Finley Financial

Finley Financial as of June 30, 2026

Portfolio Holdings for Finley Financial

Finley Financial holds 110 positions in its portfolio as reported in the June 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) 11.9 $30M 69k 426.40
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 10.5 $26M 87k 300.45
Ishares Tr Core Msci Total Core Msci Total (IXUS) 8.8 $22M 228k 95.44
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ) 7.0 $17M 24k 736.40
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM) 6.2 $15M 225k 68.41
Ishares Us Technology Etf U.s. Tech Etf (IYW) 6.1 $15M 61k 252.23
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 6.0 $15M 193k 77.11
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 5.9 $15M 119k 124.17
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 3.3 $8.1M 33k 242.43
Ishares Tr Micro-cap Etf Micro-cap Etf (IWC) 2.6 $6.4M 32k 200.04
Ishares Msci Eurozone Etf Msci Eurzone Etf (EZU) 2.3 $5.7M 83k 69.50
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO) 2.1 $5.3M 14k 393.96
Ishares Us Financials Etf U.s. Finls Etf (IYF) 2.0 $4.9M 38k 127.51
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf State Street Tec (XLK) 1.6 $4.1M 21k 190.52
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR) 1.4 $3.5M 32k 110.32
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN) 1.4 $3.4M 16k 221.20
Ishares Tr 0-3 Mnth Treasry 0-3 Mnth Treasry (SGOV) 1.1 $2.7M 27k 100.67
Ishares Dow Jones Us Etf Dow Jones Us Etf (IYY) 1.0 $2.6M 14k 182.28
State Street Spdr S&p Midcap 400 Etf Trust Units Utser1 S&pdcrp (MDY) 1.0 $2.4M 3.5k 703.34
Ishares S&p 100 Etf S&p 100 Etf (OEF) 1.0 $2.4M 6.6k 365.87
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 0.9 $2.2M 16k 137.53
Ishares Tr Ishares Semicdtr Ishares Semicdtr (SOXX) 0.8 $2.1M 3.3k 640.76
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.8 $2.0M 8.6k 227.06
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB) 0.8 $1.9M 4.7k 409.50
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) 0.7 $1.8M 22k 82.84
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK) 0.7 $1.8M 15k 117.50
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT) 0.7 $1.8M 11k 164.27
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.5 $1.4M 23k 59.69
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.5 $1.2M 13k 96.58
Ishares Esg Optimized Msci Usa Etf Esg Optimized (SUSA) 0.5 $1.2M 7.6k 154.30
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ) 0.5 $1.1M 7.8k 147.73
Ishares Inc Msci Usa Equal Weighted Etf Index Msci Equal Weite (EUSA) 0.5 $1.1M 10k 114.19
Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT (IJT) 0.4 $1.1M 6.1k 178.60
Ishares Us Real Estate Etf U.s. Real Es Etf (IYR) 0.4 $997k 9.8k 102.25
Ishares S & P Latin America 40 Index Fund Latn Amer 40 Etf (ILF) 0.4 $934k 28k 33.75
Ishares Europe Etf Europe Etf (IEV) 0.4 $928k 13k 72.85
Ishares Tr Msci Ac Asia Etf Msci Ac Asia Etf (AAXJ) 0.4 $882k 7.4k 119.33
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.3 $832k 8.4k 98.98
Ishares Trust Esg Msci Kld 400 Etf Esg Msci Kld 400 (DSI) 0.3 $749k 5.3k 142.39
Ishares Intl Aggregate Bond Core Intl Aggr (IAGG) 0.3 $732k 15k 50.60
Ishares S&p Small-cap 600 Value Etf Sp Smcp600vl Etf (IJS) 0.3 $730k 5.3k 136.68
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR) 0.3 $691k 4.7k 148.31
State Street Spdr S&p 500 Etf Units Tr Unit (SPY) 0.3 $643k 861.00 746.77
Ishares China Large-cap Etf China Lg-cap Etf (FXI) 0.2 $615k 20k 31.59
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS) 0.2 $587k 3.6k 164.60
Ishares Us Healthcare Etf Us Hlthcare Etf (IYH) 0.2 $538k 8.0k 67.01
Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP) 0.2 $483k 3.3k 146.41
Amazon (AMZN) 0.2 $477k 2.0k 238.34
Ishares Tr Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU) 0.2 $468k 2.9k 163.67
Ishares Tr India 50 Etf India 50 Etf (INDY) 0.2 $386k 8.9k 43.45
Ishares Inc Msci Jpn Etf Msci Jpn Etf New (EWJ) 0.2 $385k 4.1k 93.27
Credo Technology Group Holding Ltd Com Usd0.00005 Ordinary Shares (CRDO) 0.2 $375k 1.4k 271.95
Wisdomtree Europe Hedged Equity Fund Europe Hedged Eq (HEDJ) 0.2 $375k 6.6k 57.00
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.1 $360k 480.00 748.89
Ishares Tr Esg Awr Us Agrgt Esg Awr Us Agrgt (EAGG) 0.1 $351k 7.4k 47.41
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Trust Ishare 0-1 (SHV) 0.1 $348k 3.2k 110.35
Ishares Trust Ishares Msci India Etf Usd Msci India Etf (INDA) 0.1 $338k 6.8k 49.39
Select Sector Spdr Trust State Street Health Care Select Sector Spdr Etf State Street Hea (XLV) 0.1 $321k 2.0k 158.66
Ishares Tr Cre U S Reit Etf Cre U S Reit Etf (USRT) 0.1 $318k 4.8k 66.45
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB) 0.1 $313k 3.2k 96.44
United Parcel Service Inc Cl B CL B (UPS) 0.1 $282k 2.6k 107.50
Ishares Tr Esg Aware Msci Usa-small Cap Etf Esg Aware Msci (ESML) 0.1 $280k 5.0k 55.93
Ishares Tr Esg Awre Usd Etf Esg Awre Usd Etf (SUSC) 0.1 $251k 11k 23.15
Laird Superfood Inc Com Stk Com Stk (LSF) 0.1 $235k 50k 4.70
Ishares Tr Msci Uk Etf Msci Uk Etf New (EWU) 0.1 $233k 5.0k 46.14
Ishares Core S&p Us Growth Etf Core S&p Us Gwt (IUSG) 0.1 $222k 1.2k 188.09
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Kbw Bk Etf (KBWB) 0.1 $209k 2.3k 92.98
Ishares Iboxx $ Inv Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD) 0.1 $207k 1.9k 109.07
Ishares Msci Taiwan Etf Msci Taiwan Etf (EWT) 0.1 $190k 1.7k 108.61
Ishares Tr Esg Aw Msci Eafe Esg Aw Msci Eafe (ESGD) 0.1 $188k 1.8k 102.81
Ishares Tr Us Regnl Bks Etf Us Regnl Bks Etf (IAT) 0.1 $187k 3.0k 62.21
Intel Corporation (INTC) 0.1 $179k 1.3k 139.63
Lam Research Corp Com New (LRCX) 0.1 $173k 400.00 433.33
Ishares Tr Asia 50 Etf Asia 50 Etf (AIA) 0.1 $166k 1.2k 141.66
Ishares Tr Esg Awre 1 5 Yr Esg Awre 1 5 Yr (SUSB) 0.1 $154k 6.2k 24.99
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 0.1 $150k 405.00 370.04
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf State Street Tec (XLI) 0.1 $146k 790.00 185.23
Ishares Inc Esg Awr Msci Em Esg Awr Msci Em (ESGE) 0.1 $132k 2.4k 54.69
Ishares Tr Ishares Biotech Ishares Biotech (IBB) 0.1 $128k 675.00 190.19
Ishares Trust 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY) 0.1 $126k 1.5k 82.11
Ishares Trust Core Universal Usd Bond Etf Core Univrsl Usd (IUSB) 0.1 $125k 2.7k 46.15
Select Sector Spdr Trust State Street Consumer Discretionary Select Sector Spdr Etf State Street Con (XLY) 0.0 $122k 1.0k 117.28
Invesco Exch Traded Fd Tr Ii China Technlgy China Technlgy (CQQQ) 0.0 $115k 2.0k 57.03
Ishares Select Dividend Etf Select Divid Etf (DVY) 0.0 $114k 730.00 156.30
Ishares Msci Brazil Etf Msci Brazil Etf (EWZ) 0.0 $111k 3.2k 34.50
Invesco Exchange Traded Fd Tr S&p500 Eql Tec S&p500 Eql Tec (RSPT) 0.0 $103k 1.6k 64.50
Starbucks Corporation (SBUX) 0.0 $103k 1.0k 102.19
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) 0.0 $103k 5.0k 20.49
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF) 0.0 $99k 1.1k 94.57
McDonald's Corporation (MCD) 0.0 $98k 361.00 270.31
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT) 0.0 $90k 1.0k 86.42
Spotify Technology S.a. Com Eur0.000625 SHS (SPOT) 0.0 $89k 194.00 459.13
Ishares Tr Eafe Sml Cp Etf Eafe Sml Cp Etf (SCZ) 0.0 $86k 1.1k 82.27
Ishares Tr Msci India Sm Cp Msci India Sm Cp (SMIN) 0.0 $80k 1.1k 70.73
Select Sector Spdr Trust State Street Consumer Staples Select Sector Spdr Etf State Street Con (XLP) 0.0 $79k 945.00 83.07
Ishares Core Msci Europe Etf Core Msci Euro (IEUR) 0.0 $76k 1.0k 75.17
Ishares Core S&p Us Value Etf Core S&p Us Vlu (IUSV) 0.0 $71k 640.00 110.15
Wal-Mart Stores (WMT) 0.0 $69k 609.00 113.26
Ford Motor Company (F) 0.0 $66k 4.7k 13.90
Schwab Strategic Tr Us Mid-cap Etf Us Mid-cap Etf (SCHM) 0.0 $62k 1.7k 36.87
Oracle Corporation (ORCL) 0.0 $59k 400.00 146.55
Home Depot (HD) 0.0 $51k 145.00 352.68
Ishares Tr Expanded Tech Expanded Tech (IGV) 0.0 $45k 500.00 90.60
Ishares Tr Future Exponential Technologies Etf Exponential Tech (XT) 0.0 $41k 500.00 82.63
Smartbird, Inc. Class A Cl A New (BIRD) 0.0 $40k 10k 4.00
Johnson & Johnson (JNJ) 0.0 $26k 104.00 253.97
Toast Inc Cl A Cl A (TOST) 0.0 $13k 469.00 27.82
Fidelity Wise Origin Bitcoin Fund SHS (FBTC) 0.0 $12k 235.00 51.05
McCormick & Company, Incorporated (MKC) 0.0 $11k 224.00 50.42
Nu Holdings Ltd Usd0.000006666666 Class A Ord Shs Cl A (NU) 0.0 $10k 771.00 13.36