account_balance
Investment manager · 13F filer · SEC CIK 1992825
Farther Finance Advisors, LLC
Reported value$12.8Bas of Jun 30, 2026
Positions5,946 418 new, 202 sold out
Top 10 weight21.7%IVV alone is 5%
FiledJul 1717 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
5.4%Added +8%
VOOVanguard S&P 500 ETF
2.9%Added +23%
AAPLApple Inc Com
2.4%Added +5%
NVDANvidia Corporation Com
2.1%Added +5%
DFIVDimensional International Value ETF
2.0%Added +17%
VEAVanguard Ftse Developed Markets ETF
2.0%Added +9%
SCHXSchwab U.s. Large-cap ETF
1.4%Added +21%
SGOViShares 0-3 Month Treasury Bond ETF
1.2%Added +11%
VTVVanguard Value ETF
1.2%Added +23%
QQQInvesco QQQ Trust Series I
1.1%Added +23%
IEMGiShares Core MSCI Emerging Markets ETF
1.0%Added +5%
VCSHVanguard Short-term Corporate Bond ETF
1.0%Added +19%
IVViShares Core S&P 500 ETF
5.4%Added +8%
VOO2.9%
AAPL2.4%NVDA2.1%DFIV2.0%
VEA2.0%
SCHX1.4%
SGOV1.2%
VTV1.2%
QQQ1.1%
IEMG1.0%
VCSH1.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 5.4% Added +8%
VOO Vanguard S&P 500 ETF 2.9% Added +23%
AAPL Apple Inc Com 2.4% Added +5%NVDA Nvidia Corporation Com 2.1% Added +5%DFIV Dimensional International Value ETF 2.0% Added +17%
VEA Vanguard Ftse Developed Markets ETF 2.0% Added +9%
SCHX Schwab U.s. Large-cap ETF 1.4% Added +21%
SGOV iShares 0-3 Month Treasury Bond ETF 1.2% Added +11%
VTV Vanguard Value ETF 1.2% Added +23%
QQQ Invesco QQQ Trust Series I 1.1% Added +23%
IEMG iShares Core MSCI Emerging Markets ETF 1.0% Added +5%
VCSH Vanguard Short-term Corporate Bond ETF 1.0% Added +19%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- IALT $6.21M
- DHDG $5.34M
- ZECP $5.14M
- QCAP $4.96M
arrow_upwardAdded
- VUG +591%
- VO +311%
- IWF +296%
- DGRW +247%
arrow_downwardTrimmed
- QUAL −30%
- EFV −27%
- VTI −26%
- DFUS −23%
remove_circleSold out
- HONZZZZ $9.58M
- SH $1.67M
- Imperial Pete Inc Com New $1.44M
- USDU $1.36M