Farther Finance Advisors, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$10.6B
Holdings
5,704
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 81%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES CORE S&P 500 ETF
Held since at least Q1 2024
5.3%
02
$VOO
VANGUARD S&P 500 ETF
Q1 2026: New position (1.4k shares)
2.5%
03
$AAPL
APPLE INC COM
Q1 2026: New position (22.0k shares)
2.5%
04
$NVDA
NVIDIA CORPORATION COM
Q1 2026: New position (2.3k shares)
2.1%
05
$DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
Held since at least Q1 2024
2.0%
06
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Held since at least Q1 2024
2.0%
07
$SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
Q1 2026: New position (103.5k shares)
1.3%
08
$SCHX
SCHWAB U.S. LARGE-CAP ETF
Held since at least Q1 2024
1.2%
09
$MSFT
MICROSOFT CORP COM
Q1 2026: New position (11.5k shares)
1.1%
10
$VTV
VANGUARD VALUE ETF
Q1 2026: New position (86.0k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:42 UTC.