Q3 2026 13F · SEC CIK 1992825

Farther Finance Advisors, LLC

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $14.1B
Reported positions: 6,100
Top holdings a year, 3 yrs: +15.9%
Assets under management: $16.0B

Farther Finance Advisors, LLC is a wealth manager that reported 6,100 positions worth $14.1B in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Ishares Tr (IVV, 5.1%), Apple Inc (AAPL, 2.9%), Vanguard Index Fds (VOO, 2.8%). A portfolio copying its top holdings returned 15.9% a year over the last 3 years, against 19.4% for the S&P 500.

Farther Finance Advisors, LLC holdings largest 50 of 6,100 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Farther Finance Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	5.1%	5.4%	947,354	+3.7%	$725.5M
AAPLApple Inc	2.9%	2.4%	1,244,810	+15.7%	$414.5M
VOOVanguard Index Fds	2.8%	2.9%	572,525	+4.9%	$401.3M
NVDANvidia Corporation	2.3%	2.1%	1,449,871	+7.7%	$331.1M
VEAVanguard Ftse Developed Markets Index Fu	2.0%	2.0%	4,071,099	+15.8%	$287.5M
DFIVDimensional ETF Trust	2.0%	2.0%	4,992,574	+5.9%	$278.9M
SCHXSchwab Strategic Tr	1.6%	1.4%	7,460,996	+25.6%	$223.8M
VTVVanguard Index Fds	1.5%	1.2%	964,758	+40.5%	$208.5M
MSFTMicrosoft Corp	1.4%	1.0%	384,364	+12.0%	$197.1M
SGOVIshares Tr	1.1%	1.2%	1,593,502	+2.0%	$160.4M
AMZNAmazon Com Inc	1.1%	1.0%	605,644	+14.1%	$150.9M
VCSHVanguard Scottsdale Fds	1.0%	1.0%	1,877,636	+15.3%	$145.0M
IUSBIshares Tr	1.0%	0.9%	3,214,129	+23.9%	$141.7M
IEMGIshares Inc	1.0%	1.0%	1,741,293	+10.2%	$141.3M
QQQInvesco Qqq Tr	0.9%	1.1%	174,381	-9.4%	$129.0M
STIPIshares Tr	0.9%	0.9%	1,278,077	+14.3%	$127.4M
SPTLSpdr Series Trust	0.8%	0.9%	4,847,123	+16.0%	$115.6M
GOOGLAlphabet Inc	0.8%	0.9%	331,413	+8.1%	$114.0M
LQDIshares Tr	0.8%	0.8%	1,110,491	+21.6%	$113.5M
IJRIshares Tr	0.8%	0.9%	827,945	+4.5%	$112.6M
GOOGAlphabet Inc	0.7%	0.7%	309,531	+16.9%	$105.5M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.8%	136,068	+0.3%	$103.8M
GLDMWorld Gold Tr	0.7%	0.5%	1,188,672	+64.4%	$97.7M
DFACDimensional ETF Trust	0.7%	0.5%	2,068,899	+35.0%	$92.0M
SPLGSpdr Series Trust	0.6%	0.4%	902,351	+48.6%	$81.0M
AVUVAmerican Centy ETF Tr	0.6%	0.6%	679,855	+8.0%	$80.1M
AVEMAmerican Centy ETF Tr	0.6%	0.6%	850,340	+6.4%	$79.9M
LLYEli Lilly & Co	0.6%	0.4%	68,083	+55.4%	$78.8M
VTIVanguard Index Fds	0.5%	0.5%	199,184	+21.1%	$74.5M
MUBIshares Tr	0.5%	0.5%	705,609	+14.1%	$71.3M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	142,453	+10.9%	$70.9M
IBNDSpdr Series Trust	0.5%	0.5%	2,356,092	+14.8%	$70.4M
AVGOBroadcom Inc	0.5%	0.6%	196,120	+5.1%	$68.9M
ORLYOreilly Automotive Inc	0.5%	0.6%	789,995	+0.2%	$67.5M
DFUSDimensional ETF Trust	0.5%	0.4%	808,133	+36.6%	$67.1M
MUMicron Technology Inc	0.5%	0.5%	62,973	+9.1%	$67.1M
JPMJpmorgan Chase & Co	0.5%	0.4%	200,767	+20.0%	$66.4M
METAMeta Platforms Inc	0.4%	—	87,330	—	$63.3M
EMXCIshares Inc	0.4%	0.5%	628,287	+2.2%	$62.3M
SCHFSchwab Strategic Tr	0.4%	—	2,248,955	—	$61.8M
SPMDSpdr Series Trust	0.4%	0.5%	947,740	+6.2%	$59.7M
VIGVanguard Specialized Funds	0.4%	0.4%	247,796	+16.8%	$57.8M
VOTVanguard Index Fds	0.4%	0.4%	189,555	+11.3%	$55.4M
BSVVanguard Bd Index Fds	0.4%	0.4%	721,887	+13.4%	$55.2M
SCHDSchwab Strategic Tr	0.4%	0.4%	1,667,995	+10.8%	$54.3M
AVLVAmerican Centy ETF Tr	0.4%	0.4%	593,451	+2.2%	$53.7M
BNDVanguard Bd Index Fds	0.4%	0.4%	763,071	+6.8%	$53.5M
IEFAIshares Tr	0.4%	0.5%	542,389	-10.8%	$52.5M
AMDAdvanced Micro Devices Inc	0.4%	—	85,375	—	$52.2M
SCHGSchwab Strategic Tr	0.4%	—	1,425,309	—	$51.2M

What Farther Finance Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

IEFA Ishares Tr-10.8% shares
QQQ Invesco Qqq Tr-9.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.5% /yr; S&P 500 +11.7%
3 years: +15.9% /yr; S&P 500 +19.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$14.1B	6,100
Q2 2026	$12.8B	5,935
Q1 2026	$10.6B	5,728
Q4 2025	$9.3B	5,413
Q3 2025	$6.6B	4,940
Q2 2025	$5.0B	4,481
Q1 2025	$3.9B	4,262
Q4 2024	$2.8B	3,996
Q3 2024	$2.7B	3,986
Q2 2024	$2.1B	3,810
Q1 2024	$1.6B	3,584
Q4 2023	$1.4B	3,538

Questions about Farther Finance Advisors, LLC's portfolio

What stocks does Farther Finance Advisors, LLC own?

Farther Finance Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 6,100 positions worth $14.1B. The largest are Ishares Tr (IVV) at 5.1%, Apple Inc (AAPL) at 2.9%, Vanguard Index Fds (VOO) at 2.8%, Nvidia Corporation (NVDA) at 2.3% and Vanguard Ftse Developed Markets Index Fu (VEA) at 2.0%.

What did Farther Finance Advisors, LLC buy last quarter?

In Q3 2026, Farther Finance Advisors, LLC added World Gold Tr (GLDM) (+64.4% shares), Eli Lilly & Co (LLY) (+55.4% shares) and Spdr Series Trust (SPLG) (+48.6% shares), compared with its Q2 2026 filing.

What did Farther Finance Advisors, LLC sell last quarter?

In Q3 2026, Farther Finance Advisors, LLC cut from its top 50 Select Sector Spdr Tr (XLV), cut from its top 50 Select Sector Spdr Tr (XLF), cut from its top 50 Vanguard Index Fds (VO), cut from its top 50 Tesla Inc (TSLA), Ishares Tr (IEFA) (-10.8% shares) and Invesco Qqq Tr (QQQ) (-9.4% shares), compared with its Q2 2026 filing.

How has Farther Finance Advisors, LLC's portfolio performed?

A portfolio copying Farther Finance Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.9% a year over the last 3 years, against +19.4% for the S&P 500. Over 1 year: +9.5% against +11.7%.

When is Farther Finance Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Farther Finance Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Farther Finance Advisors, LLC manage?

Farther Finance Advisors, LLC reported $16.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $14.1B.