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

About Finley Financial, LLC

Investment Activity

Finley Financial, LLC has $213.59 million in total holdings as of March 31, 2026.
Finley Financial, LLC owns shares of 107 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 1.85% of the portfolio was purchased this quarter.
About 1.89% of the portfolio was sold this quarter.
This quarter, Finley Financial, LLC has purchased 109 new stocks and bought additional shares in 15 stocks.
Finley Financial, LLC sold shares of 16 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Russell 3000 ETF: $26,224,572
iShares Russell 2000 ETF: $21,887,736
iShares Core MSCI Total International Stock ETF: $19,873,656
Invesco QQQ: $13,852,897
iShares Core S&P Mid-Cap ETF: $13,233,314

Largest New Holdings this Quarter

46138E800 - Invesco China Technology ETF: $59,826 Holding
464287515 - iShares Expanded Tech-Software Sector ETF: $40,025 Holding
01675A208 - ALLBIRDS INC CL A NEW: $30,100 Holding

Largest Purchases this Quarter

iShares Core MSCI Total International Stock ETF: 21,473 shares (about $1.86M)
iShares 0-3 Month Treasury Bond ETF: 5,955 shares (about $599.43K)
iShares MSCI Emerging Markets ETF: 8,288 shares (about $470.68K)
iShares Core S&P Mid-Cap ETF: 3,445 shares (about $232.64K)
iShares MSCI India ETF: 4,035 shares (about $189.00K)

Largest Sales this Quarter

iShares U.S. Financials ETF: 18,124 shares (about $2.13M)
iShares Russell 3000 ETF: 1,091 shares (about $404.41K)
iShares Dow Jones U.S. ETF: 970 shares (about $153.70K)
Invesco QQQ: 235 shares (about $135.64K)
iShares 1-3 Year Treasury Bond ETF: 1,610 shares (about $132.94K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWV iShares Russell 3000 ETF	$26,224,572	$404,413 â–¼	-1.5%	70,747	12.3%	ETF
IWM iShares Russell 2000 ETF	$21,887,736	$22,320 â–¼	-0.1%	88,257	10.2%	Finance
IXUS iShares Core MSCI Total International Stock ETF	$19,873,656	$1,860,421 â–²	10.3%	229,382	9.3%	Manufacturing
QQQ Invesco QQQ	$13,852,897	$135,637 â–¼	-1.0%	24,001	6.5%	Finance
IJH iShares Core S&P Mid-Cap ETF	$13,233,314	$232,641 â–²	1.8%	195,962	6.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$12,922,565	$470,676 â–²	3.8%	227,550	6.1%	Finance
IWF iShares Russell 1000 Growth ETF	$12,828,244	$70,356 â–²	0.6%	30,085	6.0%	ETF
IYW iShares U.S. Technology ETF	$11,178,556	$113,387 â–²	1.0%	61,617	5.2%	Manufacturing
IWD iShares Russell 1000 Value ETF	$7,540,628	$126,065 â–¼	-1.6%	35,291	3.5%	ETF
EZU iShares MSCI Eurozone ETF	$5,171,684	$8,456 â–²	0.2%	82,562	2.4%	ETF
IWC iShares Micro-Cap ETF	$5,147,423	$31,922 â–¼	-0.6%	32,250	2.4%	ETF
IYF iShares U.S. Financials ETF	$4,756,523	$2,132,470 â–¼	-31.0%	40,426	2.2%	ETF
IWO iShares Russell 2000 Growth ETF	$4,253,695	$31,381 â–¼	-0.7%	13,555	2.0%	ETF
IWR iShares Russell Mid-Cap ETF	$3,062,259		0.0%	31,495	1.4%	ETF
IWN iShares Russell 2000 Value ETF	$2,946,229		0.0%	15,540	1.4%	ETF
XLK Technology Select Sector SPDR Fund	$2,838,744		0.0%	21,360	1.3%	ETF
IYY iShares Dow Jones U.S. ETF	$2,379,444	$153,697 â–¼	-6.1%	15,017	1.1%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$2,327,159	$599,430 â–²	34.7%	23,119	1.1%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$2,235,755		0.0%	3,625	1.0%	ETF
OEF iShares S&P 100 ETF	$2,086,539	$11,132 â–¼	-0.5%	6,560	1.0%	ETF
IVE iShares S&P 500 Value ETF	$1,865,510		0.0%	8,835	0.9%	ETF
IVW iShares S&P 500 Growth ETF	$1,857,266		0.0%	16,420	0.9%	ETF
IWB iShares Russell 1000 ETF	$1,770,320		0.0%	4,965	0.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,615,868		0.0%	11,345	0.8%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,513,023		0.0%	15,037	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,490,627		0.0%	21,371	0.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,223,962		0.0%	22,645	0.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,161,047		0.0%	12,825	0.5%	ETF
SOXX iShares Semiconductor ETF	$1,078,662		0.0%	3,282	0.5%	ETF
EUSA iShares MSCI USA Equal Weighted ETF	$1,074,691	$71,239 â–²	7.1%	10,560	0.5%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$1,028,200		0.0%	7,760	0.5%	ETF
SUSA iShares MSCI USA ESG Select ETF	$1,005,281		0.0%	7,610	0.5%	ETF
ILF iShares Latin America 40 ETF	$983,442	$45,110 â–²	4.8%	27,687	0.5%	ETF
IYR iShares U.S. Real Estate ETF	$921,960	$78,958 â–¼	-7.9%	9,750	0.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$884,496		0.0%	8,910	0.4%	Finance
IJT iShares S&P Small-Cap 600 Growth ETF	$876,219		0.0%	6,055	0.4%	ETF
IEV iShares Europe ETF	$865,216	$48,577 â–²	5.9%	12,735	0.4%	ETF
IAGG iShares Core International Aggregate Bond ETF	$772,117		0.0%	15,430	0.4%	ETF
AAXJ iShares MSCI All Country Asia ex Japan ETF	$712,065	$5,777 â–¼	-0.8%	7,395	0.3%	ETF
FXI iShares China Large-Cap ETF	$688,562	$10,052 â–²	1.5%	19,180	0.3%	ETF
DSI iShares ESG MSCI KLD 400 ETF	$641,095		0.0%	5,290	0.3%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$632,523		0.0%	5,340	0.3%	ETF
SHV iShares Short Treasury Bond ETF	$583,963	$120,325 â–¼	-17.1%	5,290	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$579,285		0.0%	4,660	0.3%	ETF
IYH iShares U.S. Healthcare ETF	$562,465	$81,673 â–¼	-12.7%	9,125	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$559,943		0.0%	861	0.3%	Finance
IWS iShares Russell Mid-Cap Value ETF	$519,563		0.0%	3,565	0.2%	ETF
IVV iShares Core S&P 500 ETF	$493,174		0.0%	755	0.2%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$422,796	$69,185 â–¼	-14.1%	3,300	0.2%	ETF
AMZN Amazon.com	$416,540		0.0%	2,000	0.2%	Retail/Wholesale
ESGU iShares ESG Aware MSCI USA ETF	$404,461		0.0%	2,860	0.2%	Manufacturing
INDY iShares India 50 ETF	$375,514	$14,362 â–¼	-3.7%	8,890	0.2%	Manufacturing
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$351,870		0.0%	7,400	0.2%	ETF
EWJ iShares MSCI Japan ETF	$348,737	$20,266 â–²	6.2%	4,130	0.2%	ETF
HEDJ WisdomTree Europe Hedged Equity Fund	$344,134		0.0%	6,580	0.2%	Finance
INDA iShares MSCI India ETF	$310,783	$188,999 â–²	155.2%	6,635	0.1%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$304,333		0.0%	3,240	0.1%	ETF
XLV Health Care Select Sector SPDR Fund	$296,152		0.0%	2,020	0.1%	ETF
USRT iShares Core U.S. REIT ETF	$282,928		0.0%	4,780	0.1%	ETF
UPS United Parcel Service	$258,346		0.0%	2,626	0.1%	Transportation
SUSC iShares ESG Aware USD Corporate Bond ETF	$251,044		0.0%	10,850	0.1%	Manufacturing
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$235,100		0.0%	5,000	0.1%	ETF
EWU iShares MSCI United Kingdom ETF	$229,622		0.0%	5,040	0.1%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$207,081		0.0%	1,900	0.1%	Finance
IUSG iShares Core S&P U.S. Growth ETF	$183,030		0.0%	1,180	0.1%	Manufacturing
KBWB Invesco KBW Bank ETF	$178,020		0.0%	2,250	0.1%	Manufacturing
ESGD iShares ESG Aware MSCI EAFE ETF	$174,985		0.0%	1,830	0.1%	Manufacturing
IAT iShares U.S. Regional Banks ETF	$161,520		0.0%	3,000	0.1%	ETF
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$154,150		0.0%	6,150	0.1%	Manufacturing
VTI Vanguard Total Stock Market ETF	$129,928		0.0%	405	0.1%	ETF
CRDO Credo Technology Group	$129,541		0.0%	1,380	0.1%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$127,767		0.0%	790	0.1%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$126,745	$132,938 â–¼	-51.2%	1,535	0.1%	Manufacturing
IUSB iShares Core Total USD Bond Market ETF	$124,713		0.0%	2,700	0.1%	Manufacturing
AIA iShares Asia 50 ETF	$124,196		0.0%	1,170	0.1%	ETF
EWT iShares MSCI Taiwan ETF	$123,755		0.0%	1,745	0.1%	ETF
EWZ iShares MSCI Brazil ETF	$123,616		0.0%	3,220	0.1%	ETF
IBB iShares Biotechnology ETF	$113,974		0.0%	675	0.1%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$113,339		0.0%	1,040	0.1%	Finance
MCD McDonald's	$112,195		0.0%	361	0.1%	Retail/Wholesale
DVY iShares Select Dividend ETF	$110,529		0.0%	730	0.1%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$110,037		0.0%	2,420	0.1%	Manufacturing
IEF iShares 7-10 Year Treasury Bond ETF	$100,212		0.0%	1,050	0.0%	ETF
SPOT Spotify Technology	$94,073		0.0%	194	0.0%	Computer and Technology
SBUX Starbucks	$90,307		0.0%	1,008	0.0%	Retail/Wholesale
TLT iShares 20+ Year Treasury Bond ETF	$90,158		0.0%	1,040	0.0%	ETF
LAM RESEARCH CORP COM NEW	$85,464		0.0%	400	0.0%	COM NEW
XLP Consumer Staples Select Sector SPDR Fund	$77,471		0.0%	945	0.0%	ETF
WALMART INC COM	$75,687		0.0%	609	0.0%	COM
IEUR iShares Core MSCI Europe ETF	$70,973		0.0%	1,010	0.0%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$70,569	$47,046 â–²	200.0%	900	0.0%	ETF
IUSV iShares Core S&P U.S. Value ETF	$65,440		0.0%	640	0.0%	Manufacturing
CQQQ Invesco China Technology ETF	$59,826	$59,826 â–²	New Holding	1,300	0.0%	ETF
ORCL Oracle	$58,844		0.0%	400	0.0%	Computer and Technology
INTC Intel	$56,663		0.0%	1,284	0.0%	Computer and Technology
SMIN iShares MSCI India Small-Cap ETF	$55,763	$37,775 â–²	210.0%	930	0.0%	ETF
F Ford Motor	$54,527		0.0%	4,725	0.0%	Auto/Tires/Trucks
LSF Laird Superfood	$53,750		0.0%	25,000	0.0%	Consumer Staples
SCHM Schwab U.S. Mid-Cap ETF	$51,641		0.0%	1,668	0.0%	ETF
HD Home Depot	$47,689		0.0%	145	0.0%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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

About Finley Financial, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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

About Finley Financial, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinley Financial, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools