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CIK: 0001992825
Total reported value
$14.2B
$14.2B
5757 檔
10.8%
In Q1 2026, Farther Finance Advisors, LLC's U.S. equity holdings reached a combined market value of $14.2B, distributed across 5757 disclosed stock positions.
In Q1 2026, Farther Finance Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 157 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 5757 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.26% | -0.22% | +11.36% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | -0.10% | +15.96% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.49% | +7.41% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | +0.24% | +7.58% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 2.02% | -0.02% | +24.21% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.98% | +0.07% | +23.08% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.34% | -0.10% | +34.11% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.20% | +0.22% | +23.97% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | +0.39% | +9.03% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | +0.30% | +27.37% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.02% | +0.02% | +29.03% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.00% | -0.02% | +18.04% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.07% | +8.35% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.94% | +0.06% | +27.05% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.92% | +0.01% | +28.12% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | -0.13% | +11.84% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | -0.20% | +2.07% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.84% | -0.04% | +45.42% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.06% | +3.87% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.75% | +0.02% | +53.70% | |
| 21 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.69% | -0.09% | -1.03% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.05% | +14.69% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.06% | +7.92% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.01% | +10.52% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.58% | +0.12% | +51.77% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.58% | -0.05% | +25.53% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.57% | -0.04% | +25.54% | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.57% | +0.24% | +0.77% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | — | +13.27% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.09% | -9.76% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | -0.02% | +11.80% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.52% | +0.09% | +12.48% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | -0.03% | -20.80% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | -0.06% | +3.60% | |
| 35 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.51% | — | +34.36% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | -0.36% | +26.39% | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.45% | -0.05% | +19.03% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.45% | -0.05% | +16.78% | |
| 39 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.44% | -0.03% | -13.32% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.43% | — | +22.89% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | -0.03% | +55.85% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.41% | -0.31% | +44.74% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | +0.02% | +42.96% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.03% | +8.94% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.03% | +8.90% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | +0.04% | -1.42% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | +0.11% | +2.06% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.39% | +0.01% | +29.59% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.15% | +35.48% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.15% | -23.15% |
According to official SEC Form 13F filings, Farther Finance Advisors, LLC reported a total U.S. public equity portfolio value of $14.2B across 5757 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, AAPL) accounted for 10.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
APUE
市值: $4.9M
Top Position Liquidated / Trimmed
JPLD
前期市值: $5.5M
During Q1 2026, Farther Finance Advisors, LLC's top holdings by market value included IVV (5.3%)、VOO (2.5%)、AAPL (2.5%). The largest single position, IVV, represented 5.3% of total portfolio value.
In Q1 2026, Farther Finance Advisors, LLC made 200 total portfolio adjustments, initiating 11 new buys, adding to 157 positions, trimming 31 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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