Farther Finance Advisors, LLC Portfolio Holdings

Farther Finance Advisors, LLC

  • $5 Trillion
  • Q2 2025

Farther Finance Advisors, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5 Trillion distributed in 4503 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $344B, Vanguard Index Fds S&P 500 ETF with a value of $184B, Vanguard Ftse Developed Market with a value of $122B, Apple Inc. with a value of $118B, and Ishares Core Total Usd Bond Ma with a value of $115B.

Examining the 13F form we can see an increase of $1.08T in the current position value, from $3.92T to 5T. Also it can be appreciated an additional of 462 stocks purchases and 1 closed positions.

Farther Finance Advisors, LLC is based out at San Francisco, CA

Below you can find more details about Farther Finance Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5 Trillion
Technology: $523 Billion
Financial Services: $229 Billion
Consumer Cyclical: $219 Billion
Healthcare: $133 Billion
Communication Services: $127 Billion
Industrials: $126 Billion
Consumer Defensive: $106 Billion
Energy: $67.1 Billion
Other: $125 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$344 Billion 6.87% of portfolio
553,894
Q2 2025 Added 38.18%
$0
$184 Billion 3.68% of portfolio
324,438
Q2 2025 Added 13.45%
$0
$122 Billion 2.44% of portfolio
2,140,323
Q2 2025 Added 94.78%
$3.39T
$118 Billion 2.35% of portfolio
573,665
Q2 2025 Added 17.37%
$0
$115 Billion 2.3% of portfolio
2,488,761
Q2 2025 Added 23.13%
$406B
$96.9 Billion 1.94% of portfolio
613,040
Q2 2025 Added 27.75%
$3.75T
$87.7 Billion 1.75% of portfolio
176,385
Q2 2025 Added 21.13%
$5.81B
$69 Billion 1.38% of portfolio
765,910
Q2 2025 Added 1,403.05%
$0
$63.5 Billion 1.27% of portfolio
630,981
Q2 2025 Added 15.49%
$0
$52.8 Billion 1.06% of portfolio
971,121
Q2 2025 Added 130.95%
$0
$52.4 Billion 1.05% of portfolio
479,548
Q2 2025 Added 75.91%
$0
$52.7 Billion 1.05% of portfolio
504,444
Q2 2025 Added 14.3%
$2.27T
$52.2 Billion 1.04% of portfolio
237,989
Q2 2025 Added 16.48%
$0
$49.5 Billion 0.99% of portfolio
80,151
Q2 2025 Reduced 5.34%
$0
$42.8 Billion 0.85% of portfolio
580,607
Q2 2025 Reduced 28.78%
$0
$40.2 Billion 0.8% of portfolio
519,845
Q2 2025 Reduced 1.32%
$0
$33.3 Billion 0.67% of portfolio
182,195
Q2 2025 Reduced 29.42%
$9.7B
$33.6 Billion 0.67% of portfolio
513,430
Q2 2025 Added 105.87%
$631B
$32.8 Billion 0.66% of portfolio
67,565
Q2 2025 Added 20.38%
$0
$32.3 Billion 0.65% of portfolio
1,358,931
Q2 2025 Added 58.38%
$1.07T
$30.8 Billion 0.62% of portfolio
174,916
Q2 2025 Added 21.88%
$0
$29.9 Billion 0.6% of portfolio
358,276
Q2 2025 Added 14.48%
$0
$29 Billion 0.58% of portfolio
95,322
Q2 2025 Reduced 0.09%
$1.62T
$27.7 Billion 0.55% of portfolio
37,529
Q2 2025 Added 21.7%
$0
$27.5 Billion 0.55% of portfolio
819,060
Q2 2025 Added 88.48%
$0
$26.7 Billion 0.53% of portfolio
367,976
Q2 2025 Added 431.11%
$0
$24.8 Billion 0.5% of portfolio
455,492
Q2 2025 Reduced 34.21%
$0
$24.3 Billion 0.49% of portfolio
598,921
Q2 2025 Added 230.57%
$0
$23.9 Billion 0.48% of portfolio
376,442
Q2 2025 Reduced 8.81%
$0
$23.9 Billion 0.48% of portfolio
304,067
Q2 2025 Added 7.31%
$1.08T
$23.4 Billion 0.47% of portfolio
131,681
Q2 2025 Added 30.07%
$831B
$23.4 Billion 0.47% of portfolio
80,565
Q2 2025 Added 53.67%
$263B
$23 Billion 0.46% of portfolio
235,000
Q2 2025 Added 2.48%
$0
$22.5 Billion 0.45% of portfolio
330,146
Q2 2025 Added 146.73%
$0
$22.7 Billion 0.45% of portfolio
206,510
Q2 2025 Reduced 43.99%
$0
$22.5 Billion 0.45% of portfolio
245,567
Q2 2025 Added 27.65%
$113B
$21.9 Billion 0.44% of portfolio
79,394
Q2 2025 Added 31.41%
$0
$21.4 Billion 0.43% of portfolio
311,597
Q2 2025 Added 100.25%
$0
$21.4 Billion 0.43% of portfolio
208,041
Q2 2025 Added 334.46%
$0
$21.7 Billion 0.43% of portfolio
218,741
Q2 2025 Added 6.96%
$0
$21 Billion 0.42% of portfolio
313,128
Q2 2025 Reduced 17.7%
$0
$20.9 Billion 0.42% of portfolio
789,451
Q2 2025 Added 12.72%
$0
$20.1 Billion 0.4% of portfolio
334,340
Q2 2025 Added 5.02%
$585B
$19 Billion 0.38% of portfolio
53,423
Q2 2025 Added 15.97%
$748B
$18.3 Billion 0.37% of portfolio
23,495
Q2 2025 Added 31.81%
$934B
$18.5 Billion 0.37% of portfolio
58,230
Q2 2025 Added 26.41%
$0
$17.8 Billion 0.36% of portfolio
421,576
Q2 2025 Reduced 1.14%
$0
$18.2 Billion 0.36% of portfolio
93,114
Q2 2025 Reduced 26.78%
$281B
$18 Billion 0.36% of portfolio
132,153
Q2 2025 Added 248.53%

Summary

  • Portfolio
  • No. of Stocks 4,503
  • Current Value $5 Trillion
  • Prior Value $3.92 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 462 stocks
  • Additional Purchases 1,955 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 1,392 stocks
Track This Portfolio

Track Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email