Finley Financial, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Finley Financial, LLC reported 122 stock positions worth $216.2 million. Its top holding was iShares Russell 3000 ETF (IWV) at 12.7% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 9.9%) and iShares Core Intl Stock ETF (IXUS, 7.5%). Compared with Q2 2025, it opened 1 new position, sold out of 1, added to 17 and reduced 19. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +27%) and the biggest sale State Street SPDR S&P Midcap (MDY, shares −53%).

Most Recent 13F
Q2 2026
Location
LAS VEGAS, NV
CIK
0002047823
Portfolio Value
$216.2M (Q3 2025)
SEC Filing
0002047823-25-000006 ↗ filed Oct 23, 2025

Holdings Value

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

Holdings 122 stocks · $216.2M
IWV iShares Russell 3000 ETF 12.69% 72,370 $27.4M Add +2.7%
IWM iShares Russell 2000 ETF 9.91% 88,532 $21.4M Add +1.3%
IXUS iShares Core Intl Stock ETF 7.54% 197,377 $16.3M Add +4.7%
QQQ Invesco QQQ Trust Series 1 6.97% 25,111 $15.1M No change
IWF iShares Russell 1000 Growth 6.64% 30,640 $14.4M Reduce -0.6%
IJH iShares Core S&P Midcap ETF 5.74% 190,087 $12.4M Add +27.3%
IYW iShares Ustechnology ETF 5.51% 60,816 $11.9M Add +2.9%
EEM iShares MSCI Emerging Market 5.25% 212,331 $11.3M Add +6.3%
IYF iShares US Financials ETF 4.11% 70,220 $8.9M Reduce -4.6%
IWD iShares Russell 1000 Value E 3.39% 35,981 $7.3M Reduce -1.0%
IWC iShares Micro-Cap ETF 2.29% 33,145 $4.9M Reduce -0.6%
EZU iShares MSCI Eurozone ETF 2.27% 79,347 $4.9M Add +2.3%
IWO iShares Russell 2000 Growth 2.10% 14,195 $4.5M No change
IWR iShares Russell Mid-Cap ETF 1.53% 34,165 $3.3M Add +0.5%
XLK SS Technology Select Sector 1.45% 11,130 $3.1M No change
IWN iShares Russell 2000 Value E 1.31% 16,070 $2.8M Reduce -0.3%
IYY iShares Dow Jones U.S. ETF 1.22% 16,197 $2.6M No change
IWB iShares Russell 1000 ETF 1.08% 6,385 $2.3M Reduce -3.0%
OEF iShares S&P 100 ETF 1.02% 6,595 $2.2M No change
MDY State Street SPDR S&P Midcap 1.00% 3,645 $2.2M Reduce -53.3%
IVW iShares S&P 500 Growth ETF 0.92% 16,420 $2.0M Reduce -4.1%
IVE iShares S&P 500 Value ETF 0.87% 9,085 $1.9M No change
ITOT iShares Core S&P Total U.S. 0.77% 11,375 $1.7M No change
IJK iShares S&P Mid-Cap 400 Grow 0.67% 15,037 $1.4M No change
IEMG iShares Core MSCI Emerging 0.63% 20,556 $1.4M Add +0.0%
VWO Vanguard Ftse Emerging Marke 0.57% 22,645 $1.2M Reduce -33.3%
IEFA iShares Core MSCI Eafe ETF 0.52% 12,925 $1.1M Reduce -1.5%
IYR iShares US Real Estate ETF 0.49% 10,865 $1.1M Reduce -1.1%
SUSA iShares ESG Optimized MSCI U 0.48% 7,610 $1.0M No change
IJJ iShares S&P Mid-Cap 400 Valu 0.47% 7,760 $1.0M No change
AGG iShares Core U.S. Aggregate 0.41% 8,910 $893K Add +8.5%
IJT iShares S&P Small-Cap 600 GR 0.40% 6,055 $857K No change
SOXX iShares Semiconductor ETF 0.39% 3,085 $836K No change
IAGG iShares Intl Aggregate Bond 0.37% 15,730 $806K Add +4.7%
IEV iShares Europe ETF 0.37% 12,230 $801K Reduce -0.8%
ILF iShares Latin America 40 ETF 0.36% 26,987 $780K Reduce -13.9%
SHV iShares 0-1 Year Treasury Bo 0.34% 6,685 $739K Reduce -1.5%
IYH iShares U.S. Healthcare ETF 0.34% 12,500 $734K Reduce -7.1%
AAXJ iShares MSCI All Country Asi 0.32% 7,525 $686K Reduce -0.9%
DSI iShares ESG MSCI KLD 400 ETF 0.31% 5,290 $666K No change
XLF SS Financial Select Sector 0.30% 11,965 $645K Reduce -31.4%
SGOV iShares 0-3 Month Treasury B 0.29% 6,309 $635K Add +0.6%
FXI iShares China Large-Cap ETF 0.29% 15,150 $623K Add +7.8%
EUSA iShares MSCI USA Equal Weigh 0.29% 6,000 $618K No change
IJS iShares S&P Small-Cap 600 Va 0.27% 5,340 $591K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 883 $588K Reduce -51.5%
CRDO Credo Technology Group Holdi 0.27% 3,960 $577K No change
IJR iShares Core S&P Small-Cap E 0.26% 4,660 $554K No change
IWP iShares Russell Mid-Cap Grow 0.25% 3,840 $547K No change
IVV iShares Core S&P 500 ETF 0.23% 755 $505K No change
IWS iShares Russell Mid-Cap Valu 0.23% 3,565 $498K No change
AMZN Amazon.com Inc. 0.20% 2,000 $439K No change
ESGU iShares ESG Aware MSCI USA 0.19% 2,860 $416K No change
XLV SS Health Care Select Sector 0.17% 2,675 $372K No change
EAGG iShares ESG Aware US Aggrega 0.16% 7,400 $355K No change
INDY iShares India 50 ETF 0.16% 6,960 $354K No change
HEDJ Wisdomtree Europe Hedged Equ 0.15% 6,580 $332K No change
EMB iShares JP Morgan Usd Emergi 0.14% 3,240 $308K Add +4.5%
USRT iShares Core US REIT ETF 0.13% 4,780 $281K No change
SHY iShares 1-3 Year Treasury Bo 0.12% 3,145 $261K No change
SUSC iShares ESG Aware Usd Corpor 0.12% 10,850 $256K No change
LLY Eli Lilly & Co. 0.11% 316 $241K Reduce -24.0%
GRMN Garmin Ltd. 0.11% 949 $234K No change
ESML iShares ESG Aware MSCI USA S 0.10% 5,000 $225K No change
EWJ iShares MSCI Japan ETF 0.10% 2,790 $224K Add +1.1%
UPS United Parcel Service Class B 0.10% 2,626 $219K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.10% 1,900 $212K No change
EWU iShares MSCI United Kingdom 0.10% 5,040 $212K No change
IUSG iShares Core S&P U.S. Growth 0.09% 1,180 $194K No change
KBWB Invesco KBW Bank ETF 0.08% 2,250 $176K No change
ESGD iShares Trust iShares ESG Aw 0.08% 1,830 $170K No change
IAT iShares US Regional Banks Et 0.07% 3,000 $158K No change
SUSB iShares ESG Aware 1-5 Year U 0.07% 6,150 $156K No change
LSF Laird Superfood Inc. 0.06% 25,000 $140K No change
SPOT Spotify Technology SA 0.06% 194 $135K No change
INDA iShares MSCI India ETF 0.06% 2,600 $135K Add +85.7%
VTI VG Morningstar TS MKT ETF-US 0.06% 405 $133K No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.06% 2,700 $126K No change
XLY SS Consumer Disc Select Sect 0.06% 520 $125K No change
XLI SS Industrial Select Sector 0.06% 790 $122K No change
ORCL Oracle Corp. 0.05% 400 $112K No change
EWT iShares MSCI Taiwan ETF 0.05% 1,745 $111K No change
AIA iShares Asia 50 ETF 0.05% 1,170 $111K No change
MCD McDonald's Corp. 0.05% 361 $110K No change
ESGE iShares Inc. iShares ESG Awar 0.05% 2,420 $105K No change
DVY iShares Select Dividend ETF 0.05% 730 $104K No change
IEF iShares 7-10 Year Treasury B 0.05% 1,050 $101K No change
EWZ iShares MSCI Brazil ETF 0.05% 3,220 $100K No change
IBB iShares Biotechnology ETF 0.05% 675 $97K No change
FWONK Liberty Media Corp. Class C 0.04% 903 $94K No change
TLT iShares 20+ Year Treasury BD 0.04% 1,040 $93K No change
SBUX Starbucks Corp. 0.04% 1,008 $85K No change
XLP SS Consumer Staples Sel Sect 0.03% 945 $74K No change
IEUR iShares Core MSCI Europe ETF 0.03% 1,010 $69K Add +0.5%
IUSV iShares Core S&P U.S. Value 0.03% 640 $64K No change
WMT Walmart Inc. 0.03% 609 $63K No change
CMCSA Comcast Corp. Class A 0.03% 1,900 $60K No change
HD Home Depot Inc. 0.03% 145 $59K No change
F Ford Motor Co. filed as FORD MTR CO 0.03% 4,725 $57K No change
LRCX Lam Research Corp. 0.02% 400 $54K No change

Show all 122 holdings

Portfolio Sells Q2 2025 → Q3 2025
MDY State Street SPDR S&P Midcap Reduce -53.3% 1.00% −1.22
IYF iShares US Financials ETF Reduce -4.6% 4.11% −0.36
SPY SS SPDR S&P 500 ETF Trust-US Reduce -51.5% 0.27% −0.29
VWO Vanguard Ftse Emerging Marke Reduce -33.3% 0.57% −0.28
XLF SS Financial Select Sector Reduce -31.4% 0.30% −0.16
IWD iShares Russell 1000 Value E Reduce -1.0% 3.39% −0.16
ILF iShares Latin America 40 ETF Reduce -13.9% 0.36% −0.05
LLY Eli Lilly & Co. Reduce -24.0% 0.11% −0.05
IWB iShares Russell 1000 ETF Reduce -3.0% 1.08% −0.04
IYH iShares U.S. Healthcare ETF Reduce -7.1% 0.34% −0.04
IYR iShares US Real Estate ETF Reduce -1.1% 0.49% −0.04
SHV iShares 0-1 Year Treasury Bo Reduce -1.5% 0.34% −0.04
IVW iShares S&P 500 Growth ETF Reduce -4.1% 0.92% −0.03
IEFA iShares Core MSCI Eafe ETF Reduce -1.5% 0.52% −0.03
TSLA Tesla Inc. Sold out 0.00% −0.02
IEV iShares Europe ETF Reduce -0.8% 0.37% −0.02
AAXJ iShares MSCI All Country Asi Reduce -0.9% 0.32% +0.00
IWN iShares Russell 2000 Value E Reduce -0.3% 1.31% +0.04
IWF iShares Russell 1000 Growth Reduce -0.6% 6.64% +0.06
IWC iShares Micro-Cap ETF Reduce -0.6% 2.29% +0.15

Portfolio Buys Q2 2025 → Q3 2025
IJH iShares Core S&P Midcap ETF Add +27.3% 5.74% +1.08
IWM iShares Russell 2000 ETF Add +1.3% 9.91% +0.43
EEM iShares MSCI Emerging Market Add +6.3% 5.25% +0.40
IYW iShares Ustechnology ETF Add +2.9% 5.51% +0.36
IWV iShares Russell 3000 ETF Add +2.7% 12.69% +0.26
IXUS iShares Core Intl Stock ETF Add +4.7% 7.54% +0.22
FXI iShares China Large-Cap ETF Add +7.8% 0.29% +0.03
INDA iShares MSCI India ETF Add +85.7% 0.06% +0.02
BIRD Smartbird Inc. New 0.01% +0.01
IEMG iShares Core MSCI Emerging Add +0.0% 0.63% +0.01
AGG iShares Core U.S. Aggregate Add +8.5% 0.41% +0.00
EWJ iShares MSCI Japan ETF Add +1.1% 0.10% −0.00
IEUR iShares Core MSCI Europe ETF Add +0.5% 0.03% −0.00
EMB iShares JP Morgan Usd Emergi Add +4.5% 0.14% −0.00
IAGG iShares Intl Aggregate Bond Add +4.7% 0.37% −0.01
SGOV iShares 0-3 Month Treasury B Add +0.6% 0.29% −0.02
EZU iShares MSCI Eurozone ETF Add +2.3% 2.27% −0.04
IWR iShares Russell Mid-Cap ETF Add +0.5% 1.53% −0.05

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