Institutional Fund
Farther Finance Advisors, LLC
San Francisco, CACIK 19928255 filings on record
Portfolio Value
$10.58B
Q1 2026
Holdings
5,730
Reported positions
New Buys
514
Opened this quarter
QoQ Change
+13.5%
from $9.32B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.3%
- Vanguard Index Fds2.5%
- Apple Inc2.5%
- Nvidia Corporation2.1%
- Dimensional ETF Trust2.0%
- Vanguard Tax-Managed Fds2.0%
- Other83.6%
Portfolio Holdings
5,730 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 846.2K | $556.86M | 5.3% | +86.4K | Added |
| 2 | Vanguard Index Fds | 444.2K | $267.51M | 2.5% | +61.1K | Added |
| 3 | Apple Inc | 1.03M | $262.41M | 2.5% | +70.8K | Added |
| 4 | Nvidia Corporation | 1.28M | $225.09M | 2.1% | +90.2K | Added |
| 5 | Dimensional ETF Trust | 4.02M | $214.40M | 2.0% | +783.7K | Added |
| 6 | Vanguard Tax-Managed Fds | 3.22M | $209.71M | 2.0% | +603.8K | Added |
| 7 | Ishares Tr | 1.41M | $141.79M | 1.3% | +359.2K | Added |
| 8 | Schwab Strategic Tr | 4.92M | $127.25M | 1.2% | +952.3K | Added |
| 9 | Microsoft Corp | 318.0K | $117.44M | 1.1% | +26.3K | Added |
| 10 | Vanguard Index Fds | 558.2K | $109.79M | 1.0% | +120.0K | Added |
5,720 more holdings on Premium
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