Finley Financial, LLC

Q2 2025 13F Holdings

  • Location
    las vegas, NV
  • Num holdings

    122

  • Value ($000)

    $198,920

  • Date Filed
    07/09/2025
  • Form type
    13F-HR
  • CIK
    0002047823
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWV
IWV

ISHARES RUSSELL 3000 ETF

RUSSELL 3000 ETF
$24.72M
12 %

70,441

IWM
IWM

ISHARES RUSSELL 2000 ETF

RUSSELL 2000 ETF
$18.86M
10 %

87,408

IXUS
IXUS

ISHARES TR CORE MSCI TOTAL

CORE MSCI TOTAL
$14.57M
7 %

188,437

NDQ
NDQ

INVESCO QQQ TR UNIT SER 1

UNIT SER 1
$13.85M
7 %

25,111

IWF
IWF

ISHARES TR RUS 1000 GRW ETF

RUS 1000 GRW ETF
$13.08M
7 %

30,815

IYW
IYW

ISHARES US TECHNOLOGY ETF

U.S. TECH ETF
$10.24M
5 %

59,106

EEM
EEM

ISHARES TRUST MSCI EMG MKTS ETF USD DIS

MSCI EMG MKT ETF
$9.64M
5 %

199,733

IJH
IJH

ISHARES CORE S&P MID-CAP ETF

CORE S&P MCP ETF
$9.26M
5 %

149,329

IYF
IYF

ISHARES US FINANCIALS ETF

U.S. FINLS ETF
$8.91M
5 %

73,625

IWD
IWD

ISHARES RUSSELL 1000 VALUE ETF

RUS 1000 VAL ETF
$7.06M
4 %

36,331

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