§ 13F · FUND PROFILE
Finley Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $198.9T (13F)Positions · 122Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$44.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES RUSSELL 3000 ETF | 72K | $27.8T | 12.7% | −1% |
| 2 | IWM | ISHARES RUSSELL 2000 ETF | 88K | $21.7T | 10.0% | ±0% |
| 3 | IXUS | ISHARES TR CORE MSCI TOTAL | 208K | $17.6T | 8.1% | +5% |
| 4 | QQQ | INVESCO QQQ TR UNIT SER 1 | 24K | $14.9T | 6.8% | −3% |
| 5 | IWF | ISHARES TR RUS 1000 GRW ETF | 30K | $14.2T | 6.5% | −2% |
| 6 | IJH | ISHARES CORE S&P MID-CAP ETF | 193K | $12.7T | 5.8% | +1% |
| 7 | IYW | ISHARES US TECHNOLOGY ETF | 61K | $12.2T | 5.6% | ±0% |
| 8 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 219K | $12.0T | 5.5% | +3% |
| 9 | IYF | ISHARES US FINANCIALS ETF | 59K | $7.5T | 3.5% | −17% |
| 10 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 36K | $7.5T | 3.5% | ±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 $198919.8 trillion in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed