Farther Finance Advisors
Farther Finance Advisors reported 6,110 stocks worth $14.1B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IVV (5.1%), AAPL (2.9%) and VOO (2.8%). Compared with Q2 2026, the fund opened new positions in XOM, added to IVV, AAPL and VOO, trimmed QQQ, IEFA and QQQM and sold out of XOM, OKE and PLTG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $726M | 5.1% | 947K | +33K (+4%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $415M | 2.9% | 1.2M | +169K (+16%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $401M | 2.8% | 573K | +27K (+5%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $331M | 2.3% | 1.4M | +104K (+8%) | 8 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $287M | 2.0% | 4.1M | +555K (+16%) | 8 of 8 | |
| 6 |  DFIV Dimensional ETF Trust | $279M | 2.0% | 5M | +279K (+6%) | 8 of 8 | |
| 7 |  SCHX Schwab US Large Cap ETF | $224M | 1.6% | 7.5M | +1.5M (+26%) | 8 of 8 | |
| 8 |  VTV Vanguard Index Fds | $208M | 1.5% | 965K | +278K (+40%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $197M | 1.4% | 384K | +41K (+12%) | 8 of 8 | |
| 10 |  SGOV Ishares TR | $160M | 1.1% | 1.6M | +32K (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $38M | 910K |
 XOM Exxon Mobil Corp | $32.8M | 240K |
DIMENSIONAL ETF TRUST | $19.4M | 500K |
DIMENSIONAL ETF TRUST | $12.8M | 156K |
 OKE Oneok Inc New | $5.1M | 59K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF | Put | $19.6M | 26K | +25,700 |
 VZ Verizon Communications Inc | Call | $7.1M | 155K | +155,000 |
 SPY Spdr S&P 500 ETF TR | Call | $5.8M | 7,600 | −700 |
NVDA Nvidia Corporation | Call | $2.3M | 10K | +10,000 |
 CRM Salesforce Inc | Put | $2M | 8,600 | −600 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Farther Finance Advisors 13F FAQ
What does Farther Finance Advisors own?
Farther Finance Advisors reported 6,110 stocks worth $14.1B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IVV (5.1%), AAPL (2.9%) and VOO (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Farther Finance Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 427 new positions, 3,238 added to, 1,794 trimmed and 264 sold out. New positions include XOM. It sold all of XOM, OKE and PLTG.
When will Farther Finance Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Farther Finance Advisors's portfolio worth?
The Q3 2026 filing reports $14.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.