Farther Finance Advisors, LLC
Top Portfolio Positions
3,764 positions ·
$3,418,730,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,026,507 | $260,517,211 | 7.62% | |
| NVDA |
Nvidia Corp
Technology
|
1,280,750 | $223,362,800 | 6.53% | |
| MSFT |
Microsoft Corp
Technology
|
317,954 | $117,697,032 | 3.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
488,519 | $101,743,852 | 2.98% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
156,104 | $90,100,106 | 2.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
287,688 | $82,727,561 | 2.42% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
793,313 | $73,230,723 | 2.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
106,308 | $69,136,344 | 2.02% | |
| GLDM |
World Gold Trust
|
640,580 | $59,375,360 | 1.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
121,991 | $58,458,087 | 1.71% |
Portfolio Trend
14 quarters · across all stocks
Holdings in KWY
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,233 | 310 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,169 | 310 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,073 | 347 | Shares | Sole | 2025-10-14 | |
| 2025-03-31 | $514 | 65 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $544 | 65 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $538 | 65 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $601 | 73 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $542 | 65 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $546 | 65 | Shares | Sole | 2024-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||