Finley Financial, LLC

Finley Financial, LLC is an Investment Adviser institutional filer with the SEC under CIK 2047823, reporting 110 portfolio positions, with 7 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: NV
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-08

Top 10 portfolio positions

The largest reported holdings in Finley Financial, LLC's most recent 13F filing, ranked by reported market value.

1. ISHARES RUSSELL 3000 ETF (IWV)
2. ISHARES RUSSELL 2000 ETF (IWM)
3. ISHARES TR CORE MSCI TOTAL (IXUS)
4. INVESCO QQQ TR UNIT SER 1 (QQQ)
5. ISHARES TRUST MSCI EMG MKTS ETF USD DIS (EEM)
6. ISHARES US TECHNOLOGY ETF (IYW)
7. ISHARES CORE S&P MID-CAP ETF (IJH)
8. ISHARES TR RUS 1000 GRW ETF (IWF)
9. ISHARES RUSSELL 1000 VALUE ETF (IWD)
10. ISHARES TR MICRO-CAP ETF (IWC)