Finley Financial

LAS VEGAS, NVfiles as Finley Financial, LLC

$248m in 110 US stocks at the end of 30 June 2026. The top 10 are 68.2% of the money. It changed about 3.3% of the portfolio this quarter.

Value

$248m

Stocks

110

Top 10 share

68.2%

Turnover

3.3%

What changed this quarter

New

Bought for the first time this quarter.

Invesco Exchange Traded FD TRSPT
<0.1% of the fund
Ishares TRICLN
<0.1% of the fund
Fidelity Wise Origin BitcoinFBTC
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRSGOV
1.1% of the fund
+18%
Ishares TRINDA
0.1% of the fund
+3%
Laird SuperfoodLSF
<0.1% of the fund
+100%
Invesco Exch Traded FD TR IICQQQ
<0.1% of the fund
+55%
Ishares TRSCZ
<0.1% of the fund
+17%
Ishares TRSMIN
<0.1% of the fund
+22%

Cut

Sold some of their stake.

Ishares TRIWD
3.3% of the fund
-6%
Ishares TRIYF
2.0% of the fund
-5%
Ishares TRIYY
1.0% of the fund
-7%
State STR Spdr S&P Midcap 40MDY
1.0% of the fund
-4%
Ishares TRIVE
0.8% of the fund
-2%
Ishares TRIWB
0.8% of the fund
-4%
Ishares TRITOT
0.7% of the fund
-6%
IsharesEUSA
0.5% of the fund
-6%
Ishares TRAGG
0.3% of the fund
-6%
Ishares TRIAGG
0.3% of the fund
-6%
Ishares TRIYH
0.2% of the fund
-12%
Ishares TRIVV
0.1% of the fund
-36%
Ishares TRSHV
0.1% of the fund
-40%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Ishares TRIWV
Share
11.9%
Value
$30m
Shares
69,374
Held
Ishares TRIWM
Share
10.5%
Value
$26m
Shares
86,577
Held
Ishares TRIXUS
Share
8.8%
Value
$22m
Shares
228,192
Held
Invesco QQQ TRQQQ
Share
7.0%
Value
$17m
Shares
23,606
Held
Ishares TREEM
Share
6.2%
Value
$15m
Shares
224,925
Held
Ishares TRIYW
Share
6.1%
Value
$15m
Shares
60,556
Held
Ishares TRIJH
Share
6.0%
Value
$15m
Shares
193,032
Held
Ishares TRIWF
Share
5.9%
Value
$15m
Shares
118,480
Held
Ishares TRIWD
Share
3.3%
Value
$8m
Shares
33,346
-6%
Ishares TRIWC
Share
2.6%
Value
$6m
Shares
32,170
Held
IsharesEZU
Share
2.3%
Value
$6m
Shares
82,562
Held
Ishares TRIWO
Share
2.1%
Value
$5m
Shares
13,555
Held
Ishares TRIYF
Share
2.0%
Value
$5m
Shares
38,371
-5%
Select Sector Spdr TRXLK
Share
1.6%
Value
$4m
Shares
21,360
Held
Ishares TRIWR
Share
1.4%
Value
$3m
Shares
31,495
Held
Ishares TRIWN
Share
1.4%
Value
$3m
Shares
15,540
Held
Ishares TRSGOV
Share
1.1%
Value
$3m
Shares
27,174
+18%
Ishares TRIYY
Share
1.0%
Value
$3m
Shares
14,017
-7%
State STR Spdr S&P Midcap 40MDY
Share
1.0%
Value
$2m
Shares
3,475
-4%
Ishares TROEF
Share
1.0%
Value
$2m
Shares
6,560
Held
Ishares TRIVW
Share
0.9%
Value
$2m
Shares
16,220
Held
Ishares TRSOXX
Share
0.8%
Value
$2m
Shares
3,282
Held
Ishares TRIVE
Share
0.8%
Value
$2m
Shares
8,635
-2%
Ishares TRIWB
Share
0.8%
Value
$2m
Shares
4,745
-4%
IsharesIEMG
Share
0.7%
Value
$2m
Shares
21,706
Held
Ishares TRIJK
Share
0.7%
Value
$2m
Shares
15,037
Held
Ishares TRITOT
Share
0.7%
Value
$2m
Shares
10,670
-6%
Vanguard Intl Equity Index FVWO
Share
0.5%
Value
$1m
Shares
22,645
Held
Ishares TRIEFA
Share
0.5%
Value
$1m
Shares
12,825
Held
Ishares TRSUSA
Share
0.5%
Value
$1m
Shares
7,610
Held
Ishares TRIJJ
Share
0.5%
Value
$1m
Shares
7,760
Held
IsharesEUSA
Share
0.5%
Value
$1m
Shares
9,960
-6%
Ishares TRIJT
Share
0.4%
Value
$1m
Shares
6,055
Held
Ishares TRIYR
Share
0.4%
Value
$996,938
Shares
9,750
Held
Ishares TRILF
Share
0.4%
Value
$934,436
Shares
27,687
Held
Ishares TRIEV
Share
0.4%
Value
$927,745
Shares
12,735
Held
Ishares TRAAXJ
Share
0.4%
Value
$882,445
Shares
7,395
Held
Ishares TRAGG
Share
0.3%
Value
$832,422
Shares
8,410
-6%
Ishares TRDSI
Share
0.3%
Value
$748,971
Shares
5,260
Held
Ishares TRIAGG
Share
0.3%
Value
$731,676
Shares
14,460
-6%
Ishares TRIJS
Share
0.3%
Value
$729,871
Shares
5,340
Held
Ishares TRIJR
Share
0.3%
Value
$691,125
Shares
4,660
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$642,969
Shares
861
Held
Ishares TRFXI
Share
0.2%
Value
$615,373
Shares
19,480
Held
Ishares TRIWS
Share
0.2%
Value
$586,799
Shares
3,565
Held
Ishares TRIYH
Share
0.2%
Value
$537,755
Shares
8,025
-12%
Ishares TRIWP
Share
0.2%
Value
$483,153
Shares
3,300
Held
Amazon.comAMZN
Share
0.2%
Value
$476,680
Shares
2,000
Held
Ishares TRESGU
Share
0.2%
Value
$468,096
Shares
2,860
Held
Ishares TRINDY
Share
0.2%
Value
$386,271
Shares
8,890
Held
IsharesEWJ
Share
0.2%
Value
$385,205
Shares
4,130
Held
Credo Technology Group HoldingCRDO
Share
0.2%
Value
$375,291
Shares
1,380
Held
Wisdomtree TRHEDJ
Share
0.2%
Value
$375,060
Shares
6,580
Held
Ishares TRIVV
Share
0.1%
Value
$359,467
Shares
480
-36%
Ishares TREAGG
Share
0.1%
Value
$350,834
Shares
7,400
Held
Ishares TRSHV
Share
0.1%
Value
$347,603
Shares
3,150
-40%
Ishares TRINDA
Share
0.1%
Value
$337,581
Shares
6,835
+3%
Select Sector Spdr TRXLV
Share
0.1%
Value
$320,493
Shares
2,020
Held
Ishares TRUSRT
Share
0.1%
Value
$317,631
Shares
4,780
Held
Ishares TREMB
Share
0.1%
Value
$312,466
Shares
3,240
Held
United Parcel ServiceUPS
Share
0.1%
Value
$282,295
Shares
2,626
Held
Ishares TRESML
Share
0.1%
Value
$279,650
Shares
5,000
Held
Ishares TRSUSC
Share
0.1%
Value
$251,193
Shares
10,850
Held
Laird SuperfoodLSF
Share
<0.1%
Value
$235,000
Shares
50,000
+100%
Ishares TREWU
Share
<0.1%
Value
$232,546
Shares
5,040
Held
Ishares TRIUSG
Share
<0.1%
Value
$221,946
Shares
1,180
Held
Invesco Exch Traded FD TR IIKBWB
Share
<0.1%
Value
$209,205
Shares
2,250
Held
Ishares TRLQD
Share
<0.1%
Value
$207,233
Shares
1,900
Held
IsharesEWT
Share
<0.1%
Value
$189,524
Shares
1,745
Held
Ishares TRESGD
Share
<0.1%
Value
$188,142
Shares
1,830
Held
Ishares TRIAT
Share
<0.1%
Value
$186,630
Shares
3,000
Held
IntelINTC
Share
<0.1%
Value
$179,285
Shares
1,284
Held
Lam ResearchLRCX
Share
<0.1%
Value
$173,332
Shares
400
Held
Ishares TRAIA
Share
<0.1%
Value
$165,742
Shares
1,170
Held
Ishares TRSUSB
Share
<0.1%
Value
$153,689
Shares
6,150
Held
Vanguard Index FDSVTI
Share
<0.1%
Value
$149,866
Shares
405
Held
Select Sector Spdr TRXLI
Share
<0.1%
Value
$146,332
Shares
790
Held
IsharesESGE
Share
<0.1%
Value
$132,350
Shares
2,420
Held
Ishares TRIBB
Share
<0.1%
Value
$128,378
Shares
675
Held
Ishares TRSHY
Share
<0.1%
Value
$126,039
Shares
1,535
Held
Ishares TRIUSB
Share
<0.1%
Value
$124,605
Shares
2,700
Held
Select Sector Spdr TRXLY
Share
<0.1%
Value
$121,971
Shares
1,040
Held
Invesco Exch Traded FD TR IICQQQ
Share
<0.1%
Value
$114,630
Shares
2,010
+55%
Ishares TRDVY
Share
<0.1%
Value
$114,099
Shares
730
Held
IsharesEWZ
Share
<0.1%
Value
$111,090
Shares
3,220
Held
Invesco Exchange Traded FD TRSPT
Share
<0.1%
Value
$103,200
Shares
1,600
New
StarbucksSBUX
Share
<0.1%
Value
$103,008
Shares
1,008
Held
Ishares TRICLN
Share
<0.1%
Value
$102,450
Shares
5,000
New
Ishares TRIEF
Share
<0.1%
Value
$99,299
Shares
1,050
Held
McDonald'sMCD
Share
<0.1%
Value
$97,582
Shares
361
Held
Ishares TRTLT
Share
<0.1%
Value
$89,877
Shares
1,040
Held
Spotify TechnologySPOT
Share
<0.1%
Value
$89,071
Shares
194
Held
Ishares TRSCZ
Share
<0.1%
Value
$86,384
Shares
1,050
+17%
Ishares TRSMIN
Share
<0.1%
Value
$79,925
Shares
1,130
+22%
Select Sector Spdr TRXLP
Share
<0.1%
Value
$78,501
Shares
945
Held
Ishares TRIEUR
Share
<0.1%
Value
$75,922
Shares
1,010
Held
Ishares TRIUSV
Share
<0.1%
Value
$70,496
Shares
640
Held
WalmartWMT
Share
<0.1%
Value
$68,975
Shares
609
Held
Ford MotorF
Share
<0.1%
Value
$65,678
Shares
4,725
Held
Schwab Strategic TRSCHM
Share
<0.1%
Value
$61,499
Shares
1,668
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIWV	11.9%	$30m	69,374	Held
Ishares TRIWM	10.5%	$26m	86,577	Held
Ishares TRIXUS	8.8%	$22m	228,192	Held
Invesco QQQ TRQQQ	7.0%	$17m	23,606	Held
Ishares TREEM	6.2%	$15m	224,925	Held
Ishares TRIYW	6.1%	$15m	60,556	Held
Ishares TRIJH	6.0%	$15m	193,032	Held
Ishares TRIWF	5.9%	$15m	118,480	Held
Ishares TRIWD	3.3%	$8m	33,346	-6%
Ishares TRIWC	2.6%	$6m	32,170	Held
IsharesEZU	2.3%	$6m	82,562	Held
Ishares TRIWO	2.1%	$5m	13,555	Held
Ishares TRIYF	2.0%	$5m	38,371	-5%
Select Sector Spdr TRXLK	1.6%	$4m	21,360	Held
Ishares TRIWR	1.4%	$3m	31,495	Held
Ishares TRIWN	1.4%	$3m	15,540	Held
Ishares TRSGOV	1.1%	$3m	27,174	+18%
Ishares TRIYY	1.0%	$3m	14,017	-7%
State STR Spdr S&P Midcap 40MDY	1.0%	$2m	3,475	-4%
Ishares TROEF	1.0%	$2m	6,560	Held
Ishares TRIVW	0.9%	$2m	16,220	Held
Ishares TRSOXX	0.8%	$2m	3,282	Held
Ishares TRIVE	0.8%	$2m	8,635	-2%
Ishares TRIWB	0.8%	$2m	4,745	-4%
IsharesIEMG	0.7%	$2m	21,706	Held
Ishares TRIJK	0.7%	$2m	15,037	Held
Ishares TRITOT	0.7%	$2m	10,670	-6%
Vanguard Intl Equity Index FVWO	0.5%	$1m	22,645	Held
Ishares TRIEFA	0.5%	$1m	12,825	Held
Ishares TRSUSA	0.5%	$1m	7,610	Held
Ishares TRIJJ	0.5%	$1m	7,760	Held
IsharesEUSA	0.5%	$1m	9,960	-6%
Ishares TRIJT	0.4%	$1m	6,055	Held
Ishares TRIYR	0.4%	$996,938	9,750	Held
Ishares TRILF	0.4%	$934,436	27,687	Held
Ishares TRIEV	0.4%	$927,745	12,735	Held
Ishares TRAAXJ	0.4%	$882,445	7,395	Held
Ishares TRAGG	0.3%	$832,422	8,410	-6%
Ishares TRDSI	0.3%	$748,971	5,260	Held
Ishares TRIAGG	0.3%	$731,676	14,460	-6%
Ishares TRIJS	0.3%	$729,871	5,340	Held
Ishares TRIJR	0.3%	$691,125	4,660	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$642,969	861	Held
Ishares TRFXI	0.2%	$615,373	19,480	Held
Ishares TRIWS	0.2%	$586,799	3,565	Held
Ishares TRIYH	0.2%	$537,755	8,025	-12%
Ishares TRIWP	0.2%	$483,153	3,300	Held
Amazon.comAMZN	0.2%	$476,680	2,000	Held
Ishares TRESGU	0.2%	$468,096	2,860	Held
Ishares TRINDY	0.2%	$386,271	8,890	Held
IsharesEWJ	0.2%	$385,205	4,130	Held
Credo Technology Group HoldingCRDO	0.2%	$375,291	1,380	Held
Wisdomtree TRHEDJ	0.2%	$375,060	6,580	Held
Ishares TRIVV	0.1%	$359,467	480	-36%
Ishares TREAGG	0.1%	$350,834	7,400	Held
Ishares TRSHV	0.1%	$347,603	3,150	-40%
Ishares TRINDA	0.1%	$337,581	6,835	+3%
Select Sector Spdr TRXLV	0.1%	$320,493	2,020	Held
Ishares TRUSRT	0.1%	$317,631	4,780	Held
Ishares TREMB	0.1%	$312,466	3,240	Held
United Parcel ServiceUPS	0.1%	$282,295	2,626	Held
Ishares TRESML	0.1%	$279,650	5,000	Held
Ishares TRSUSC	0.1%	$251,193	10,850	Held
Laird SuperfoodLSF	<0.1%	$235,000	50,000	+100%
Ishares TREWU	<0.1%	$232,546	5,040	Held
Ishares TRIUSG	<0.1%	$221,946	1,180	Held
Invesco Exch Traded FD TR IIKBWB	<0.1%	$209,205	2,250	Held
Ishares TRLQD	<0.1%	$207,233	1,900	Held
IsharesEWT	<0.1%	$189,524	1,745	Held
Ishares TRESGD	<0.1%	$188,142	1,830	Held
Ishares TRIAT	<0.1%	$186,630	3,000	Held
IntelINTC	<0.1%	$179,285	1,284	Held
Lam ResearchLRCX	<0.1%	$173,332	400	Held
Ishares TRAIA	<0.1%	$165,742	1,170	Held
Ishares TRSUSB	<0.1%	$153,689	6,150	Held
Vanguard Index FDSVTI	<0.1%	$149,866	405	Held
Select Sector Spdr TRXLI	<0.1%	$146,332	790	Held
IsharesESGE	<0.1%	$132,350	2,420	Held
Ishares TRIBB	<0.1%	$128,378	675	Held
Ishares TRSHY	<0.1%	$126,039	1,535	Held
Ishares TRIUSB	<0.1%	$124,605	2,700	Held
Select Sector Spdr TRXLY	<0.1%	$121,971	1,040	Held
Invesco Exch Traded FD TR IICQQQ	<0.1%	$114,630	2,010	+55%
Ishares TRDVY	<0.1%	$114,099	730	Held
IsharesEWZ	<0.1%	$111,090	3,220	Held
Invesco Exchange Traded FD TRSPT	<0.1%	$103,200	1,600	New
StarbucksSBUX	<0.1%	$103,008	1,008	Held
Ishares TRICLN	<0.1%	$102,450	5,000	New
Ishares TRIEF	<0.1%	$99,299	1,050	Held
McDonald'sMCD	<0.1%	$97,582	361	Held
Ishares TRTLT	<0.1%	$89,877	1,040	Held
Spotify TechnologySPOT	<0.1%	$89,071	194	Held
Ishares TRSCZ	<0.1%	$86,384	1,050	+17%
Ishares TRSMIN	<0.1%	$79,925	1,130	+22%
Select Sector Spdr TRXLP	<0.1%	$78,501	945	Held
Ishares TRIEUR	<0.1%	$75,922	1,010	Held
Ishares TRIUSV	<0.1%	$70,496	640	Held
WalmartWMT	<0.1%	$68,975	609	Held
Ford MotorF	<0.1%	$65,678	4,725	Held
Schwab Strategic TRSCHM	<0.1%	$61,499	1,668	Held

Showing the largest 100 of 110.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 24.9% since 30 June 2025.

Where the money is

Technology0.3%

Retail & consumer0.3%

Everyday goods0.1%

Industrials0.1%

Media & telecom0.0%

Health care0.0%

Financial services0.0%

Other99.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.