Finley Financial, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), Finley Financial, LLC reported 110 stock positions worth $248.5 million. Its top holding was iShares Russell 3000 ETF (IWV) at 11.9% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 10.5%) and iShares Core Intl Stock ETF (IXUS, 8.8%). Compared with Q1 2026, it opened 3 new positions, added to 8 and reduced 24. The biggest buy was Laird Superfood (LSF, shares +100%) and the biggest sale iShares Core Intl Stock ETF (IXUS, shares −1%).

Most Recent 13F
Q2 2026
Location
LAS VEGAS, NV
CIK
0002047823
Portfolio Value
$248.5M (Q2 2026)
SEC Filing
0002047823-26-000003 ↗ filed Jul 8, 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 Q1 2026 Q2 2026: $248.5M $248.5M Q2 2026

Holdings 110 stocks · $248.5M
IWV iShares Russell 3000 ETF 11.91% 69,374 $29.6M Reduce -1.9%
IWM iShares Russell 2000 ETF 10.47% 86,577 $26.0M Reduce -1.9%
IXUS iShares Core Intl Stock ETF 8.77% 228,192 $21.8M Reduce -0.5%
QQQ Invesco QQQ Trust Series 1 7.00% 23,606 $17.4M Reduce -1.6%
EEM iShares MSCI Emerging Market 6.19% 224,925 $15.4M Reduce -1.1%
IYW iShares Ustechnology ETF 6.15% 60,556 $15.3M Reduce -1.7%
IJH iShares Core S&P Midcap ETF 5.99% 193,032 $14.9M Reduce -1.5%
IWF iShares Russell 1000 Growth 5.92% 118,480 $14.7M Reduce -1.6%
IWD iShares Russell 1000 Value E 3.25% 33,346 $8.1M Reduce -5.5%
IWC iShares Micro-Cap ETF 2.59% 32,170 $6.4M Reduce -0.3%
EZU iShares MSCI Eurozone ETF 2.31% 82,562 $5.7M No change
IWO iShares Russell 2000 Growth 2.15% 13,555 $5.3M No change
IYF iShares US Financials ETF 1.97% 38,371 $4.9M Reduce -5.1%
XLK SS Technology Select Sector 1.64% 21,360 $4.1M No change
IWR iShares Russell Mid-Cap ETF 1.40% 31,495 $3.5M No change
IWN iShares Russell 2000 Value E 1.38% 15,540 $3.4M No change
SGOV iShares 0-3 Month Treasury B 1.10% 27,174 $2.7M Add +17.5%
IYY iShares Dow Jones U.S. ETF 1.03% 14,017 $2.6M Reduce -6.7%
MDY State Street SPDR S&P Midcap 0.98% 3,475 $2.4M Reduce -4.1%
OEF iShares S&P 100 ETF 0.97% 6,560 $2.4M No change
IVW iShares S&P 500 Growth ETF 0.90% 16,220 $2.2M Reduce -1.2%
SOXX iShares Semiconductor ETF 0.85% 3,282 $2.1M No change
IVE iShares S&P 500 Value ETF 0.79% 8,635 $2.0M Reduce -2.3%
IWB iShares Russell 1000 ETF 0.78% 4,745 $1.9M Reduce -4.4%
IEMG iShares Core MSCI Emerging 0.72% 21,706 $1.8M Add +1.6%
IJK iShares S&P Mid-Cap 400 Grow 0.71% 15,037 $1.8M No change
ITOT iShares Core S&P Total U.S. 0.71% 10,670 $1.8M Reduce -6.0%
VWO Vanguard Ftse Emerging Marke 0.54% 22,645 $1.4M No change
IEFA iShares Core MSCI Eafe ETF 0.50% 12,825 $1.2M No change
SUSA iShares ESG Optimized MSCI U 0.47% 7,610 $1.2M No change
IJJ iShares S&P Mid-Cap 400 Valu 0.46% 7,760 $1.1M No change
EUSA iShares MSCI USA Equal Weigh 0.46% 9,960 $1.1M Reduce -5.7%
IJT iShares S&P Small-Cap 600 GR 0.44% 6,055 $1.1M No change
IYR iShares US Real Estate ETF 0.40% 9,750 $997K No change
ILF iShares Latin America 40 ETF 0.38% 27,687 $934K No change
IEV iShares Europe ETF 0.37% 12,735 $928K No change
AAXJ iShares MSCI All Country Asi 0.36% 7,395 $882K No change
AGG iShares Core U.S. Aggregate 0.34% 8,410 $832K Reduce -5.6%
DSI iShares ESG MSCI KLD 400 ETF 0.30% 5,260 $749K Reduce -0.6%
IAGG iShares Intl Aggregate Bond 0.29% 14,460 $732K Reduce -6.3%
IJS iShares S&P Small-Cap 600 Va 0.29% 5,340 $730K No change
IJR iShares Core S&P Small-Cap E 0.28% 4,660 $691K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 861 $643K No change
FXI iShares China Large-Cap ETF 0.25% 19,480 $615K Add +1.6%
IWS iShares Russell Mid-Cap Valu 0.24% 3,565 $587K No change
IYH iShares U.S. Healthcare ETF 0.22% 8,025 $538K Reduce -12.1%
IWP iShares Russell Mid-Cap Grow 0.19% 3,300 $483K No change
AMZN Amazon.com Inc. 0.19% 2,000 $477K No change
ESGU iShares ESG Aware MSCI USA 0.19% 2,860 $468K No change
INDY iShares India 50 ETF 0.16% 8,890 $386K No change
EWJ iShares MSCI Japan ETF 0.15% 4,130 $385K No change
CRDO Credo Technology Group Holdi 0.15% 1,380 $375K No change
HEDJ Wisdomtree Europe Hedged Equ 0.15% 6,580 $375K No change
IVV iShares Core S&P 500 ETF 0.14% 480 $359K Reduce -36.4%
EAGG iShares ESG Aware US Aggrega 0.14% 7,400 $351K No change
SHV iShares 0-1 Year Treasury Bo 0.14% 3,150 $348K Reduce -40.5%
INDA iShares MSCI India ETF 0.14% 6,835 $338K Add +3.0%
XLV SS Health Care Select Sector 0.13% 2,020 $320K No change
USRT iShares Core US REIT ETF 0.13% 4,780 $318K No change
EMB iShares JP Morgan Usd Emergi 0.13% 3,240 $312K No change
UPS United Parcel Service Class B 0.11% 2,626 $282K No change
ESML iShares ESG Aware MSCI USA S 0.11% 5,000 $280K No change
SUSC iShares ESG Aware Usd Corpor 0.10% 10,850 $251K No change
LSF Laird Superfood Inc. 0.09% 50,000 $235K Add +100.0%
EWU iShares MSCI United Kingdom 0.09% 5,040 $233K No change
IUSG iShares Core S&P U.S. Growth 0.09% 1,180 $222K No change
KBWB Invesco KBW Bank ETF 0.08% 2,250 $209K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.08% 1,900 $207K No change
EWT iShares MSCI Taiwan ETF 0.08% 1,745 $190K No change
ESGD iShares Trust iShares ESG Aw 0.08% 1,830 $188K No change
IAT iShares US Regional Banks Et 0.08% 3,000 $187K No change
INTC Intel Corp. 0.07% 1,284 $179K No change
LRCX Lam Research Corp. 0.07% 400 $173K No change
AIA iShares Asia 50 ETF 0.07% 1,170 $166K No change
SUSB iShares ESG Aware 1-5 Year U 0.06% 6,150 $154K No change
VTI VG Morningstar TS MKT ETF-US 0.06% 405 $150K No change
XLI SS Industrial Select Sector 0.06% 790 $146K No change
ESGE iShares Inc. iShares ESG Awar 0.05% 2,420 $132K No change
IBB iShares Biotechnology ETF 0.05% 675 $128K No change
SHY iShares 1-3 Year Treasury Bo 0.05% 1,535 $126K No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.05% 2,700 $125K No change
XLY SS Consumer Disc Select Sect 0.05% 1,040 $122K No change
CQQQ Invesco China Technology ETF 0.05% 2,010 $115K Add +54.6%
DVY iShares Select Dividend ETF 0.05% 730 $114K No change
EWZ iShares MSCI Brazil ETF 0.04% 3,220 $111K No change
RSPT Invesco S&P 500 Equal Weight 0.04% 1,600 $103K New
SBUX Starbucks Corp. 0.04% 1,008 $103K No change
ICLN iShares Global Clean Energy 0.04% 5,000 $102K New
IEF iShares 7-10 Year Treasury B 0.04% 1,050 $99K No change
MCD McDonald's Corp. 0.04% 361 $98K No change
TLT iShares 20+ Year Treasury BD 0.04% 1,040 $90K No change
SPOT Spotify Technology SA 0.04% 194 $89K No change
SCZ iShares MSCI Eafe Small-Cap 0.03% 1,050 $86K Add +16.7%
SMIN iShares MSCI India Small-Cap 0.03% 1,130 $80K Add +21.5%
XLP SS Consumer Staples Sel Sect 0.03% 945 $79K No change
IEUR iShares Core MSCI Europe ETF 0.03% 1,010 $76K No change
IUSV iShares Core S&P U.S. Value 0.03% 640 $70K No change
WMT Walmart Inc. 0.03% 609 $69K No change
F Ford Motor Co. filed as FORD MTR CO 0.03% 4,725 $66K No change
SCHM Schwab US Mid Cap ETF 0.02% 1,668 $61K No change
ORCL Oracle Corp. 0.02% 400 $59K No change
HD Home Depot Inc. 0.02% 145 $51K No change
IGV iShares Expanded Tech-Softwa 0.02% 500 $45K No change
XT Ishar Fture Exp Tech ETF-Usd 0.02% 500 $41K No change
BIRD Smartbird Inc. 0.02% 10,000 $40K No change
JNJ Johnson & Johnson 0.01% 104 $26K No change
TOST Toast Inc. Class A 0.01% 469 $13K No change
FBTC Fidelity Wise Origin Bitcoin 0.00% 235 $12K New
MKC McCormick & Co.-Non VTG SHRS 0.00% 224 $11K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.00% 771 $10K No change

Portfolio Sells Q1 2026 → Q2 2026
IXUS iShares Core Intl Stock ETF Reduce -0.5% 8.77% −0.54
IWV iShares Russell 3000 ETF Reduce -1.9% 11.91% −0.37
IWD iShares Russell 1000 Value E Reduce -5.5% 3.25% −0.28
IYF iShares US Financials ETF Reduce -5.1% 1.97% −0.26
IJH iShares Core S&P Midcap ETF Reduce -1.5% 5.99% −0.20
SHV iShares 0-1 Year Treasury Bo Reduce -40.5% 0.14% −0.13
IVV iShares Core S&P 500 ETF Reduce -36.4% 0.14% −0.09
IYY iShares Dow Jones U.S. ETF Reduce -6.7% 1.03% −0.09
IWF iShares Russell 1000 Growth Reduce -1.6% 5.92% −0.08
IVE iShares S&P 500 Value ETF Reduce -2.3% 0.79% −0.08
AGG iShares Core U.S. Aggregate Reduce -5.6% 0.34% −0.08
IAGG iShares Intl Aggregate Bond Reduce -6.3% 0.29% −0.07
MDY State Street SPDR S&P Midcap Reduce -4.1% 0.98% −0.06
ITOT iShares Core S&P Total U.S. Reduce -6.0% 0.71% −0.05
IYH iShares U.S. Healthcare ETF Reduce -12.1% 0.22% −0.05
IWB iShares Russell 1000 ETF Reduce -4.4% 0.78% −0.05
EUSA iShares MSCI USA Equal Weigh Reduce -5.7% 0.46% −0.05
DSI iShares ESG MSCI KLD 400 ETF Reduce -0.6% 0.30% +0.00
IVW iShares S&P 500 Growth ETF Reduce -1.2% 0.90% +0.03
EEM iShares MSCI Emerging Market Reduce -1.1% 6.19% +0.14
IWC iShares Micro-Cap ETF Reduce -0.3% 2.59% +0.18
IWM iShares Russell 2000 ETF Reduce -1.9% 10.47% +0.22
QQQ Invesco QQQ Trust Series 1 Reduce -1.6% 7.00% +0.51
IYW iShares Ustechnology ETF Reduce -1.7% 6.15% +0.91

Portfolio Buys Q1 2026 → Q2 2026
LSF Laird Superfood Inc. Add +100.0% 0.09% +0.07
RSPT Invesco S&P 500 Equal Weight New 0.04% +0.04
ICLN iShares Global Clean Energy New 0.04% +0.04
IEMG iShares Core MSCI Emerging Add +1.6% 0.72% +0.03
CQQQ Invesco China Technology ETF Add +54.6% 0.05% +0.02
SGOV iShares 0-3 Month Treasury B Add +17.5% 1.10% +0.01
SMIN iShares MSCI India Small-Cap Add +21.5% 0.03% +0.01
FBTC Fidelity Wise Origin Bitcoin New 0.00% +0.00
SCZ iShares MSCI Eafe Small-Cap Add +16.7% 0.03% +0.00
INDA iShares MSCI India ETF Add +3.0% 0.14% −0.01
FXI iShares China Large-Cap ETF Add +1.6% 0.25% −0.07

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