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CIK: 0001992825
Total reported value
$14.2B
$14.2B
5986 檔
13.4%
During the Q2 2026 filing period, Farther Finance Advisors, LLC (CIK: 0001992825) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $14.2B across 5986 reported positions.
In Q2 2026, Farther Finance Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 154 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 5986 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.34% | -0.22% | +8.01% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.93% | -0.10% | +22.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.49% | +4.80% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.10% | +0.24% | +5.08% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 1.99% | -0.02% | +17.23% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.96% | +0.07% | +9.22% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.36% | +0.22% | +20.61% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.23% | -0.10% | +10.56% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.17% | +0.30% | +23.05% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | -0.20% | +23.35% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.02% | -0.02% | +4.68% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.00% | +0.02% | +18.68% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | +0.39% | +7.96% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.07% | +8.69% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.93% | +0.06% | +19.90% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.92% | -0.13% | +7.53% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.89% | +0.01% | +18.21% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.86% | -0.04% | +23.10% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | -0.06% | +6.60% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | -0.06% | +27.64% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.78% | +0.02% | +25.64% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.01% | +13.91% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.61% | -0.05% | +12.76% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.60% | -0.04% | +6.80% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.57% | -0.09% | -0.57% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | -0.06% | +8.10% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.53% | +0.12% | -3.13% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.52% | -0.05% | +12.24% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | -0.02% | +16.12% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.51% | -0.36% | +24.65% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | — | +5.26% | |
| 32 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.50% | — | +18.77% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.49% | -0.05% | +2.77% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.05% | -26.10% | |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.47% | -0.05% | +11.96% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.46% | -0.09% | -4.19% | |
| 37 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.45% | +0.24% | +12.86% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.04% | +16.99% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.15% | +17.92% | |
| 40 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.41% | -0.03% | +0.12% | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.41% | -0.31% | +11.16% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.15% | +3.83% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.41% | -0.03% | -3.25% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.41% | -0.02% | +23.60% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | -0.03% | +311.48% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | +0.02% | +6.49% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.03% | +5.71% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.39% | — | +8.18% | |
| 49 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.38% | +0.09% | -22.73% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | +0.01% | +12.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.4% | +22.84% | Add |
| 2 | MU | Micron Technology Inc | +0.3% | +12.24% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +23.35% | Add |
| 4 | AMD | Advanced Micro Devices | +0.2% | +5.00% | Add |
| 5 | SCHX | Schwab US Large-cap ETF | +0.2% | +20.61% | Add |
| 6 | VTV | Vanguard Value ETF | +0.1% | +23.05% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +27.64% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.1% | +50.31% | Add |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +246.72% | Add |
| 10 | VT | Vanguard Tot World Stk ETF | +0.1% | +212.97% | Add |
| 11 | INTC | Intel CORP | +0.1% | -7.66% | Trim |
| 12 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | +1013.24% | Add |
| 13 | SNDK | Sandisk CORP | +0.1% | +53.09% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +48.84% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +12.62% | Add |
| 16 | LRCX | Lam Research CORP | +0.1% | +7.54% | Add |
| 17 | CGDV | Cap Group Dividend Value | +0.1% | +131.39% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.01% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +13.91% | Add |
| 20 | AMAT | Applied Materials Inc | +0.1% | +9.23% | Add |
| 21 | ONEQ | Fidelity Nasdaq Comp Indx | +0.1% | +2088.24% | Add |
| 22 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +23.60% | Add |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +26.56% | Add |
| 24 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +385.77% | Add |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | +15.01% | Add |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +19.22% | Add |
| 27 | GLW | Corning Inc | +0.1% | +18.79% | Add |
| 28 | DTCR | Global X Data Center & Digit | +0.1% | +547.28% | Add |
| 29 | IYM | Ishares U.s. Basic Materials | +0.1% | +2504.13% | Add |
| 30 | JIVE | JPM Interntl Value ETF | +0.1% | +9893.28% | Add |
| 31 | IJR | Ishares Core S&p Small-cap E | +0.1% | +7.53% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.60% | Add |
| 33 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +17.10% | Add |
| 34 | WDC | Western Digital CORP | +0.1% | +5.76% | Add |
| 35 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | New buy |
| 36 | SPY | State Street SPDR S&P 500 ETF Trust | +0.1% | +8200.00% | Add |
| 37 | XLV | Ss Health Care Select Sector | 0% | +24.65% | Add |
| 38 | AVGO | Broadcom Inc | 0% | +8.10% | Add |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +2.77% | Add |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +17.92% | Add |
| 41 | VUG | Vanguard Growth ETF | 0% | +590.98% | Add |
| 42 | VGT | Vanguard Info Tech ETF | 0% | +893.27% | Add |
| 43 | BBUS | Jpmorgan Betabuilders US Equ | 0% | +180.23% | Add |
| 44 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +130.19% | Add |
| 45 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | 0% | +92.68% | Add |
| 46 | INMU | Ishares Intermediate Muni In | 0% | +22369.92% | Add |
| 47 | FJP | First Trust Japan | 0% | +637.67% | Add |
| 48 | DHDG | Ft US Eqty Q 2.5-15 Buff ETF | 0% | NEW | New buy |
| 49 | ZECP | Zacks Earnings Consistent Po | 0% | NEW | New buy |
| 50 | HYBL | Ss Blackstone High Inc ETF | 0% | +50433.14% | Add |
According to official SEC Form 13F filings, Farther Finance Advisors, LLC reported a total U.S. public equity portfolio value of $14.2B across 5986 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, AAPL) accounted for 13.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $6.2M
Top Position Liquidated / Trimmed
HON
前期市值: $9.6M
During Q2 2026, Farther Finance Advisors, LLC's top holdings by market value included IVV (5.3%)、VOO (2.9%)、AAPL (2.4%). The largest single position, IVV, represented 5.3% of total portfolio value.
In Q2 2026, Farther Finance Advisors, LLC made 200 total portfolio adjustments, initiating 10 new buys, adding to 154 positions, trimming 35 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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