1y return+17.1%S&P 500 +20.9%
3y return+48.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $160 against $195 in the S&P 500.2
Farther Finance Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Core S&p 500 Etf | $684.4M | 5.4% | +8.0% |
| VOOVanguard S&p 500 Etf | $374.7M | 2.9% | +22.8% |
| AAPLApple Inc Com | $311.1M | 2.4% | +4.8% |
| NVDANvidia Corporation Com | $269.0M | 2.1% | +5.1% |
| DFIVDimensional International Value Etf | $254.6M | 2.0% | +17.2% |
| VEAVanguard Ftse Developed Markets Etf | $250.5M | 2.0% | +9.2% |
| SCHXSchwab U.s. Large-cap Etf | $174.8M | 1.4% | +20.6% |
| SGOVIshares 0-3 Month Treasury Bond Etf | $157.2M | 1.2% | +10.6% |
| VTVVanguard Value Etf | $149.7M | 1.2% | +23.0% |
| QQQInvesco Qqq Trust Series I | $141.8M | 1.1% | +23.3% |
| IEMGIshares Core Msci Emerging Markets Etf | $130.9M | 1.0% | +4.7% |
| VCSHVanguard Short-term Corporate Bond Etf | $128.7M | 1.0% | +18.7% |
| MSFTMicrosoft Corp Com | $128.0M | 1.0% | +8.0% |
| AMZNAmazon Com Inc Com | $126.6M | 1.0% | +8.7% |
| IUSBIshares Core Total Usd Bond Market Etf | $119.8M | 0.9% | +19.9% |
| IJRIshares Core S&p Small Cap Etf | $117.5M | 0.9% | +7.5% |
| STIPIshares 0-5 Year Tips Bond Etf | $114.3M | 0.9% | +18.2% |
| SPTLState Street Spdr Portfolio Long Term Treasury Etf | $109.6M | 0.9% | +23.1% |
| GOOGLAlphabet Inc Cap Stk Cl A | $109.6M | 0.9% | +6.6% |
| SPYState Street Spdr S&p 500 Etf | $101.3M | 0.8% | +27.6% |
| LQDIshares Iboxx Investment Grade Corporate Bond Etf | $99.6M | 0.8% | +25.6% |
| GOOGAlphabet Inc Cap Stk Cl C | $93.6M | 0.7% | +13.9% |
| AVUVAvantis U.s. Small Cap Value Etf | $78.6M | 0.6% | +12.8% |
| AVEMAvantis Emerging Markets Equity Etf | $77.1M | 0.6% | +6.8% |
| ORLYOreilly Automotive Inc Com | $72.6M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | December 31, 2022 | +1269.2% | $269.0M |
| AVGOBroadcom Inc Com | December 31, 2022 | +575.6% | $70.4M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2022 | +305.0% | $109.6M |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2022 | +298.2% | $93.6M |
| AMZNAmazon Com Inc Com | December 31, 2022 | +183.7% | $126.6M |
| QQQInvesco Qqq Trust Series I | December 31, 2022 | +176.6% | $141.8M |
| JPMJpmorgan Chase & Co Com | December 31, 2022 | +144.1% | $54.8M |
| AAPLApple Inc Com | December 31, 2022 | +122.7% | $311.1M |
| GLDMSpdr Gold Minishares Trust Of Beneficial Interest | December 31, 2022 | +119.5% | $57.4M |
| SCHXSchwab U.s. Large-cap Etf | December 31, 2022 | +95.5% | $174.8M |
Sold off last quarter
- Honeywell Intl Inc ComCUSIP 438516106 was $9.6M
- SHProshares Short S&p500 was $1.7M
- Imperial Pete Inc Com NewCUSIP Y3894J104 was $1.4M
- USDUWisdomtree Bloomberg Us Dollar Bullish Fund was $1.4M
- UGAUnited States Gasoline Fund LP was $1.2M
- UTENUs Treasury 10 Year Note Etf was $1.2M
- Taseko Mines Ltd ComCUSIP 876511106 was $891K
- Dupont De Nemours Inc ComCUSIP 26614N102 was $577K
- CTRACoterra Energy Inc Com was $525K
- Carnival Corp Common StockCUSIP 143658300 was $451K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.8% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +6.9% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Farther Finance Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1992825&type=13F-HR&dateb=&owner=include&count=40CIK 1992825
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1992825/000199282526000004/Filed July 17, 2026 · accession 0001992825-26-000004