Finley Financial, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Finley Financial, LLC reported 107 stock positions worth $213.6 million. Its top holding was iShares Russell 3000 ETF (IWV) at 12.3% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 10.2%) and iShares Core Intl Stock ETF (IXUS, 9.3%). Compared with Q4 2025, it opened 3 new positions, sold out of 5, added to 15 and reduced 16. The biggest buy was iShares Core Intl Stock ETF (IXUS, shares +10%) and the biggest sale iShares US Financials ETF (IYF, shares −31%).

Most Recent 13F
Q2 2026
Location
LAS VEGAS, NV
CIK
0002047823
Portfolio Value
$213.6M (Q1 2026)
SEC Filing
0002047823-26-000002 ↗ filed Apr 23, 2026

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 Q3 2025 Q4 2025: $218.3M Q4 2025 Q1 2026: $213.6M $213.6M Q1 2026 Q2 2026: $248.5M Q2 2026

Holdings 107 stocks · $213.6M
IWV iShares Russell 3000 ETF 12.28% 70,747 $26.2M Reduce -1.5%
IWM iShares Russell 2000 ETF 10.25% 88,257 $21.9M Reduce -0.1%
IXUS iShares Core Intl Stock ETF 9.30% 229,382 $19.9M Add +10.3%
QQQ Invesco QQQ Trust Series 1 6.49% 24,001 $13.9M Reduce -1.0%
IJH iShares Core S&P Midcap ETF 6.20% 195,962 $13.2M Add +1.8%
EEM iShares MSCI Emerging Market 6.05% 227,550 $12.9M Add +3.8%
IWF iShares Russell 1000 Growth 6.01% 30,085 $12.8M Add +0.6%
IYW iShares Ustechnology ETF 5.23% 61,617 $11.2M Add +1.0%
IWD iShares Russell 1000 Value E 3.53% 35,291 $7.5M Reduce -1.6%
EZU iShares MSCI Eurozone ETF 2.42% 82,562 $5.2M Add +0.2%
IWC iShares Micro-Cap ETF 2.41% 32,250 $5.1M Reduce -0.6%
IYF iShares US Financials ETF 2.23% 40,426 $4.8M Reduce -30.9%
IWO iShares Russell 2000 Growth 1.99% 13,555 $4.3M Reduce -0.7%
IWR iShares Russell Mid-Cap ETF 1.43% 31,495 $3.1M No change
IWN iShares Russell 2000 Value E 1.38% 15,540 $2.9M No change
XLK SS Technology Select Sector 1.33% 21,360 $2.8M No change
IYY iShares Dow Jones U.S. ETF 1.11% 15,017 $2.4M Reduce -6.1%
SGOV iShares 0-3 Month Treasury B 1.09% 23,119 $2.3M Add +34.7%
MDY State Street SPDR S&P Midcap 1.05% 3,625 $2.2M No change
OEF iShares S&P 100 ETF 0.98% 6,560 $2.1M Reduce -0.5%
IVE iShares S&P 500 Value ETF 0.87% 8,835 $1.9M No change
IVW iShares S&P 500 Growth ETF 0.87% 16,420 $1.9M No change
IWB iShares Russell 1000 ETF 0.83% 4,965 $1.8M No change
ITOT iShares Core S&P Total U.S. 0.76% 11,345 $1.6M No change
IJK iShares S&P Mid-Cap 400 Grow 0.71% 15,037 $1.5M No change
IEMG iShares Core MSCI Emerging 0.70% 21,371 $1.5M No change
VWO Vanguard Ftse Emerging Marke 0.57% 22,645 $1.2M No change
IEFA iShares Core MSCI Eafe ETF 0.54% 12,825 $1.2M No change
SOXX iShares Semiconductor ETF 0.51% 3,282 $1.1M No change
EUSA iShares MSCI USA Equal Weigh 0.50% 10,560 $1.1M Add +7.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.48% 7,760 $1.0M No change
SUSA iShares ESG Optimized MSCI U 0.47% 7,610 $1.0M No change
ILF iShares Latin America 40 ETF 0.46% 27,687 $983K Add +4.8%
IYR iShares US Real Estate ETF 0.43% 9,750 $922K Reduce -7.9%
AGG iShares Core U.S. Aggregate 0.41% 8,910 $884K No change
IJT iShares S&P Small-Cap 600 GR 0.41% 6,055 $876K No change
IEV iShares Europe ETF 0.41% 12,735 $865K Add +6.0%
IAGG iShares Intl Aggregate Bond 0.36% 15,430 $772K No change
AAXJ iShares MSCI All Country Asi 0.33% 7,395 $712K Reduce -0.8%
FXI iShares China Large-Cap ETF 0.32% 19,180 $689K Add +1.5%
DSI iShares ESG MSCI KLD 400 ETF 0.30% 5,290 $641K No change
IJS iShares S&P Small-Cap 600 Va 0.30% 5,340 $633K No change
SHV iShares 0-1 Year Treasury Bo 0.27% 5,290 $584K Reduce -17.1%
IJR iShares Core S&P Small-Cap E 0.27% 4,660 $579K No change
IYH iShares U.S. Healthcare ETF 0.26% 9,125 $562K Reduce -12.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 861 $560K No change
IWS iShares Russell Mid-Cap Valu 0.24% 3,565 $520K No change
IVV iShares Core S&P 500 ETF 0.23% 755 $493K No change
IWP iShares Russell Mid-Cap Grow 0.20% 3,300 $423K Reduce -14.1%
AMZN Amazon.com Inc. 0.20% 2,000 $417K No change
ESGU iShares ESG Aware MSCI USA 0.19% 2,860 $404K No change
INDY iShares India 50 ETF 0.18% 8,890 $376K Reduce -3.7%
EAGG iShares ESG Aware US Aggrega 0.16% 7,400 $352K No change
EWJ iShares MSCI Japan ETF 0.16% 4,130 $349K Add +6.2%
HEDJ Wisdomtree Europe Hedged Equ 0.16% 6,580 $344K No change
INDA iShares MSCI India ETF 0.15% 6,635 $311K Add +155.2%
EMB iShares JP Morgan Usd Emergi 0.14% 3,240 $304K No change
XLV SS Health Care Select Sector 0.14% 2,020 $296K No change
USRT iShares Core US REIT ETF 0.13% 4,780 $283K No change
UPS United Parcel Service Class B 0.12% 2,626 $258K No change
SUSC iShares ESG Aware Usd Corpor 0.12% 10,850 $251K No change
ESML iShares ESG Aware MSCI USA S 0.11% 5,000 $235K No change
EWU iShares MSCI United Kingdom 0.11% 5,040 $230K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.10% 1,900 $207K No change
IUSG iShares Core S&P U.S. Growth 0.09% 1,180 $183K No change
KBWB Invesco KBW Bank ETF 0.08% 2,250 $178K No change
ESGD iShares Trust iShares ESG Aw 0.08% 1,830 $175K No change
IAT iShares US Regional Banks Et 0.08% 3,000 $162K No change
SUSB iShares ESG Aware 1-5 Year U 0.07% 6,150 $154K No change
VTI VG Morningstar TS MKT ETF-US 0.06% 405 $130K No change
CRDO Credo Technology Group Holdi 0.06% 1,380 $130K No change
XLI SS Industrial Select Sector 0.06% 790 $128K No change
SHY iShares 1-3 Year Treasury Bo 0.06% 1,535 $127K Reduce -51.2%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.06% 2,700 $125K No change
AIA iShares Asia 50 ETF 0.06% 1,170 $124K No change
EWT iShares MSCI Taiwan ETF 0.06% 1,745 $124K No change
EWZ iShares MSCI Brazil ETF 0.06% 3,220 $124K No change
IBB iShares Biotechnology ETF 0.05% 675 $114K No change
XLY SS Consumer Disc Select Sect 0.05% 1,040 $113K No change
MCD McDonald's Corp. 0.05% 361 $112K No change
DVY iShares Select Dividend ETF 0.05% 730 $111K No change
ESGE iShares Inc. iShares ESG Awar 0.05% 2,420 $110K No change
IEF iShares 7-10 Year Treasury B 0.05% 1,050 $100K No change
SPOT Spotify Technology SA 0.04% 194 $94K No change
SBUX Starbucks Corp. 0.04% 1,008 $90K No change
TLT iShares 20+ Year Treasury BD 0.04% 1,040 $90K No change
LRCX Lam Research Corp. 0.04% 400 $85K No change
XLP SS Consumer Staples Sel Sect 0.04% 945 $77K No change
WMT Walmart Inc. 0.04% 609 $76K No change
IEUR iShares Core MSCI Europe ETF 0.03% 1,010 $71K No change
SCZ iShares MSCI Eafe Small-Cap 0.03% 900 $71K Add +200.0%
IUSV iShares Core S&P U.S. Value 0.03% 640 $65K No change
CQQQ Invesco China Technology ETF 0.03% 1,300 $60K New
ORCL Oracle Corp. 0.03% 400 $59K No change
INTC Intel Corp. 0.03% 1,284 $57K No change
SMIN iShares MSCI India Small-Cap 0.03% 930 $56K Add +210.0%
F Ford Motor Co. filed as FORD MTR CO 0.03% 4,725 $55K No change
LSF Laird Superfood Inc. 0.03% 25,000 $54K No change
SCHM Schwab US Mid Cap ETF 0.02% 1,668 $52K No change
HD Home Depot Inc. 0.02% 145 $48K No change
IGV iShares Expanded Tech-Softwa 0.02% 500 $40K New
XT Ishar Fture Exp Tech ETF-Usd 0.02% 500 $34K No change
BIRD Smartbird Inc. filed as ALLBIRDS INC 0.01% 10,000 $30K New
JNJ Johnson & Johnson 0.01% 104 $25K No change
TOST Toast Inc. Class A 0.01% 469 $12K No change
MKC McCormick & Co.-Non VTG SHRS 0.01% 224 $11K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.01% 771 $11K No change

Portfolio Sells Q4 2025 → Q1 2026
IYF iShares US Financials ETF Reduce -30.9% 2.23% −1.23
IWV iShares Russell 3000 ETF Reduce -1.5% 12.28% −0.45
QQQ Invesco QQQ Trust Series 1 Reduce -1.0% 6.49% −0.33
IYY iShares Dow Jones U.S. ETF Reduce -6.1% 1.11% −0.10
GRMN Garmin Ltd. Sold out 0.00% −0.09
SHY iShares 1-3 Year Treasury Bo Reduce -51.2% 0.06% −0.06
OEF iShares S&P 100 ETF Reduce -0.5% 0.98% −0.06
LLY Eli Lilly & Co. Sold out 0.00% −0.05
SHV iShares 0-1 Year Treasury Bo Reduce -17.1% 0.27% −0.05
IYH iShares U.S. Healthcare ETF Reduce -12.7% 0.26% −0.05
IWP iShares Russell Mid-Cap Grow Reduce -14.1% 0.20% −0.04
FWONK Liberty Media Corp. Class C Sold out 0.00% −0.04
INDY iShares India 50 ETF Reduce -3.7% 0.18% −0.03
IWO iShares Russell 2000 Growth Reduce -0.7% 1.99% −0.03
CMCSA Comcast Corp. Class A Sold out 0.00% −0.03
IYR iShares US Real Estate ETF Reduce -7.9% 0.43% −0.02
FWONA Liberty Media Corp. Class A Sold out 0.00% −0.02
AAXJ iShares MSCI All Country Asi Reduce -0.8% 0.33% +0.02
IWC iShares Micro-Cap ETF Reduce -0.6% 2.41% +0.07
IWD iShares Russell 1000 Value E Reduce -1.6% 3.53% +0.07
IWM iShares Russell 2000 ETF Reduce -0.1% 10.25% +0.29

Portfolio Buys Q4 2025 → Q1 2026
IXUS iShares Core Intl Stock ETF Add +10.3% 9.30% +1.24
EEM iShares MSCI Emerging Market Add +3.8% 6.05% +0.56
IJH iShares Core S&P Midcap ETF Add +1.8% 6.20% +0.38
SGOV iShares 0-3 Month Treasury B Add +34.7% 1.09% +0.30
ILF iShares Latin America 40 ETF Add +4.8% 0.46% +0.09
INDA iShares MSCI India ETF Add +155.2% 0.15% +0.08
EUSA iShares MSCI USA Equal Weigh Add +7.1% 0.50% +0.04
CQQQ Invesco China Technology ETF New 0.03% +0.03
IEV iShares Europe ETF Add +6.0% 0.41% +0.03
SCZ iShares MSCI Eafe Small-Cap Add +200.0% 0.03% +0.02
EWJ iShares MSCI Japan ETF Add +6.2% 0.16% +0.02
IGV iShares Expanded Tech-Softwa New 0.02% +0.02
SMIN iShares MSCI India Small-Cap Add +210.0% 0.03% +0.02
BIRD Smartbird Inc. New 0.01% +0.01
EZU iShares MSCI Eurozone ETF Add +0.2% 2.42% +0.00
FXI iShares China Large-Cap ETF Add +1.5% 0.32% −0.01
IYW iShares Ustechnology ETF Add +1.0% 5.23% −0.34
IWF iShares Russell 1000 Growth Add +0.6% 6.01% −0.48

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