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 51–100 of 109
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INDY | ISHARES TR INDIA 50 ETF | 9K | $100K–$500K | SH |
| ESGU | ISHARES TR ESG AWARE MSCI USA ETF | 3K | $100K–$500K | SH |
| EAGG | ISHARES TR ESG AWR US AGRGT | 7K | $100K–$500K | SH |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | 7K | $100K–$500K | SH |
| EWJ | ISHARES INC MSCI JPN ETF NEW | 4K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| EMB | ISHARES TR JP MOR EM MK ETF | 3K | $100K–$500K | SH |
| USRT | ISHARES TR CRE U S REIT ETF | 5K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 3K | $100K–$500K | SH |
| SHY | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | 3K | $100K–$500K | SH |
| SUSC | ISHARES TR ESG AWRE USD ETF | 11K | $100K–$500K | SH |
| ESML | ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF | 5K | $100K–$500K | SH |
| EWU | ISHARES TR MSCI UK ETF NEW | 5K | $100K–$500K | SH |
| LQD | ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF | 2K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005 | 1K | $100K–$500K | SH |
| IUSG | ISHARES CORE S&P US GROWTH ETF | 1K | $100K–$500K | SH |
| GRMN | GARMIN LTD COM CHF10.00 | 949 | $100K–$500K | SH |
| KBWB | INVESCO EXCH TRADED FD TR II KBW BK ETF | 2K | $100K–$500K | SH |
| ESGD | ISHARES TR ESG AW MSCI EAFE | 2K | $100K–$500K | SH |
| IAT | ISHARES TR US REGNL BKS ETF | 3K | $100K–$500K | SH |
| SUSB | ISHARES TR ESG AWRE 1 5 YR | 6K | $100K–$500K | SH |
| INDA | ISHARES TRUST ISHARES MSCI INDIA ETF USD | 3K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 405 | $100K–$500K | SH |
| IUSB | ISHARES TRUST CORE UNIVERSAL USD BOND ETF | 3K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 1K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 790 | $100K–$500K | SH |
| AIA | ISHARES TR ASIA 50 ETF | 1K | $100K–$500K | SH |
| IBB | ISHARES TR ISHARES BIOTECH | 675 | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 | 194 | $100K–$500K | SH |
| EWT | ISHARES MSCI TAIWAN ETF | 2K | $100K–$500K | SH |
| MCD | MCDONALD S CORP | 361 | $100K–$500K | SH |
| LLY | ELI LILLY &CO COM | 100 | $100K–$500K | SH |
| ESGE | ISHARES INC ESG AWR MSCI EM | 2K | $100K–$500K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 730 | $100K–$500K | SH |
| EWZ | ISHARES MSCI BRAZIL ETF | 3K | $100K–$500K | SH |
| IEF | ISHARES TR 7-10 YR TRSY BD | 1K | $100K–$500K | SH |
| TLT | ISHARES TR 20 YR TR BD ETF | 1K | $50K–$100K | SH |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 903 | $50K–$100K | SH |
| SBUX | STARBUCKS CORP COM USD0.001 | 1K | $50K–$100K | SH |
| ORCL | ORACLE CORP | 400 | $50K–$100K | SH |
| XLP | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 945 | $50K–$100K | SH |
| IEUR | ISHARES CORE MSCI EUROPE ETF | 1K | $50K–$100K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 400 | $50K–$100K | SH |
| WMT | WALMART INC COM | 609 | $50K–$100K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 640 | $50K–$100K | SH |
| F | FORD MTR CO DEL COM | 5K | $50K–$100K | SH |
| CMCSA | COMCAST CORP | 2K | $50K–$100K | SH |
| LSF | LAIRD SUPERFOOD INC COM STK | 25K | $50K–$100K | SH |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | 2K | $50K–$100K | SH |
| HD | HOME DEPOT INC | 145 | $15K–$50K | SH |