Finley Financial, LLC - Portfolio overview

Finley Financial, LLC has 126 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. IWV - ISHARES RUSSELL 3000 ETF, 12.20%
2. IWM - ISHARES RUSSELL 2000 ETF, 10.18%
3. IXUS - ISHARES TR CORE MSCI TOTAL, 9.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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