Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Farther Finance Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Farther Finance Advisors, LLC (CIK 1992825) reported $10.59B across 5,620 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($556.9M, 5.26%), VOO ($267.5M, 2.53%), AAPL ($262.4M, 2.48%), NVDA ($225.1M, 2.13%), DFIV ($214.4M, 2.02%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES CORE S&P 500 ETF$556.9M5.26%846,215Added
2VOOVANGUARD S&P 500 ETF$267.5M2.53%444,151Added
3AAPLAPPLE INC COM$262.4M2.48%1.0MAdded
4NVDANVIDIA CORPORATION COM$225.1M2.13%1.3MAdded
5DFIVDIMENSIONAL INTERNATIONAL VALUE ETF$214.4M2.02%4.0MAdded
6VEAVANGUARD FTSE DEVELOPED MARKETS ETF$209.7M1.98%3.2MAdded
7SGOVISHARES 0-3 MONTH TREASURY BOND ETF$141.8M1.34%1.4MAdded
8SCHXSCHWAB U.S. LARGE-CAP ETF$127.2M1.20%4.9MAdded
9MSFTMICROSOFT CORP COM$117.4M1.11%317,954Added
10VTVVANGUARD VALUE ETF$109.8M1.04%558,234Added
11VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$108.4M1.02%1.4MAdded
12IEMGISHARES CORE MSCI EMERGING MARKETS ETF$106.1M1.00%1.5MAdded
13AMZNAMAZON COM INC COM$102.9M0.97%488,519Added
14IUSBISHARES CORE TOTAL USD BOND MARKET ETF$99.7M0.94%2.2MAdded
15STIPISHARES 0-5 YEAR TIPS BOND ETF$97.6M0.92%946,212Added
16IJRISHARES CORE S&P SMALL CAP ETF$92.1M0.87%737,175Added
17QQQINVESCO QQQ TRUST SERIES I$91.2M0.86%156,104Added
18SPTLSTATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF$88.8M0.84%3.4MAdded
19GOOGLALPHABET INC CAP STK CL A$85.6M0.81%287,688Added
20LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF$79.0M0.75%726,716Added
21ORLYOREILLY AUTOMOTIVE INC COM$73.1M0.69%793,313Trimmed
22VTIVANGUARD TOTAL STOCK MARKET ETF$71.9M0.68%222,568Added
23SPYSTATE STREET SPDR S&P 500 ETF$69.7M0.66%106,308Added
24GOOGALPHABET INC CAP STK CL C$68.6M0.65%232,503Added
25DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF$61.9M0.58%1.6MAdded

Source: SEC Form 13F filings · as of 2026-03-31