Finley Financial, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Finley Financial, LLC reported 121 stock positions worth $179.5 million. Its top holding was iShares Russell 3000 ETF (IWV) at 12.4% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 9.6%) and iShares Core Intl Stock ETF (IXUS, 7.2%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 18 and reduced 29. The biggest buy was iShares Core Intl Stock ETF (IXUS, shares +6%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −2%).

Most Recent 13F
Q2 2026
Location
LAS VEGAS, NV
CIK
0002047823
Portfolio Value
$179.5M (Q1 2025)
SEC Filing
0002047823-25-000002 ↗ filed May 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $192.2M Q4 2024 Q1 2025: $179.5M $179.5M Q1 2025 Q2 2025: $198.9M Q2 2025 Q3 2025: $216.2M Q3 2025 Q4 2025: $218.3M Q4 2025 Q1 2026: $213.6M Q1 2026 Q2 2026: $248.5M Q2 2026

Holdings 121 stocks · $179.5M
IWV iShares Russell 3000 ETF 12.42% 70,724 $22.3M Reduce -0.2%
IWM iShares Russell 2000 ETF 9.59% 87,783 $17.2M Add +0.4%
IXUS iShares Core Intl Stock ETF 7.21% 180,006 $12.9M Add +5.9%
QQQ Invesco QQQ Trust Series 1 6.68% 25,211 $12.0M Reduce -2.0%
IWF iShares Russell 1000 Growth 6.60% 32,284 $11.8M Reduce -2.3%
EEM iShares MSCI Emerging Market 4.76% 195,657 $8.5M Add +2.4%
IYW iShares Ustechnology ETF 4.70% 59,026 $8.4M Add +2.8%
IYF iShares US Financials ETF 4.55% 73,915 $8.2M Reduce -0.5%
IJH iShares Core S&P Midcap ETF 4.51% 141,753 $8.1M Add +1.8%
IWD iShares Russell 1000 Value E 3.65% 36,007 $6.6M Reduce -5.0%
EZU iShares MSCI Eurozone ETF 2.33% 74,797 $4.2M Add +3.1%
MDY State Street SPDR S&P Midcap 2.30% 7,920 $4.1M Reduce -2.8%
IWC iShares Micro-Cap ETF 2.13% 34,380 $3.8M Add +0.7%
IWO iShares Russell 2000 Growth 2.02% 14,195 $3.6M Add +0.7%
IWR iShares Russell Mid-Cap ETF 1.62% 34,485 $2.9M No change
IWN iShares Russell 2000 Value E 1.33% 16,410 $2.4M Reduce -1.2%
XLK SS Technology Select Sector 1.30% 11,130 $2.3M Reduce -0.9%
IYY iShares Dow Jones U.S. ETF 1.24% 16,497 $2.2M Reduce -7.7%
OEF iShares S&P 100 ETF 1.19% 7,935 $2.1M Reduce -1.7%
IWB iShares Russell 1000 ETF 1.12% 6,585 $2.0M Reduce -4.4%
IYH iShares U.S. Healthcare ETF 1.01% 31,250 $1.8M Add +3.0%
VWO Vanguard Ftse Emerging Marke 0.95% 37,705 $1.7M Reduce -12.4%
IVE iShares S&P 500 Value ETF 0.93% 9,085 $1.7M Reduce -1.8%
IVW iShares S&P 500 Growth ETF 0.90% 17,120 $1.6M Reduce -1.7%
ITOT iShares Core S&P Total U.S. 0.77% 11,375 $1.4M No change
IJK iShares S&P Mid-Cap 400 Grow 0.69% 15,037 $1.2M No change
IEMG iShares Core MSCI Emerging 0.62% 20,551 $1.1M Reduce -4.3%
IYR iShares US Real Estate ETF 0.60% 11,495 $1.1M Reduce -23.2%
IEFA iShares Core MSCI Eafe ETF 0.57% 12,945 $1.0M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.56% 1,820 $1.0M No change
IJJ iShares S&P Mid-Cap 400 Valu 0.50% 7,760 $890K No change
SUSA iShares ESG Optimized MSCI U 0.48% 7,610 $871K No change
XLF SS Financial Select Sector 0.47% 17,435 $849K Reduce -20.4%
ILF iShares Latin America 40 ETF 0.46% 33,097 $831K No change
SHV iShares 0-1 Year Treasury Bo 0.45% 7,385 $816K Reduce -24.1%
IEV iShares Europe ETF 0.41% 12,230 $738K Reduce -1.8%
IJT iShares S&P Small-Cap 600 GR 0.41% 6,055 $737K Add +1.2%
IAGG iShares Intl Aggregate Bond 0.33% 11,630 $590K Add +0.9%
AGG iShares Core U.S. Aggregate 0.32% 5,710 $566K Add +4.1%
SOXX iShares Semiconductor ETF 0.31% 3,085 $563K Add +48.0%
AAXJ iShares MSCI All Country Asi 0.31% 7,590 $557K Add +15.9%
DSI iShares ESG MSCI KLD 400 ETF 0.30% 5,290 $538K No change
XLV SS Health Care Select Sector 0.29% 3,706 $516K Reduce -6.3%
IJS iShares S&P Small-Cap 600 Va 0.28% 5,340 $494K Add +1.7%
IJR iShares Core S&P Small-Cap E 0.26% 4,660 $470K Reduce -3.3%
IWP iShares Russell Mid-Cap Grow 0.26% 3,840 $466K Add +2.0%
FXI iShares China Large-Cap ETF 0.25% 13,200 $446K No change
EUSA iShares MSCI USA Equal Weigh 0.25% 4,800 $440K New
IWS iShares Russell Mid-Cap Valu 0.24% 3,565 $438K Reduce -1.3%
IVV iShares Core S&P 500 ETF 0.23% 755 $420K No change
AMZN Amazon.com Inc. 0.21% 2,000 $375K No change
LLY Eli Lilly & Co. 0.21% 416 $368K No change
INDY iShares India 50 ETF 0.20% 6,960 $368K No change
EAGG iShares ESG Aware US Aggrega 0.20% 7,400 $351K No change
ESGU iShares ESG Aware MSCI USA 0.19% 2,860 $346K No change
HEDJ Wisdomtree Europe Hedged Equ 0.17% 6,580 $309K No change
USRT iShares Core US REIT ETF 0.15% 4,780 $266K No change
SHY iShares 1-3 Year Treasury Bo 0.15% 3,145 $261K Reduce -27.6%
UPS United Parcel Service Class B 0.14% 2,626 $254K No change
SUSC iShares ESG Aware Usd Corpor 0.14% 10,850 $250K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.11% 1,900 $206K No change
GRMN Garmin Ltd. 0.11% 949 $194K No change
EWU iShares MSCI United Kingdom 0.11% 5,040 $193K Reduce -18.8%
ESML iShares ESG Aware MSCI USA S 0.10% 5,000 $188K No change
EWJ iShares MSCI Japan ETF 0.10% 2,500 $180K No change
CRDO Credo Technology Group Holdi 0.10% 3,960 $171K Add +53.5%
ESGD iShares Trust iShares ESG Aw 0.09% 1,830 $155K No change
SUSB iShares ESG Aware 1-5 Year U 0.09% 6,150 $154K No change
EMB iShares JP Morgan Usd Emergi 0.09% 1,700 $154K Reduce -22.7%
IUSG iShares Core S&P U.S. Growth 0.09% 1,180 $153K No change
LSF Laird Superfood Inc. 0.08% 25,000 $145K No change
CMCSA Comcast Corp. Class A 0.08% 4,117 $140K No change
KBWB Invesco KBW Bank ETF 0.08% 2,250 $137K No change
IAT iShares US Regional Banks Et 0.07% 3,000 $133K No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.07% 2,700 $124K No change
MCD McDonald's Corp. 0.06% 361 $114K No change
SPOT Spotify Technology SA 0.06% 194 $112K No change
VTI VG Morningstar TS MKT ETF-US 0.06% 405 $110K No change
XLY SS Consumer Disc Select Sect 0.06% 520 $104K Reduce -76.2%
XLI SS Industrial Select Sector 0.06% 790 $103K Reduce -76.6%
IEF iShares 7-10 Year Treasury B 0.06% 1,050 $101K No change
DVY iShares Select Dividend ETF 0.05% 730 $94K No change
TLT iShares 20+ Year Treasury BD 0.05% 1,040 $94K No change
EWZ iShares MSCI Brazil ETF 0.05% 3,220 $88K No change
SBUX Starbucks Corp. 0.05% 1,008 $86K No change
ESGE iShares Inc. iShares ESG Awar 0.05% 2,420 $85K No change
IBB iShares Biotechnology ETF 0.05% 675 $84K No change
EWT iShares MSCI Taiwan ETF 0.05% 1,745 $82K No change
AIA iShares Asia 50 ETF 0.05% 1,170 $81K Add +34.5%
FWONK Liberty Media Corp. Class C 0.04% 903 $81K No change
XLP SS Consumer Staples Sel Sect 0.04% 945 $77K Reduce -74.2%
IEUR iShares Core MSCI Europe ETF 0.04% 1,005 $63K No change
WMT Walmart Inc. 0.03% 609 $58K No change
IUSV iShares Core S&P U.S. Value 0.03% 640 $57K No change
ORCL Oracle Corp. 0.03% 400 $56K No change
HD Home Depot Inc. 0.03% 145 $52K No change
F Ford Motor Co. filed as FORD MTR CO 0.03% 4,725 $48K No change
TSLA Tesla Inc. 0.02% 150 $44K No change
INDA iShares MSCI India ETF 0.02% 800 $43K No change
SCHM Schwab US Mid Cap ETF 0.02% 1,668 $43K No change

Show all 121 holdings

Portfolio Sells Q4 2024 → Q1 2025
IWF iShares Russell 1000 Growth Reduce -2.3% 6.60% −0.37
QQQ Invesco QQQ Trust Series 1 Reduce -2.0% 6.68% −0.24
XLY SS Consumer Disc Select Sect Reduce -76.2% 0.06% −0.20
XLI SS Industrial Select Sector Reduce -76.6% 0.06% −0.18
MDY State Street SPDR S&P Midcap Reduce -2.8% 2.30% −0.17
IYR iShares US Real Estate ETF Reduce -23.2% 0.60% −0.12
IYY iShares Dow Jones U.S. ETF Reduce -7.7% 1.24% −0.11
SHV iShares 0-1 Year Treasury Bo Reduce -24.1% 0.45% −0.10
IWN iShares Russell 2000 Value E Reduce -1.2% 1.33% −0.10
XLP SS Consumer Staples Sel Sect Reduce -74.2% 0.04% −0.10
MSFT Microsoft Corp. Sold out 0.00% −0.10
XLF SS Financial Select Sector Reduce -20.4% 0.47% −0.09
IWV iShares Russell 3000 ETF Reduce -0.2% 12.42% −0.08
IWD iShares Russell 1000 Value E Reduce -5.0% 3.65% −0.08
XLK SS Technology Select Sector Reduce -0.9% 1.30% −0.06
XLB SS Materials Select Sector Sold out 0.00% −0.06
IWB iShares Russell 1000 ETF Reduce -4.4% 1.12% −0.05
SHY iShares 1-3 Year Treasury Bo Reduce -27.6% 0.15% −0.04
OEF iShares S&P 100 ETF Reduce -1.7% 1.19% −0.03
IJR iShares Core S&P Small-Cap E Reduce -3.3% 0.26% −0.03
IVW iShares S&P 500 Growth ETF Reduce -1.7% 0.90% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -12.4% 0.95% −0.02
EMB iShares JP Morgan Usd Emergi Reduce -22.7% 0.09% −0.02
IWS iShares Russell Mid-Cap Valu Reduce -1.3% 0.24% −0.00
EWU iShares MSCI United Kingdom Reduce -18.8% 0.11% −0.00
XLV SS Health Care Select Sector Reduce -6.3% 0.29% −0.00
IVE iShares S&P 500 Value ETF Reduce -1.8% 0.93% −0.00
IEMG iShares Core MSCI Emerging Reduce -4.3% 0.62% +0.04
IEV iShares Europe ETF Reduce -1.8% 0.41% +0.07
IEFA iShares Core MSCI Eafe ETF Reduce -0.5% 0.57% +0.09
IYF iShares US Financials ETF Reduce -0.5% 4.55% +0.15

Portfolio Buys Q4 2024 → Q1 2025
IXUS iShares Core Intl Stock ETF Add +5.9% 7.21% +1.35
EEM iShares MSCI Emerging Market Add +2.4% 4.76% +0.60
EZU iShares MSCI Eurozone ETF Add +3.1% 2.33% +0.51
EUSA iShares MSCI USA Equal Weigh New 0.25% +0.25
IYH iShares U.S. Healthcare ETF Add +3.0% 1.01% +0.07
SOXX iShares Semiconductor ETF Add +48.0% 0.31% +0.07
AAXJ iShares MSCI All Country Asi Add +15.9% 0.31% +0.07
AGG iShares Core U.S. Aggregate Add +4.1% 0.32% +0.04
IAGG iShares Intl Aggregate Bond Add +0.9% 0.33% +0.03
AIA iShares Asia 50 ETF Add +34.5% 0.05% +0.01
IWP iShares Russell Mid-Cap Grow Add +2.0% 0.26% +0.00
CRDO Credo Technology Group Holdi Add +53.5% 0.10% −0.01
IJT iShares S&P Small-Cap 600 GR Add +1.2% 0.41% −0.02
IJS iShares S&P Small-Cap 600 Va Add +1.7% 0.28% −0.02
IYW iShares Ustechnology ETF Add +2.8% 4.70% −0.09
IJH iShares Core S&P Midcap ETF Add +1.8% 4.51% −0.13
IWO iShares Russell 2000 Growth Add +0.7% 2.02% −0.13
IWC iShares Micro-Cap ETF Add +0.7% 2.13% −0.16
IWM iShares Russell 2000 ETF Add +0.4% 9.59% −0.60

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 110$248.5MIWV, IWM, IXUS, QQQ, EEM
Q1 2026 107$213.6MIWV, IWM, IXUS, QQQ, IJH
Q4 2025 109$218.3MIWV, IWM, IXUS, QQQ, IWF
Q3 2025 122$216.2MIWV, IWM, IXUS, QQQ, IWF
Q2 2025 122$198.9MIWV, IWM, IXUS, QQQ, IWF
Q1 2025 121$179.5MIWV, IWM, IXUS, QQQ, IWF
Q4 2024 122$192.2MIWV, IWM, IWF, QQQ, IXUS