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Farther Finance Advisors, LLC

hedge fundUpdated 55 days ago

Managed by Farther Finance Advisors, Llc • Latest filing Q2 2026

Portfolio value
$12.8B
Q2 2026
Filings
15
Quarterly 13F history
Top-10 concentration
99.7%
Weight of largest holdings
Annualized return
4862.4%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 15 quarters

Show data table
PeriodPortfolio value
Q4 2022$258.1M
Q1 2023$341.8M
Q2 2023$457.7M
Q3 2023$636.9M
Q4 2023$1.4B
Q1 2024$1.6B
Q2 2024$2.1B
Q3 2024$2.7B
Q4 2024$2.8B
Q1 2025$3.9B
Q2 2025$5B
Q3 2025$6.6B
Q4 2025$9.3B
Q1 2026$10.6B
Q2 2026$12.8B

Top holdings

6,021 positions as of Q2 2026

View filing
E

ISHARES CORE S&P 500 ETF

+8.0%
Value
$684.4M
Shares
914.0K
% Port
5.34%
V

VANGUARD S&P 500 ETF

+22.8%
Value
$374.7M
Shares
545.6K
% Port
2.93%
A

APPLE INC COM

+4.8%
Value
$311.1M
Shares
1.08M
% Port
2.43%
N

NVIDIA CORPORATION COM

+5.1%
Value
$269M
Shares
1.35M
% Port
2.10%
?
5.N/A

DIMENSIONAL INTERNATIONAL VALUE ETF

+17.2%
Value
$254.6M
Shares
4.71M
% Port
1.99%
V

VANGUARD FTSE DEVELOPED MARKETS ETF

+9.2%
Value
$250.5M
Shares
3.52M
% Port
1.96%
S

SCHWAB U.S. LARGE-CAP ETF

+20.6%
Value
$174.8M
Shares
5.94M
% Port
1.36%
?
8.N/A

ISHARES 0-3 MONTH TREASURY BOND ETF

+10.6%
Value
$157.2M
Shares
1.56M
% Port
1.23%
V

VANGUARD VALUE ETF

+23.1%
Value
$149.7M
Shares
686.9K
% Port
1.17%
Q
10.QQQ

INVESCO QQQ TRUST SERIES I

+23.4%
Value
$141.8M
Shares
192.5K
% Port
1.11%
E
11.ETHA

ISHARES CORE MSCI EMERGING MARKETS ETF

+4.7%
Value
$130.9M
Shares
1.58M
% Port
1.02%
?
12.N/A

VANGUARD SHORT-TERM CORPORATE BOND ETF

+18.7%
Value
$128.7M
Shares
1.63M
% Port
1.00%
M
13.MSFT

MICROSOFT CORP COM

+8.0%
Value
$128M
Shares
343.3K
% Port
1.00%
A
14.AMZN

AMAZON COM INC COM

+8.7%
Value
$126.6M
Shares
530.9K
% Port
0.99%
E
15.ETHA

ISHARES CORE TOTAL USD BOND MARKET ETF

+19.9%
Value
$119.8M
Shares
2.59M
% Port
0.94%
E
16.ETHA

ISHARES CORE S&P SMALL CAP ETF

+7.5%
Value
$117.5M
Shares
792.7K
% Port
0.92%
E
17.ETHA

ISHARES 0-5 YEAR TIPS BOND ETF

+18.2%
Value
$114.3M
Shares
1.12M
% Port
0.89%
?
18.N/A

STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF

+23.1%
Value
$109.6M
Shares
4.18M
% Port
0.86%
G

ALPHABET INC CAP STK CL A

+6.6%
Value
$109.6M
Shares
306.7K
% Port
0.86%
S
20.SPY

STATE STREET SPDR S&P 500 ETF

+27.6%
Value
$101.3M
Shares
135.7K
% Port
0.79%

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