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 $248.5M across 110 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWV ($29.6M, 11.91%), IWM ($26.0M, 10.47%), IXUS ($21.8M, 8.77%), QQQ ($17.4M, 7.00%), EEM ($15.4M, 6.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES RUSSELL 3000 ETF | $29.6M | 11.91% | 69,374 | Trimmed |
| 2 | IWM | ISHARES RUSSELL 2000 ETF | $26.0M | 10.47% | 86,577 | Trimmed |
| 3 | IXUS | ISHARES TR CORE MSCI TOTAL | $21.8M | 8.77% | 228,192 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR UNIT SER 1 | $17.4M | 7.00% | 23,606 | Trimmed |
| 5 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $15.4M | 6.19% | 224,925 | Trimmed |
| 6 | IYW | ISHARES US TECHNOLOGY ETF | $15.3M | 6.15% | 60,556 | Trimmed |
| 7 | IJH | ISHARES CORE S&P MID-CAP ETF | $14.9M | 5.99% | 193,032 | Trimmed |
| 8 | IWF | ISHARES TR RUS 1000 GRW ETF | $14.7M | 5.92% | 118,480 | Added |
| 9 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $8.1M | 3.25% | 33,346 | Trimmed |
| 10 | IWC | ISHARES TR MICRO-CAP ETF | $6.4M | 2.59% | 32,170 | Trimmed |
| 11 | EZU | ISHARES MSCI EUROZONE ETF | $5.7M | 2.31% | 82,562 | Hold |
| 12 | IWO | ISHARES TR RUS 2000 GRW ETF | $5.3M | 2.15% | 13,555 | Hold |
| 13 | IYF | ISHARES US FINANCIALS ETF | $4.9M | 1.97% | 38,371 | Trimmed |
| 14 | XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $4.1M | 1.64% | 21,360 | Hold |
| 15 | IWR | ISHARES TR RUS MID CAP ETF | $3.5M | 1.40% | 31,495 | Hold |
| 16 | IWN | ISHARES RUSSELL 2000 VALUE ETF | $3.4M | 1.38% | 15,540 | Hold |
| 17 | SGOV | ISHARES TR 0-3 MNTH TREASRY | $2.7M | 1.10% | 27,174 | Added |
| 18 | IYY | ISHARES DOW JONES US ETF | $2.6M | 1.03% | 14,017 | Trimmed |
| 19 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS | $2.4M | 0.98% | 3,475 | Trimmed |
| 20 | OEF | ISHARES S&P 100 ETF | $2.4M | 0.97% | 6,560 | Hold |
| 21 | IVW | ISHARES S&P 500 GROWTH ETF | $2.2M | 0.90% | 16,220 | Trimmed |
| 22 | SOXX | ISHARES TR ISHARES SEMICDTR | $2.1M | 0.85% | 3,282 | Hold |
| 23 | IVE | ISHARES S&P 500 VALUE ETF | $2.0M | 0.79% | 8,635 | Trimmed |
| 24 | IWB | ISHARES RUSSELL 1000 INDEX FUND | $1.9M | 0.78% | 4,745 | Trimmed |
| 25 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.8M | 0.72% | 21,706 | Added |
Source: SEC Form 13F filings · as of 2026-06-30