Finley Financial, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Finley Financial, LLC reported 122 stock positions worth $192.2 million. Its top holding was iShares Russell 3000 ETF (IWV) at 12.5% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 10.2%) and iShares Russell 1000 Growth (IWF, 7.0%).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0002047823
- Portfolio Value
- $192.2M (Q4 2024)
- SEC Filing
- 0002047823-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 122 stocks · $192.2M
| IWV iShares Russell 3000 ETF | 12.50% | 70,872 | $24.0M | — |
| IWM iShares Russell 2000 ETF | 10.20% | 87,450 | $19.6M | — |
| IWF iShares Russell 1000 Growth | 6.96% | 33,044 | $13.4M | — |
| QQQ Invesco QQQ Trust Series 1 | 6.92% | 25,728 | $13.3M | — |
| IXUS iShares Core Intl Stock ETF | 5.86% | 169,922 | $11.3M | — |
| IYW iShares Ustechnology ETF | 4.79% | 57,421 | $9.2M | — |
| IJH iShares Core S&P Midcap ETF | 4.63% | 139,275 | $8.9M | — |
| IYF iShares US Financials ETF | 4.40% | 74,280 | $8.5M | — |
| EEM iShares MSCI Emerging Market | 4.16% | 191,023 | $8.0M | — |
| IWD iShares Russell 1000 Value E | 3.73% | 37,912 | $7.2M | — |
| MDY State Street SPDR S&P Midcap | 2.48% | 8,150 | $4.8M | — |
| IWC iShares Micro-Cap ETF | 2.30% | 34,155 | $4.4M | — |
| IWO iShares Russell 2000 Growth | 2.15% | 14,095 | $4.1M | — |
| EZU iShares MSCI Eurozone ETF | 1.82% | 72,572 | $3.5M | — |
| IWR iShares Russell Mid-Cap ETF | 1.62% | 34,485 | $3.1M | — |
| IWN iShares Russell 2000 Value E | 1.44% | 16,605 | $2.8M | — |
| XLK SS Technology Select Sector | 1.36% | 11,230 | $2.6M | — |
| IYY iShares Dow Jones U.S. ETF | 1.35% | 17,878 | $2.6M | — |
| OEF iShares S&P 100 ETF | 1.22% | 8,075 | $2.3M | — |
| IWB iShares Russell 1000 ETF | 1.17% | 6,885 | $2.2M | — |
| VWO Vanguard Ftse Emerging Marke | 0.97% | 43,025 | $1.9M | — |
| IYH iShares U.S. Healthcare ETF | 0.94% | 30,350 | $1.8M | — |
| IVW iShares S&P 500 Growth ETF | 0.93% | 17,420 | $1.8M | — |
| IVE iShares S&P 500 Value ETF | 0.93% | 9,255 | $1.8M | — |
| ITOT iShares Core S&P Total U.S. | 0.77% | 11,375 | $1.5M | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.73% | 15,037 | $1.4M | — |
| IYR iShares US Real Estate ETF | 0.71% | 14,960 | $1.4M | — |
| IEMG iShares Core MSCI Emerging | 0.58% | 21,476 | $1.1M | — |
| XLF SS Financial Select Sector | 0.56% | 21,910 | $1.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 1,820 | $1.1M | — |
| SHV iShares 0-1 Year Treasury Bo | 0.56% | 9,729 | $1.1M | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.52% | 7,760 | $992K | — |
| SUSA iShares ESG Optimized MSCI U | 0.49% | 7,610 | $937K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.48% | 13,010 | $919K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.43% | 5,985 | $828K | — |
| ILF iShares Latin America 40 ETF | 0.38% | 33,097 | $724K | — |
| IEV iShares Europe ETF | 0.34% | 12,455 | $657K | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.31% | 5,290 | $591K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.30% | 5,250 | $576K | — |
| IAGG iShares Intl Aggregate Bond | 0.30% | 11,530 | $573K | — |
| IJR iShares Core S&P Small-Cap E | 0.29% | 4,820 | $564K | — |
| XLV SS Health Care Select Sector | 0.29% | 3,956 | $556K | — |
| AGG iShares Core U.S. Aggregate | 0.28% | 5,485 | $530K | — |
| XLY SS Consumer Disc Select Sect | 0.26% | 2,180 | $495K | — |
| IWP iShares Russell Mid-Cap Grow | 0.26% | 3,765 | $490K | — |
| IWS iShares Russell Mid-Cap Valu | 0.25% | 3,610 | $476K | — |
| AAXJ iShares MSCI All Country Asi | 0.24% | 6,550 | $466K | — |
| SOXX iShares Semiconductor ETF | 0.24% | 2,085 | $465K | — |
| XLI SS Industrial Select Sector | 0.24% | 3,380 | $457K | — |
| IVV iShares Core S&P 500 ETF | 0.23% | 755 | $450K | — |
| AMZN Amazon.com Inc. | 0.23% | 2,000 | $447K | — |
| FXI iShares China Large-Cap ETF | 0.20% | 13,200 | $394K | — |
| ESGU iShares ESG Aware MSCI USA | 0.19% | 2,860 | $373K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 4,345 | $357K | — |
| INDY iShares India 50 ETF | 0.18% | 6,960 | $348K | — |
| EAGG iShares ESG Aware US Aggrega | 0.18% | 7,400 | $343K | — |
| UPS United Parcel Service Class B | 0.17% | 2,626 | $335K | — |
| LLY Eli Lilly & Co. | 0.16% | 416 | $311K | — |
| HEDJ Wisdomtree Europe Hedged Equ | 0.15% | 6,580 | $296K | — |
| XLP SS Consumer Staples Sel Sect | 0.14% | 3,655 | $279K | — |
| USRT iShares Core US REIT ETF | 0.14% | 4,780 | $269K | — |
| SUSC iShares ESG Aware Usd Corpor | 0.13% | 10,850 | $246K | — |
| ESML iShares ESG Aware MSCI USA S | 0.11% | 5,000 | $215K | — |
| EWU iShares MSCI United Kingdom | 0.11% | 6,205 | $210K | — |
| GRMN Garmin Ltd. | 0.11% | 949 | $203K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.11% | 1,900 | $202K | — |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 2,200 | $198K | — |
| CRDO Credo Technology Group Holdi | 0.10% | 2,580 | $195K | — |
| MSFT Microsoft Corp. | 0.10% | 445 | $190K | — |
| LSF Laird Superfood Inc. | 0.10% | 25,000 | $186K | — |
| IUSG iShares Core S&P U.S. Growth | 0.09% | 1,180 | $167K | — |
| EWJ iShares MSCI Japan ETF | 0.09% | 2,500 | $166K | — |
| IAT iShares US Regional Banks Et | 0.08% | 3,000 | $158K | — |
| KBWB Invesco KBW Bank ETF | 0.08% | 2,250 | $156K | — |
| SUSB iShares ESG Aware 1-5 Year U | 0.08% | 6,150 | $152K | — |
| CMCSA Comcast Corp. Class A | 0.08% | 4,117 | $150K | — |
| ESGD iShares Trust iShares ESG Aw | 0.07% | 1,830 | $140K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.06% | 2,700 | $122K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 405 | $119K | — |
| XLB SS Materials Select Sector | 0.06% | 1,330 | $116K | — |
| MCD McDonald's Corp. | 0.05% | 361 | $102K | — |
| DVY iShares Select Dividend ETF | 0.05% | 730 | $97K | — |
| IEF iShares 7-10 Year Treasury B | 0.05% | 1,050 | $97K | — |
| SPOT Spotify Technology SA | 0.05% | 194 | $95K | — |
| SBUX Starbucks Corp. | 0.05% | 1,008 | $94K | — |
| TLT iShares 20+ Year Treasury BD | 0.05% | 1,040 | $90K | — |
| IBB iShares Biotechnology ETF | 0.05% | 675 | $90K | — |
| EWT iShares MSCI Taiwan ETF | 0.05% | 1,745 | $90K | — |
| FWONK Liberty Media Corp. Class C | 0.04% | 903 | $82K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 2,420 | $81K | — |
| EWZ iShares MSCI Brazil ETF | 0.04% | 3,220 | $77K | — |
| TSLA Tesla Inc. | 0.03% | 150 | $64K | — |
| ORCL Oracle Corp. | 0.03% | 400 | $63K | — |
| IUSV iShares Core S&P U.S. Value | 0.03% | 640 | $60K | — |
| AIA iShares Asia 50 ETF | 0.03% | 870 | $59K | — |
| HD Home Depot Inc. | 0.03% | 145 | $59K | — |
| WMT Walmart Inc. | 0.03% | 609 | $56K | — |
| IEUR iShares Core MSCI Europe ETF | 0.03% | 1,005 | $55K | — |
| SCHM Schwab US Mid Cap ETF | 0.02% | 1,668 | $48K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 4,725 | $47K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 110 | $248.5M | IWV, IWM, IXUS, QQQ, EEM |
| Q1 2026 | 107 | $213.6M | IWV, IWM, IXUS, QQQ, IJH |
| Q4 2025 | 109 | $218.3M | IWV, IWM, IXUS, QQQ, IWF |
| Q3 2025 | 122 | $216.2M | IWV, IWM, IXUS, QQQ, IWF |
| Q2 2025 | 122 | $198.9M | IWV, IWM, IXUS, QQQ, IWF |
| Q1 2025 | 121 | $179.5M | IWV, IWM, IXUS, QQQ, IWF |
| Q4 2024 | 122 | $192.2M | IWV, IWM, IWF, QQQ, IXUS |