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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, VOO, AAPL, NVDA, DFIV, and represent 14.79% of Farther Finance Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$70M), IVV (+$51M), VO (+$38M), DFIV (+$37M), VUG (+$34M), SCHX (+$30M), VTV (+$28M), QQQ (+$27M), SPY (+$22M), VEA (+$21M).
Started 439 new stock positions in Viridian Therapeutics, VGSR, TMVE, OCTU, ROKT, RKTO, BNIX, XMAY, XZO, ERO.
Reduced shares in these 10 stocks: IEF (-$24M), VTI (-$22M), DFUS (-$14M), QUAL (-$13M), FTSM (-$11M), EFV (-$9.9M), Honeywell International (-$9.6M), DELL (-$8.2M), JEPI (-$6.7M), USFR (-$6.2M).
Sold out of its positions in REIT, YOLO, Air Lease Corp, AVEE, AVIG, American Woodmark Corporation, FOLD, Apellis Pharmaceuticals, AQB, ABUS.
Farther Finance Advisors was a net buyer of stock by $1.3B.
Farther Finance Advisors has $13B in assets under management (AUM), dropping by 20.95%.
Central Index Key (CIK): 0001992825

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Portfolio Holdings for Farther Finance Advisors

Farther Finance Advisors holds 5986 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Farther Finance Advisors has 5986 total positions. Only the first 250 positions are shown.

Sign up to view all of the Farther Finance Advisors June 30, 2026 positions
Download the Farther Finance Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	5.3	$684M	+8%	914k	748.87	View chart
Vanguard S&p 500 Etf Etf (VOO)	2.9	$375M	+22%	546k	686.69	View chart
Apple Stock (AAPL)	2.4	$311M	+4%	1.1M	289.16	View chart
Nvidia Corporation Stock (NVDA)	2.1	$269M	+5%	1.3M	199.91	View chart
Dimensional International Value Etf Etf (DFIV)	2.0	$255M	+17%	4.7M	54.02	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.0	$251M	+9%	3.5M	71.25	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.4	$175M	+20%	5.9M	29.43	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	1.2	$157M	+10%	1.6M	100.67	View chart
Vanguard Value Etf Etf (VTV)	1.2	$150M	+23%	687k	217.94	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.1	$142M	+23%	193k	736.33	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.0	$131M	+4%	1.6M	82.83	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.0	$129M	+18%	1.6M	79.03	View chart
Microsoft Corp Stock (MSFT)	1.0	$128M	+7%	343k	372.90	View chart
Amazon Stock (AMZN)	1.0	$127M	+8%	531k	238.38	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.9	$120M	+19%	2.6M	46.15	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.9	$118M	+7%	793k	148.30	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.9	$114M	+18%	1.1M	102.16	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.9	$110M	+23%	4.2M	26.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$110M	+6%	307k	357.26	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.8	$101M	+27%	136k	746.23	View chart
Ishares Iboxx Investment Grade Corporate Bond Etf Etf (LQD)	0.8	$100M	+25%	913k	109.08	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$94M	+13%	265k	353.29	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.6	$79M	+12%	630k	124.76	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.6	$77M	+6%	799k	96.47	View chart
Oreilly Automotive Stock (ORLY)	0.6	$73M		789k	92.08	View chart
Broadcom Stock (AVGO)	0.5	$70M	+8%	187k	377.58	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.5	$68M	-3%	1.5M	44.36	View chart
Micron Technology Stock (MU)	0.5	$67M	+12%	58k	1154.09	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.5	$67M	+16%	619k	107.62	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.5	$65M	+24%	408k	158.73	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$64M	+5%	128k	500.29	View chart
State Street Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	0.5	$64M	+18%	2.1M	31.18	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.5	$63M	+2%	615k	102.27	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$61M	-26%	165k	370.01	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.5	$60M	+11%	892k	67.55	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.5	$59M	-4%	608k	96.58	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.4	$57M	+12%	723k	79.42	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$55M	+16%	167k	327.39	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.4	$53M	+17%	607k	87.88	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.4	$53M		581k	91.21	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.4	$53M	+11%	984k	53.61	View chart
Eli Lilly & Co Stock (LLY)	0.4	$53M	+3%	44k	1200.42	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.4	$53M	-3%	715k	73.41	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.4	$52M	+23%	170k	306.27	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$51M	+311%	627k	80.57	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$50M	+6%	212k	236.61	View chart
Tesla Stock (TSLA)	0.4	$50M	+5%	118k	420.39	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.4	$50M	+8%	637k	77.91	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.4	$49M	-22%	592k	81.94	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$48M	+12%	1.5M	31.71	View chart
Advanced Micro Devices Stock (AMD)	0.4	$48M	+4%	82k	580.00	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.4	$45M		330k	137.53	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.3	$44M	+4%	144k	302.96	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$44M	+6%	564k	77.11	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$43M	+7%	77k	563.27	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.3	$42M		623k	68.00	View chart
Caterpillar Stock (CAT)	0.3	$41M	+12%	38k	1064.44	View chart
Walmart Stock (WMT)	0.3	$40M	+3%	356k	113.28	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$39M	+590%	455k	86.12	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$39M	-2%	655k	59.68	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$39M	+50%	205k	190.30	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.3	$39M		771k	50.39	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.3	$39M	+12%	469k	82.11	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.3	$38M	+16%	910k	41.73	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.3	$38M	+2%	489k	76.70	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.3	$37M	-7%	608k	61.23	View chart
Schwab International Equity Etf Etf (SCHF)	0.3	$36M	+13%	1.3M	27.70	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$36M		167k	212.78	View chart
Johnson & Johnson Stock (JNJ)	0.3	$35M	+6%	136k	254.08	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$33M	-7%	146k	227.06	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.3	$33M	-15%	656k	50.35	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.3	$33M	+20%	679k	48.43	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$33M	+3%	240k	136.70	View chart
Visa Inc Com Cl A Stock (V)	0.3	$33M	+3%	95k	343.05	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.3	$32M	+3%	583k	55.01	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$32M		388k	82.33	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$31M	-30%	140k	219.42	View chart
Dimensional World Equity Etf Etf (DFAW)	0.2	$30M		367k	82.79	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$30M	-4%	664k	45.49	View chart
Abbvie Stock (ABBV)	0.2	$30M	+11%	120k	251.68	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.2	$30M	+5%	976k	30.85	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$30M	+17%	887k	33.84	View chart
Spdr Gold Shares Etf (GLD)	0.2	$30M	+22%	81k	368.38	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	0.2	$29M	+29%	956k	30.61	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$28M	+19%	59k	476.95	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$28M		92k	300.42	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.2	$28M	+2%	580k	47.75	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$27M	+2%	277k	98.99	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$27M	+2%	172k	158.03	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$27M	+14%	295k	91.64	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$27M	-26%	351k	76.55	View chart
Intel Corp Stock (INTC)	0.2	$27M	-7%	192k	139.45	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.2	$26M	+246%	274k	95.62	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$26M	+212%	166k	156.95	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$26M	+14%	28k	935.78	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$26M	+295%	206k	124.15	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$25M	-3%	293k	86.43	View chart
Lam Research Corp Stock (LRCX)	0.2	$25M	+7%	59k	432.10	View chart
Chevron Corporation Stock (CVX)	0.2	$25M	+9%	148k	165.81	View chart
Cisco Sys Stock (CSCO)	0.2	$24M	+26%	203k	117.47	View chart
Procter & Gamble Stock (PG)	0.2	$23M	+17%	159k	146.67	View chart
Applied Matls Stock (AMAT)	0.2	$23M	+9%	32k	721.92	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.2	$23M	+21%	325k	69.90	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.2	$23M	-14%	538k	42.21	View chart
Ishares Gold Trust Etf (IAU)	0.2	$23M		300k	75.51	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$22M	+13%	643k	34.81	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$22M		135k	164.27	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.2	$22M	+6%	960k	22.78	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$21M	+131%	427k	49.28	View chart
Palo Alto Networks Stock (PANW)	0.2	$21M	+48%	61k	340.74	View chart
Capital Group Growth Etf Etf (CGGR)	0.2	$21M	+4%	439k	47.20	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$20M	+11%	164k	124.40	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.2	$20M	-3%	388k	52.34	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.2	$20M		183k	110.35	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.2	$20M		396k	50.63	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$20M	+14%	395k	50.57	View chart
Home Depot Stock (HD)	0.2	$20M	+9%	56k	352.62	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.2	$20M	+9%	340k	58.20	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$20M	+893%	166k	119.45	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.2	$19M	+9%	500k	38.79	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$19M		323k	58.98	View chart
Oracle Corp Stock (ORCL)	0.1	$19M	+14%	128k	146.58	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.1	$19M		503k	37.26	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.1	$19M	+18%	728k	25.44	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$18M	+5%	365k	50.23	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$18M	-18%	497k	36.84	View chart
International Business Machs Stock (IBM)	0.1	$18M	+20%	64k	281.13	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$18M		210k	85.49	View chart
Sandisk Corp Stock (SNDK)	0.1	$18M	+53%	7.9k	2269.69	View chart
Corning Stock (GLW)	0.1	$18M	+18%	70k	255.43	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$18M	+7%	312k	57.00	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$18M	+5%	35k	513.48	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$18M		8.9k	1985.60	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$17M	-11%	42k	409.46	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$17M		148k	116.64	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$17M	+6%	469k	36.87	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$17M	+16%	338k	50.58	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.1	$17M	-12%	316k	52.70	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$17M	-3%	172k	96.44	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$17M	+29%	326k	50.49	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$16M		677k	24.14	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	0.1	$16M	+1013%	433k	36.60	View chart
Qualcomm Stock (QCOM)	0.1	$16M	+4%	85k	184.86	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$16M		64k	242.44	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$16M	-7%	62k	252.01	View chart
Merck & Co Stock (MRK)	0.1	$16M		121k	128.54	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$15M		51k	303.10	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$15M	-4%	298k	51.69	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.1	$15M	+8%	447k	34.12	View chart
Jpmorgan Income Etf Etf (JPIE)	0.1	$15M	+24%	329k	46.05	View chart
Ge Vernova Stock (GEV)	0.1	$15M	+18%	13k	1172.85	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$15M	+10%	634k	23.44	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$15M	+15%	15k	965.13	View chart
Innovator Uncapped Accelerated U.s. Equity Etf Etf (XUSP)	0.1	$15M	+9%	279k	52.66	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$15M	+17%	19k	762.96	View chart
Neos S&p 500 High Income Etf Etf (SPYI)	0.1	$15M	+5%	275k	53.09	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$15M		42k	343.91	View chart
Wells Fargo & Co Stock (WFC)	0.1	$14M	+16%	174k	82.67	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$14M	+2%	156k	90.79	View chart
Western Digital Corp Stock (WDC)	0.1	$14M	+5%	22k	639.17	View chart
Philip Morris Intl Stock (PM)	0.1	$14M	+25%	78k	180.96	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$14M	+3%	103k	136.68	View chart
Verizon Communications Stock (VZ)	0.1	$14M	+30%	330k	42.38	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$14M	+35%	134k	103.88	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.1	$14M	-2%	173k	79.97	View chart
Ge Aerospace Stock (GE)	0.1	$14M	+6%	37k	373.73	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$14M		168k	81.06	View chart
Rtx Corporation Stock (RTX)	0.1	$13M	+13%	71k	189.66	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$13M		148k	90.10	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$13M	+28%	260k	51.00	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.1	$13M	+14%	132k	100.34	View chart
Coca Cola Stock (KO)	0.1	$13M	+17%	161k	81.32	View chart
Kla Corp Stock (KLAC)	0.1	$13M	+797%	43k	300.36	View chart
State Street Spdr S&p 500 Etf Etf Put Option	0.1	$13M	+61%	17k	746.77	View chart
Southern Stock (SO)	0.1	$13M	+5%	134k	95.72	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.1	$13M		156k	81.98	View chart
Netflix Stock (NFLX)	0.1	$13M	-6%	178k	71.46	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$13M	-7%	478k	26.52	View chart
Amgen Stock (AMGN)	0.1	$13M	+8%	35k	362.08	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$13M	-3%	182k	68.39	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$13M	+8%	140k	89.20	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.1	$12M	-7%	106k	117.09	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$12M	-2%	120k	103.05	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$12M	-17%	34k	365.77	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$12M	+2%	428k	28.96	View chart
Nextera Energy Stock (NEE)	0.1	$12M	+10%	140k	87.79	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$12M	-2%	104k	117.45	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.1	$12M	-22%	282k	43.10	View chart
Ishares International Equity Factor Etf Etf (INTF)	0.1	$12M	-19%	297k	40.96	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.1	$12M	-3%	188k	64.50	View chart
Goldman Sachs Group Stock (GS)	0.1	$12M	+5%	12k	1011.63	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$12M	-14%	34k	342.83	View chart
Pepsico Stock (PEP)	0.1	$12M	+5%	87k	135.47	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$12M	+4%	192k	60.79	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.1	$12M		382k	30.17	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$12M	-36%	204k	56.48	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.1	$12M	+385%	117k	98.57	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$11M	+18%	198k	56.52	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$11M	+7%	45k	242.99	View chart
Tjx Cos Stock (TJX)	0.1	$11M	+25%	73k	151.49	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$11M		115k	94.52	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.1	$11M	-12%	267k	40.21	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.1	$11M		196k	54.62	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$11M	-43%	25k	431.35	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.1	$11M	+130%	226k	46.95	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.1	$11M	+36%	360k	29.40	View chart
Eaton Vance Short Duration Municipal Income Etf Etf (EVSM)	0.1	$11M	+30%	209k	50.32	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$10M	+24%	106k	98.20	View chart
Calamos Autocallable Income Etf Etf (CAIE)	0.1	$10M	+19%	381k	27.21	View chart
Mcdonalds Corp Stock (MCD)	0.1	$10M	+6%	38k	270.25	View chart
Ishares Large Cap Core Active Etf Etf (BLCR)	0.1	$10M	+92%	204k	50.36	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.1	$10M	+19%	218k	46.81	View chart
Citigroup Stock (C)	0.1	$10M	+19%	72k	140.09	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$10M	+5%	15k	655.85	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.1	$10M	+13%	138k	72.28	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$9.9M	-4%	375k	26.50	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.1	$9.9M	+3%	246k	40.13	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$9.9M		190k	51.78	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$9.8M	+8%	53k	185.18	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$9.8M	+2088%	95k	103.22	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.1	$9.8M	-5%	185k	52.85	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$9.8M	+2%	56k	175.83	View chart
Duke Energy Corp Stock (DUK)	0.1	$9.7M	+25%	77k	126.61	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.1	$9.7M	+10%	242k	40.13	View chart
Unitedhealth Group Stock (UNH)	0.1	$9.7M	+6%	23k	415.86	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.1	$9.6M	+8%	194k	49.55	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$9.6M	+18%	127k	75.45	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$9.6M	+4%	18k	522.40	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$9.5M	+24%	155k	61.46	View chart
Pfizer Stock (PFE)	0.1	$9.5M	+49%	395k	24.09	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.1	$9.5M	+18%	225k	42.33	View chart
Global X Defense Tech Etf Etf (SHLD)	0.1	$9.5M	+90%	159k	59.71	View chart
Salesforce Stock (CRM)	0.1	$9.5M	+39%	61k	156.71	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.1	$9.4M	-2%	201k	46.92	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$9.4M	+4%	18k	509.27	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$9.3M	+32%	85k	109.44	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$9.3M	+58%	174k	53.50	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.1	$9.2M		186k	49.78	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$9.2M	+13%	100k	92.21	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.1	$9.2M	+180%	68k	134.68	View chart
Eaton Corp Stock (ETN)	0.1	$9.2M	-3%	22k	425.68	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$9.1M		75k	121.42	View chart
Global X Data Center And Digital Infrastructure Etf Etf (DTCR)	0.1	$9.0M	+547%	297k	30.37	View chart
Capital Group International Core Equity Etf Etf (CGIC)	0.1	$8.9M	+4%	245k	36.39	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$8.9M	-9%	93k	95.44	View chart
Thor Index Rotation Etf Etf (THIR)	0.1	$8.9M	+8%	257k	34.50	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$8.9M	-3%	54k	163.65	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.1	$8.8M	-25%	214k	41.25	View chart
Altria Group Stock (MO)	0.1	$8.8M	+16%	122k	72.01	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$8.8M	+10%	75k	117.49	View chart

Past Filings by Farther Finance Advisors

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

Farther Finance Advisors 2026 Q2 filed July 17, 2026
Farther Finance Advisors 2026 Q1 filed April 7, 2026
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

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