StockDriftsStockDriftsTop 50 Finley Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES RUSSELL 3000 ETF | 11.91% | 69.4K | $29.6M | -1.94%(-1.37K) | $331.41(+32.88%) | 2026-06-30 | |
| IWM | ISHARES RUSSELL 2000 ETF | 10.47% | 86.6K | $26.0M | -1.90%(-1.68K) | $220.99(+36.38%) | 2026-06-30 | |
| IXUS | ISHARES TR CORE MSCI TOTAL | 8.77% | 228.2K | $21.8M | -0.52%(-1.19K) | $72.07(+35.21%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 7% | 23.6K | $17.4M | -1.65%(-395) | $499.65(+44.26%) | 2026-06-30 | |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 6.19% | 224.9K | $15.4M | -1.15%(-2.62K) | $44.99(+46.09%) | 2026-06-30 | |
| IYW | ISHARES US TECHNOLOGY ETF | 6.15% | 60.6K | $15.3M | -1.72%(-1.06K) | $156.71(+61.00%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 5.99% | 193.0K | $14.9M | -1.50%(-2.93K) | $62.60(+24.47%) | 2026-06-30 | |
| IWF | ISHARES TR RUS 1000 GRW ETF | 5.92% | 118.5K | $14.7M | -1.55%(-1.86K) | $97.81(+28.09%) | 2026-06-30 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 3.25% | 33.3K | $8.1M | -5.51%(-1.95K) | $187.49(+37.85%) | 2026-06-30 | |
| IWC | ISHARES TR MICRO-CAP ETF | 2.59% | 32.2K | $6.4M | -0.25%(-80) | $126.81(+55.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.09% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.91% |
Finley Financial, LLC reports $248.46M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are IWV (11.9%), IWM (10.5%) and IXUS (8.8%). The top 20 holdings account for 83.17% of reported assets. Its disclosed equity book has returned +36.09% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Finley Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2047823). View Finley Financial, LLC’s 13F filings on SEC