Farther Finance Advisors, LLC: 13F holdings

CIK 19928252026Q2

Positions5,986
Reported value$12.8bn
Filed2026-07-17

Change since last quarter

Positions5,986 (+229 vs prior quarter)
Reported value$12.8bn (+21.0%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES CORE S&P 500 ETF913,970$684.4m5.3%
VOO VANGUARD S&P 500 ETF545,605$374.7m2.9%
AAPL APPLE INC COM1,075,763$311.1m2.4%
NVDA NVIDIA CORPORATION COM1,345,788$269.0m2.1%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF4,713,116$254.6m2.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF3,516,435$250.5m2.0%
SCHX SCHWAB U.S. LARGE-CAP ETF5,939,378$174.8m1.4%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF1,561,558$157.2m1.2%
VTV VANGUARD VALUE ETF686,893$149.7m1.2%
QQQ INVESCO QQQ TRUST SERIES I192,548$141.8m1.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1992825")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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