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Filers›Holding Co.›Farther Finance Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Farther Finance Advisors, LLC

Farther Finance's holding co. based in Stamford, CT — $10.6B in tracked AUM across 5,767 positions as of Q1 2026.

FF
Farther Finance·Stamford, CT·Holding Co.
CIK 0001992825 · last filed Mar 31, 2026
Total AUM
$10.6B
▲ 19.9%
vs prior
Holdings
5,767
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
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.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$557M846K5.3%
02
VOO
VANGUARD S&P 500 ETF
$268M444K2.5%
03
AAPL
APPLE INC COM
$262M1.0M2.5%
04
NVDA
NVIDIA CORPORATION COM
$225M1.3M2.1%
05
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
$214M4.0M2.0%
06
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$210M3.2M2.0%
07
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
$142M1.4M1.3%
08
SCHX
SCHWAB U.S. LARGE-CAP ETF
$127M4.9M1.2%
09
MSFT
MICROSOFT CORP COM
$117M318K1.1%
10
VTV
VANGUARD VALUE ETF
$110M558K1.0%

Filing history

Filing history loading…
AI Agent · grounded in Farther
haiku-4-5 · 5,767 positions indexed
Sector mix
  • Tech16%
  • Financials8%
  • Health Care9%
  • Cons. Disc.38%
  • Energy21%
  • Other8%
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