Farther Finance Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional International Value ETF
DFIV
|
+$85.2M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$61.8M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$59.3M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$38.3M |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$37.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core Universal USD Bond ETF
IUSB
|
+$44M |
| 2 |
State Street SPDR Portfolio High Yield Bond ETF
SPHY
|
+$21.8M |
| 3 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$21.7M |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$21M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$12.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.29% |
| 2 | Consumer Discretionary | 4.29% |
| 3 | Financials | 4.06% |
| 4 | Communication Services | 2.87% |
| 5 | Industrials | 2.51% |
Similar funds
Farther Finance Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Farther Finance Advisors held 5,109 positions worth $6.63B, up 32% from $5B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Farther Finance Advisors deployed $1.24B of net new capital in Q3 2025, opening 614 new positions and adding to 2,728 existing holdings. Its largest new stake was State Street SPDR Bloomberg International Corporate Bond ETF: 1,013,165 shares worth $32.7M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 11% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was iShares Core Universal USD Bond ETF, an estimated $44M trimmed.
- Farther Finance Advisors's largest Q3 2025 buy was State Street SPDR Bloomberg International Corporate Bond ETF: 1,013,165 shares worth $32.7M.
- Farther Finance Advisors added most to Dimensional International Value ETF in Q3 2025, an estimated $85.2M increase.
- Farther Finance Advisors's biggest Q3 2025 reduction was iShares Core Universal USD Bond ETF, cutting an estimated $44M.
- Farther Finance Advisors fully exited Ansys in Q3 2025, selling an estimated $2.04M.
- Farther Finance Advisors's ten largest holdings make up 23% of its $6.63B portfolio in Q3 2025.
- Farther Finance Advisors opened 614 new positions and closed 144 in Q3 2025.
- Farther Finance Advisors's portfolio value rose 32% quarter-over-quarter to $6.63B.
Based on Farther Finance Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.