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
$30.4B
$159 Million 0.0% of portfolio
973
Q2 2025 Added 257.72%
Franklin Bitcoin ETF
-
$2.56 Million 0.0% of portfolio
-
Q2 2025 Reduced 76.7%
$295M
$958,000 0.0% of portfolio
42
Q2 2025 New
$4.21B
$15.3 Million 0.0% of portfolio
170
Q2 2025 Reduced 41.38%
Franklin Ethereum ETF
-
$1.84 Million 0.0% of portfolio
-
Q2 2025 Reduced 74.47%
$0
$162 Million 0.0% of portfolio
4,055
Q2 2025 Added 2.92%
$0
$41.3 Million 0.0% of portfolio
1,284
Q2 2025 Reduced 65.58%
$0
$39.5 Million 0.0% of portfolio
1,289
Q2 2025 Reduced 83.15%
$0
$220 Million 0.0% of portfolio
9,023
Q2 2025 New
-
$3.28 Million 0.0% of portfolio
-
Q2 2025 Reduced 6.56%
Franklin Income Focus ETF Income Focus ETF
-
$108 Million 0.0% of portfolio
-
Q1 2025 New
$0
$42.3 Million 0.0% of portfolio
1,187
Q2 2025 Added 1.8%
$0
$1.41 Million 0.0% of portfolio
219
Q4 2024 Reduced 56.63%
$0
$150 Million 0.0% of portfolio
6,176
Q2 2025 Reduced 24.46%
$0
$38.6 Million 0.0% of portfolio
1,793
Q2 2025 Reduced 85.35%
$0
$10.6 Million 0.0% of portfolio
265
Q2 2025 New
$0
$9.53 Million 0.0% of portfolio
236
Q2 2025 Added 293.33%
$9.09B
$2.19 Million 0.0% of portfolio
15
Q2 2025 Reduced 25.0%
$202M
$25 Million 0.0% of portfolio
1,100
Q2 2025 New
$15.9B
$22 Million 0.0% of portfolio
768
Q2 2025 Added 0.39%
$1.61B
$357,000 0.0% of portfolio
11
Q2 2025 Reduced 65.63%
$3.44B
$3.81 Million 0.0% of portfolio
56
Q2 2025 Reduced 17.65%
$2.05B
$2.1 Million 0.0% of portfolio
141
Q2 2025 Added 464.0%
$9B
$34.8 Million 0.0% of portfolio
957
Q2 2025 Reduced 1.75%
$904M
$15,000 0.0% of portfolio
4
Q3 2024 Reduced 99.36%
Frontline PLC Com
-
$207 Million 0.0% of portfolio
-
Q2 2025 Added 691.48%
Fs Bancorp Inc Com
-
$74.3 Million 0.0% of portfolio
-
Q2 2025 New
-
$46.2 Million 0.0% of portfolio
-
Q1 2024 New
Ft Energy Income Partners Enhanced Income ETF
-
$11.4 Million 0.0% of portfolio
-
Q2 2025 Reduced 84.88%
Ft Vest Djia Dogs 10 Target Income ETF
-
$37.6 Million 0.0% of portfolio
-
Q2 2025 Added 2.55%
$0
$102 Million 0.0% of portfolio
4,000
Q2 2025 New
Ft Vest International Equity Moderate Buffer ETF December
-
$1.1 Million 0.0% of portfolio
-
Q2 2025 Reduced 65.08%
$0
$137 Million 0.0% of portfolio
5,615
Q2 2025 New
$0
$4.51 Million 0.0% of portfolio
185
Q2 2025 New
$0
$139 Million 0.0% of portfolio
5,251
Q2 2025 Added 232.76%
$0
$8.8 Million 0.0% of portfolio
300
Q2 2025 New
Ft Vest U.S. Equity Buffer & Premium Income ETF December
-
$2.52 Million 0.0% of portfolio
-
Q1 2025 New
Ft Vest U.S. Equity Buffer & Premium Income ETF June
-
$21.4 Million 0.0% of portfolio
-
Q2 2025 Reduced 10.94%
Ft Vest U.S. Equity Buffer & Premium Income ETF March
-
$98.3 Million 0.0% of portfolio
-
Q2 2025 Added 307.11%
Ft Vest U.S. Equity Max Buffer ETF June
-
$6.86 Million 0.0% of portfolio
-
Q1 2025 New
Ft Vest U.S. Equity Max Buffer ETF March
-
$67.1 Million 0.0% of portfolio
-
Q2 2025 New
Ft Vest U.S. Equity Max Buffer ETF September
-
$15.6 Million 0.0% of portfolio
-
Q1 2025 New
Ft Vest U.S. Equity Moderate Buffer ETF August
-
$26.2 Million 0.0% of portfolio
-
Q2 2025 Reduced 10.38%
Ft Vest U.S. Equity Moderate Buffer ETF December
-
$25.9 Million 0.0% of portfolio
-
Q2 2025 Reduced 7.66%
Ft Vest U.S. Equity Moderate Buffer ETF Jan
-
$24.3 Million 0.0% of portfolio
-
Q2 2025 Reduced 8.03%
Ft Vest U.S. Equity Moderate Buffer ETF July
-
$23.2 Million 0.0% of portfolio
-
Q2 2025 Reduced 11.78%
Ft Vest U.S. Equity Moderate Buffer ETF June
-
$23 Million 0.0% of portfolio
-
Q2 2025 Reduced 10.93%
Ft Vest U.S. Equity Moderate Buffer ETF March
-
$27.3 Million 0.0% of portfolio
-
Q2 2025 Reduced 7.15%
Ft Vest U.S. Equity Moderate Buffer ETF May
-
$32.3 Million 0.0% of portfolio
-
Q2 2025 Added 10.87%

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
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