CIK 2047823
Finley Financial, LLC
Institutional 13F holdings & portfolio
Holdings
109
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 109
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWV | ISHARES RUSSELL 3000 ETF | 72K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 88K | $1M+ | SH |
| IXUS | ISHARES TR CORE MSCI TOTAL | 208K | $1M+ | SH |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 24K | $1M+ | SH |
| IWF | ISHARES TR RUS 1000 GRW ETF | 30K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 193K | $1M+ | SH |
| IYW | ISHARES US TECHNOLOGY ETF | 61K | $1M+ | SH |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 219K | $1M+ | SH |
| IYF | ISHARES US FINANCIALS ETF | 59K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 36K | $1M+ | SH |
| EZU | ISHARES MSCI EUROZONE ETF | 82K | $1M+ | SH |
| IWC | ISHARES TR MICRO-CAP ETF | 32K | $1M+ | SH |
| IWO | ISHARES TR RUS 2000 GRW ETF | 14K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 21K | $1M+ | SH |
| IWR | ISHARES TR RUS MID CAP ETF | 31K | $1M+ | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 16K | $1M+ | SH |
| IYY | ISHARES DOW JONES US ETF | 16K | $1M+ | SH |
| OEF | ISHARES S&P 100 ETF | 7K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF | 4K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 16K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 9K | $1M+ | SH |
| IWB | ISHARES RUSSELL 1000 INDEX FUND | 5K | $1M+ | SH |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | 17K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 11K | $1M+ | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 15K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 21K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 23K | $1M+ | SH |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 13K | $1M+ | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 8K | $1M+ | SH |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 8K | $1M+ | SH |
| EUSA | ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD | 10K | $1M+ | SH |
| IYR | ISHARES US REAL ESTATE ETF | 11K | $500K+ | SH |
| SOXX | ISHARES TR ISHARES SEMICDTR | 3K | $500K+ | SH |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 9K | $500K+ | SH |
| IJT | ISHARES TR S&P SMALL CAP 600 GROWTH ETF | 6K | $500K+ | SH |
| IEV | ISHARES EUROPE ETF | 12K | $500K+ | SH |
| ILF | ISHARES S & P LATIN AMERICA 40 INDEX FUND | 26K | $500K+ | SH |
| IAGG | ISHARES INTL AGGREGATE BOND | 15K | $500K+ | SH |
| FXI | ISHARES CHINA LARGE-CAP ETF | 19K | $500K+ | SH |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 6K | $500K+ | SH |
| AAXJ | ISHARES TR MSCI AC ASIA ETF | 7K | $500K+ | SH |
| DSI | ISHARES TRUST ESG MSCI KLD 400 ETF | 5K | $500K+ | SH |
| IYH | ISHARES US HEALTHCARE ETF | 10K | $500K+ | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 5K | $500K+ | SH |
| SPY | SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 861 | $500K+ | SH |
| IJR | ISHARES CORE S&P SMALL-CAP E | 5K | $500K+ | SH |
| IWP | ISHARES TR RUS MD CP GR ETF | 4K | $500K+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 755 | $500K+ | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 4K | $500K+ | SH |
| AMZN | AMAZON.COM INC | 2K | $100K–$500K | SH |