StockDriftsStockDriftsTop 50 Farther Finance Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 5.36% | 914.0K | $684.4M | +8.01%(+67.75K) | $581.06(+34.05%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 2.93% | 545.6K | $374.7M | +22.84%(+101.45K) | $526.50(+35.36%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 2.44% | 1.08M | $311.1M | +4.80%(+49.26K) | $229.66(+32.97%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.11% | 1.35M | $269.0M | +5.08%(+65.04K) | $140.71(+60.66%) | 2026-06-30 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 1.99% | 4.71M | $254.6M | +17.23%(+692.85K) | $47.05(+23.46%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1.96% | 3.52M | $250.5M | +9.22%(+296.98K) | $56.44(+31.13%) | 2026-06-30 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.37% | 5.94M | $174.8M | +20.61%(+1.01M) | $25.66(+18.89%) | 2026-06-30 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 1.23% | 1.56M | $157.2M | +10.56%(+149.18K) | $100.58(-0.01%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 1.17% | 686.9K | $149.7M | +23.05%(+128.66K) | $186.52(+21.98%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 1.11% | 192.5K | $141.8M | +23.35%(+36.44K) | $554.66(+32.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.26% | +57.16% | — | — | +71.18% |
| Top 20 Holdings Unweighted | +14.41% | +49.76% | — | — | +63.15% |
Farther Finance Advisors, LLC reports $12.81B in US-listed equity holdings across 5,946 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.4%), VOO (2.9%) and AAPL (2.4%). The top 20 holdings account for 30.95% of reported assets. Its disclosed equity book has returned +57.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Farther Finance Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1992825). View Farther Finance Advisors, LLC’s 13F filings on SEC