Farther Finance Advisors, LLC

CIK
1992825
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

3,745 positions · $3,363,197,421 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
1,026,507 $260,517,211 7.75%
NVDA
Nvidia Corp
Technology
1,280,750 $223,362,800 6.64%
MSFT
Microsoft Corp
Technology
317,954 $117,697,032 3.50%
AMZN
Amazon Com Inc
Consumer Cyclical
488,519 $101,743,852 3.03%
QQQ
Invesco Qqq Trust, Series 1
156,104 $90,100,106 2.68%
GOOGL
Alphabet Inc.
Communication Services
287,688 $82,727,561 2.46%
ORLY
O Reilly Automotive Inc
Consumer Cyclical
793,313 $73,230,723 2.18%
SPY
Spdr S&P 500 Etf Trust
106,308 $69,136,344 2.06%
GLDM
World Gold Trust
640,580 $59,375,360 1.77%
AVGO
Broadcom Inc.
Technology
172,570 $53,412,140 1.59%

Portfolio Trend

14 quarters · across all stocks

Holdings in PLAB

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Shares Held

Position Value (USD)

14 of 14 shown
Report Date Value (USD) Shares
2026-03-31 $158,649 3,926
2025-12-31 $157,984 4,937
2025-09-30 $116,035 5,056
2025-06-30 $114,561 6,084
2025-03-31 $120,075 5,784
2024-12-31 $141,548 6,008
2024-09-30 $146,826 5,930
2024-06-30 $119,994 4,864
2024-03-31 $3,993 141
2023-12-31 $4,423 141
2023-09-30 $3,779 187
2023-06-30 $4,564 177
2023-03-31 $2,934 177
2022-12-31 $2,978 177