Farther Finance Advisors, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 10,589,666
- Description
- San Francisco California based fiduciary portfolio advisory practice with an independent advisory structure and a research first and risk aware investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through fundamental conviction testing and governance clarity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 5,757 | 10,589,666 | 13F-HR | Farther Finance Advisors, LLC |
| Q4 2025 | 1/23/2026 | 5,457 | 9,333,581 | 13F-HR | Farther Finance Advisors, LLC |
| Q3 2025 | 10/14/2025 | 4,962 | 6,629,153 | 13F-HR | Farther Finance Advisors, LLC |
| Q2 2025 | 7/11/2025 | 4,495 | 5,003,620 | 13F-HR | Farther Finance Advisors, LLC |
| Q1 2025 | 4/14/2025 | 4,304 | 3,923,016 | 13F-HR | Farther Finance Advisors, LLC |
| Q4 2024 | 2/10/2025 | 4,021 | 2,766,005 | 13F-HR | Farther Finance Advisors, LLC |
| Q3 2024 | 10/29/2024 | 4,021 | 2,666,032 | 13F-HR | Farther Finance Advisors, LLC |
| Q2 2024 | 7/31/2024 | 3,834 | 2,063,615 | 13F-HR | Farther Finance Advisors, LLC |
| Q1 2024 | 5/14/2024 | 3,596 | 1,643,817 | 13F-HR | Farther Finance Advisors, LLC |
| Q4 2023 | 2/15/2024 | 3,562 | 1,390,003 | 13F-HR | Farther Finance Advisors, LLC |
| Q3 2023 | 11/14/2023 | 2,628 | 636,931 | 13F-HR | Farther Finance Advisors, LLC |
| Q2 2023 | 5/14/2024 | 2,511 | 457,702 | 13F-HR/A - RESTATEMENT | Farther Finance Advisors, LLC |
| Q2 2023 | 9/12/2023 | 2,511 | 457,702 | 13F-HR | Farther Finance Advisors, LLC |
| Q1 2023 | 5/14/2024 | 2,364 | 341,827 | 13F-HR/A - RESTATEMENT | Farther Finance Advisors, LLC |
| Q1 2023 | 9/12/2023 | 2,364 | 341,827 | 13F-HR | Farther Finance Advisors, LLC |
| Q4 2022 | 9/12/2023 | 2,202 | 258,114 | 13F-HR | Farther Finance Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
13.33 K
(0.1% of total reported value)
· QoQ Δ:
-3.165 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.193 M | 30.2% | 183.8 K | 0 | 183.8 K |
| ETFs | 7.383 M | 69.8% | 1.076 M | 0 | 1.076 M |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
10,589,666
Holdings
5757
QoQ value change ($000)
1,256,085
(13.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.