Farther Finance Advisors, LLC
CIK 1992825
13F filing for Q2 2026・No. 485
- Holdings
- US$12.81B
- Quarter change
- +US$2.22B
- Entries
- 6,021
- Net bought (estimate)
- +US$1.14B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 415
- Sold out 203
- Cut 1,841
- Added 3,058
- Corporate actions 32
- Unchanged 628
Largest holdings
5,942 stocks worth US$12.77B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES CORE S&P 500 ETFETF | Added | 913,970 | US$684.45M | 5.36% |
| VOOVanguard S&P 500 ETFETF | Added | 545,605 | US$374.66M | 2.93% |
| AAPLAppleStock | Added | 1,075,763 | US$311.06M | 2.44% |
| NVDANvidiaStock | Added | 1,345,788 | US$269.04M | 2.11% |
| DIMENSIONAL INTERNATIONAL VALUE ETFETF | Added | 4,713,116 | US$254.6M | 1.99% |
| VANGUARD FTSE DEVELOPED MARKETS ETFETF | Added | 3,516,435 | US$250.53M | 1.96% |
| SCHWAB U.S. LARGE-CAP ETFETF | Added | 5,939,378 | US$174.79M | 1.37% |
| ISHARES 0-3 MONTH TREASURY BOND ETFETF | Added | 1,561,558 | US$157.2M | 1.23% |
| VANGUARD VALUE ETFETF | Added | 686,893 | US$149.7M | 1.17% |
| QQQInvesco QQQETF | Added | 192,548 | US$141.78M | 1.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.