Institutions / Finley Financial, LLC

Finley Financial, LLC

CIK 2047823 · Institution · as of Dec 31, 2025

Portfolio value

$218.32M

Positions

109

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 109 →

Company	Class	Value	Shares	% of portfolio
iShares Russell 3000 ETF	—	$27.79M	71,838	12.7%
iShares Russell 2000 ETF	—	$21.75M	88,347	10.0%
iShares MSCI UAE ETF	—	$17.60M	207,909	8.1%
Invesco Qqq Tr Unit Ser 1	—	$14.89M	24,236	6.8%
iShares Tr Rus 1000 Grw ETF	—	$14.16M	29,920	6.5%
iShares Core S&P Mid-Cap ETF	—	$12.71M	192,517	5.8%
iShares US Technology ETF	—	$12.18M	60,992	5.6%
iShares Trust MSCI Emg Mkts ETF Usd Dis	—	$12.00M	219,262	5.5%
iShares US Financials ETF	—	$7.55M	58,550	3.5%
iShares Russell 1000 Value ETF	—	$7.55M	35,881	3.5%
iShares MSCI Eurozone ETF	—	$5.28M	82,427	2.4%
iShares Tr Micro-Cap ETF	—	$5.12M	32,450	2.3%
iShares Tr Rus 2000 Grw ETF	—	$4.41M	13,655	2.0%
Select Sector SPDR Trust State Street Technology Select Sector SPDR ETF	—	$3.08M	21,360	1.4%
iShares Tr Rus Mid Cap ETF	—	$3.03M	31,495	1.4%
iShares Russell 2000 Value ETF	—	$2.82M	15,540	1.3%
iShares Dow Jones US ETF	—	$2.65M	15,987	1.2%
iShares S&P 100 ETF	—	$2.26M	6,595	1.0%
SPDR S&P Midcap 400 ETF	—	$2.19M	3,625	1.0%
iShares S&P 500 Growth ETF	—	$2.02M	16,420	0.9%
iShares S&P 500 Value ETF	—	$1.87M	8,835	0.9%
iShares Russell 1000 Index Fund	—	$1.85M	4,965	0.8%
iShares Tr 0-3 Mnth Treasry	—	$1.72M	17,164	0.8%
iShares MSCI UAE ETF	—	$1.69M	11,345	0.8%
iShares S&P Mid-Cap 400 Growth ETF	—	$1.46M	15,037	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.