Finley Financial, LLC

Q4 2025 13F Holdings

  • Location
    las vegas, NV
  • Num holdings

    109

  • Value ($000)

    $218,321

  • Date Filed
    01/20/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWV

ISHARES RUSSELL 3000 ETF

RUSSELL 3000 ETF
464287689
$27.79 M
13 %

71,838

I
IWM

ISHARES RUSSELL 2000 ETF

RUSSELL 2000 ETF
464287655
$21.75 M
10 %

88,347

I
IXUS

ISHARES TR CORE MSCI TOTAL

CORE MSCI TOTAL
46432F834
$17.60 M
8 %

207,909

N
NDQ

INVESCO QQQ TR UNIT SER 1

UNIT SER 1
46090E103
$14.89 M
7 %

24,236

I
IWF

ISHARES TR RUS 1000 GRW ETF

RUS 1000 GRW ETF
464287614
$14.16 M
7 %

29,920

I
IJH

ISHARES CORE S&P MID-CAP ETF

CORE S&P MCP ETF
464287507
$12.71 M
6 %

192,517

I
IYW

ISHARES US TECHNOLOGY ETF

U.S. TECH ETF
464287721
$12.18 M
6 %

60,992

E
EEM

ISHARES TRUST MSCI EMG MKTS ETF USD DIS

MSCI EMG MKT ETF
464287234
$12.00 M
6 %

219,262

I
IYF

ISHARES US FINANCIALS ETF

U.S. FINLS ETF
464287788
$7.55 M
4 %

58,550

I
IWD

ISHARES RUSSELL 1000 VALUE ETF

RUS 1000 VAL ETF
464287598
$7.55 M
4 %

35,881

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