Finley Financial, LLC

Q3 2025 13F Holdings

  • Location
    las vegas, NV
  • Num holdings

    122

  • Value ($000)

    $216,174

  • Date Filed
    10/23/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWV
IWV

ISHARES RUSSELL 3000 ETF

RUSSELL 3000 ETF
$27.42M
13 %

72,370

IWM
IWM

ISHARES RUSSELL 2000 ETF

RUSSELL 2000 ETF
$21.42M
10 %

88,532

IXUS
IXUS

ISHARES TR CORE MSCI TOTAL

CORE MSCI TOTAL
$16.30M
8 %

197,377

NDQ
NDQ

INVESCO QQQ TR UNIT SER 1

UNIT SER 1
$15.08M
7 %

25,111

IWF
IWF

ISHARES TR RUS 1000 GRW ETF

RUS 1000 GRW ETF
$14.35M
7 %

30,640

IJH
IJH

ISHARES CORE S&P MID-CAP ETF

CORE S&P MCP ETF
$12.41M
6 %

190,087

IYW
IYW

ISHARES US TECHNOLOGY ETF

U.S. TECH ETF
$11.91M
6 %

60,816

EEM
EEM

ISHARES TRUST MSCI EMG MKTS ETF USD DIS

MSCI EMG MKT ETF
$11.34M
5 %

212,331

IYF
IYF

ISHARES US FINANCIALS ETF

U.S. FINLS ETF
$8.89M
4 %

70,220

IWD
IWD

ISHARES RUSSELL 1000 VALUE ETF

RUS 1000 VAL ETF
$7.33M
3 %

35,981

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