Data as of Q4 2025 (Dec 31, 2025)

Farther Finance Advisors, LLC

•CIK: 1992825•Filing: Q4 2025

Farther Finance Advisors, LLC, managed by the seasoned investor team known for their contrarian and value-oriented approach, currently oversees $9.3 billion in assets with a focus on large-cap growth and tech stocks, as evidenced by top holdings like IVV, AAPL, and NVDA. Recently, the fund has made notable moves by adding high-growth positions in DUHP and CMF, while exiting FITBM and EWO, reflecting a strategic pivot towards undervalued sectors with strong upside potential.

Total AUM
$9.3B
+ $16.5M in options
QoQ Performance
+40.8%
Positions
5,406
+ 35 options
Top 10 Concentration
30.2%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IVV5.6%
AAPL2.8%
VOO2.6%
NVDA2.4%
VEA1.8%
DFIV1.7%
MSFT1.5%
SCHX1.1%

📈 Biggest Buys

IVV
ISHARES CORE S&P 500 ETF
+27.5%
5.6% of portfolio
NVDA
NVIDIA CORPORATION COM
+48.4%
2.4% of portfolio
AAPL
APPLE INC COM
+38.5%
2.8% of portfolio
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+45.8%
1.7% of portfolio
VOO
VANGUARD S&P 500 ETF
+22.2%
2.6% of portfolio

📉 Biggest Sells

JPHY
JPMORGAN ACTIVE HIGH YIELD ETF
-14.8%
0.1% of portfolio
SPYPUT
SPDR S&P 500 ETF TRUST
-20.4%
0.1% of portfolio
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-2.2%
0.3% of portfolio
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
-2.2%
0.1% of portfolio
XLG
INVESCO S&P 500 TOP 50 ETF
-1.6%
0.2% of portfolio

Sector Breakdown

Other63.4%
Technology14.8%
ETF12.5%
Consumer3.4%
Financial2.8%
Healthcare1.4%
Industrial0.6%
Energy0.4%

🚪 Exited Positionssold since Q3 2025

BX
BLACKSTONE INC COM
SOLD
$7.6M
VBR
VANGUARD SMALL CAP VALUE ETF
SOLD
$7.5M
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
SOLD
$7.5M
DIS
DISNEY WALT CO COM
SOLD
$7.3M
NOW
SERVICENOW INC COM
SOLD
$7.1M
+4752 more exited positions

Changes from Q3 2025

↑191 increased
↓9 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV5.6%
ISHARES CORE S&P 500 ETF
$520.5M
AAPL2.8%
APPLE INC COM
$259.8M
VOO2.6%
VANGUARD S&P 500 ETF
$240.2M
NVDA2.4%
NVIDIA CORPORATION COM
$222.0M
VEA1.8%
VANGUARD FTSE DEVELOPED MARKETS ETF
$163.4M

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