Free Trial

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 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 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

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
$26,224,572$404,413 -1.5%70,74712.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$21,887,736$22,320 -0.1%88,25710.2%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$19,873,656$1,860,421 10.3%229,3829.3%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$13,852,897$135,637 -1.0%24,0016.5%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$13,233,314$232,641 1.8%195,9626.2%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$12,922,565$470,676 3.8%227,5506.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$12,828,244$70,356 0.6%30,0856.0%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$11,178,556$113,387 1.0%61,6175.2%Manufacturing
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$7,540,628$126,065 -1.6%35,2913.5%ETF
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$5,171,684$8,456 0.2%82,5622.4%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$5,147,423$31,922 -0.6%32,2502.4%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$4,756,523$2,132,470 -31.0%40,4262.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$4,253,695$31,381 -0.7%13,5552.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$3,062,2590.0%31,4951.4%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$2,946,2290.0%15,5401.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,838,7440.0%21,3601.3%ETF
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$2,379,444$153,697 -6.1%15,0171.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$2,327,159$599,430 34.7%23,1191.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,235,7550.0%3,6251.0%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$2,086,539$11,132 -0.5%6,5601.0%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,865,5100.0%8,8350.9%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,857,2660.0%16,4200.9%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,770,3200.0%4,9650.8%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,615,8680.0%11,3450.8%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$1,513,0230.0%15,0370.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,490,6270.0%21,3710.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,223,9620.0%22,6450.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,161,0470.0%12,8250.5%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$1,078,6620.0%3,2820.5%ETF
iShares MSCI USA Equal Weighted ETF stock logo
EUSA
iShares MSCI USA Equal Weighted ETF
$1,074,691$71,239 7.1%10,5600.5%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,028,2000.0%7,7600.5%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$1,005,2810.0%7,6100.5%ETF
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$983,442$45,110 4.8%27,6870.5%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$921,960$78,958 -7.9%9,7500.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$884,4960.0%8,9100.4%Finance
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$876,2190.0%6,0550.4%ETF
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$865,216$48,577 5.9%12,7350.4%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$772,1170.0%15,4300.4%ETF
iShares MSCI All Country Asia ex Japan ETF stock logo
AAXJ
iShares MSCI All Country Asia ex Japan ETF
$712,065$5,777 -0.8%7,3950.3%ETF
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$688,562$10,052 1.5%19,1800.3%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$641,0950.0%5,2900.3%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$632,5230.0%5,3400.3%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$583,963$120,325 -17.1%5,2900.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$579,2850.0%4,6600.3%ETF
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$562,465$81,673 -12.7%9,1250.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$559,9430.0%8610.3%Finance
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$519,5630.0%3,5650.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$493,1740.0%7550.2%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$422,796$69,185 -14.1%3,3000.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$416,5400.0%2,0000.2%Retail/Wholesale
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$404,4610.0%2,8600.2%Manufacturing
iShares India 50 ETF stock logo
INDY
iShares India 50 ETF
$375,514$14,362 -3.7%8,8900.2%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$351,8700.0%7,4000.2%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$348,737$20,266 6.2%4,1300.2%ETF
WisdomTree Europe Hedged Equity Fund stock logo
HEDJ
WisdomTree Europe Hedged Equity Fund
$344,1340.0%6,5800.2%Finance
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$310,783$188,999 155.2%6,6350.1%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$304,3330.0%3,2400.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$296,1520.0%2,0200.1%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$282,9280.0%4,7800.1%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$258,3460.0%2,6260.1%Transportation
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$251,0440.0%10,8500.1%Manufacturing
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$235,1000.0%5,0000.1%ETF
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$229,6220.0%5,0400.1%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$207,0810.0%1,9000.1%Finance
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$183,0300.0%1,1800.1%Manufacturing
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$178,0200.0%2,2500.1%Manufacturing
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$174,9850.0%1,8300.1%Manufacturing
iShares U.S. Regional Banks ETF stock logo
IAT
iShares U.S. Regional Banks ETF
$161,5200.0%3,0000.1%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$154,1500.0%6,1500.1%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$129,9280.0%4050.1%ETF
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$129,5410.0%1,3800.1%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$127,7670.0%7900.1%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$126,745$132,938 -51.2%1,5350.1%Manufacturing
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$124,7130.0%2,7000.1%Manufacturing
iShares Asia 50 ETF stock logo
AIA
iShares Asia 50 ETF
$124,1960.0%1,1700.1%ETF
iShares MSCI Taiwan ETF stock logo
EWT
iShares MSCI Taiwan ETF
$123,7550.0%1,7450.1%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$123,6160.0%3,2200.1%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$113,9740.0%6750.1%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$113,3390.0%1,0400.1%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$112,1950.0%3610.1%Retail/Wholesale
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$110,5290.0%7300.1%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$110,0370.0%2,4200.1%Manufacturing
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$100,2120.0%1,0500.0%ETF
Spotify Technology stock logo
SPOT
Spotify Technology
$94,0730.0%1940.0%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$90,3070.0%1,0080.0%Retail/Wholesale
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$90,1580.0%1,0400.0%ETF
LAM RESEARCH CORP COM NEW
$85,4640.0%4000.0%COM NEW
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$77,4710.0%9450.0%ETF
WALMART INC COM
$75,6870.0%6090.0%COM
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$70,9730.0%1,0100.0%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$70,569$47,046 200.0%9000.0%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$65,4400.0%6400.0%Manufacturing
Invesco China Technology ETF stock logo
CQQQ
Invesco China Technology ETF
$59,826$59,826 New Holding1,3000.0%ETF
Oracle Corporation stock logo
ORCL
Oracle
$58,8440.0%4000.0%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$56,6630.0%1,2840.0%Computer and Technology
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$55,763$37,775 210.0%9300.0%ETF
Ford Motor Company stock logo
F
Ford Motor
$54,5270.0%4,7250.0%Auto/Tires/Trucks
Laird Superfood, Inc. stock logo
LSF
Laird Superfood
$53,7500.0%25,0000.0%Consumer Staples
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$51,6410.0%1,6680.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$47,6890.0%1450.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data