Farther Finance Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Farther Finance Advisors, LLC held in its portfolio 500 assets valued at $9,333,580,805 (i.e. $9.33B).
The most valuable assets in the portfolio included: ISHARES CORE S&P 500 ETF ($520.46M), APPLE INC COM ($260.13M), and VANGUARD S&P 500 ETF ($240.20M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Farther Finance Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 759861 | 520459160 | ETF |
| APPLE INC COM | 956862 | 260132385 | Stock |
| VANGUARD S&P 500 ETF | 383021 | 240203779 | ETF |
| NVIDIA CORPORATION COM | 1192655 | 222430101 | Stock |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 2615643 | 163399200 | ETF |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 3236596 | 161506116 | ETF |
| MICROSOFT CORP COM | 293426 | 141906544 | Stock |
| SCHWAB U.S. LARGE-CAP ETF | 3972127 | 106889948 | ETF |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 1053185 | 105718716 | ETF |
| AMAZON COM INC COM | 454880 | 104995345 | Stock |
| INVESCO QQQ TRUST SERIES I | 152945 | 93955579 | ETF |
| ALPHABET INC CAP STK CL A | 276975 | 86693128 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 1278606 | 85947904 | ETF |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 1063335 | 84779678 | ETF |
| VANGUARD VALUE ETF | 438263 | 83703917 | ETF |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 1703390 | 79275752 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 659156 | 79217400 | ETF |
| SPDR S&P 500 ETF TRUST | 111008 | 75698905 | ETF |
| ISHARES 0-5 YEAR TIPS BOND ETF | 738524 | 75617512 | ETF |
| OREILLY AUTOMOTIVE INC COM | 803536 | 73290539 | Stock |
| VANGUARD TOTAL BOND MARKET ETF | 932412 | 69063722 | ETF |
| ALPHABET INC CAP STK CL C | 210378 | 66016753 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 194064 | 65063967 | ETF |
| ISHARES CORE MSCI EAFE ETF | 702893 | 62880837 | ETF |
| STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | 2333330 | 61763248 | ETF |
| BROADCOM INC COM | 167568 | 57995267 | Stock |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 635706 | 54270233 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 107698 | 54134471 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 670081 | 53753865 | ETF |
| ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | 472813 | 52099306 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 476523 | 51040401 | ETF |
| AVANTIS U.S. LARGE CAP VALUE ETF | 668964 | 50687247 | ETF |
| DIMENSIONAL U.S. EQUITY MARKET ETF | 680889 | 50501544 | ETF |
| ISHARES S&P 500 GROWTH ETF | 386527 | 47643260 | ETF |
| JPMORGAN CHASE & CO. COM | 147545 | 47541915 | Stock |
| TESLA INC COM | 104196 | 46859061 | Stock |
| META PLATFORMS INC CL A | 69932 | 46161527 | Stock |
| AVANTIS EMERGING MARKETS EQUITY ETF | 595948 | 45899919 | ETF |
| AVANTIS U.S. SMALL CAP VALUE ETF | 444918 | 45372723 | ETF |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 718126 | 43669235 | ETF |
| ISHARES MSCI EAFE VALUE ETF | 594483 | 42452060 | ETF |
| ISHARES MSCI USA QUALITY FACTOR ETF | 208567 | 41425586 | ETF |
| SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | 1285819 | 41287653 | ETF |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1042266 | 41263302 | ETF |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 258666 | 40041503 | ETF |
| VANGUARD INTERMEDIATE-TERM BOND ETF | 499196 | 38877352 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 669570 | 38774814 | ETF |
| VANGUARD SHORT-TERM BOND ETF | 478796 | 37733874 | ETF |
| ISHARES S&P 500 VALUE ETF | 177141 | 37566296 | ETF |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 407901 | 37273961 | ETF |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 512026 | 37214048 | ETF |
| WALMART INC COM | 314451 | 35032965 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 611402 | 33486508 | ETF |
| ELI LILLY & CO COM | 31145 | 33471250 | Stock |
| FIDELITY TOTAL BOND ETF | 687395 | 31647682 | ETF |
| CAPITAL GROUP GROWTH ETF | 702065 | 31220520 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 139357 | 30627941 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 158684 | 30397454 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 460086 | 30365695 | ETF |
| ISHARES 7-10 YEAR TREASURY BOND ETF | 314652 | 30256960 | ETF |
| PALANTIR TECHNOLOGIES INC CL A | 164305 | 29205151 | Stock |
| DIMENSIONAL US HIGH PROFITABILITY ETF | 767781 | 29198707 | ETF |
| VISA INC COM CL A | 82481 | 28927078 | Stock |
| VANGUARD GROWTH ETF | 58353 | 28468117 | ETF |
| SCHWAB US DIVIDEND EQUITY ETF | 1036896 | 28442062 | ETF |
| VANGUARD MID-CAP ETF | 97737 | 28365299 | ETF |
| VANGUARD MID-CAP GROWTH ETF | 101398 | 28304356 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 516425 | 27763019 | ETF |
| ISHARES S&P 100 ETF | 79213 | 27167585 | ETF |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 318955 | 26415873 | ETF |
| DIMENSIONAL WORLD EQUITY ETF | 348314 | 25768246 | ETF |
| ISHARES 20 YEAR TREASURY BOND ETF | 289040 | 25192750 | ETF |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 810578 | 24909055 | ETF |
| EXXON MOBIL CORP COM | 206131 | 24805822 | Stock |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 853803 | 22779461 | ETF |
| ISHARES RUSSELL 1000 ETF | 60594 | 22628312 | ETF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 223933 | 22366451 | ETF |
| DIMENSIONAL U.S. SMALL CAP ETF | 319942 | 22290336 | ETF |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 477636 | 22253083 | ETF |
| SCHWAB INTERNATIONAL EQUITY ETF | 918231 | 22074268 | ETF |
| JOHNSON & JOHNSON COM | 106454 | 22030628 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 46216 | 21873914 | ETF |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 668618 | 21810325 | ETF |
| INVESCO NASDAQ 100 ETF | 85731 | 21683107 | ETF |
| ABBVIE INC COM | 90459 | 20668982 | Stock |
| ORACLE CORP COM | 105201 | 20504796 | Stock |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 415777 | 20090321 | ETF |
| VANGUARD SHORT-TERM TREASURY ETF | 341525 | 20057757 | ETF |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 443857 | 19711698 | ETF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 259992 | 19613830 | ETF |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 337987 | 19346366 | ETF |
| ISHARES U.S. TREASURY BOND ETF | 827918 | 19062804 | ETF |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 172022 | 18948263 | ETF |
| CHEVRON CORP NEW COM | 123947 | 18890795 | Stock |
| COSTCO WHSL CORP NEW COM | 21135 | 18225167 | Stock |
| CATERPILLAR INC COM | 31684 | 18150875 | Stock |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 551263 | 18042842 | ETF |
| SCHWAB U.S. BROAD MARKET ETF | 662755 | 17384060 | ETF |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 321728 | 16977599 | ETF |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 112126 | 16672064 | ETF |
| JPMORGAN INCOME ETF | 359069 | 16621296 | ETF |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 345737 | 16578086 | ETF |
| ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | 203211 | 16384941 | ETF |
| SCHWAB U.S. MID-CAP ETF | 538826 | 16202483 | ETF |
| MASTERCARD INCORPORATED CL A | 28380 | 16201503 | Stock |
| ISHARES MSCI EAFE ETF | 168386 | 16170128 | ETF |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 465464 | 16128316 | ETF |
| INVESCO S&P 500 TOP 50 ETF | 271431 | 16090415 | ETF |
| HOME DEPOT INC COM | 46207 | 15899931 | Stock |
| SPDR GOLD SHARES | 39450 | 15634435 | ETF |
| PROCTER AND GAMBLE CO COM | 108268 | 15515946 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 52169 | 15453021 | Stock |
| NETFLIX INC COM | 161537 | 15145674 | Stock |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 507880 | 15038338 | ETF |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | 246375 | 14765253 | ETF |
| INVESCO S&P MIDCAP QUALITY ETF | 139853 | 14323761 | ETF |
| QUALCOMM INC COM | 83069 | 14209024 | Stock |
| WISDOMTREE FLOATING RATE TREASURY FUND | 278902 | 14034366 | ETF |
| ISHARES GOLD TRUST | 171575 | 13926743 | ETF |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 45753 | 13903980 | ADR |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 96118 | 13838051 | ETF |
| BANK AMERICA CORP COM | 249524 | 13723809 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 164481 | 13569651 | ETF |
| ISHARES RUSSELL 2000 ETF | 54957 | 13528327 | ETF |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 226694 | 13497358 | ETF |
| ISHARES TREASURY FLOATING RATE BOND ETF | 266948 | 13470216 | ETF |
| JPMORGAN ACTIVE HIGH YIELD ETF | 265296 | 13421340 | ETF |
| DIMENSIONAL US SMALL CAP VALUE ETF | 406031 | 13354366 | ETF |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 386668 | 13324587 | ETF |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 418645 | 13256390 | ETF |
| ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 342503 | 13206901 | ETF |
| ADVANCED MICRO DEVICES INC COM | 60775 | 13015572 | Stock |
| SCHWAB SHORT-TERM US TREASURY ETF | 533218 | 12994518 | ETF |
| ISHARES CORE DIVIDEND ETF | 244014 | 12969344 | ETF |
| INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF | 272984 | 12965894 | ETF |
| WELLS FARGO CO NEW COM | 138370 | 12896130 | Stock |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | 109765 | 12633968 | ETF |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 382269 | 12622522 | CEF |
| VANGUARD LARGE-CAP ETF | 39839 | 12541364 | ETF |
| ISHARES MSCI EAFE GROWTH ETF | 109308 | 12452350 | ETF |
| DIMENSIONAL US CORE EQUITY MARKET ETF | 263490 | 12331321 | ETF |
| MICRON TECHNOLOGY INC COM | 42550 | 12144227 | Stock |
| CISCO SYS INC COM | 155848 | 12005003 | Stock |
| ISHARES U.S. TECHNOLOGY ETF | 60006 | 11981942 | ETF |
| VANGUARD INFORMATION TECHNOLOGY ETF | 15798 | 11907998 | ETF |
| VANGUARD REAL ESTATE ETF | 134161 | 11871870 | ETF |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 232679 | 11636271 | ETF |
| DIMENSIONAL CORE FIXED INCOME ETF | 269832 | 11484070 | ETF |
| VANGUARD SMALL-CAP ETF | 44315 | 11430953 | ETF |
| ISHARES 10-20 YEAR TREASURY BOND ETF | 112099 | 11397068 | ETF |
| ISHARES MBS ETF | 118849 | 11316804 | ETF |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | 298897 | 11283362 | ETF |
| ISHARES 3-7 YEAR TREASURY BOND ETF | 93946 | 11212396 | ETF |
| STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | 447613 | 11163470 | ETF |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 158024 | 10977937 | ETF |
| RTX CORPORATION COM | 59092 | 10837409 | Stock |
| SOUTHERN CO COM | 123122 | 10736217 | Stock |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 322376 | 10735120 | ETF |
| VANECK GOLD MINERS ETF | 123438 | 10587239 | ETF |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 445191 | 10537682 | ETF |
| MERCK & CO INC COM | 97818 | 10296365 | Stock |
| VANGUARD TAX-EXEMPT BOND ETF | 204543 | 10286466 | ETF |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 207389 | 10257477 | ETF |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 108621 | 10207090 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 178933 | 10165212 | ETF |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 138069 | 10156343 | ETF |
| MCDONALDS CORP COM | 32924 | 10062675 | Stock |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 40075 | 10031093 | ETF |
| GLOBAL X 1-3 MONTH T-BILL ETF | 97897 | 9800429 | ETF |
| ISHARES MSCI EMERGING MARKETS ETF | 178350 | 9757529 | ETF |
| SALESFORCE INC COM | 36465 | 9659914 | Stock |
| PEPSICO INC COM | 66893 | 9600499 | Stock |
| GE AEROSPACE COM NEW | 31044 | 9562624 | Stock |
| PGIM ULTRA SHORT BOND ETF | 186532 | 9250108 | ETF |
| AMGEN INC COM | 28191 | 9227235 | Stock |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 191680 | 9221743 | ETF |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | 222781 | 9214221 | ETF |
| NEXTERA ENERGY INC COM | 114731 | 9210613 | Stock |
| FIDELITY ENHANCED INTERNATIONAL ETF | 251519 | 9200565 | ETF |
| ISHARES BITCOIN TRUST ETF | 185171 | 9193720 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 201186 | 9155976 | ETF |
| PHILIP MORRIS INTL INC COM | 56559 | 9072063 | Stock |
| VANGUARD TOTAL WORLD STOCK ETF | 64105 | 9042700 | ETF |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 190126 | 8951142 | ETF |
| ISHARES MORNINGSTAR MID-CAP ETF | 105378 | 8717949 | ETF |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 226184 | 8619876 | ETF |
| FIDELITY SMALL-MID MULTIFACTOR ETF | 194891 | 8600555 | ETF |
| INTUIT COM | 12921 | 8559230 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 31885 | 8554676 | Stock |
| IMGP DBI MANAGED FUTURES STRATEGY ETF | 303933 | 8528368 | ETF |
| LAM RESEARCH CORP COM NEW | 49779 | 8521108 | Stock |
| GOLDMAN SACHS GROUP INC COM | 9671 | 8500401 | Stock |
| VERIZON COMMUNICATIONS INC COM | 208341 | 8485712 | Stock |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 89881 | 8366154 | ETF |
| DIMENSIONAL US CORE EQUITY 1 ETF | 112709 | 8298799 | ETF |
| ISHARES MORNINGSTAR GROWTH ETF | 79438 | 8264697 | ETF |
| BENTLEY SYS INC COM CL B | 215273 | 8215909 | Stock |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 91758 | 8205936 | ETF |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 96271 | 8148342 | ETF |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 16916 | 8129411 | ETF |
| JANUS HENDERSON AAA CLO ETF | 160465 | 8116331 | ETF |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 212746 | 8084352 | ETF |
| DISNEY WALT CO COM | 70551 | 8026570 | Stock |
| LOCKHEED MARTIN CORP COM | 16504 | 7982630 | Stock |
| AT&T INC COM | 321129 | 7976836 | Stock |
| VANGUARD ULTRA-SHORT TREASURY ETF | 105413 | 7954992 | ETF |
| CROWDSTRIKE HLDGS INC CL A | 16840 | 7893795 | Stock |
| HONEYWELL INTL INC COM | 40435 | 7888403 | Stock |
| ISHARES ESG AWARE MSCI USA ETF | 52706 | 7852151 | ETF |
| APPLOVIN CORP COM CL A | 11635 | 7839878 | Stock |
| VANGUARD SMALL CAP VALUE ETF | 36932 | 7821875 | ETF |
| COCA COLA CO COM | 111598 | 7801849 | Stock |
| ABBOTT LABS COM | 62150 | 7786724 | Stock |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 152464 | 7766503 | ETF |
| STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 77715 | 7710911 | ETF |
| ASML HOLDING N V N Y REGISTRY SHS | 7188 | 7690225 | ADR |
| VANECK MERK GOLD ETF | 183386 | 7606851 | ETF |
| GENERAL DYNAMICS CORP COM | 22590 | 7605105 | Stock |
| VICTORYSHARES SHORT-TERM BOND ETF | 149102 | 7580325 | ETF |
| AMPHENOL CORP NEW CL A | 56063 | 7576304 | Stock |
| ISHARES CALIFORNIA MUNI BOND ETF | 131601 | 7561782 | ETF |
| BLACKSTONE INC COM | 48677 | 7503108 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 35547 | 7477016 | ETF |
| JPMORGAN ULTRA-SHORT INCOME ETF | 147565 | 7465337 | ETF |
| GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | 77111 | 7456239 | ETF |
| ALTRIA GROUP INC COM | 128578 | 7413794 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 45924 | 7392321 | Stock |
| TJX COS INC NEW COM | 47965 | 7367938 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 68608 | 7320523 | ETF |
| FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 314844 | 7313816 | ETF |
| VANGUARD RUSSELL 2000 ETF | 73210 | 7285814 | ETF |
| SABA CLOSED END FUNDS ETF | 316162 | 7284367 | ETF |
| CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | 223610 | 7267341 | ETF |
| AVANTIS EMERGING MARKETS VALUE ETF | 123061 | 7175689 | ETF |
| INNOVATOR DEFINED WEALTH SHIELD ETF | 211740 | 7095407 | ETF |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | 62035 | 7054632 | ETF |
| INVESCO S&P 500 MOMENTUM ETF | 58661 | 6999416 | ETF |
| INTEL CORP COM | 189100 | 6977799 | Stock |
| GILEAD SCIENCES INC COM | 56812 | 6973068 | Stock |
| THOR INDEX ROTATION ETF | 216087 | 6962336 | ETF |
| UNITEDHEALTH GROUP INC COM | 21082 | 6959422 | Stock |
| UBER TECHNOLOGIES INC COM | 84329 | 6890505 | Stock |
| MEDTRONIC PLC SHS | 71699 | 6887379 | Stock |
| S&P GLOBAL INC COM | 13157 | 6875812 | Stock |
| APPLIED MATLS INC COM | 26212 | 6736275 | Stock |
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | 136946 | 6730879 | ETF |
| ISHARES CORE HIGH DIVIDEND ETF | 55131 | 6704518 | ETF |
| CITIGROUP INC COM NEW | 57392 | 6697042 | Stock |
| SERVICENOW INC COM | 43269 | 6628357 | Stock |
| CONOCOPHILLIPS COM | 70231 | 6574361 | Stock |
| ISHARES S&P MID-CAP 400 GROWTH ETF | 67100 | 6500630 | ETF |
| CALAMOS AUTOCALLABLE INCOME ETF | 241203 | 6449766 | ETF |
| EATON CORP PLC SHS | 20122 | 6409103 | Stock |
| SCHWAB CHARLES CORP COM | 63384 | 6332703 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 53861 | 6313028 | Stock |
| CHUBB LIMITED COM | 20125 | 6281402 | Stock |
| AVANTIS INTERNATIONAL EQUITY ETF | 76278 | 6279224 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | 78874 | 6277199 | ETF |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 140010 | 6208050 | ETF |
| DELL TECHNOLOGIES INC CL C | 49157 | 6187832 | Stock |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 181611 | 6140272 | ETF |
| INNOVATOR EQUITY MANAGED FLOOR ETF | 165139 | 6087010 | ETF |
| ISHARES TIPS BOND ETF | 54136 | 5950068 | ETF |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 61132 | 5942667 | ETF |
| BOOKING HOLDINGS INC COM | 1107 | 5926964 | Stock |
| STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 123129 | 5908970 | ETF |
| SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF | 115189 | 5882727 | ETF |
| PALO ALTO NETWORKS INC COM | 31928 | 5881197 | Stock |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 117605 | 5879052 | ETF |
| GE VERNOVA INC COM | 8976 | 5866671 | Stock |
| STRATIFIED LARGECAP INDEX ETF | 67112 | 5832050 | ETF |
| AMERICAN EXPRESS CO COM | 15555 | 5754435 | Stock |
| UNILEVER PLC SPON ADR NEW | 87736 | 5737934 | ADR |
| INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | 167317 | 5735613 | ETF |
| BANK NEW YORK MELLON CORP COM | 49311 | 5724492 | Stock |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 39454 | 5662403 | ETF |
| EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | 112109 | 5646931 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 9950 | 5635444 | Stock |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 103629 | 5583554 | ETF |
| ADOBE INC COM | 15912 | 5569200 | Stock |
| VANGUARD RUSSELL 1000 GROWTH ETF | 45585 | 5550027 | ETF |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 66063 | 5532803 | ETF |
| THERMO FISHER SCIENTIFIC INC COM | 9542 | 5529364 | Stock |
| PFIZER INC COM | 220774 | 5497263 | Stock |
| WASTE MGMT INC DEL COM | 24969 | 5486043 | Stock |
| DEERE & CO COM | 11783 | 5485814 | Stock |
| JPMORGAN LIMITED DURATION BOND ETF | 104553 | 5472158 | ETF |
| DIMENSIONAL US LARGE CAP VALUE ETF | 159631 | 5460993 | ETF |
| VANGUARD LONG-TERM BOND ETF | 77964 | 5420081 | ETF |
| FIRST TRUST LONG DURATION OPPORTUNITIES ETF | 247321 | 5399017 | ETF |
| DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | 167197 | 5392111 | ETF |
| VANGUARD UTILITIES ETF | 29068 | 5378714 | ETF |
| VANGUARD MID-CAP VALUE ETF | 29983 | 5318073 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL A | 7 | 5283600 | Stock |
| MORGAN STANLEY COM NEW | 29744 | 5280513 | Stock |
| ISHARES SILVER TRUST | 81607 | 5257143 | ETF |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 160949 | 5242113 | ETF |
| BOEING CO COM | 23952 | 5200379 | Stock |
| STRYKER CORPORATION COM | 14793 | 5199325 | Stock |
| ACCESS TREASURY 0-1 YEAR ETF | 51853 | 5182232 | ETF |
| ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | 68876 | 5157435 | ETF |
| JPMORGAN INTERNATIONAL VALUE ETF | 64212 | 5154859 | ETF |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | 81290 | 5114763 | ETF |
| DOORDASH INC CL A | 22410 | 5075417 | Stock |
| LOWES COS INC COM | 20929 | 5047284 | Stock |
| SCHWAB US TIPS ETF | 190389 | 5043418 | ETF |
| JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF | 67818 | 4988963 | ETF |
| CAPITAL GROUP CORE PLUS INCOME ETF | 218423 | 4945092 | ETF |
| KLA CORP COM NEW | 4063 | 4936937 | Stock |
| FT VEST LADDERED BUFFER ETF | 143966 | 4932275 | ETF |
| GRAYSCALE BITCOIN TRUST ETF | 72070 | 4926705 | ETF |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 109580 | 4899309 | ETF |
| AUTOMATIC DATA PROCESSING INC COM | 19027 | 4894316 | Stock |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 83863 | 4874142 | ETF |
| SCHWAB U.S. SMALL-CAP ETF | 168794 | 4807258 | ETF |
| ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | 238574 | 4804877 | ETF |
| VANECK SEMICONDUCTOR ETF | 13257 | 4774387 | ETF |
| NOVARTIS AG SPONSORED ADR | 34378 | 4739672 | ADR |
| WEITZ CORE PLUS BOND ETF | 185419 | 4735601 | ETF |
| INVESCO S&P MIDCAP MOMENTUM ETF | 34147 | 4728052 | ETF |
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | 106490 | 4719649 | ETF |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 32910 | 4717042 | ETF |
| JPMORGAN CORE PLUS BOND ETF | 98756 | 4676076 | ETF |
| AXON ENTERPRISE INC COM | 8233 | 4675593 | Stock |
| SCHWAB EMERGING MARKETS EQUITY ETF | 142260 | 4659025 | ETF |
| ISHARES SEMICONDUCTOR ETF | 15444 | 4651107 | ETF |
| PARKER-HANNIFIN CORP COM | 5285 | 4645250 | Stock |
| GOLDMAN SACHS PHYSICAL GOLD ETF | 108943 | 4635525 | ETF |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | 80070 | 4632021 | ETF |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 43158 | 4605008 | ETF |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 85046 | 4598425 | ETF |
| CORNING INC COM | 52141 | 4565448 | Stock |
| STARBUCKS CORP COM | 54176 | 4562140 | Stock |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 89286 | 4541075 | ETF |
| SHERWIN WILLIAMS CO COM | 13998 | 4535670 | Stock |
| US BANCORP DEL COM NEW | 84280 | 4497172 | Stock |
| FIDELITY ENHANCED LARGE CAP GROWTH ETF | 107697 | 4490946 | ETF |
| AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | 35383 | 4488157 | ETF |
| PROGRESSIVE CORP COM | 19642 | 4472954 | Stock |
| VANECK INDIA GROWTH LEADERS ETF | 96770 | 4461097 | ETF |
| ANALOG DEVICES INC COM | 16332 | 4429276 | Stock |
| NORFOLK SOUTHN CORP COM | 15214 | 4392536 | Stock |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 28202 | 4374633 | ETF |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 149089 | 4365312 | ETF |
| ROBINHOOD MKTS INC COM CL A | 38477 | 4351725 | Stock |
| VANGUARD EXTENDED MARKET ETF | 20768 | 4342941 | ETF |
| BLACKROCK INC COM | 4054 | 4338857 | Stock |
| ARISTA NETWORKS INC COM SHS | 33047 | 4330205 | Stock |
| VANGUARD S&P 500 VALUE ETF | 21104 | 4323110 | ETF |
| PROSHARES NASDAQ-100 HIGH INCOME ETF | 97051 | 4316827 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | 134061 | 4269843 | ETF |
| VANGUARD ESG U.S. STOCK ETF | 35279 | 4267341 | ETF |
| UNITED PARCEL SERVICE INC CL B | 42695 | 4234909 | Stock |
| BRISTOL-MYERS SQUIBB CO COM | 78283 | 4222569 | Stock |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 46312 | 4213036 | ETF |
| STATE STR CORP COM | 32567 | 4201418 | Stock |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 19330 | 4149942 | ETF |
| ENBRIDGE INC COM | 86298 | 4127958 | Stock |
| SCHWAB US AGGREGATE BOND ETF | 175808 | 4108630 | ETF |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 156542 | 4107675 | ETF |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 88362 | 4071725 | ETF |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | 153695 | 4060630 | ETF |
| WESTERN DIGITAL CORP COM | 23478 | 4044577 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF | 51098 | 4010927 | ETF |
| FIDELITY HIGH DIVIDEND ETF | 70664 | 4005916 | ETF |
| US TREASURY 3 MONTH BILL ETF | 80270 | 4003864 | ETF |
| PHILLIPS 66 COM | 30961 | 3995220 | Stock |
| AVANTIS U.S. EQUITY ETF | 35522 | 3970649 | ETF |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | 117433 | 3962176 | ETF |
| ISHARES SELECT DIVIDEND ETF | 28071 | 3961956 | ETF |
| NEWMONT CORP COM | 39590 | 3953028 | Stock |
| CUMMINS INC COM | 7619 | 3888906 | Stock |
| AVANTIS U.S. MID CAP VALUE ETF | 54197 | 3858819 | ETF |
| ISHARES ESG AWARE MSCI EAFE ETF | 40436 | 3845092 | ETF |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 155095 | 3840152 | ETF |
| WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND | 148563 | 3832925 | ETF |
| APPLIED FINANCE VALUATION LARGE CAP ETF | 86521 | 3829419 | ETF |
| VANGUARD ENERGY ETF | 30334 | 3819612 | ETF |
| MCKESSON CORP COM | 4634 | 3801203 | Stock |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 40298 | 3794486 | ETF |
| KKR & CO INC COM | 29714 | 3787996 | Stock |
| CAPITAL GROUP DIVIDEND VALUE ETF | 86623 | 3780207 | ETF |
| NOVO-NORDISK A S ADR | 74101 | 3770242 | ADR |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 41632 | 3746902 | ETF |
| FIRST TRUST CAPITAL STRENGTH ETF | 40487 | 3745477 | ETF |
| VANECK MORNINGSTAR WIDE MOAT ETF | 36063 | 3734696 | ETF |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 35831 | 3728959 | ETF |
| STATE STREET SPDR S&P CAPITAL MARKETS ETF | 24675 | 3699572 | ETF |
| JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF | 70788 | 3697961 | ETF |
| ISHARES LATIN AMERICA 40 ETF | 118778 | 3616795 | ETF |
| T. ROWE PRICE SMALL-MID CAP ETF | 100400 | 3604210 | ETF |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 37359 | 3596904 | ETF |
| FREEPORT-MCMORAN INC CL B | 70761 | 3593934 | Stock |
| COMFORT SYS USA INC COM | 3847 | 3590470 | Stock |
| ISHARES MSCI USA EQUAL WEIGHTED ETF | 34688 | 3585704 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | 63102 | 3573466 | ETF |
| CAPITAL ONE FINL CORP COM | 14659 | 3552786 | Stock |
| LINDE PLC SHS | 8312 | 3544054 | Stock |
| ISHARES RUSSELL TOP 200 GROWTH ETF | 12791 | 3542454 | ETF |
| INVESCO DORSEY WRIGHT MOMENTUM ETF | 30340 | 3531706 | ETF |
| WELLS FARGO CO NEW PERP PFD CNV A | 2908 | 3524496 | Convertible Preferred |
| PNC FINL SVCS GROUP INC COM | 16863 | 3519833 | Stock |
| UNION PAC CORP COM | 15173 | 3509870 | Stock |
| COLGATE PALMOLIVE CO COM | 44266 | 3497924 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 75273 | 3494925 | ETF |
| MFS ACTIVE GROWTH ETF | 123420 | 3493317 | ETF |
| CONSTELLATION ENERGY CORP COM | 9876 | 3488759 | Stock |
| ENTERPRISE PRODS PARTNERS L P COM | 108446 | 3476791 | Stock |
| VICTORYSHARES FREE CASH FLOW ETF | 88094 | 3468996 | ETF |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | 57856 | 3467304 | ETF |
| TEXAS INSTRS INC COM | 19911 | 3454411 | Stock |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 66482 | 3441752 | ETF |
| INVESCO S&P 500 QUALITY ETF | 45788 | 3436406 | ETF |
| ISHARES FLOATING RATE BOND ETF | 67557 | 3435953 | ETF |
| FIDELITY ENHANCED LARGE CAP CORE ETF | 89991 | 3434971 | ETF |
| PACER US CASH COWS 100 ETF | 56860 | 3421243 | ETF |
| JANUS HENDERSON SECURITIZED INCOME ETF | 65579 | 3414050 | ETF |
| FIRST TRUST BUYWRITE INCOME ETF | 141143 | 3333801 | ETF |
| COMCAST CORP NEW CL A | 111491 | 3332470 | Stock |
| GLOBAL X DEFENSE TECH ETF | 51082 | 3309603 | ETF |
| EMERSON ELEC CO COM | 24806 | 3292249 | Stock |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 83329 | 3287340 | ETF |
| DANAHER CORPORATION COM | 14267 | 3265896 | Stock |
| PROSHARES ULTRA QQQ | 46151 | 3249491 | ETF |
| PGIM AAA CLO ETF | 63317 | 3245612 | ETF |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 165523 | 3240120 | ETF |
| CLOUDFLARE INC CL A COM | 16388 | 3230867 | Stock |
| QUANTA SVCS INC COM | 7651 | 3229291 | Stock |
| INVESCO S&P 500 LOW VOLATILITY ETF | 45144 | 3224189 | ETF |
| VANGUARD MEGA CAP GROWTH ETF | 7807 | 3222485 | ETF |
| NORTHROP GRUMMAN CORP COM | 5632 | 3211594 | Stock |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 31999 | 3210771 | ETF |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 70636 | 3193454 | ETF |
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | 60435 | 3190950 | ETF |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 23151 | 3170269 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 45501 | 3158691 | ETF |
| DEFIANCE AI & POWER INFRASTRUCTURE ETF | 142257 | 3146725 | ETF |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 35062 | 3140145 | ETF |
| SHELL PLC SPON ADS | 42664 | 3134982 | ADR |
| INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY | 106569 | 3123964 | ETF |
| GOLDMAN SACHS MUNICIPAL INCOME ETF | 61010 | 3123102 | ETF |
| INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | 46464 | 3116517 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF | 54589 | 3113211 | ETF |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 157235 | 3103829 | ETF |
| PINNACLE FOCUSED OPPORTUNITIES ETF | 98451 | 3089406 | ETF |
| DOMINION ENERGY INC COM | 52486 | 3075157 | Stock |
| MARRIOTT INTL INC NEW CL A | 9893 | 3069297 | Stock |
| FIDELITY ENHANCED MID CAP ETF | 83031 | 3020680 | ETF |
| ELEVANCE HEALTH INC FORMERLY A COM | 8607 | 3017338 | Stock |
| REDDIT INC CL A | 12957 | 2978400 | Stock |
| CARDINAL HEALTH INC COM | 14487 | 2977006 | Stock |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 108972 | 2965132 | ETF |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF | 23725 | 2925493 | ETF |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | 44500 | 2913886 | ETF |
| FIRST CAP INC COM | 49180 | 2911456 | Stock |
| TRANE TECHNOLOGIES PLC SHS | 7478 | 2910501 | Stock |
| INVESCO LARGE CAP VALUE ETF | 43570 | 2898287 | ETF |
| ANTERO MIDSTREAM CORP COM | 162281 | 2886979 | Stock |
| ISHARES CORE S&P US VALUE ETF | 27988 | 2869852 | ETF |
| PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | 28430 | 2864706 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 60994 | 2858157 | ETF |
| BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | 61704 | 2851957 | ETF |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 54303 | 2846029 | ETF |
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF | 112929 | 2842413 | ETF |
| KROGER CO COM | 45171 | 2822309 | Stock |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 19097 | 2799211 | ADR |
| ARES CAPITAL CORP COM | 138129 | 2794341 | CEF |
| ISHARES RUSSELL MIDCAP ETF | 28979 | 2789821 | ETF |
| VANGUARD U.S. MOMENTUM FACTOR ETF | 14581 | 2788616 | ETF |
| 3M CO COM | 17405 | 2786477 | Stock |
| ILLINOIS TOOL WKS INC COM | 11301 | 2783487 | Stock |
| REPUBLIC SVCS INC COM | 13121 | 2780815 | Stock |
| PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | 65275 | 2772898 | ETF |
| CARVANA CO CL A | 6568 | 2771962 | Stock |
| STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 122939 | 2755678 | ETF |
| FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 161655 | 2749756 | ETF |
| FIDELITY WISE ORIGIN BITCOIN FUND | 35983 | 2742990 | ETF |
| CME GROUP INC COM | 10021 | 2736440 | Stock |
| MERCADOLIBRE INC COM | 1353 | 2725294 | Stock |
| VANGUARD RUSSELL 1000 VALUE ETF | 29467 | 2719830 | ETF |
| SNOWFLAKE INC COM SHS | 12383 | 2716434 | Stock |
| RIVIAN AUTOMOTIVE INC COM CL A | 137594 | 2711969 | Stock |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 9770 | 2690596 | Stock |
| VICTORYSHARES SMALL CAP FREE CASH FLOW ETF | 91137 | 2687029 | ETF |
| CAPITAL GROUP CORE EQUITY ETF | 66671 | 2682175 | ETF |
| CSX CORP COM | 73410 | 2661126 | Stock |
| AMERICAN ELEC PWR CO INC COM | 22863 | 2636374 | Stock |
| C H ROBINSON WORLDWIDE INC COM NEW | 16387 | 2634343 | Stock |
| HOWMET AEROSPACE INC COM | 12815 | 2627293 | Stock |
| DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | 63162 | 2624680 | ETF |
| DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 51674 | 2617295 | ETF |
| SPDR PORTFOLIO EMERGING MARKETS ETF | 55801 | 2612059 | ETF |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | 46877 | 2604940 | ETF |
| BHP GROUP LTD SPONSORED ADS | 43138 | 2604217 | ADR |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | 49470 | 2603855 | ETF |
| STATE STREET SPDR S&P DIVIDEND ETF | 18541 | 2580114 | ETF |
| FORD MTR CO COM | 196516 | 2578292 | Stock |
| FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF | 73494 | 2574840 | ETF |
| T-MOBILE US INC COM | 12560 | 2550155 | Stock |
| ISHARES CORE S&P U.S. GROWTH ETF | 15028 | 2523779 | ETF |
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