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Finley Financial, LLC Top Holdings and 13F Report (2026)

About Finley Financial, LLC

Investment Activity

  • Finley Financial, LLC has $248.46 million in total holdings as of June 30, 2026.
  • Finley Financial, LLC owns shares of 110 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 4.76% of the portfolio was purchased this quarter.
  • About 1.68% of the portfolio was sold this quarter.
  • This quarter, Finley Financial, LLC has purchased 107 new stocks and bought additional shares in 9 stocks.
  • Finley Financial, LLC sold shares of 23 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

46137V282 - Invesco S&P 500 Equal Weight Technology ETF
$103,200 Holding
464288224 - iShares Global Clean Energy ETF
$102,450 Holding
315948109 - FIDELITY WISE ORIGIN BITCOIN FUND
$11,997 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF
88,395 shares (about $10.98M)
iShares 0-3 Month Treasury Bond ETF
4,055 shares (about $408.22K)
Laird Superfood
25,000 shares (about $117.50K)
Invesco S&P 500 Equal Weight Technology ETF
1,600 shares (about $103.20K)
iShares Global Clean Energy ETF
5,000 shares (about $102.45K)

Largest Sales this Quarter

iShares Russell 3000 ETF
1,373 shares (about $585.44K)
iShares Russell 2000 ETF
1,680 shares (about $504.76K)
iShares Russell 1000 Value ETF
1,945 shares (about $471.53K)
Invesco QQQ
395 shares (about $290.88K)
iShares U.S. Technology ETF
1,061 shares (about $267.62K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinley Financial, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$29,580,860$585,443 â–¼-1.9%69,37411.9%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$26,012,060$504,756 â–¼-1.9%86,57710.5%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$21,778,644$113,574 â–¼-0.5%228,1928.8%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,383,458$290,878 â–¼-1.6%23,6067.0%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$15,387,119$179,576 â–¼-1.2%224,9256.2%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$15,274,040$267,616 â–¼-1.7%60,5566.1%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$14,884,698$225,932 â–¼-1.5%193,0326.0%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$14,711,662$10,976,007 â–²293.8%118,4805.9%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$8,084,071$471,526 â–¼-5.5%33,3463.3%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$6,435,287$16,003 â–¼-0.2%32,1702.6%ETF
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$5,738,0590.0%82,5622.3%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$5,340,1280.0%13,5552.1%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$4,892,686$262,033 â–¼-5.1%38,3712.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,069,5070.0%21,3601.6%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$3,474,5280.0%31,4951.4%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$3,437,4480.0%15,5401.4%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$2,735,607$408,217 â–²17.5%27,1741.1%ETF
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$2,555,019$182,280 â–¼-6.7%14,0171.0%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,444,107$105,501 â–¼-4.1%3,4751.0%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$2,400,1070.0%6,5601.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,230,737$27,506 â–¼-1.2%16,2200.9%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$2,102,9740.0%3,2820.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,960,663$45,412 â–¼-2.3%8,6350.8%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,943,078$90,090 â–¼-4.4%4,7450.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,798,125$27,751 â–²1.6%21,7060.7%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$1,766,8480.0%15,0370.7%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,752,761$110,882 â–¼-5.9%10,6700.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,351,6800.0%22,6450.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,238,6390.0%12,8250.5%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$1,174,2230.0%7,6100.5%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,146,3850.0%7,7600.5%ETF
iShares MSCI USA Equal Weighted ETF stock logo
EUSA
iShares MSCI USA Equal Weighted ETF
$1,137,332$68,514 â–¼-5.7%9,9600.5%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$1,081,4230.0%6,0550.4%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$996,9380.0%9,7500.4%ETF
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$934,4360.0%27,6870.4%ETF
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$927,7450.0%12,7350.4%ETF
iShares MSCI All Country Asia ex Japan ETF stock logo
AAXJ
iShares MSCI All Country Asia ex Japan ETF
$882,4450.0%7,3950.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$832,422$49,490 â–¼-5.6%8,4100.3%Finance
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$748,971$4,272 â–¼-0.6%5,2600.3%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$731,676$49,082 â–¼-6.3%14,4600.3%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$729,8710.0%5,3400.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$691,1250.0%4,6600.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$642,9690.0%8610.3%Finance
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$615,373$9,477 â–²1.6%19,4800.2%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$586,7990.0%3,5650.2%ETF
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$537,755$73,711 â–¼-12.1%8,0250.2%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$483,1530.0%3,3000.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$476,6800.0%2,0000.2%Retail/Wholesale
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$468,0960.0%2,8600.2%Manufacturing
iShares India 50 ETF stock logo
INDY
iShares India 50 ETF
$386,2710.0%8,8900.2%Manufacturing
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$385,2050.0%4,1300.2%ETF
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$375,2910.0%1,3800.2%Computer and Technology
WisdomTree Europe Hedged Equity Fund stock logo
HEDJ
WisdomTree Europe Hedged Equity Fund
$375,0600.0%6,5800.2%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$359,467$205,945 â–¼-36.4%4800.1%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$350,8340.0%7,4000.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$347,603$236,149 â–¼-40.5%3,1500.1%ETF
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$337,581$9,878 â–²3.0%6,8350.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$320,4930.0%2,0200.1%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$317,6310.0%4,7800.1%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$312,4660.0%3,2400.1%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$282,2950.0%2,6260.1%Transportation
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$279,6500.0%5,0000.1%ETF
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$251,1930.0%10,8500.1%Manufacturing
Laird Superfood, Inc. stock logo
LSF
Laird Superfood
$235,000$117,500 â–²100.0%50,0000.1%Consumer Staples
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$232,5460.0%5,0400.1%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$221,9460.0%1,1800.1%Manufacturing
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$209,2050.0%2,2500.1%Manufacturing
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$207,2330.0%1,9000.1%Finance
iShares MSCI Taiwan ETF stock logo
EWT
iShares MSCI Taiwan ETF
$189,5240.0%1,7450.1%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$188,1420.0%1,8300.1%Manufacturing
iShares U.S. Regional Banks ETF stock logo
IAT
iShares U.S. Regional Banks ETF
$186,6300.0%3,0000.1%ETF
Intel Corporation stock logo
INTC
Intel
$179,2850.0%1,2840.1%Computer and Technology
LAM RESEARCH CORP COM NEW
$173,3320.0%4000.1%COM NEW
iShares Asia 50 ETF stock logo
AIA
iShares Asia 50 ETF
$165,7420.0%1,1700.1%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$153,6890.0%6,1500.1%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$149,8660.0%4050.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$146,3320.0%7900.1%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$132,3500.0%2,4200.1%Manufacturing
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$128,3780.0%6750.1%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$126,0390.0%1,5350.1%Manufacturing
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$124,6050.0%2,7000.1%Manufacturing
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$121,9710.0%1,0400.0%Finance
Invesco China Technology ETF stock logo
CQQQ
Invesco China Technology ETF
$114,630$40,491 â–²54.6%2,0100.0%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$114,0990.0%7300.0%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$111,0900.0%3,2200.0%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$103,200$103,200 â–²New Holding1,6000.0%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$103,0080.0%1,0080.0%Retail/Wholesale
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$102,450$102,450 â–²New Holding5,0000.0%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$99,2990.0%1,0500.0%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$97,5820.0%3610.0%Retail/Wholesale
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$89,8770.0%1,0400.0%ETF
Spotify Technology stock logo
SPOT
Spotify Technology
$89,0710.0%1940.0%Computer and Technology
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$86,384$12,341 â–²16.7%1,0500.0%ETF
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$79,925$14,146 â–²21.5%1,1300.0%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$78,5010.0%9450.0%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$75,9220.0%1,0100.0%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$70,4960.0%6400.0%Manufacturing
WALMART INC COM
$68,9750.0%6090.0%COM
Ford Motor Company stock logo
F
Ford Motor
$65,6780.0%4,7250.0%Auto/Tires/Trucks
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$61,4990.0%1,6680.0%ETF

Showing largest 100 holdings. View all holdings.
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