SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Farther Finance Advisors, LLC

CIK 0001992825 · 345 CALIFORNIA STREET, SUITE 600, SAN FRANCISCO, CA, 94104 · 415-827-7371

Reported Value
$9.3B
Q4 2025
Positions
5,474
Filings on Record
16
2019–present window
Filed
Jan 23, 2026
original filing

Summary

Farther Finance Advisors, Llc reported $9.3B in U.S.-listed holdings across 5,474 positions for Q4 2025.

Its largest position, IVV, represents 5.6% of the portfolio.

Compared with Q3 2025, the fund opened 705 new positions and exited 211.

Reported Value by Quarter

13F Reported Value
Q3 ’23: $637MQ3 ’23Q4 ’23: $1.4BQ1 ’24: $458MQ1 ’24Q2 ’24: $2.1BQ3 ’24: $2.7BQ3 ’24Q4 ’24: $2.8BQ1 ’25: $3.9BQ1 ’25Q2 ’25: $5.0BQ3 ’25: $6.6BQ3 ’25Q4 ’25: $9.3BQ1 ’26: $10.6BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$10.6B5,767Apr 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$9.3B5,474Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$6.6B4,974Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$5.0B4,503Jul 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.9B4,305Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.8B4,021Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.7B4,022Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.1B3,835Jul 31, 202413F-HRchanges · EDGAR ↗
Q1 2024$458M2,511May 14, 2024RESTATEMENTchanges · EDGAR ↗
Q4 2023$1.4B3,562Feb 15, 202413F-HRchanges · EDGAR ↗
Q3 2023$637M2,628Nov 14, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.