§ 13F · FUND PROFILE
Finley Financial, LLC.
AUM · $248M (13F)Positions · 110Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$218K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES RUSSELL 3000 ETF | 69K | $30M | 11.9% | −2% |
| 2 | IWM | ISHARES RUSSELL 2000 ETF | 87K | $26M | 10.5% | −2% |
| 3 | IXUS | ISHARES TR CORE MSCI TOTAL | 228K | $22M | 8.8% | −1% |
| 4 | QQQ | INVESCO QQQ TR UNIT SER 1 | 24K | $17M | 7.0% | −2% |
| 5 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 225K | $15M | 6.2% | −1% |
| 6 | IYW | ISHARES US TECHNOLOGY ETF | 61K | $15M | 6.1% | −2% |
| 7 | IJH | ISHARES CORE S&P MID-CAP ETF | 193K | $15M | 6.0% | −1% |
| 8 | IWF | ISHARES TR RUS 1000 GRW ETF | 118K | $15M | 5.9% | +294% |
| 9 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 33K | $8M | 3.3% | −6% |
| 10 | IWC | ISHARES TR MICRO-CAP ETF | 32K | $6M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINLEY SIGNAL
AC read
Finley Financial, LLC is a Other fund managing $248 million in assets. The fund runs a portfolio of 110 positions.
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