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Finley Financial

Latest statistics and disclosures from Finley Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWV, IWM, IXUS, QQQ, IWF, and represent 44.06% of Finley Financial's stock portfolio.
Added to shares of these 10 stocks: XLK, SGOV, IXUS, EUSA, EEM, EZU, IJH, FXI, INDY, EWJ.
Started 2 new stock positions in SCZ, SMIN.
Reduced shares in these 10 stocks: IYF, , QQQ, IWB, CRDO, IWF, IWR, LLY, IWV, IWO.
Sold out of its positions in BIRD, BATRK, BMY, CCL, FBTC, GAP, IYJ, Liberty Media CORP-Liberty Live, Liberty Media Corp-Liberty Live, MRK. MU, MLKN, SCHD, XLF, USB.
Finley Financial was a net seller of stock by $-469k.
Finley Financial has $218M in assets under management (AUM), dropping by 0.99%.
Central Index Key (CIK): 0002047823

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Portfolio Holdings for Finley Financial

Finley Financial holds 109 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)	12.7	$28M		72k	386.85	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	10.0	$22M		88k	246.16	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	8.1	$18M	+5%	208k	84.64	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	6.8	$15M	-3%	24k	614.31	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	6.5	$14M	-2%	30k	473.30	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	5.8	$13M		193k	66.00	View chart
Ishares Us Technology Etf U.s. Tech Etf (IYW)	5.6	$12M		61k	199.68	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	5.5	$12M	+3%	219k	54.71	View chart
Ishares Us Financials Etf U.s. Finls Etf (IYF)	3.5	$7.5M	-16%	59k	128.93	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	3.5	$7.5M		36k	210.34	View chart
Ishares Msci Eurozone Etf Msci Eurzone Etf (EZU)	2.4	$5.3M	+3%	82k	64.10	View chart
Ishares Tr Micro-cap Etf Micro-cap Etf (IWC)	2.3	$5.1M	-2%	33k	157.70	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	2.0	$4.4M	-3%	14k	323.01	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	1.4	$3.1M	+91%	21k	143.97	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	1.4	$3.0M	-7%	32k	96.27	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	1.3	$2.8M	-3%	16k	181.21	View chart
Ishares Dow Jones Us Etf Dow Jones Us Etf (IYY)	1.2	$2.7M		16k	165.81	View chart
Ishares S&p 100 Etf S&p 100 Etf (OEF)	1.0	$2.3M		6.6k	342.97	View chart
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY)	1.0	$2.2M		3.6k	603.28	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.9	$2.0M		16k	123.26	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.9	$1.9M	-2%	8.8k	212.07	View chart
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB)	0.8	$1.9M	-22%	5.0k	373.44	View chart
Ishares Tr 0-3 Mnth Treasry 0-3 Mnth Treasry (SGOV)	0.8	$1.7M	+172%	17k	100.38	View chart
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	0.8	$1.7M		11k	148.69	View chart
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.7	$1.5M		15k	96.88	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.7	$1.4M	+3%	21k	67.22	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.6	$1.2M		23k	53.76	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.5	$1.1M		13k	89.46	View chart
Ishares Esg Optimized Msci Usa Etf Esg Optimized (SUSA)	0.5	$1.1M		7.6k	139.34	View chart
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)	0.5	$1.0M		7.8k	131.59	View chart
Ishares Inc Msci Usa Equal Weighted Etf Index Msci Equal Weite (EUSA)	0.5	$1.0M	+64%	9.9k	103.37	View chart
Ishares Us Real Estate Etf U.s. Real Es Etf (IYR)	0.5	$994k	-2%	11k	93.89	View chart
Ishares Tr Ishares Semicdtr Ishares Semicdtr (SOXX)	0.5	$988k	+6%	3.3k	301.15	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.4	$890k		8.9k	99.88	View chart
Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT (IJT)	0.4	$855k		6.1k	141.16	View chart
Ishares Europe Etf Europe Etf (IEV)	0.4	$825k		12k	68.60	View chart
Ishares S & P Latin America 40 Index Fund Latn Amer 40 Etf (ILF)	0.4	$804k	-2%	26k	30.45	View chart
Ishares Intl Aggregate Bond Core Intl Aggr (IAGG)	0.4	$772k		15k	50.01	View chart
Ishares China Large-cap Etf China Lg-cap Etf (FXI)	0.3	$724k	+24%	19k	38.29	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Trust Ishare 0-1 (SHV)	0.3	$703k	-4%	6.4k	110.15	View chart
Ishares Tr Msci Ac Asia Etf Msci Ac Asia Etf (AAXJ)	0.3	$694k		7.5k	93.12	View chart
Ishares Trust Esg Msci Kld 400 Etf Esg Msci Kld 400 (DSI)	0.3	$682k		5.3k	128.83	View chart
Ishares Us Healthcare Etf Us Hlthcare Etf (IYH)	0.3	$680k	-16%	11k	65.10	View chart
Ishares S&p Small-cap 600 Value Etf Sp Smcp600vl Etf (IJS)	0.3	$607k		5.3k	113.72	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY)	0.3	$587k	-2%	861.00	681.92	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	0.3	$560k		4.7k	120.18	View chart
Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP)	0.2	$526k		3.8k	136.94	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.2	$517k		755.00	684.94	View chart
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS)	0.2	$503k		3.6k	141.05	View chart
Amazon (AMZN)	0.2	$462k		2.0k	230.82	View chart
Ishares Tr India 50 Etf India 50 Etf (INDY)	0.2	$455k	+32%	9.2k	49.29	View chart
Ishares Tr Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU)	0.2	$426k		2.9k	148.98	View chart
Ishares Tr Esg Awr Us Agrgt Esg Awr Us Agrgt (EAGG)	0.2	$354k		7.4k	47.85	View chart
Wisdomtree Europe Hedged Equity Fund Europe Hedged Eq (HEDJ)	0.2	$349k		6.6k	53.06	View chart
Ishares Inc Msci Jpn Etf Msci Jpn Etf New (EWJ)	0.1	$314k	+39%	3.9k	80.74	View chart
Select Sector Spdr Trust State Street Health Care Select Sector Spdr Etf State Street Hea (XLV)	0.1	$313k	-24%	2.0k	154.80	View chart
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB)	0.1	$312k		3.2k	96.28	View chart
Ishares Tr Cre U S Reit Etf Cre U S Reit Etf (USRT)	0.1	$272k		4.8k	56.96	View chart
United Parcel Service Inc Cl B CL B (UPS)	0.1	$261k		2.6k	99.19	View chart
Ishares Trust 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY)	0.1	$261k		3.1k	82.82	View chart
Ishares Tr Esg Awre Usd Etf Esg Awre Usd Etf (SUSC)	0.1	$254k		11k	23.38	View chart
Ishares Tr Esg Aware Msci Usa-small Cap Etf Esg Aware Msci (ESML)	0.1	$230k		5.0k	45.98	View chart
Ishares Tr Msci Uk Etf Msci Uk Etf New (EWU)	0.1	$222k		5.0k	43.98	View chart
Ishares Iboxx $ Inv Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD)	0.1	$209k		1.9k	110.19	View chart
Credo Technology Group Holding Ltd Com Usd0.00005 Ordinary Shares (CRDO)	0.1	$199k	-65%	1.4k	143.89	View chart
Ishares Core S&p Us Growth Etf Core S&p Us Gwt (IUSG)	0.1	$198k		1.2k	167.94	View chart
Garmin Ltd Com Chf10.00 SHS (GRMN)	0.1	$193k		949.00	202.85	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Kbw Bk Etf (KBWB)	0.1	$190k		2.3k	84.29	View chart
Ishares Tr Esg Aw Msci Eafe Esg Aw Msci Eafe (ESGD)	0.1	$174k		1.8k	95.09	View chart
Ishares Tr Us Regnl Bks Etf Us Regnl Bks Etf (IAT)	0.1	$166k		3.0k	55.15	View chart
Ishares Tr Esg Awre 1 5 Yr Esg Awre 1 5 Yr (SUSB)	0.1	$155k		6.2k	25.24	View chart
Ishares Trust Ishares Msci India Etf Usd Msci India Etf (INDA)	0.1	$141k		2.6k	54.05	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.1	$136k		405.00	335.27	View chart
Ishares Trust Core Universal Usd Bond Etf Core Univrsl Usd (IUSB)	0.1	$126k		2.7k	46.54	View chart
Select Sector Spdr Trust State Street Consumer Discretionary Select Sector Spdr Etf State Street Con (XLY)	0.1	$124k	+100%	1.0k	119.41	View chart
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf State Street Tec (XLI)	0.1	$123k		790.00	155.12	View chart
Ishares Tr Asia 50 Etf Asia 50 Etf (AIA)	0.1	$114k		1.2k	97.51	View chart
Ishares Tr Ishares Biotech Ishares Biotech (IBB)	0.1	$114k		675.00	168.77	View chart
Spotify Technology S.a. Com Eur0.000625 SHS (SPOT)	0.1	$113k		194.00	580.71	View chart
Ishares Msci Taiwan Etf Msci Taiwan Etf (EWT)	0.1	$111k		1.7k	63.53	View chart
McDonald's Corporation (MCD)	0.1	$110k		361.00	305.63	View chart
Eli Lilly & Co. (LLY)	0.0	$108k	-68%	100.00	1074.68	View chart
Ishares Inc Esg Awr Msci Em Esg Awr Msci Em (ESGE)	0.0	$107k		2.4k	44.17	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.0	$103k		730.00	141.14	View chart
Ishares Msci Brazil Etf Msci Brazil Etf (EWZ)	0.0	$102k		3.2k	31.77	View chart
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)	0.0	$101k		1.1k	96.16	View chart
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT)	0.0	$91k		1.0k	87.16	View chart
Liberty Media Corp Del Com Lbty One S C Com Lbty One S C (FWONK)	0.0	$89k		903.00	98.51	View chart
Starbucks Corporation (SBUX)	0.0	$85k		1.0k	84.21	View chart
Oracle Corporation (ORCL)	0.0	$78k		400.00	194.91	View chart
Select Sector Spdr Trust State Street Consumer Staples Select Sector Spdr Etf State Street Con (XLP)	0.0	$73k		945.00	77.68	View chart
Ishares Core Msci Europe Etf Core Msci Euro (IEUR)	0.0	$72k		1.0k	70.98	View chart
Lam Research Corp Com New (LRCX)	0.0	$69k		400.00	171.18	View chart
Wal-Mart Stores (WMT)	0.0	$68k		609.00	111.41	View chart
Ishares Core S&p Us Value Etf Core S&p Us Vlu (IUSV)	0.0	$66k		640.00	102.54	View chart
Ford Motor Company (F)	0.0	$62k		4.7k	13.12	View chart
Comcast Corp Cl A (CMCSA)	0.0	$57k		1.9k	29.89	View chart
Laird Superfood Inc Com Stk Com Stk (LSF)	0.0	$56k		25k	2.22	View chart
Schwab Strategic Tr Us Mid-cap Etf Us Mid-cap Etf (SCHM)	0.0	$50k		1.7k	30.07	View chart
Home Depot (HD)	0.0	$50k		145.00	344.10	View chart
Intel Corporation (INTC)	0.0	$47k		1.3k	36.90	View chart
Liberty Media Corp Del Com Lbty One S A Com Lbty One S A (FWONA)	0.0	$40k		451.00	89.38	View chart
Ishares Tr Future Exponential Technologies Etf Exponential Tech (XT)	0.0	$35k		500.00	69.74	View chart
Ishares Tr Eafe Sml Cp Etf Eafe Sml Cp Etf (SCZ)	0.0	$23k	NEW	300.00	77.53	View chart
Johnson & Johnson (JNJ)	0.0	$22k		104.00	206.95	View chart
Ishares Tr Msci India Sm Cp Msci India Sm Cp (SMIN)	0.0	$21k	NEW	300.00	69.91	View chart
Toast Inc Cl A Cl A (TOST)	0.0	$17k	+120%	469.00	35.51	View chart
McCormick & Company, Incorporated (MKC)	0.0	$15k		224.00	68.11	View chart
Nu Holdings Ltd Usd0.000006666666 Class A Ord Shs Cl A (NU)	0.0	$13k	+35%	771.00	16.74	View chart

Past Filings by Finley Financial

SEC 13F filings are viewable for Finley Financial going back to 2024

Finley Financial 2025 Q4 filed Jan. 21, 2026
Finley Financial 2025 Q3 filed Oct. 23, 2025
Finley Financial 2025 Q2 filed July 9, 2025
Finley Financial 2025 Q1 filed May 13, 2025
Finley Financial 2024 Q4 filed Jan. 17, 2025

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