AI Analysis · Q1 2026 · Q1 2026
1. Portfolio Overview
Farther Finance Advisors, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 197.1% from $3.14 billion to $9.33 billion quarter-over-quarter. This substantial increase likely reflects a combination of strong market performance in the underlying assets and significant net new capital inflows into the firm's advisory strategies. The portfolio is highly diversified, comprising 5,474 individual holdings, whi...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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