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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, IJH, and represent 44.51% of Finley Financial's stock portfolio.
Added to shares of these 10 stocks: IXUS, SGOV, EEM, IJH, INDA, IYW, EUSA, IWF, CQQQ, IEV.
Started 3 new stock positions in CQQQ, IGV, BIRD.
Reduced shares in these 10 stocks: IYF, IWV, , IYY, QQQ, SHY, IWD, SHV, LLY, FWONK.
Sold out of its positions in CMCSA, FWONK, FWONA, LLY, GRMN.
Finley Financial was a net seller of stock by $-84k.
Finley Financial has $214M in assets under management (AUM), dropping by -2.17%.
Central Index Key (CIK): 0002047823

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Portfolio Holdings for Finley Financial

Finley Financial holds 107 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)	12.3	$26M		71k	370.68	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	10.2	$22M		88k	248.00	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	9.3	$20M	+10%	229k	86.64	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	6.5	$14M		24k	577.18	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	6.2	$13M		196k	67.53	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	6.1	$13M	+3%	228k	56.79	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	6.0	$13M		30k	426.40	View chart
Ishares Us Technology Etf U.s. Tech Etf (IYW)	5.2	$11M		62k	181.42	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	3.5	$7.5M		35k	213.67	View chart
Ishares Msci Eurozone Etf Msci Eurzone Etf (EZU)	2.4	$5.2M		83k	62.64	View chart
Ishares Tr Micro-cap Etf Micro-cap Etf (IWC)	2.4	$5.1M		32k	159.61	View chart
Ishares Us Financials Etf U.s. Finls Etf (IYF)	2.2	$4.8M	-30%	40k	117.66	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	2.0	$4.3M		14k	313.81	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	1.4	$3.1M		32k	97.23	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	1.4	$2.9M		16k	189.59	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	1.3	$2.8M		21k	132.90	View chart
Ishares Dow Jones Us Etf Dow Jones Us Etf (IYY)	1.1	$2.4M	-6%	15k	158.45	View chart
Ishares Tr 0-3 Mnth Treasry 0-3 Mnth Treasry (SGOV)	1.1	$2.3M	+34%	23k	100.66	View chart
State Street Spdr S&p Midcap 400 Etf Trust Units Utser1 S&pdcrp (MDY)	1.0	$2.2M		3.6k	616.76	View chart
Ishares S&p 100 Etf S&p 100 Etf (OEF)	1.0	$2.1M		6.6k	318.07	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.9	$1.9M		8.8k	211.15	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.9	$1.9M		16k	113.11	View chart
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB)	0.8	$1.8M		5.0k	356.56	View chart
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	0.8	$1.6M		11k	142.43	View chart
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.7	$1.5M		15k	100.62	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.7	$1.5M		21k	69.75	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.6	$1.2M		23k	54.05	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.5	$1.2M		13k	90.53	View chart
Ishares Tr Ishares Semicdtr Ishares Semicdtr (SOXX)	0.5	$1.1M		3.3k	328.66	View chart
Ishares Inc Msci Usa Equal Weighted Etf Index Msci Equal Weite (EUSA)	0.5	$1.1M	+7%	11k	101.77	View chart
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)	0.5	$1.0M		7.8k	132.50	View chart
Ishares Esg Optimized Msci Usa Etf Esg Optimized (SUSA)	0.5	$1.0M		7.6k	132.10	View chart
Ishares S & P Latin America 40 Index Fund Latn Amer 40 Etf (ILF)	0.5	$983k	+4%	28k	35.52	View chart
Ishares Us Real Estate Etf U.s. Real Es Etf (IYR)	0.4	$922k	-7%	9.8k	94.56	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.4	$885k		8.9k	99.27	View chart
Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT (IJT)	0.4	$876k		6.1k	144.71	View chart
Ishares Europe Etf Europe Etf (IEV)	0.4	$865k	+5%	13k	67.94	View chart
Ishares Intl Aggregate Bond Core Intl Aggr (IAGG)	0.4	$772k		15k	50.04	View chart
Ishares Tr Msci Ac Asia Etf Msci Ac Asia Etf (AAXJ)	0.3	$712k		7.4k	96.29	View chart
Ishares China Large-cap Etf China Lg-cap Etf (FXI)	0.3	$689k		19k	35.90	View chart
Ishares Trust Esg Msci Kld 400 Etf Esg Msci Kld 400 (DSI)	0.3	$641k		5.3k	121.19	View chart
Ishares S&p Small-cap 600 Value Etf Sp Smcp600vl Etf (IJS)	0.3	$633k		5.3k	118.45	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Trust Ishare 0-1 (SHV)	0.3	$584k	-17%	5.3k	110.39	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	0.3	$579k		4.7k	124.31	View chart
Ishares Us Healthcare Etf Us Hlthcare Etf (IYH)	0.3	$563k	-12%	9.1k	61.64	View chart
State Street Spdr S&p 500 Etf Units Tr Unit (SPY)	0.3	$560k		861.00	650.34	View chart
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS)	0.2	$520k		3.6k	145.74	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.2	$493k		755.00	653.21	View chart
Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP)	0.2	$423k	-14%	3.3k	128.12	View chart
Amazon (AMZN)	0.2	$417k		2.0k	208.27	View chart
Ishares Tr Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU)	0.2	$405k		2.9k	141.42	View chart
Ishares Tr India 50 Etf India 50 Etf (INDY)	0.2	$376k	-3%	8.9k	42.24	View chart
Ishares Tr Esg Awr Us Agrgt Esg Awr Us Agrgt (EAGG)	0.2	$352k		7.4k	47.55	View chart
Ishares Inc Msci Jpn Etf Msci Jpn Etf New (EWJ)	0.2	$349k	+6%	4.1k	84.44	View chart
Wisdomtree Europe Hedged Equity Fund Europe Hedged Eq (HEDJ)	0.2	$344k		6.6k	52.30	View chart
Ishares Trust Ishares Msci India Etf Usd Msci India Etf (INDA)	0.1	$311k	+155%	6.6k	46.84	View chart
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB)	0.1	$304k		3.2k	93.93	View chart
Select Sector Spdr Trust State Street Health Care Select Sector Spdr Etf State Street Hea (XLV)	0.1	$296k		2.0k	146.61	View chart
Ishares Tr Cre U S Reit Etf Cre U S Reit Etf (USRT)	0.1	$283k		4.8k	59.19	View chart
United Parcel Service Inc Cl B CL B (UPS)	0.1	$258k		2.6k	98.38	View chart
Ishares Tr Esg Awre Usd Etf Esg Awre Usd Etf (SUSC)	0.1	$251k		11k	23.14	View chart
Ishares Tr Esg Aware Msci Usa-small Cap Etf Esg Aware Msci (ESML)	0.1	$235k		5.0k	47.02	View chart
Ishares Tr Msci Uk Etf Msci Uk Etf New (EWU)	0.1	$230k		5.0k	45.56	View chart
Ishares Iboxx $ Inv Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD)	0.1	$207k		1.9k	108.99	View chart
Ishares Core S&p Us Growth Etf Core S&p Us Gwt (IUSG)	0.1	$183k		1.2k	155.11	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Kbw Bk Etf (KBWB)	0.1	$178k		2.3k	79.12	View chart
Ishares Tr Esg Aw Msci Eafe Esg Aw Msci Eafe (ESGD)	0.1	$175k		1.8k	95.62	View chart
Ishares Tr Us Regnl Bks Etf Us Regnl Bks Etf (IAT)	0.1	$162k		3.0k	53.84	View chart
Ishares Tr Esg Awre 1 5 Yr Esg Awre 1 5 Yr (SUSB)	0.1	$154k		6.2k	25.07	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.1	$130k		405.00	320.81	View chart
Credo Technology Group Holding Ltd Com Usd0.00005 Ordinary Shares (CRDO)	0.1	$130k		1.4k	93.87	View chart
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf State Street Tec (XLI)	0.1	$128k		790.00	161.73	View chart
Ishares Trust 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY)	0.1	$127k	-51%	1.5k	82.57	View chart
Ishares Trust Core Universal Usd Bond Etf Core Univrsl Usd (IUSB)	0.1	$125k		2.7k	46.19	View chart
Ishares Tr Asia 50 Etf Asia 50 Etf (AIA)	0.1	$124k		1.2k	106.15	View chart
Ishares Msci Taiwan Etf Msci Taiwan Etf (EWT)	0.1	$124k		1.7k	70.92	View chart
Ishares Msci Brazil Etf Msci Brazil Etf (EWZ)	0.1	$124k		3.2k	38.39	View chart
Ishares Tr Ishares Biotech Ishares Biotech (IBB)	0.1	$114k		675.00	168.85	View chart
Select Sector Spdr Trust State Street Consumer Discretionary Select Sector Spdr Etf State Street Con (XLY)	0.1	$113k		1.0k	108.98	View chart
McDonald's Corporation (MCD)	0.1	$112k		361.00	310.79	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.1	$111k		730.00	151.41	View chart
Ishares Inc Esg Awr Msci Em Esg Awr Msci Em (ESGE)	0.1	$110k		2.4k	45.47	View chart
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)	0.0	$100k		1.1k	95.44	View chart
Spotify Technology S.a. Com Eur0.000625 SHS (SPOT)	0.0	$94k		194.00	484.91	View chart
Starbucks Corporation (SBUX)	0.0	$90k		1.0k	89.59	View chart
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT)	0.0	$90k		1.0k	86.69	View chart
Lam Research Corp Com New (LRCX)	0.0	$86k		400.00	213.66	View chart
Select Sector Spdr Trust State Street Consumer Staples Select Sector Spdr Etf State Street Con (XLP)	0.0	$78k		945.00	81.98	View chart
Wal-Mart Stores (WMT)	0.0	$76k		609.00	124.28	View chart
Ishares Core Msci Europe Etf Core Msci Euro (IEUR)	0.0	$71k		1.0k	70.27	View chart
Ishares Tr Eafe Sml Cp Etf Eafe Sml Cp Etf (SCZ)	0.0	$71k	+200%	900.00	78.41	View chart
Ishares Core S&p Us Value Etf Core S&p Us Vlu (IUSV)	0.0	$65k		640.00	102.25	View chart
Invesco Exch Traded Fd Tr Ii China Technlgy China Technlgy (CQQQ)	0.0	$60k	NEW	1.3k	46.02	View chart
Oracle Corporation (ORCL)	0.0	$59k		400.00	147.11	View chart
Intel Corporation (INTC)	0.0	$57k		1.3k	44.13	View chart
Ishares Tr Msci India Sm Cp Msci India Sm Cp (SMIN)	0.0	$56k	+210%	930.00	59.96	View chart
Ford Motor Company (F)	0.0	$55k		4.7k	11.54	View chart
Laird Superfood Inc Com Stk Com Stk (LSF)	0.0	$54k		25k	2.15	View chart
Schwab Strategic Tr Us Mid-cap Etf Us Mid-cap Etf (SCHM)	0.0	$52k		1.7k	30.96	View chart
Home Depot (HD)	0.0	$48k		145.00	328.89	View chart
Ishares Tr Expanded Tech Expanded Tech (IGV)	0.0	$40k	NEW	500.00	80.05	View chart
Ishares Tr Future Exponential Technologies Etf Exponential Tech (XT)	0.0	$34k		500.00	68.15	View chart
Allbirds Inc Cl A Cl A New (BIRD)	0.0	$30k	NEW	10k	3.01	View chart
Johnson & Johnson (JNJ)	0.0	$25k		104.00	244.44	View chart
Toast Inc Cl A Cl A (TOST)	0.0	$12k		469.00	26.51	View chart
McCormick & Company, Incorporated (MKC)	0.0	$11k		224.00	50.44	View chart
Nu Holdings Ltd Usd0.000006666666 Class A Ord Shs Cl A (NU)	0.0	$11k		771.00	14.37	View chart

Past Filings by Finley Financial

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

Finley Financial 2026 Q1 filed April 23, 2026
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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