Farther Finance Advisors, LLC

Q2 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    4,495

  • Value ($000)

    $5,003,620

  • Date Filed
    07/11/2025
  • Form type
    13F-HR
  • CIK
    0001992825
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES CORE S&P 500 ETF

ETF
$343.91M
7 %

553,894

VOO
VOO

VANGUARD S&P 500 ETF

ETF
$184.29M
4 %

324,438

VEA
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
$122.02M
2 %

2,140,323

AAPL
AAPL

APPLE INC COM

STOCK
$117.70M
2 %

573,665

IUSB
IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

ETF
$115.06M
2 %

2,488,761

NVDA
NVDA

NVIDIA CORPORATION COM

STOCK
$96.85M
2 %

613,040

MSFT
MSFT

MICROSOFT CORP COM

STOCK
$87.74M
2 %

176,385

ORLY
ORLY

OREILLY AUTOMOTIVE INC COM

STOCK
$69.03M
1 %

765,910

SGOV
SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

ETF
$63.53M
1 %

630,981

SPMD
SPMD

SPDR PORTFOLIO S&P 400 MID CAP ETF

ETF
$52.81M
1 %

971,121

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