13F Insight
DOSSIER · 13F-HR · Q2 2026

Farther Finance Advisors, LLC

$12.8B in tracked AUM across 6,021 positions as of Q2 2026.

FF
CIK 0001992825 · last filed Jun 30, 2026
Total AUM
$12.8B
as of Q2 2026
Holdings
6,021
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

2. Key Holdings

The portfolio is dominated by broad market exposure rather than concentrated stock picking. The top three positions are all passive index ETFs: iShares Core S&P 500 ETF (IVV) at 5.58%, Apple Inc. (AAPL) at 2.78%, and Vanguard S&P 500 ETF (VOO) at 2.57%. Notably, the top two positions alone account for over 8% of the total portfolio value.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$684M914K5.3%02
VOO
VANGUARD S&P 500 ETF
$375M546K2.9%03
AAPL
APPLE INC COM
$311M1.1M2.4%04
NVDA
NVIDIA CORPORATION COM
$269M1.3M2.1%05
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
$255M4.7M2.0%06
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$251M3.5M2.0%07
SCHX
SCHWAB U.S. LARGE-CAP ETF
$175M5.9M1.4%08
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
$157M1.6M1.2%09
VTV
VANGUARD VALUE ETF
$150M687K1.2%10
QQQ
INVESCO QQQ TRUST SERIES I
$142M193K1.1%

Filing history

2026Q2Jun 30
$12.8B▲ 21.0%
6,021 positionsView →2026Q1Mar 31
$10.6B▲ 13.5%
5,767 positionsView →2025Q4Dec 31
$9.3B▲ 40.8%
5,474 positionsView →2025Q3Sep 30
$6.6B▲ 32.5%
4,974 positionsView →2025Q2Jun 30
$5.0B▲ 27.5%
4,503 positionsLocked2025Q1Mar 31
$3.9B▲ 41.8%
4,305 positionsLocked2024Q4Dec 31
$2.8B▲ 3.7%
4,021 positionsLocked2024Q3Sep 30
$2.7B▲ 29.2%
4,022 positionsLocked2024Q2Jun 30
$2.1B▲ 25.5%
3,835 positionsLocked2024Q1Mar 31
$1.6B▲ 18.3%
3,596 positionsLocked2023Q4Dec 31
$1.4B▲ 118.2%
3,562 positionsLocked2023Q3Sep 30
$637M▲ 39.2%
2,628 positionsLocked
Showing 12 of 15