Finley Financial, LLC
•CIK: 2047823•Filing: Q4 2025
**Finley Financial, LLC** manages $218M across a diversified portfolio of 109 positions. The strategy shows a pronounced focus on broad market and sector exposure, evidenced by top holdings including IWV at $27.8M and IWM at $21.7M. Significant allocations are also directed toward international and technology indices, notably IXUS ($17.6M) and NDQ ($14.9M). This concentration suggests a tactical approach targeting major market drivers across US and global equities.
Total AUM
$218.3M
QoQ Performance
+1.0%
Positions
109
Top 10 Concentration
67.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IWV
IWM
IXUS
NDQ
IWF
IJH
IYW
EEM
IWV12.7%
IWM10.0%
IXUS8.1%
NDQ6.8%
IWF6.5%
IJH5.8%
IYW5.6%
EEM5.5%
📈 Biggest Buys
XLK
SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+91.9%
1.4% of portfolio
SGOV
ISHARES TR 0-3 MNTH TREASRY
+172.1%
0.8% of portfolio
IXUS
ISHARES TR CORE MSCI TOTAL
+5.3%
8.1% of portfolio
EUSA
ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD
+64.3%
0.5% of portfolio
EEM
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
+3.3%
5.5% of portfolio
📉 Biggest Sells
Sector Breakdown
Other98.7%
ETF0.5%
Consumer0.4%
Communication0.1%
Industrial0.1%
Technology0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW2 new positions
↑16 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024