Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Finley Financial, LLC (CIK 2047823) reported $213.6M across 107 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWV ($26.2M, 12.28%), IWM ($21.9M, 10.25%), IXUS ($19.9M, 9.30%), QQQ ($13.9M, 6.49%), IJH ($13.2M, 6.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES RUSSELL 3000 ETF | $26.2M | 12.28% | 70,747 | Trimmed |
| 2 | IWM | ISHARES RUSSELL 2000 ETF | $21.9M | 10.25% | 88,257 | Trimmed |
| 3 | IXUS | ISHARES TR CORE MSCI TOTAL | $19.9M | 9.30% | 229,382 | Added |
| 4 | QQQ | INVESCO QQQ TR UNIT SER 1 | $13.9M | 6.49% | 24,001 | Trimmed |
| 5 | IJH | ISHARES CORE S&P MID-CAP ETF | $13.2M | 6.20% | 195,962 | Added |
| 6 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $12.9M | 6.05% | 227,550 | Added |
| 7 | IWF | ISHARES TR RUS 1000 GRW ETF | $12.8M | 6.01% | 30,085 | Added |
| 8 | IYW | ISHARES US TECHNOLOGY ETF | $11.2M | 5.23% | 61,617 | Added |
| 9 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $7.5M | 3.53% | 35,291 | Trimmed |
| 10 | EZU | ISHARES MSCI EUROZONE ETF | $5.2M | 2.42% | 82,562 | Added |
| 11 | IWC | ISHARES TR MICRO-CAP ETF | $5.1M | 2.41% | 32,250 | Trimmed |
| 12 | IYF | ISHARES US FINANCIALS ETF | $4.8M | 2.23% | 40,426 | Trimmed |
| 13 | IWO | ISHARES TR RUS 2000 GRW ETF | $4.3M | 1.99% | 13,555 | Trimmed |
| 14 | IWR | ISHARES TR RUS MID CAP ETF | $3.1M | 1.43% | 31,495 | Hold |
| 15 | IWN | ISHARES RUSSELL 2000 VALUE ETF | $2.9M | 1.38% | 15,540 | Hold |
| 16 | XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2.8M | 1.33% | 21,360 | Hold |
| 17 | IYY | ISHARES DOW JONES US ETF | $2.4M | 1.11% | 15,017 | Trimmed |
| 18 | SGOV | ISHARES TR 0-3 MNTH TREASRY | $2.3M | 1.09% | 23,119 | Added |
| 19 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS | $2.2M | 1.05% | 3,625 | Hold |
| 20 | OEF | ISHARES S&P 100 ETF | $2.1M | 0.98% | 6,560 | Trimmed |
| 21 | IVE | ISHARES S&P 500 VALUE ETF | $1.9M | 0.87% | 8,835 | Hold |
| 22 | IVW | ISHARES S&P 500 GROWTH ETF | $1.9M | 0.87% | 16,420 | Hold |
| 23 | IWB | ISHARES RUSSELL 1000 INDEX FUND | $1.8M | 0.83% | 4,965 | Hold |
| 24 | ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | $1.6M | 0.76% | 11,345 | Hold |
| 25 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $1.5M | 0.71% | 15,037 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31