StockDriftsStockDriftsTop 50 Farther Finance Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 5.14% | 947.4K | $725.5M | +3.65%(+33.38K) | $587.27(+31.12%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 2.93% | 1.24M | $414.5M | +15.71%(+169.05K) | $240.73(+42.46%) | 2026-09-30 | |
| VOO | VANGUARD S&P 500 ETF | 2.84% | 572.5K | $401.3M | +4.93%(+26.92K) | $534.36(+31.86%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.34% | 1.45M | $331.1M | +7.73%(+104.08K) | $145.99(+48.71%) | 2026-09-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.03% | 4.07M | $287.5M | +15.77%(+554.66K) | $58.42(+18.74%) | 2026-09-30 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 1.97% | 4.99M | $278.9M | +5.93%(+279.46K) | $47.49(+17.89%) | 2026-09-30 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.58% | 7.46M | $223.8M | +25.62%(+1.52M) | $26.49(+13.79%) | 2026-09-30 | |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | 1.48% | 964.8K | $208.5M | +40.45%(+277.87K) | $195.30(+13.78%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 1.4% | 384.4K | $197.1M | +11.97%(+41.09K) | $430.91(+23.81%) | 2026-09-30 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 1.14% | 1.59M | $160.4M | +2.05%(+31.94K) | $100.59(+0.00%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.49% | +66.38% | — | — | +77.06% |
| Top 20 Holdings Unweighted | +16.24% | +57.04% | — | — | +67.19% |
Farther Finance Advisors LLC reports $14.18B in US-listed equity holdings across 6,110 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.1%), AAPL (2.9%) and VOO (2.8%). The top 20 holdings account for 31.99% of reported assets. Its disclosed equity book has returned +66.38% on a three-year cumulative basis. Figures reflect the Q3 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