Farther Finance Advisors, LLC SOXL — DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES

Ownership history in Farther Finance Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES (SOXL) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows SOXL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOXL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SOXL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOXL stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held SOXL — position size vs. price
% of Fund (quarterly)    SOXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,008 -5,337 -64.0% 0.01% $801K 2026-07-17 $135.47
2026 Q1 REDUCED 8.7% +393.7% ❌ 8,345 -800 -8.7% 0.00% $436K 2026-04-07 $56.55
2025 Q4 REDUCED 24.9% +14.0% ❌ 9,145 -3,029 -24.9% 0.00% $384K 2026-01-23 $61.60
2025 Q3 REDUCED — — — 12,174 -46 -0.4% 0.01% $424K 2025-10-14 $36.63
2025 Q2 ADDED — — — 12,220 +10,820 +772.9% 0.01% $307K 2025-07-11 $27.28
2025 Q1 ADDED — — — 1,400 +333 +31.2% 0.00% $22K 2025-04-14 $10.43
2024 Q4 INITIATED — — — 1,067 — — 0.00% $29K 2025-02-10 $27.17

🏢 Other funds also holding SOXL

As of 2026 Q2 — sorted by position size

Client First Investment Management LLC 1.69% PRIVATE CLIENT SERVICES, LLC 0.55% Peak Wealth Management LLC 0.47% StoneCrest Wealth Management, Inc. 0.35% CPR Investments Inc. 3Y 0.26% Larry Mathis Financial Planning, LLC 0.21% SteelPeak Wealth, LLC 3Y 0.19% Aegis Wealth Management, Inc. 0.18% SLT Holdings LLC 0.17% Vigilare Wealth Management 3Y 0.15%

FAQ About Farther Finance Advisors, LLC and SOXL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning SOXL?

Farther Finance Advisors, LLC reported SOXL across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SOXL position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for SOXL was 0.01% in 2025 Q3.

What is the latest reported SOXL position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 3,008 shares, equal to 0.01% of portfolio, with an estimated market value of $801K.

What does the chart on this SOXL ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly SOXL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their SOXL position?

Based on 13F filing dates vs. subsequent SOXL price moves, Farther Finance Advisors, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on SOXL relative to SPY over the holding period was +163.3%.

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