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CIK: 0002047823
Total reported value
$248.5M
$248.5M
122 檔
34.2%
At the close of Q2 2025, Finley Financial, LLC disclosed equity holdings valued at approximately $248.5M, spread across 122 reported holdings.
During Q2 2025, Finley Financial, LLC performed routine portfolio adjustments (1 new buys, 13 additions, 15 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including IWV, IWM, IXUS) accounted for 34.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
SGOV
市值: $631.3K
Top Position Liquidated / Trimmed
IWV
前期市值: $22.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 12.43% | -0.37% | -0.40% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.48% | +0.22% | -0.43% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 7.32% | -0.53% | +4.68% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.96% | +0.51% | -0.40% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.58% | -0.09% | -4.55% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 5.15% | +0.92% | +0.14% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.84% | +0.14% | +2.08% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.66% | -0.21% | +5.34% | |
| 9 | IYF | Ishares US Financials ETF | ETF-Other | 4.48% | -0.26% | -0.39% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.55% | -0.28% | +0.90% | |
| 11 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.32% | -0.11% | +3.68% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.22% | -0.07% | -1.39% | |
| 13 | IWC | Ishares Micro-cap ETF | ETF-Other | 2.14% | +0.18% | -3.02% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.04% | +0.16% | — | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.57% | -0.03% | -1.45% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.42% | +0.31% | — | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.28% | — | -1.77% | |
| 18 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 1.23% | -0.08% | -1.82% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.12% | -0.05% | — | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.01% | -0.01% | -16.89% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | +0.03% | — | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.89% | -0.08% | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.84% | -0.03% | -9.92% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.77% | -0.05% | — | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.69% | — | — | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | +0.02% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | — | — | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.04% | +1.39% | |
| 29 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.52% | -0.03% | -4.39% | |
| 30 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.48% | — | — | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.48% | -0.02% | — | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | — | — | |
| 33 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.41% | -0.08% | -5.29% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.41% | -0.07% | +43.78% | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.40% | +0.03% | — | |
| 36 | IEV | Ishares Europe ETF | ETF-Other | 0.39% | -0.04% | +0.82% | |
| 37 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.39% | -0.07% | +29.23% | |
| 38 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.38% | -0.04% | -56.96% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.38% | -0.13% | -8.12% | |
| 40 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.37% | +0.35% | — | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.32% | +0.01% | — | |
| 42 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.32% | +0.03% | — | |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.31% | — | — | |
| 44 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.30% | -0.04% | +25.00% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.27% | -0.01% | — | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.27% | -0.01% | — | |
| 47 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.26% | -0.07% | +6.44% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | +0.01% | — | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.24% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -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 122 disclosed positions in Q2 2025.
During Q2 2025, Finley Financial, LLC's top holdings by market value included IWV (12.4%)、IWM (9.5%)、IXUS (7.3%). The largest single position, IWV, represented 12.4% of total portfolio value.
In Q2 2025, Finley Financial, LLC made 29 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 15 holdings, and fully liquidating 0 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.
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