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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 43.75% of Finley Financial's stock portfolio.
Added to shares of these 10 stocks: IJH, IXUS, IWV, EEM, IYW, IWM, EZU, AGG, INDA, FXI.
Started 1 new stock position in BIRD.
Reduced shares in these 10 stocks: MDY, SPY, VWO, IYF, XLF, ILF, IVW, IWF, LLY, IWB.
Sold out of its position in TSLA.
Finley Financial was a net buyer of stock by $646k.
Finley Financial has $216M in assets under management (AUM), dropping by 8.67%.
Central Index Key (CIK): 0002047823

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Portfolio Holdings for Finley Financial

Finley Financial holds 122 positions in its portfolio as reported in the September 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	$27M	+2%	72k	378.94	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	9.9	$21M		89k	241.96	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	7.5	$16M	+4%	197k	82.58	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	7.0	$15M		25k	600.37	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	6.6	$14M		31k	468.41	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	5.7	$12M	+27%	190k	65.26	View chart
Ishares Us Technology Etf U.s. Tech Etf (IYW)	5.5	$12M	+2%	61k	195.86	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	5.2	$11M	+6%	212k	53.40	View chart
Ishares Us Financials Etf U.s. Finls Etf (IYF)	4.1	$8.9M	-4%	70k	126.64	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	3.4	$7.3M		36k	203.59	View chart
Ishares Tr Micro-cap Etf Micro-cap Etf (IWC)	2.3	$4.9M		33k	149.09	View chart
Ishares Msci Eurozone Etf Msci Eurzone Etf (EZU)	2.3	$4.9M	+2%	79k	61.94	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	2.1	$4.5M		14k	320.04	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	1.5	$3.3M		34k	96.55	View chart
Select Sector Spdr Trust Technology Select Sector Usd Dis Technology (XLK)	1.5	$3.1M		11k	281.86	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	1.3	$2.8M		16k	176.81	View chart
Ishares Dow Jones Us Etf Dow Jones Us Etf (IYY)	1.2	$2.6M		16k	162.48	View chart
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB)	1.1	$2.3M	-3%	6.4k	365.48	View chart
Ishares S&p 100 Etf S&p 100 Etf (OEF)	1.0	$2.2M		6.6k	332.84	View chart
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY)	1.0	$2.2M	-53%	3.6k	596.03	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.9	$2.0M	-4%	16k	120.72	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.9	$1.9M		9.1k	206.51	View chart
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	0.8	$1.7M		11k	145.65	View chart
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.7	$1.4M		15k	95.89	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.6	$1.4M		21k	65.92	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.6	$1.2M	-33%	23k	54.18	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.5	$1.1M		13k	87.31	View chart
Ishares Us Real Estate Etf U.s. Real Es Etf (IYR)	0.5	$1.1M		11k	97.08	View chart
Ishares Tr Msci Usa Esg Slc Msci Usa Esg Slc (SUSA)	0.5	$1.0M		7.6k	135.65	View chart
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)	0.5	$1.0M		7.8k	129.72	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.4	$893k	+8%	8.9k	100.25	View chart
Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT (IJT)	0.4	$857k		6.1k	141.50	View chart
Ishares Tr Ishares Semicdtr Ishares Semicdtr (SOXX)	0.4	$836k		3.1k	271.12	View chart
Ishares Intl Aggregate Bond Core Intl Aggr (IAGG)	0.4	$806k	+4%	16k	51.23	View chart
Ishares Europe Etf Europe Etf (IEV)	0.4	$801k		12k	65.48	View chart
Ishares S & P Latin America 40 Index Fund Latn Amer 40 Etf (ILF)	0.4	$780k	-13%	27k	28.89	View chart
Ishares Tr Short Treas Bd Short Treas Bd (SHV)	0.3	$739k		6.7k	110.49	View chart
Ishares Us Healthcare Etf Us Hlthcare Etf (IYH)	0.3	$734k	-7%	13k	58.72	View chart
Ishares Tr Msci Ac Asia Etf Msci Ac Asia Etf (AAXJ)	0.3	$686k		7.5k	91.22	View chart
Ishares Trust Esg Msci Kld 400 Etf (DSI)	0.3	$666k		5.3k	125.95	View chart
Select Sector Spdr Tr Financial Financial (XLF)	0.3	$645k	-31%	12k	53.87	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$635k		6.3k	100.70	View chart
Ishares China Large-cap Etf China Lg-cap Etf (FXI)	0.3	$623k	+7%	15k	41.14	View chart
Ishares Msci Usa Equal Weighted Etf Index Fd (EUSA)	0.3	$618k		6.0k	102.97	View chart
Ishares S&p Small-cap 600 Value Etf Sp Smcp600vl Etf (IJS)	0.3	$591k		5.3k	110.59	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY)	0.3	$588k	-51%	883.00	666.18	View chart
Credo Technology Group Holding Ltd Com Usd0.00005 Ordinary Shares (CRDO)	0.3	$577k		4.0k	145.61	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	0.3	$554k		4.7k	118.83	View chart
Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP)	0.3	$547k		3.8k	142.41	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.2	$505k		755.00	669.30	View chart
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS)	0.2	$498k		3.6k	139.67	View chart
Amazon (AMZN)	0.2	$439k		2.0k	219.57	View chart
Ishares Tr Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU)	0.2	$416k		2.9k	145.60	View chart
Health Care Select Sector Spdr Fund Sbi Healthcare (XLV)	0.2	$372k		2.7k	139.17	View chart
Ishares Tr Esg Awr Us Agrgt Esg Awr Us Agrgt (EAGG)	0.2	$355k		7.4k	48.03	View chart
Ishares Tr India 50 Etf India 50 Etf (INDY)	0.2	$354k		7.0k	50.90	View chart
Wisdomtree Europe Hedged Equity Fund Europe Hedged Eq (HEDJ)	0.2	$332k		6.6k	50.40	View chart
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB)	0.1	$308k	+4%	3.2k	95.19	View chart
Ishares Tr Cre U S Reit Etf Cre U S Reit Etf (USRT)	0.1	$281k		4.8k	58.72	View chart
Ishares Trust 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY)	0.1	$261k		3.1k	82.96	View chart
Ishares Tr Esg Awre Usd Etf Esg Awre Usd Etf (SUSC)	0.1	$256k		11k	23.56	View chart
Eli Lilly & Co. (LLY)	0.1	$241k	-24%	316.00	763.00	View chart
Garmin Ltd Com Chf10.00 SHS (GRMN)	0.1	$234k		949.00	246.22	View chart
Ishares Tr Esg Aware Msci Usa-small Cap Etf Esg Aware Msci (ESML)	0.1	$225k		5.0k	45.08	View chart
Ishares Inc Msci Jpn Etf Msci Jpn Etf New (EWJ)	0.1	$224k		2.8k	80.21	View chart
United Parcel Service Inc Cl B CL B (UPS)	0.1	$219k		2.6k	83.53	View chart
Ishares Iboxx $ Inv Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD)	0.1	$212k		1.9k	111.47	View chart
Ishares Tr Msci Uk Etf Msci Uk Etf New (EWU)	0.1	$212k		5.0k	41.97	View chart
Ishares Core S&p Us Growth Etf Core S&p Us Gwt (IUSG)	0.1	$194k		1.2k	164.54	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Kbw Bk Etf (KBWB)	0.1	$176k		2.3k	78.21	View chart
Ishares Tr Esg Aw Msci Eafe Esg Aw Msci Eafe (ESGD)	0.1	$170k		1.8k	92.98	View chart
Ishares Tr Us Regnl Bks Etf Us Regnl Bks Etf (IAT)	0.1	$158k		3.0k	52.53	View chart
Ishares Tr Esg Awre 1 5 Yr Esg Awre 1 5 Yr (SUSB)	0.1	$156k		6.2k	25.31	View chart
Laird Superfood Inc Com Stk Com Stk (LSF)	0.1	$140k		25k	5.58	View chart
Spotify Technology S.a. Com Eur0.000625 SHS (SPOT)	0.1	$135k		194.00	698.00	View chart
Ishares Trust Ishares Msci India Etf Usd Msci India Etf (INDA)	0.1	$135k	+85%	2.6k	52.06	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.1	$133k		405.00	328.17	View chart
Ishares Tr Core Total Usd Core Total Usd (IUSB)	0.1	$126k		2.7k	46.71	View chart
Consumer Discretionary Select Sector Spdr Fund Sbi Cons Discr (XLY)	0.1	$125k		520.00	239.64	View chart
Select Sector Spdr Tr Indl Indl (XLI)	0.1	$122k		790.00	154.23	View chart
Oracle Corporation (ORCL)	0.1	$113k		400.00	281.24	View chart
Ishares Msci Taiwan Etf Msci Taiwan Etf (EWT)	0.1	$111k		1.7k	63.62	View chart
Ishares Tr Asia 50 Etf Asia 50 Etf (AIA)	0.1	$111k		1.2k	94.60	View chart
McDonald's Corporation (MCD)	0.1	$110k		361.00	303.89	View chart
Ishares Inc Esg Awr Msci Em Esg Awr Msci Em (ESGE)	0.0	$105k		2.4k	43.42	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.0	$104k		730.00	142.10	View chart
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)	0.0	$101k		1.1k	96.46	View chart
Ishares Msci Brazil Etf Msci Brazil Etf (EWZ)	0.0	$100k		3.2k	31.00	View chart
Ishares Tr Ishares Biotech Ishares Biotech (IBB)	0.0	$98k		675.00	144.37	View chart
Liberty Media Corp Del Com Lbty One S C Com Lbty One S C (FWONK)	0.0	$94k		903.00	104.45	View chart
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT)	0.0	$93k		1.0k	89.37	View chart
Starbucks Corporation (SBUX)	0.0	$85k		1.0k	84.60	View chart
Consumer Staples Select Sector Spdr Fund Sbi Cons Stpls (XLP)	0.0	$74k		945.00	78.37	View chart
Ishares Core Msci Europe Etf Core Msci Euro (IEUR)	0.0	$69k		1.0k	68.12	View chart
Ishares Core S&p Us Value Etf Core S&p Us Vlu (IUSV)	0.0	$64k		640.00	99.95	View chart
Wal-Mart Stores (WMT)	0.0	$63k		609.00	103.06	View chart
Comcast Corp Cl A (CMCSA)	0.0	$60k		1.9k	31.42	View chart
Home Depot (HD)	0.0	$59k		145.00	405.19	View chart
Ford Motor Company (F)	0.0	$57k		4.7k	11.96	View chart
Lam Research Corp Com New (LRCX)	0.0	$54k		400.00	133.90	View chart
Schwab Strategic Tr Us Mid-cap Etf Us Mid-cap Etf (SCHM)	0.0	$49k		1.7k	29.64	View chart
Intel Corporation (INTC)	0.0	$43k		1.3k	33.55	View chart
Liberty Media Corp Del Com Lbty One S A Com Lbty One S A (FWONA)	0.0	$43k		451.00	95.22	View chart
Ishares Tr Us Industrials Us Industrials (IYJ)	0.0	$37k		255.00	145.87	View chart
Ishares Tr Exponential Tech Exponential Tech (XT)	0.0	$36k		500.00	71.94	View chart
Allbirds Cl A New (BIRD)	0.0	$28k	NEW	5.0k	5.67	View chart
Fidelity Wise Origin Bitcoin Fund SHS (FBTC)	0.0	$24k		235.00	99.81	View chart
Johnson & Johnson (JNJ)	0.0	$19k		104.00	185.42	View chart
McCormick & Company, Incorporated (MKC)	0.0	$15k		224.00	66.91	View chart
Nu Holdings Ltd Usd0.000006666666 Class A Ord Shs Cl A (NU)	0.0	$9.1k		570.00	16.01	View chart
Toast Inc Cl A Cl A (TOST)	0.0	$7.8k		213.00	36.51	View chart
Micron Technology (MU)	0.0	$7.7k		46.00	167.33	View chart
Us Bancorp Com New (USB)	0.0	$6.4k		132.00	48.33	View chart
Liberty Media Corp Del Com Lbty Liv S C Com Lbty Liv S C (LLYVK)	0.0	$6.3k		65.00	96.97	View chart
Gap (GAP)	0.0	$4.4k		208.00	21.39	View chart
Liberty Media Corp Del Com Lbty Liv S A Com Lbty Liv S A (LLYVA)	0.0	$3.0k		32.00	94.31	View chart
Carnival Corp Com Usd0.01 Unit 99/99/9999 (CCL)	0.0	$2.9k		100.00	28.91	View chart
Merck & Co (MRK)	0.0	$1.8k		21.00	83.95	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$1.2k		45.00	27.31	View chart
Bristol Myers Squibb (BMY)	0.0	$811.999800		18.00	45.11	View chart
Atlanta Braves Hldgs Inc Com Ser C Com Ser C (BATRK)	0.0	$748.999800		18.00	41.61	View chart
Herman Miller (MLKN)	0.0	$195.000300		11.00	17.73	View chart

Past Filings by Finley Financial

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

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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