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FINLEY FINANCIAL, LLC
FINLEY FINANCIAL, LLC
Latest filing: 2026-06-30
FINLEY FINANCIAL, LLC runs FINLEY FINANCIAL, LLC and currently holds 110 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $248.46M. Their top holdings are IWV, IWM, IXUS, QQQ, EEM. The top five represent 44.3% of reported portfolio weight. FINLEY FINANCIAL, LLC ranks #827 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FINLEY FINANCIAL, LLC initiated 2 new positions. They added to 7 existing positions. They trimmed 23 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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110 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWV ISHARES RUSSELL 3000 ETF | 11.91% | $335.44 | $436.41 | +30.10% | Trimmed -1.94% |
 IWM ISHARES RUSSELL 2000 ETF | 10.47% | $221.15 | $299.93 | +35.62% | Trimmed -1.90% |
 IXUS ISHARES TR CORE MSCI TOTAL | 8.77% | $70.12 | $97.95 | +39.68% | Trimmed -0.52% |
 QQQ INVESCO QQQ TR UNIT SER 1 | 7.00% | $511.23 | $713.44 | +39.55% | Trimmed -1.65% |
 EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 6.19% | $43.55 | $67.12 | +54.12% | Trimmed -1.15% |
 IYW ISHARES US TECHNOLOGY ETF | 6.15% | $160.39 | $247.25 | +54.16% | Trimmed -1.72% |
 IJH ISHARES CORE S&P MID-CAP ETF | 5.99% | $63.00 | $76.75 | +21.83% | Trimmed -1.50% |
 IWF ISHARES TR RUS 1000 GRW ETF | 5.92% | $194.65 | $122.38 | -37.13% | Added +293.82% |
 IWD ISHARES RUSSELL 1000 VALUE ETF | 3.25% | $185.21 | $257.31 | +38.93% | Trimmed -5.51% |
 IWC ISHARES TR MICRO-CAP ETF | 2.59% | $130.25 | $198.39 | +52.31% | Trimmed -0.25% |
Showing 1-10 of 110