Finley Financial, LLC

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

Import this data to Google Sheets with:

=jivedata("finley-financial-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $216.2M122 positionsView on SEC.gov

			% of Portfolio
ALLBIRDS INC	CL A NEW	$28K	0.0%	5,000 SH	New
AMAZON.COM INC	COM	$439K	0.2%Prev: 0.2%	2,000 SH	Decreased
ATLANTA BRAVES HLDGS INC COM SER C	COM SER C	$749	0.0%	18 SH	New
BRISTOL-MYERS SQUIBB CO COM	COM	$812	0.0%	18 SH	New
CARNIVAL CORP COM USD0.01	UNIT 99/99/9999	$3K	0.0%	100 SH	New
COMCAST CORP	CL A	$60K	0.0%	1,900 SH	New
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	SBI CONS DISCR	$125K	0.1%	520 SH	New
CONSUMER STAPLES SELECT SECTOR SPDR FUND	SBI CONS STPLS	$74K	0.0%	945 SH	New
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005	ORDINARY SHARES	$577K	0.3%Prev: 0.2%	3,960 SH	Increased+2,580 SH
ELI LILLY &CO COM	COM	$241K	0.1%	316 SH	New
FIDELITY WISE ORIGIN BITCOIN FUND	SHS	$23K	0.0%Prev: 0.0%	235 SH	Increased
FORD MTR CO DEL COM	COM	$57K	0.0%Prev: 0.0%	4,725 SH	Decreased
GAP INC COM	COM	$4K	0.0%	208 SH	New
GARMIN LTD COM CHF10.00	SHS	$234K	0.1%	949 SH	New
HEALTH CARE SELECT SECTOR SPDR FUND	SBI HEALTHCARE	$372K	0.2%	2,675 SH	New
HOME DEPOT INC	COM	$59K	0.0%Prev: 0.0%	145 SH	Increased
INTEL CORP COM USD0.001	COM	$43K	0.0%Prev: 0.1%	1,284 SH	Decreased
INVESCO EXCH TRADED FD TR II KBW BK ETF	KBW BK ETF	$176K	0.1%Prev: 0.1%	2,250 SH	Decreased
INVESCO QQQ TR UNIT SER 1	UNIT SER 1	$15.1M	7.0%Prev: 7.0%	25,111 SH	Decreased+1,505 SH
ISHARES CHINA LARGE-CAP ETF	CHINA LG-CAP ETF	$623K	0.3%Prev: 0.2%	15,150 SH	Increased-4,330 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	CORE MSCI EMKT	$1.4M	0.6%Prev: 0.7%	20,556 SH	Decreased-1,150 SH
ISHARES CORE MSCI EUROPE ETF	CORE MSCI EURO	$69K	0.0%Prev: 0.0%	1,010 SH	Decreased
ISHARES CORE S&P 500 ETF	CORE S&P500 ETF	$505K	0.2%Prev: 0.1%	755 SH	Increased+275 SH
ISHARES CORE S&P MID-CAP ETF	CORE S&P MCP ETF	$12.4M	5.7%Prev: 6.0%	190,087 SH	Decreased-2,945 SH
ISHARES CORE S&P SMALL-CAP E	CORE S&P SCP ETF	$554K	0.3%Prev: 0.3%	4,660 SH	Decreased
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	CORE S&P TTL STK	$1.7M	0.8%Prev: 0.7%	11,375 SH	Decreased+705 SH
ISHARES CORE S&P US GROWTH ETF	CORE S&P US GWT	$194K	0.1%Prev: 0.1%	1,180 SH	Decreased
ISHARES CORE S&P US VALUE ETF	CORE S&P US VLU	$64K	0.0%Prev: 0.0%	640 SH	Decreased
ISHARES CORE US AGGREGATE BOND ETF	CORE US AGGBD ET	$893K	0.4%Prev: 0.3%	8,910 SH	Increased+500 SH
ISHARES DOW JONES US ETF	DOW JONES US ETF	$2.6M	1.2%Prev: 1.0%	16,197 SH	Increased+2,180 SH
ISHARES EUROPE ETF	EUROPE ETF	$801K	0.4%Prev: 0.4%	12,230 SH	Decreased-505 SH
ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF	IBOXX INV CP ETF	$212K	0.1%Prev: 0.1%	1,900 SH	Increased
ISHARES INC	MSCI USA EQUAL WEIGHTED ETF INDEX FD	$618K	0.3%	6,000 SH	New
ISHARES INC ESG AWR MSCI EM	ESG AWR MSCI EM	$105K	0.0%Prev: 0.1%	2,420 SH	Decreased
ISHARES INC MSCI JPN ETF NEW	MSCI JPN ETF NEW	$224K	0.1%Prev: 0.2%	2,790 SH	Decreased-1,340 SH
ISHARES INTL AGGREGATE BOND	CORE INTL AGGR	$806K	0.4%Prev: 0.3%	15,730 SH	Increased+1,270 SH
ISHARES MSCI BRAZIL ETF	MSCI BRAZIL ETF	$100K	0.0%Prev: 0.0%	3,220 SH	Decreased
ISHARES MSCI EUROZONE ETF	MSCI EURZONE ETF	$4.9M	2.3%Prev: 2.3%	79,347 SH	Decreased-3,215 SH
ISHARES MSCI TAIWAN ETF	MSCI TAIWAN ETF	$111K	0.1%Prev: 0.1%	1,745 SH	Decreased
ISHARES RUSSELL 1000 INDEX FUND	RUS 1000 ETF	$2.3M	1.1%Prev: 0.8%	6,385 SH	Increased+1,640 SH
ISHARES RUSSELL 1000 VALUE ETF	RUS 1000 VAL ETF	$7.3M	3.4%Prev: 3.3%	35,981 SH	Decreased+2,635 SH
ISHARES RUSSELL 2000 ETF	RUSSELL 2000 ETF	$21.4M	9.9%Prev: 10.5%	88,532 SH	Decreased+1,955 SH
ISHARES RUSSELL 2000 VALUE ETF	RUS 2000 VAL ETF	$2.8M	1.3%Prev: 1.4%	16,070 SH	Decreased+530 SH
ISHARES RUSSELL 3000 ETF	RUSSELL 3000 ETF	$27.4M	12.7%Prev: 11.9%	72,370 SH	Decreased+2,996 SH
ISHARES RUSSELL MID-CAP VALUE ETF	RUS MDCP VAL ETF	$498K	0.2%Prev: 0.2%	3,565 SH	Decreased
ISHARES S & P LATIN AMERICA 40 INDEX FUND	LATN AMER 40 ETF	$780K	0.4%Prev: 0.4%	26,987 SH	Decreased-700 SH
ISHARES S&P 100 ETF	S&P 100 ETF	$2.2M	1.0%Prev: 1.0%	6,595 SH	Decreased+35 SH
ISHARES S&P 500 GROWTH ETF	S&P 500 GRWT ETF	$2.0M	0.9%Prev: 0.9%	16,420 SH	Decreased+200 SH
ISHARES S&P 500 VALUE ETF	S&P 500 VAL ETF	$1.9M	0.9%Prev: 0.8%	9,085 SH	Decreased+450 SH
ISHARES S&P MID-CAP 400 GROWTH ETF	S&P MC 400GR ETF	$1.4M	0.7%Prev: 0.7%	15,037 SH	Decreased
ISHARES S&P MID-CAP 400 VALUE ETF	S&P MC 400VL ETF	$1.0M	0.5%Prev: 0.5%	7,760 SH	Decreased
ISHARES S&P SMALL-CAP 600 VALUE ETF	SP SMCP600VL ETF	$591K	0.3%Prev: 0.3%	5,340 SH	Decreased
ISHARES SELECT DIVIDEND ETF	SELECT DIVID ETF	$104K	0.0%Prev: 0.0%	730 SH	Decreased
ISHARES TR	0-3 MNTH TREASRY	$635K	0.3%	6,309 SH	New
ISHARES TR 20 YR TR BD ETF	20 YR TR BD ETF	$93K	0.0%Prev: 0.0%	1,040 SH	Increased
ISHARES TR 7-10 YR TRSY BD	7-10 YR TRSY BD	$101K	0.0%Prev: 0.0%	1,050 SH	Increased
ISHARES TR ASIA 50 ETF	ASIA 50 ETF	$111K	0.1%Prev: 0.1%	1,170 SH	Decreased
ISHARES TR CORE MSCI TOTAL	CORE MSCI TOTAL	$16.3M	7.5%Prev: 8.8%	197,377 SH	Decreased-30,815 SH
ISHARES TR CORE TOTAL USD	CORE TOTAL USD	$126K	0.1%	2,700 SH	New
ISHARES TR CRE U S REIT ETF	CRE U S REIT ETF	$281K	0.1%Prev: 0.1%	4,780 SH	Decreased
ISHARES TR ESG AW MSCI EAFE	ESG AW MSCI EAFE	$170K	0.1%Prev: 0.1%	1,830 SH	Decreased
ISHARES TR ESG AWARE MSCI USA ETF	ESG AWR MSCI USA	$416K	0.2%Prev: 0.2%	2,860 SH	Decreased
ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF	ESG AWARE MSCI	$225K	0.1%Prev: 0.1%	5,000 SH	Decreased
ISHARES TR ESG AWR US AGRGT	ESG AWR US AGRGT	$355K	0.2%Prev: 0.1%	7,400 SH	Increased
ISHARES TR ESG AWRE 1 5 YR	ESG AWRE 1 5 YR	$156K	0.1%Prev: 0.1%	6,150 SH	Increased
ISHARES TR ESG AWRE USD ETF	ESG AWRE USD ETF	$256K	0.1%Prev: 0.1%	10,850 SH	Increased
ISHARES TR EXPONENTIAL TECH	EXPONENTIAL TECH	$36K	0.0%	500 SH	New
ISHARES TR INDIA 50 ETF	INDIA 50 ETF	$354K	0.2%Prev: 0.2%	6,960 SH	Decreased-1,930 SH
ISHARES TR ISHARES BIOTECH	ISHARES BIOTECH	$97K	0.0%Prev: 0.1%	675 SH	Decreased
ISHARES TR ISHARES SEMICDTR	ISHARES SEMICDTR	$836K	0.4%Prev: 0.8%	3,085 SH	Decreased-197 SH
ISHARES TR JP MOR EM MK ETF	JPMORGAN USD EMG	$308K	0.1%Prev: 0.1%	3,240 SH	Decreased
ISHARES TR MICRO-CAP ETF	MICRO-CAP ETF	$4.9M	2.3%Prev: 2.6%	33,145 SH	Decreased+975 SH
ISHARES TR MSCI AC ASIA ETF	MSCI AC ASIA ETF	$686K	0.3%Prev: 0.4%	7,525 SH	Decreased+130 SH
ISHARES TR MSCI UK ETF NEW	MSCI UK ETF NEW	$212K	0.1%Prev: 0.1%	5,040 SH	Decreased
ISHARES TR MSCI USA ESG SLC	MSCI USA ESG SLC	$1.0M	0.5%	7,610 SH	New
ISHARES TR RUS 1000 GRW ETF	RUS 1000 GRW ETF	$14.4M	6.6%Prev: 5.9%	30,640 SH	Decreased-87,840 SH
ISHARES TR RUS 2000 GRW ETF	RUS 2000 GRW ETF	$4.5M	2.1%Prev: 2.1%	14,195 SH	Decreased+640 SH
ISHARES TR RUS MD CP GR ETF	RUS MD CP GR ETF	$547K	0.3%Prev: 0.2%	3,840 SH	Increased+540 SH
ISHARES TR RUS MID CAP ETF	RUS MID CAP ETF	$3.3M	1.5%Prev: 1.4%	34,165 SH	Decreased+2,670 SH
ISHARES TR S&P SMALL CAP 600 GROWTH ETF	S&P SML 600 GWT	$857K	0.4%Prev: 0.4%	6,055 SH	Decreased
ISHARES TR SHORT TREAS BD	SHORT TREAS BD	$739K	0.3%	6,685 SH	New
ISHARES TR US INDUSTRIALS	US INDUSTRIALS	$37K	0.0%	255 SH	New
ISHARES TR US REGNL BKS ETF	US REGNL BKS ETF	$158K	0.1%Prev: 0.1%	3,000 SH	Decreased
ISHARES TRUST	ESG MSCI KLD 400 ETF	$666K	0.3%	5,290 SH	New
ISHARES TRUST 1-3 YEAR TREASURY BOND ETF	1 3 YR TREAS BD	$261K	0.1%Prev: 0.1%	3,145 SH	Increased+1,610 SH
ISHARES TRUST CORE MSCI EAFE ETF	CORE MSCI EAFE	$1.1M	0.5%Prev: 0.5%	12,925 SH	Decreased+100 SH
ISHARES TRUST ISHARES MSCI INDIA ETF USD	MSCI INDIA ETF	$135K	0.1%Prev: 0.1%	2,600 SH	Decreased-4,235 SH
ISHARES TRUST MSCI EMG MKTS ETF USD DIS	MSCI EMG MKT ETF	$11.3M	5.2%Prev: 6.2%	212,331 SH	Decreased-12,594 SH
ISHARES US FINANCIALS ETF	U.S. FINLS ETF	$8.9M	4.1%Prev: 2.0%	70,220 SH	Increased+31,849 SH
ISHARES US HEALTHCARE ETF	US HLTHCARE ETF	$734K	0.3%Prev: 0.2%	12,500 SH	Increased+4,475 SH
ISHARES US REAL ESTATE ETF	U.S. REAL ES ETF	$1.1M	0.5%Prev: 0.4%	10,865 SH	Increased+1,115 SH
ISHARES US TECHNOLOGY ETF	U.S. TECH ETF	$11.9M	5.5%Prev: 6.1%	60,816 SH	Decreased+260 SH
JOHNSON &JOHNSON COM	COM	$19K	0.0%Prev: 0.0%	104 SH	Decreased
LAIRD SUPERFOOD INC COM STK	COM STK	$140K	0.1%Prev: 0.1%	25,000 SH	Decreased-25,000 SH
LAM RESEARCH CORP COM NEW	COM NEW	$54K	0.0%Prev: 0.1%	400 SH	Decreased
LIBERTY MEDIA CORP DEL COM LBTY LIV S A	COM LBTY LIV S A	$3K	0.0%	32 SH	New
LIBERTY MEDIA CORP DEL COM LBTY LIV S C	COM LBTY LIV S C	$6K	0.0%	65 SH	New
LIBERTY MEDIA CORP DEL COM LBTY ONE S A	COM LBTY ONE S A	$43K	0.0%	451 SH	New
LIBERTY MEDIA CORP DEL COM LBTY ONE S C	COM LBTY ONE S C	$94K	0.0%	903 SH	New
MCCORMICK &COMPANY INC COM NPV	COM	$15K	0.0%Prev: 0.0%	224 SH	Increased
MCDONALD S CORP	COM	$110K	0.1%Prev: 0.0%	361 SH	Increased
MERCK &CO. INC COM	COM	$2K	0.0%	21 SH	New
MICRON TECHNOLOGY INC	COM	$8K	0.0%	46 SH	New
MILLERKNOLL INC COMMON STOCK	COM	$195	0.0%	11 SH	New
NU HOLDINGS LTD USD0.000006666666 CLASS A	ORD SHS CL A	$9K	0.0%Prev: 0.0%	570 SH	Decreased-201 SH
ORACLE CORP	COM	$112K	0.1%Prev: 0.0%	400 SH	Increased
SCHWAB STRATEGIC TR US MID-CAP ETF	US MID-CAP ETF	$49K	0.0%Prev: 0.0%	1,668 SH	Decreased
SCHWAB US DIVIDEND EQUITY ETF	US DIVIDEND EQ	$1K	0.0%	45 SH	New
SELECT SECTOR SPDR TR FINANCIAL	FINANCIAL	$645K	0.3%	11,965 SH	New
SELECT SECTOR SPDR TR INDL	INDL	$122K	0.1%	790 SH	New
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS	TECHNOLOGY	$3.1M	1.5%	11,130 SH	New
SPDR S&P MIDCAP 400 ETF	UTSER1 S&PDCRP	$2.2M	1.0%	3,645 SH	New
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT	TR UNIT	$588K	0.3%	883 SH	New
SPOTIFY TECHNOLOGY S.A. COM EUR0.000625	SHS	$135K	0.1%Prev: 0.0%	194 SH	Increased
STARBUCKS CORP COM USD0.001	COM	$85K	0.0%Prev: 0.0%	1,008 SH	Decreased
TOAST INC CL A	CL A	$8K	0.0%Prev: 0.0%	213 SH	Decreased-256 SH
UNITED PARCEL SERVICE INC CL B	CL B	$219K	0.1%Prev: 0.1%	2,626 SH	Decreased
US BANCORP	COM NEW	$6K	0.0%	132 SH	New
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF	TOTAL STK MKT	$133K	0.1%Prev: 0.1%	405 SH	Decreased
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF	FTSE EMR MKT ETF	$1.2M	0.6%Prev: 0.5%	22,645 SH	Decreased
WALMART INC COM	COM	$63K	0.0%Prev: 0.0%	609 SH	Decreased
WISDOMTREE EUROPE HEDGED EQUITY FUND	EUROPE HEDGED EQ	$332K	0.2%Prev: 0.2%	6,580 SH	Decreased

Sold (vs prior filing)

INVESCO EXCH TRADED FD TR II CHINA TECHNLGY — $115K
INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC — $103K
ISHARES ESG OPTIMIZED MSCI USA ETF — $1.2M
ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD — $1.1M
ISHARES TR 0-3 MNTH TREASRY — $2.7M
ISHARES TR EAFE SML CP ETF — $86K
ISHARES TR EXPANDED TECH — $45K
ISHARES TR FUTURE EXPONENTIAL TECHNOLOGIES ETF — $41K
ISHARES TR GL CLEAN ENE ETF — $102K
ISHARES TR MSCI INDIA SM CP — $80K
ISHARES TRUST CORE UNIVERSAL USD BOND ETF — $125K
ISHARES TRUST ESG MSCI KLD 400 ETF — $749K
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF — $348K
SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF — $122K
SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF — $79K
SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF — $320K
SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF — $146K
SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF — $4.1M
SMARTBIRD, INC. CLASS A COMMON STOCK — $40K
STATE STREET SPDR S&P 500 ETF UNITS — $643K
… and 1 more

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