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Farther Finance Advisors

Latest statistics and disclosures from Farther Finance Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, VOO, NVDA, VEA, and represent 15.06% of Farther Finance Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$112M), NVDA (+$73M), AAPL (+$72M), DFIV (+$51M), VOO (+$44M), VEA (+$38M), MSFT (+$36M), AVLV (+$33M), IEFA (+$31M), STIP (+$30M).
Started 705 new stock positions in TSLZ, AMCX, CNTA, ILS, VREX, EFT, VGHY, RANI, LDI, SYFI.
Reduced shares in these 10 stocks: SLV, Unilever, JPHY, LBO, Spdr S&p 500 Etf Tr option, IXG, EWO, JEPQ, SEMG, ETOR.
Sold out of its positions in REIT, AKRO, BIRD, ALE, BBLU, Alphabet Inc-cl C, AMS, ASRV, ARES.PB, Argo Blockchain.
Farther Finance Advisors was a net buyer of stock by $2.6B.
Farther Finance Advisors has $9.3B in assets under management (AUM), dropping by 40.80%.
Central Index Key (CIK): 0001992825

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Positions held by Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Farther Finance Advisors

Farther Finance Advisors holds 5456 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Farther Finance Advisors has 5456 total positions. Only the first 250 positions are shown.

Sign up to view all of the Farther Finance Advisors Dec. 31, 2025 positions
Download the Farther Finance Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	5.6	$521M	+27%	760k	684.94	View chart
Apple Stock (AAPL)	2.8	$260M	+38%	956k	271.86	View chart
Vanguard S&p 500 Etf Etf (VOO)	2.6	$240M	+22%	383k	627.13	View chart
Nvidia Corporation Stock (NVDA)	2.4	$222M	+48%	1.2M	186.50	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.8	$163M	+29%	2.6M	62.47	View chart
Dimensional International Value Etf Etf (DFIV)	1.7	$162M	+45%	3.2M	49.90	View chart
Microsoft Corp Stock (MSFT)	1.5	$141M	+33%	292k	483.62	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.1	$107M	+37%	4.0M	26.91	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	1.1	$106M	+8%	1.1M	100.38	View chart
Amazon Stock (AMZN)	1.1	$104M	+38%	451k	230.82	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.0	$94M	+40%	153k	614.31	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$87M	+25%	277k	313.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.9	$86M	+34%	1.3M	67.22	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.9	$85M	+18%	1.1M	79.73	View chart
Vanguard Value Etf Etf (VTV)	0.9	$84M	+52%	438k	190.99	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.8	$79M	+10%	1.7M	46.54	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.8	$79M	+31%	659k	120.18	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.8	$76M	+66%	739k	102.39	View chart
Oreilly Automotive Stock (ORLY)	0.8	$73M	+4%	802k	91.21	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.7	$69M	+23%	932k	74.07	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.7	$67M	+19%	99k	681.92	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$66M	+31%	210k	313.80	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.7	$65M	+15%	194k	335.27	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.7	$63M	+97%	703k	89.46	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.7	$62M	+44%	2.3M	26.47	View chart
Broadcom Stock (AVGO)	0.6	$58M	+53%	167k	346.10	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.6	$54M	+17%	636k	85.37	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$54M	+46%	108k	502.65	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.6	$54M	+23%	670k	80.22	View chart
Ishares Iboxx Investment Grade Corporate Bond Etf Etf (LQD)	0.6	$52M	+54%	473k	110.19	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.5	$51M	+4%	477k	107.11	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.5	$51M	+189%	669k	75.77	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.5	$51M	+25%	681k	74.17	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.5	$48M	+31%	387k	123.26	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$47M	+55%	145k	322.22	View chart
Tesla Stock (TSLA)	0.5	$46M	+40%	103k	449.72	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$46M	+37%	70k	660.09	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.5	$46M	+29%	596k	77.02	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.5	$45M	+33%	445k	101.98	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.5	$44M	+24%	718k	60.81	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.5	$43M	+42%	595k	71.41	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.4	$41M		209k	198.62	View chart
Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	0.4	$41M	+26%	1.3M	32.11	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.4	$41M	+71%	1.0M	39.59	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.4	$40M	+25%	259k	154.80	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.4	$39M	+12%	499k	77.88	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.4	$39M	+14%	670k	57.91	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.4	$38M	+21%	479k	78.81	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.4	$38M	+57%	177k	212.07	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.4	$37M	+31%	408k	91.38	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.4	$37M	+30%	512k	72.68	View chart
Walmart Stock (WMT)	0.4	$35M	+22%	315k	111.41	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.4	$34M	+21%	611k	54.77	View chart
Eli Lilly & Co Stock (LLY)	0.4	$34M	+30%	31k	1074.69	View chart
Fidelity Total Bond Etf Etf (FBND)	0.3	$32M	+147%	687k	46.04	View chart
Capital Group Growth Etf Etf (CGGR)	0.3	$31M	+98%	702k	44.47	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$31M	+62%	139k	219.78	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$30M	-2%	159k	191.56	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$30M	+40%	460k	66.00	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.3	$30M	+8%	315k	96.16	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.3	$29M	+818%	768k	38.03	View chart
Visa Inc Com Cl A Stock (V)	0.3	$29M	+33%	83k	350.71	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$29M	+9%	162k	177.75	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$29M	+160%	58k	487.86	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$28M	+52%	1.0M	27.43	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$28M	+152%	98k	290.22	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.3	$28M	+38%	101k	279.14	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$28M	+89%	516k	53.76	View chart
Ishares S&p 100 Etf Etf (OEF)	0.3	$27M	+40%	79k	342.97	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.3	$26M	+33%	319k	82.82	View chart
Dimensional World Equity Etf Etf (DFAW)	0.3	$26M	+26611%	348k	73.98	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.3	$25M	+19%	289k	87.16	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.3	$25M	+10%	811k	30.73	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$25M	+52%	206k	120.34	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.2	$23M	+310%	854k	26.68	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$23M	+506%	61k	373.44	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$22M	+54%	224k	99.88	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$22M	+24%	320k	69.67	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.2	$22M	+6%	478k	46.59	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$22M	+33%	918k	24.04	View chart
Johnson & Johnson Stock (JNJ)	0.2	$22M	+28%	107k	206.95	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$22M	+59%	46k	473.30	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$22M	+44%	669k	32.62	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.2	$22M	+34%	86k	252.92	View chart
Abbvie Stock (ABBV)	0.2	$21M	+89%	91k	228.49	View chart
Oracle Corp Stock (ORCL)	0.2	$21M	+44%	105k	194.91	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$20M	+61%	416k	48.32	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.2	$20M	+13%	342k	58.73	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.2	$20M	+8%	444k	44.41	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$20M	+285%	260k	75.44	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$19M	+519%	338k	57.24	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.2	$19M	+77%	828k	23.02	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.2	$19M	+10%	172k	110.15	View chart
Chevron Corp Stock (CVX)	0.2	$19M	+16%	124k	152.41	View chart
Costco Whsl Corp Stock (COST)	0.2	$18M	+26%	21k	862.32	View chart
Caterpillar Stock (CAT)	0.2	$18M	+66%	32k	572.87	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.2	$18M	+71%	551k	32.73	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$17M	+52%	663k	26.23	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.2	$17M	+73%	322k	52.77	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$17M	+102%	112k	148.69	View chart
Jpmorgan Income Etf Etf (JPIE)	0.2	$17M	+1655%	359k	46.29	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.2	$17M	+35%	346k	47.95	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.2	$16M		203k	80.63	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.2	$16M	+41%	539k	30.07	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$16M	+43%	28k	570.88	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$16M	+39%	168k	96.03	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.2	$16M	+459%	466k	34.65	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.2	$16M		271k	59.28	View chart
Home Depot Stock (HD)	0.2	$16M	+20%	46k	344.10	View chart
Spdr Gold Shares Etf (GLD)	0.2	$16M	+76%	40k	396.31	View chart
Procter And Gamble Stock (PG)	0.2	$16M	+20%	108k	143.31	View chart
International Business Machs Stock (IBM)	0.2	$16M	+63%	52k	296.21	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$15M	+27%	508k	29.61	View chart
Netflix Stock (NFLX)	0.2	$15M	+1152%	158k	93.76	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.2	$15M	+2%	246k	59.93	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.2	$14M	+2937%	140k	102.42	View chart
Qualcomm Stock (QCOM)	0.2	$14M	+39%	83k	171.05	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$14M	+497%	279k	50.32	View chart
Ishares Gold Trust Etf (IAU)	0.1	$14M	+35%	172k	81.17	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$14M	+73%	46k	303.89	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$14M	+175%	96k	143.97	View chart
Bank America Corp Stock (BAC)	0.1	$14M	+55%	250k	55.00	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$14M	-2%	165k	82.50	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$14M	+78%	55k	246.16	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$14M	+55%	227k	59.54	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$14M	+2%	267k	50.46	View chart
Jpmorgan Active High Yield Etf Etf (JPHY)	0.1	$13M	-14%	265k	50.59	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.1	$13M	+53%	406k	32.89	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.1	$13M	+10%	387k	34.46	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$13M	+2057%	419k	31.66	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.1	$13M	+32%	343k	38.56	View chart
Advanced Micro Devices Stock (AMD)	0.1	$13M	+17%	61k	214.16	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$13M	+125%	533k	24.37	View chart
Ishares Core Dividend Etf Etf (DIVB)	0.1	$13M	+7045%	244k	53.15	View chart
Innovator Uncapped Accelerated U.s. Equity Etf Etf (XUSP)	0.1	$13M	+8%	273k	47.50	View chart
Wells Fargo Stock (WFC)	0.1	$13M	+15%	138k	93.20	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.1	$13M	+447%	110k	115.10	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.1	$13M		382k	33.02	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$13M	+58%	40k	314.80	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$13M	+19%	109k	113.92	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$12M	+18%	264k	46.80	View chart
Micron Technology Stock (MU)	0.1	$12M	+92%	43k	285.41	View chart
Cisco Sys Stock (CSCO)	0.1	$12M	+34%	156k	77.03	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$12M	+4%	60k	199.68	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$12M	+13%	16k	753.77	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$12M		134k	88.49	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.1	$12M	+69%	233k	50.01	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$12M	+11%	270k	42.56	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$11M	+45%	44k	257.95	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$11M	+39%	112k	101.67	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$11M		119k	95.22	View chart
Ishares International Equity Factor Etf Etf (INTF)	0.1	$11M	+4%	299k	37.75	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$11M	+36%	94k	119.35	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.1	$11M	+13%	448k	24.94	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$11M	+72%	158k	69.47	View chart
Rtx Corporation Stock (RTX)	0.1	$11M	+24%	59k	183.40	View chart
Southern Stock (SO)	0.1	$11M	+99%	123k	87.20	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.1	$11M	+59%	322k	33.30	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$11M	+78%	123k	85.77	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$11M		445k	23.67	View chart
Merck & Co Stock (MRK)	0.1	$10M	+48%	98k	105.26	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$10M	+40%	205k	50.29	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$10M	+139%	207k	49.46	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$10M	+165%	109k	93.97	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$10M		179k	56.81	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$10M	+15%	138k	73.56	View chart
Mcdonalds Corp Stock (MCD)	0.1	$10M	+37%	33k	305.63	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$10M	+46%	40k	250.31	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.1	$9.8M	+11%	98k	100.11	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$9.8M	+16%	178k	54.71	View chart
Salesforce Stock (CRM)	0.1	$9.7M	+40%	37k	264.91	View chart
Pepsico Stock (PEP)	0.1	$9.6M	+52%	67k	143.52	View chart
Ge Aerospace Stock (GE)	0.1	$9.6M	+34%	31k	308.03	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.1	$9.3M	+1066%	187k	49.59	View chart
Amgen Stock (AMGN)	0.1	$9.2M	+65%	28k	327.31	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.1	$9.2M	+3%	192k	48.11	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.1	$9.2M	+3%	223k	41.36	View chart
Nextera Energy Stock (NEE)	0.1	$9.2M	+21%	115k	80.28	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.1	$9.2M	+136%	252k	36.58	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$9.2M	+16%	185k	49.65	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.1	$9.2M		201k	45.51	View chart
Philip Morris Intl Stock (PM)	0.1	$9.1M	+38%	57k	160.40	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$9.0M	+89%	64k	141.06	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.1	$9.0M	+54%	190k	47.08	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.1	$8.7M	+18%	105k	82.73	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.1	$8.6M	+9%	226k	38.11	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.1	$8.6M	+7%	195k	44.13	View chart
Intuit Stock (INTU)	0.1	$8.6M	+14%	13k	662.43	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$8.6M	+57%	32k	268.30	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	0.1	$8.5M	+88%	304k	28.06	View chart
Spdr S&p 500 Etf Trust Etf Put Option	0.1	$8.5M	-20%	13k	681.92	View chart
Lam Research Corp Stock (LRCX)	0.1	$8.5M	+63%	50k	171.18	View chart
Goldman Sachs Group Stock (GS)	0.1	$8.5M	+128%	9.7k	878.96	View chart
Verizon Communications Stock (VZ)	0.1	$8.5M	+40%	208k	40.73	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$8.4M	+7%	90k	93.08	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.1	$8.3M	+37%	113k	73.63	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$8.3M	+949%	79k	104.04	View chart
Bentley Sys Inc Com Cl B Stock (BSY)	0.1	$8.2M	+20094%	215k	38.17	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$8.2M	+5352%	92k	89.43	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$8.1M	+204%	96k	84.64	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$8.1M	+12%	17k	480.58	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$8.1M	+75%	161k	50.58	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.1	$8.1M	+77%	213k	38.00	View chart
Disney Walt Stock (DIS)	0.1	$8.0M	+10%	71k	113.77	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$8.0M	+64%	17k	483.68	View chart
At&t Stock (T)	0.1	$8.0M	+60%	321k	24.84	View chart
Vanguard Ultra-short Treasury Etf Etf (VGUS)	0.1	$8.0M	+98%	105k	75.47	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$7.9M	+70%	17k	468.75	View chart
Honeywell Intl Stock (HON)	0.1	$7.9M	+76%	40k	195.09	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$7.9M	+18%	53k	148.98	View chart
Applovin Corp Com Cl A Stock (APP)	0.1	$7.8M	+42%	12k	673.82	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$7.8M	+2%	37k	211.79	View chart
Coca Cola Stock (KO)	0.1	$7.8M	+38%	112k	69.91	View chart
Abbott Labs Stock (ABT)	0.1	$7.8M	+45%	62k	125.29	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$7.8M	+44%	153k	50.94	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.1	$7.7M	+172%	78k	99.22	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$7.7M	+26%	7.2k	1069.87	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.1	$7.6M	-3%	183k	41.48	View chart
General Dynamics Corp Stock (GD)	0.1	$7.6M	+46%	23k	336.66	View chart
Victoryshares Short-term Bond Etf Etf (USTB)	0.1	$7.6M	NEW	149k	50.84	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$7.6M	+35%	56k	135.14	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.1	$7.6M	+601%	132k	57.46	View chart
Blackstone Stock (BX)	0.1	$7.5M	+9%	49k	154.14	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$7.5M	+85%	36k	210.34	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$7.5M	+48%	148k	50.59	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.1	$7.5M	+761%	77k	96.69	View chart
Altria Group Stock (MO)	0.1	$7.4M	+27%	129k	57.66	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$7.4M	+68%	46k	160.97	View chart
Tjx Cos Stock (TJX)	0.1	$7.4M	+62%	48k	153.61	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$7.3M	-4%	69k	106.70	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.1	$7.3M	+3409%	315k	23.23	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$7.3M	+7%	73k	99.52	View chart
Saba Closed End Funds Etf Etf (CEFS)	0.1	$7.3M	+9860%	316k	23.04	View chart
Capital Group International Core Equity Etf Etf (CGIC)	0.1	$7.3M	+16%	224k	32.50	View chart
Avantis Emerging Markets Value Etf Etf (AVES)	0.1	$7.2M	+665%	123k	58.31	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	0.1	$7.1M	+16%	212k	33.51	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$7.1M	+15%	62k	113.72	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$7.0M	+74%	59k	119.32	View chart
Intel Corp Stock (INTC)	0.1	$7.0M	+9%	189k	36.90	View chart
Gilead Sciences Stock (GILD)	0.1	$7.0M	+43%	57k	122.74	View chart
Thor Index Rotation Etf Etf (THIR)	0.1	$7.0M	+38%	216k	32.22	View chart
Unitedhealth Group Stock (UNH)	0.1	$7.0M	+14%	21k	330.11	View chart
Uber Technologies Stock (UBER)	0.1	$6.9M	+65%	84k	81.71	View chart
Medtronic Stock (MDT)	0.1	$6.9M	+5%	72k	96.06	View chart
S&p Global Stock (SPGI)	0.1	$6.9M	+149%	13k	522.60	View chart
Applied Matls Stock (AMAT)	0.1	$6.7M	+67%	26k	256.99	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$6.7M	+7%	137k	49.15	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$6.7M	+19%	55k	121.61	View chart
Citigroup Stock (C)	0.1	$6.7M	+49%	57k	116.69	View chart
Servicenow Stock (NOW)	0.1	$6.6M	+459%	43k	153.19	View chart

Past Filings by Farther Finance Advisors

SEC 13F filings are viewable for Farther Finance Advisors going back to 2022

Farther Finance Advisors 2025 Q4 filed Jan. 23, 2026
Farther Finance Advisors 2025 Q3 filed Oct. 14, 2025
Farther Finance Advisors 2025 Q2 filed July 11, 2025
Farther Finance Advisors 2025 Q1 filed April 14, 2025
Farther Finance Advisors 2024 Q4 filed Feb. 10, 2025
Farther Finance Advisors 2024 Q3 filed Oct. 29, 2024
Farther Finance Advisors 2024 Q2 filed July 31, 2024
Farther Finance Advisors 2024 Q1 filed May 14, 2024
Farther Finance Advisors 2023 Q1 restated filed May 14, 2024
Farther Finance Advisors 2023 Q2 restated filed May 14, 2024
Farther Finance Advisors 2023 Q4 filed Feb. 15, 2024
Farther Finance Advisors 2023 Q3 filed Nov. 14, 2023
Farther Finance Advisors 2023 Q1 filed Sept. 12, 2023
Farther Finance Advisors 2023 Q2 filed Sept. 12, 2023
Farther Finance Advisors 2022 Q4 filed Sept. 12, 2023

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