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Farther Finance Advisors, LLC | Tormere

Farther Finance Advisors, LLC

Est. AUM

$10.40B

13F long equity, this entity only

Positions

5,685

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	ETF	$556.9M	846215	5.36%	SOLE
2	VANGUARD S&P 500 ETF	ETF	$267.5M	444151	2.57%	SOLE
3	APPLE INC COM	Stock	$262.4M	1026507	2.52%	SOLE
4	NVIDIA CORPORATION COM	Stock	$225.1M	1280750	2.17%	SOLE
5	DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$214.4M	4020264	2.06%	SOLE
6	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$209.7M	3219453	2.02%	SOLE
7	SCHWAB U.S. LARGE-CAP ETF	ETF	$127.2M	4924387	1.22%	SOLE
8	MICROSOFT CORP COM	Stock	$117.4M	317954	1.13%	SOLE
9	VANGUARD VALUE ETF	ETF	$109.8M	558234	1.06%	SOLE
10	VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$108.4M	1372055	1.04%	SOLE
11	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$106.1M	1509237	1.02%	SOLE
12	AMAZON COM INC COM	Stock	$102.9M	488519	0.99%	SOLE
13	ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$99.7M	2164194	0.96%	SOLE
14	ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$97.6M	946212	0.94%	SOLE
15	ISHARES CORE S&P SMALL CAP ETF	ETF	$92.1M	737175	0.89%	SOLE
16	INVESCO QQQ TRUST SERIES I	ETF	$91.2M	156104	0.88%	SOLE
17	STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF	ETF	$88.8M	3393218	0.85%	SOLE
18	ALPHABET INC CAP STK CL A	Stock	$85.6M	287688	0.82%	SOLE
19	ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF	ETF	$79.0M	726716	0.76%	SOLE
20	OREILLY AUTOMOTIVE INC COM	Stock	$73.1M	793313	0.70%	SOLE
21	VANGUARD TOTAL STOCK MARKET ETF	ETF	$71.9M	222568	0.69%	SOLE
22	STATE STREET SPDR S&P 500 ETF	ETF	$69.7M	106308	0.67%	SOLE
23	ALPHABET INC CAP STK CL C	Stock	$68.6M	232503	0.66%	SOLE
24	DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$61.9M	1581883	0.60%	SOLE
25	AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$61.8M	558513	0.59%	SOLE
26	AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$60.8M	748163	0.58%	SOLE
27	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	ETF	$60.4M	640580	0.58%	SOLE
28	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$58.4M	121991	0.56%	SOLE
29	ISHARES CORE MSCI EAFE ETF	ETF	$58.3M	634319	0.56%	SOLE
30	ISHARES NATIONAL MUNI BOND ETF	ETF	$56.6M	532745	0.54%	SOLE
31	DIMENSIONAL U.S. EQUITY MARKET ETF	ETF	$54.7M	765857	0.53%	SOLE
32	VANGUARD TOTAL BOND MARKET ETF	ETF	$54.2M	738514	0.52%	SOLE
33	BROADCOM INC COM	Stock	$54.1M	172570	0.52%	SOLE
34	SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF	ETF	$53.8M	1727635	0.52%	SOLE
35	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$48.3M	326935	0.46%	SOLE
36	STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	ETF	$47.6M	797017	0.46%	SOLE
37	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$47.6M	597945	0.46%	SOLE
38	AVANTIS U.S. LARGE CAP VALUE ETF	ETF	$46.9M	579883	0.45%	SOLE
39	VANGUARD SHORT-TERM BOND ETF	ETF	$46.0M	588387	0.44%	SOLE
40	VANGUARD MID-CAP ETF	ETF	$44.0M	152325	0.42%	SOLE
41	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$43.8M	884922	0.42%	SOLE
42	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$43.0M	199219	0.41%	SOLE
43	WALMART INC COM	Stock	$42.7M	342550	0.41%	SOLE
44	TESLA INC COM	Stock	$42.7M	111942	0.41%	SOLE
45	JPMORGAN CHASE & CO COM	Stock	$42.2M	142980	0.41%	SOLE
46	META PLATFORMS INC CL A	Stock	$41.2M	71065	0.40%	SOLE
47	SCHWAB US DIVIDEND EQUITY ETF	ETF	$41.0M	1343731	0.39%	SOLE
48	ELI LILLY & CO COM	Stock	$40.3M	42194	0.39%	SOLE
49	STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$39.7M	514985	0.38%	SOLE
50	WISDOMTREE FLOATING RATE TREASURY FUND	ETF	$39.2M	778937	0.38%	SOLE

1–50 of 5,685

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.