Finley Financial, LLC

CIK 0002047823 • 6 13F filings • May 13, 2025 – Jul 8, 2026

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Filer information

Filed by: Finley Financial, LLC, PRINCIPAL
Address: 11421 RAIN CANYON AVE, #102, LAS VEGAS, NV, 89135
Phone: 503-474-3535
AUM: $218.3M

AUM over time

$248.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $179.5M121 positionsView on SEC.gov

			% of Portfolio
AMAZON.COM INC	COM	$375K	0.2%	2,000 SH
ATLANTA BRAVES HLDGS INC COM SER C	COM SER C	$719	0.0%	18 SH
BRISTOL-MYERS SQUIBB CO COM	COM	$886	0.0%	18 SH
CARNIVAL CORP COM USD0.01	UNIT 99/99/9999	$2K	0.0%	100 SH
COMCAST CORP	CL A	$140K	0.1%	4,117 SH
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	SBI CONS DISCR	$104K	0.1%	520 SH
CONSUMER STAPLES SELECT SECTOR SPDR FUND	SBI CONS STPLS	$77K	0.0%	945 SH
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005	ORDINARY SHARES	$171K	0.1%	3,960 SH
ELI LILLY &CO COM	COM	$368K	0.2%	416 SH
FIDELITY WISE ORIGIN BITCOIN FUND	SHS	$20K	0.0%	235 SH
FORD MTR CO DEL COM	COM	$48K	0.0%	4,725 SH
GAP INC COM	COM	$5K	0.0%	208 SH
GARMIN LTD COM CHF10.00	SHS	$194K	0.1%	949 SH
HEALTH CARE SELECT SECTOR SPDR FUND	SBI HEALTHCARE	$516K	0.3%	3,706 SH
HOME DEPOT INC	COM	$52K	0.0%	145 SH
INTEL CORP COM USD0.001	COM	$26K	0.0%	1,284 SH
INVESCO EXCH TRADED FD TR II KBW BK ETF	KBW BK ETF	$137K	0.1%	2,250 SH
INVESCO QQQ TR UNIT SER 1	UNIT SER 1	$12.0M	6.7%	25,211 SH
ISHARES CHINA LARGE-CAP ETF	CHINA LG-CAP ETF	$446K	0.2%	13,200 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	CORE MSCI EMKT	$1.1M	0.6%	20,551 SH
ISHARES CORE MSCI EUROPE ETF	CORE MSCI EURO	$63K	0.0%	1,005 SH
ISHARES CORE S&P 500 ETF	CORE S&P500 ETF	$420K	0.2%	755 SH
ISHARES CORE S&P MID-CAP ETF	CORE S&P MCP ETF	$8.1M	4.5%	141,753 SH
ISHARES CORE S&P SMALL-CAP E	CORE S&P SCP ETF	$470K	0.3%	4,660 SH
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	CORE S&P TTL STK	$1.4M	0.8%	11,375 SH
ISHARES CORE S&P US GROWTH ETF	CORE S&P US GWT	$153K	0.1%	1,180 SH
ISHARES CORE S&P US VALUE ETF	CORE S&P US VLU	$57K	0.0%	640 SH
ISHARES CORE US AGGREGATE BOND ETF	CORE US AGGBD ET	$566K	0.3%	5,710 SH
ISHARES DOW JONES US ETF	DOW JONES US ETF	$2.2M	1.2%	16,497 SH
ISHARES EUROPE ETF	EUROPE ETF	$738K	0.4%	12,230 SH
ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF	IBOXX INV CP ETF	$206K	0.1%	1,900 SH
ISHARES INC	MSCI USA EQUAL WEIGHTED ETF INDEX FD	$440K	0.2%	4,800 SH
ISHARES INC ESG AWR MSCI EM	ESG AWR MSCI EM	$85K	0.0%	2,420 SH
ISHARES INC MSCI JPN ETF NEW	MSCI JPN ETF NEW	$180K	0.1%	2,500 SH
ISHARES INTL AGGREGATE BOND	CORE INTL AGGR	$590K	0.3%	11,630 SH
ISHARES MSCI BRAZIL ETF	MSCI BRAZIL ETF	$88K	0.0%	3,220 SH
ISHARES MSCI EUROZONE ETF	MSCI EURZONE ETF	$4.2M	2.3%	74,797 SH
ISHARES MSCI TAIWAN ETF	MSCI TAIWAN ETF	$82K	0.0%	1,745 SH
ISHARES RUSSELL 1000 INDEX FUND	RUS 1000 ETF	$2.0M	1.1%	6,585 SH
ISHARES RUSSELL 1000 VALUE ETF	RUS 1000 VAL ETF	$6.6M	3.7%	36,007 SH
ISHARES RUSSELL 2000 ETF	RUSSELL 2000 ETF	$17.2M	9.6%	87,783 SH
ISHARES RUSSELL 2000 VALUE ETF	RUS 2000 VAL ETF	$2.4M	1.3%	16,410 SH
ISHARES RUSSELL 3000 ETF	RUSSELL 3000 ETF	$22.3M	12.4%	70,724 SH
ISHARES RUSSELL MID-CAP VALUE ETF	RUS MDCP VAL ETF	$438K	0.2%	3,565 SH
ISHARES S & P LATIN AMERICA 40 INDEX FUND	LATN AMER 40 ETF	$831K	0.5%	33,097 SH
ISHARES S&P 100 ETF	S&P 100 ETF	$2.1M	1.2%	7,935 SH
ISHARES S&P 500 GROWTH ETF	S&P 500 GRWT ETF	$1.6M	0.9%	17,120 SH
ISHARES S&P 500 VALUE ETF	S&P 500 VAL ETF	$1.7M	0.9%	9,085 SH
ISHARES S&P MID-CAP 400 GROWTH ETF	S&P MC 400GR ETF	$1.2M	0.7%	15,037 SH
ISHARES S&P MID-CAP 400 VALUE ETF	S&P MC 400VL ETF	$890K	0.5%	7,760 SH
ISHARES S&P SMALL-CAP 600 VALUE ETF	SP SMCP600VL ETF	$494K	0.3%	5,340 SH
ISHARES SELECT DIVIDEND ETF	SELECT DIVID ETF	$94K	0.1%	730 SH
ISHARES TR 20 YR TR BD ETF	20 YR TR BD ETF	$94K	0.1%	1,040 SH
ISHARES TR 7-10 YR TRSY BD	7-10 YR TRSY BD	$101K	0.1%	1,050 SH
ISHARES TR ASIA 50 ETF	ASIA 50 ETF	$81K	0.0%	1,170 SH
ISHARES TR CORE MSCI TOTAL	CORE MSCI TOTAL	$12.9M	7.2%	180,006 SH
ISHARES TR CORE TOTAL USD	CORE TOTAL USD	$124K	0.1%	2,700 SH
ISHARES TR CRE U S REIT ETF	CRE U S REIT ETF	$266K	0.1%	4,780 SH
ISHARES TR ESG AW MSCI EAFE	ESG AW MSCI EAFE	$155K	0.1%	1,830 SH
ISHARES TR ESG AWARE MSCI USA ETF	ESG AWR MSCI USA	$346K	0.2%	2,860 SH
ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF	ESG AWARE MSCI	$188K	0.1%	5,000 SH
ISHARES TR ESG AWR US AGRGT	ESG AWR US AGRGT	$351K	0.2%	7,400 SH
ISHARES TR ESG AWRE 1 5 YR	ESG AWRE 1 5 YR	$154K	0.1%	6,150 SH
ISHARES TR ESG AWRE USD ETF	ESG AWRE USD ETF	$250K	0.1%	10,850 SH
ISHARES TR EXPONENTIAL TECH	EXPONENTIAL TECH	$29K	0.0%	500 SH
ISHARES TR INDIA 50 ETF	INDIA 50 ETF	$368K	0.2%	6,960 SH
ISHARES TR ISHARES BIOTECH	ISHARES BIOTECH	$84K	0.0%	675 SH
ISHARES TR ISHARES SEMICDTR	ISHARES SEMICDTR	$563K	0.3%	3,085 SH
ISHARES TR JP MOR EM MK ETF	JPMORGAN USD EMG	$154K	0.1%	1,700 SH
ISHARES TR MICRO-CAP ETF	MICRO-CAP ETF	$3.8M	2.1%	34,380 SH
ISHARES TR MSCI AC ASIA ETF	MSCI AC ASIA ETF	$557K	0.3%	7,590 SH
ISHARES TR MSCI UK ETF NEW	MSCI UK ETF NEW	$193K	0.1%	5,040 SH
ISHARES TR MSCI USA ESG SLC	MSCI USA ESG SLC	$871K	0.5%	7,610 SH
ISHARES TR RUS 1000 GRW ETF	RUS 1000 GRW ETF	$11.8M	6.6%	32,284 SH
ISHARES TR RUS 2000 GRW ETF	RUS 2000 GRW ETF	$3.6M	2.0%	14,195 SH
ISHARES TR RUS MD CP GR ETF	RUS MD CP GR ETF	$466K	0.3%	3,840 SH
ISHARES TR RUS MID CAP ETF	RUS MID CAP ETF	$2.9M	1.6%	34,485 SH
ISHARES TR S&P SMALL CAP 600 GROWTH ETF	S&P SML 600 GWT	$737K	0.4%	6,055 SH
ISHARES TR SHORT TREAS BD	SHORT TREAS BD	$816K	0.5%	7,385 SH
ISHARES TR US INDUSTRIALS	US INDUSTRIALS	$33K	0.0%	255 SH
ISHARES TR US REGNL BKS ETF	US REGNL BKS ETF	$133K	0.1%	3,000 SH
ISHARES TRUST	ESG MSCI KLD 400 ETF	$538K	0.3%	5,290 SH
ISHARES TRUST 1-3 YEAR TREASURY BOND ETF	1 3 YR TREAS BD	$261K	0.1%	3,145 SH
ISHARES TRUST CORE MSCI EAFE ETF	CORE MSCI EAFE	$1.0M	0.6%	12,945 SH
ISHARES TRUST ISHARES MSCI INDIA ETF USD	MSCI INDIA ETF	$43K	0.0%	800 SH
ISHARES TRUST MSCI EMG MKTS ETF USD DIS	MSCI EMG MKT ETF	$8.5M	4.8%	195,657 SH
ISHARES US FINANCIALS ETF	U.S. FINLS ETF	$8.2M	4.6%	73,915 SH
ISHARES US HEALTHCARE ETF	US HLTHCARE ETF	$1.8M	1.0%	31,250 SH
ISHARES US REAL ESTATE ETF	U.S. REAL ES ETF	$1.1M	0.6%	11,495 SH
ISHARES US TECHNOLOGY ETF	U.S. TECH ETF	$8.4M	4.7%	59,026 SH
JOHNSON &JOHNSON COM	COM	$16K	0.0%	104 SH
LAIRD SUPERFOOD INC COM STK	COM STK	$145K	0.1%	25,000 SH
LAM RESEARCH CORP COM NEW	COM NEW	$28K	0.0%	400 SH
LIBERTY MEDIA CORP DEL COM LBTY LIV S A	COM LBTY LIV S A	$2K	0.0%	32 SH
LIBERTY MEDIA CORP DEL COM LBTY LIV S C	COM LBTY LIV S C	$5K	0.0%	65 SH
LIBERTY MEDIA CORP DEL COM LBTY ONE S A	COM LBTY ONE S A	$37K	0.0%	451 SH
LIBERTY MEDIA CORP DEL COM LBTY ONE S C	COM LBTY ONE S C	$81K	0.0%	903 SH
MCCORMICK &COMPANY INC COM NPV	COM	$17K	0.0%	224 SH
MCDONALD S CORP	COM	$114K	0.1%	361 SH
MERCK &CO. INC COM	COM	$2K	0.0%	21 SH
MICRON TECHNOLOGY INC	COM	$4K	0.0%	46 SH
MILLERKNOLL INC COMMON STOCK	COM	$183	0.0%	11 SH
NU HOLDINGS LTD USD0.000006666666 CLASS A	ORD SHS CL A	$7K	0.0%	570 SH
ORACLE CORP	COM	$56K	0.0%	400 SH
SCHWAB STRATEGIC TR US MID-CAP ETF	US MID-CAP ETF	$43K	0.0%	1,668 SH
SCHWAB US DIVIDEND EQUITY ETF	US DIVIDEND EQ	$1K	0.0%	45 SH
SELECT SECTOR SPDR TR FINANCIAL	FINANCIAL	$849K	0.5%	17,435 SH
SELECT SECTOR SPDR TR INDL	INDL	$103K	0.1%	790 SH
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS	TECHNOLOGY	$2.3M	1.3%	11,130 SH
SPDR S&P MIDCAP 400 ETF	UTSER1 S&PDCRP	$4.1M	2.3%	7,920 SH
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT	TR UNIT	$1.0M	0.6%	1,820 SH
SPOTIFY TECHNOLOGY S.A. COM EUR0.000625	SHS	$112K	0.1%	194 SH
STARBUCKS CORP COM USD0.001	COM	$86K	0.0%	1,008 SH
TESLA INC COM	COM	$44K	0.0%	150 SH
TOAST INC CL A	CL A	$8K	0.0%	213 SH
UNITED PARCEL SERVICE INC CL B	CL B	$254K	0.1%	2,626 SH
US BANCORP	COM NEW	$5K	0.0%	132 SH
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF	TOTAL STK MKT	$110K	0.1%	405 SH
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF	FTSE EMR MKT ETF	$1.7M	0.9%	37,705 SH
WALMART INC COM	COM	$58K	0.0%	609 SH
WISDOMTREE EUROPE HEDGED EQUITY FUND	EUROPE HEDGED EQ	$309K	0.2%	6,580 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0002047823-26-000001	$218.3M	View
Oct 23, 2025	Q3 2025	13F-HR	0002047823-25-000006	$216.2M	View
Jul 8, 2026	Q2 2026