13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002047823
Total reported value
$248.5M
$248.5M
121 檔
30.7%
The Q1 2025 SEC filing reveals that Finley Financial, LLC held a total portfolio value of $248.5M, covering 121 public equity positions.
In Q1 2025, Finley Financial, LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IWV, IWM, IXUS) accounted for 30.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 12.42% | -0.37% | -0.21% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.59% | +0.22% | +0.38% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 7.21% | -0.53% | +5.93% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.68% | +0.51% | -2.01% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.60% | -0.09% | -2.30% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.76% | +0.14% | +2.43% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.70% | +0.92% | +2.80% | |
| 8 | IYF | Ishares US Financials ETF | ETF-Other | 4.55% | -0.26% | -0.49% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.51% | -0.21% | +1.78% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.65% | -0.28% | -5.02% | |
| 11 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.33% | -0.11% | +3.07% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.30% | -0.07% | -2.82% | |
| 13 | IWC | Ishares Micro-cap ETF | ETF-Other | 2.13% | +0.18% | +0.66% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.02% | +0.16% | +0.71% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.62% | -0.03% | — | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.33% | — | -1.17% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.30% | +0.31% | -0.89% | |
| 18 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 1.24% | -0.08% | -7.72% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.19% | -0.01% | -1.73% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.12% | -0.05% | -4.36% | |
| 21 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 1.01% | -0.04% | +2.97% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | -0.03% | -12.36% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.93% | -0.08% | -1.84% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | +0.03% | -1.72% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.77% | -0.05% | — | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.70% | — | — | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | +0.02% | -4.31% | |
| 28 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.60% | -0.03% | -23.16% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | -0.04% | -0.50% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | — | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.50% | -0.02% | — | |
| 32 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.49% | — | — | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.47% | — | -20.42% | |
| 34 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.46% | -0.08% | — | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.13% | -24.09% | |
| 36 | IEV | Ishares Europe ETF | ETF-Other | 0.41% | -0.04% | -1.81% | |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.41% | +0.03% | +1.17% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.33% | -0.07% | +0.87% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | -0.07% | +4.10% | |
| 40 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.31% | +0.35% | +47.96% | |
| 41 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.31% | +0.03% | +15.88% | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.30% | — | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.29% | -0.01% | -6.32% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.27% | -0.01% | +1.71% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | +0.01% | -3.32% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.26% | -0.01% | +1.99% | |
| 47 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.25% | -0.07% | — | |
| 48 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.25% | -0.04% | — | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.24% | — | -1.25% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.09% | — |
According to official SEC Form 13F filings, Finley Financial, LLC reported a total U.S. public equity portfolio value of $248.5M across 121 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
EUSA
市值: $440.3K
Top Position Liquidated / Trimmed
MSFT
前期市值: $189.7K
During Q1 2025, Finley Financial, LLC's top holdings by market value included IWV (12.4%)、IWM (9.6%)、IXUS (7.2%). The largest single position, IWV, represented 12.4% of total portfolio value.
In Q1 2025, Finley Financial, LLC made 39 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 24 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.