Finley Financial

Finley Financial as of March 31, 2026

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