Farther Finance Advisors, LLC
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
We backtested copying it. Buying this fund's new positions the day each filing went public, over 12 quarters, returned +6.2% per quarter versus +4.3% from owning every 13F stock, beating that baseline in 66.7% of quarters (excess t = 2.00, statistically significant). Caveat: across all 5,072 funds we tested, past performance shows near-zero persistence (rank correlation −0.018) — with thousands of funds, some will look significant by chance alone.
Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)
Top 20 holdings of 5733 · 2026 Q1
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| IVV | $557M | | ADD |
| VOO | $268M | | ADD |
| AAPL | $262M | | ADD |
| NVDA | $225M | | ADD |
| DFIV | $214M | | ADD |
| VEA | $210M | | ADD |
| SGOV | $142M | | ADD |
| SCHX | $127M | | ADD |
| MSFT | $117M | | ADD |
| VTV | $110M | | ADD |
| VCSH | $108M | | ADD |
| IEMG | $106M | | ADD |
| AMZN | $103M | | ADD |
| IUSB | $100M | | ADD |
| STIP | $98M | | ADD |
| IJR | $92M | | ADD |
| QQQ | $91M | | ADD |
| SPTL | $89M | | ADD |
| GOOGL | $86M | | ADD |
| LQD | $79M | | ADD |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q1
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.