions worth $12.81B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: IVV (5.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$12.81B
2026 Q2
Positions
5,986
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
21.6%
Est. Net Flow (Q)
2026 Q2
10 / 5986 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES CORE S&P 500 ETFSH$684.4M5.34%913,970
2VOOVANGUARD S&P 500 ETFSH$374.7M2.93%545,605
3AAPLAPPLE INC COMSH$311.1M2.43%1,075,763
4NVDANVIDIA CORPORATION COMSH$269.0M2.10%1,345,788
5DFIVDIMENSIONAL INTERNATIONAL VALUE ETFSH$254.6M1.99%4,713,116
6VEAVANGUARD FTSE DEVELOPED MARKETS ETFSH$250.5M1.96%3,516,435
7SCHXSCHWAB U.S. LARGE-CAP ETFSH$174.8M1.36%5,939,378
8SGOVISHARES 0-3 MONTH TREASURY BOND ETFSH$157.2M1.23%1,561,558
9VTVVANGUARD VALUE ETFSH$149.7M1.17%686,893
10QQQINVESCO QQQ TRUST SERIES ISH$141.8M1.11%192,548

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Farther Finance Advisors, LLC hold as of Q2 2026?

Farther Finance Advisors, LLC reported 5986 positions worth $12.81B in its Q2 2026 13F filing. Largest positions: IVV (5.3%), VOO (2.9%), AAPL (2.4%), NVDA (2.1%) and DFIV (2.0%).

What did Farther Finance Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Farther Finance Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.