Finley Financial, LLC: 13F holdings
CIK 20478232026Q2
| Positions | 110 |
|---|
| Reported value | $248.5m |
|---|
| Filed | 2026-07-08 |
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Change since last quarter
| Positions | 110 (+3 vs prior quarter) |
|---|
| Reported value | $248.5m (+16.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWV ISHARES RUSSELL 3000 ETF | 69,374 | $29.6m | 11.9% |
| IWM ISHARES RUSSELL 2000 ETF | 86,577 | $26.0m | 10.5% |
| EWJ ISHARES TR CORE MSCI TOTAL | 228,192 | $21.8m | 8.8% |
| QQQ INVESCO QQQ TR UNIT SER 1 | 23,606 | $17.4m | 7.0% |
| EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 224,925 | $15.4m | 6.2% |
| IYW ISHARES US TECHNOLOGY ETF | 60,556 | $15.3m | 6.1% |
| IJH ISHARES CORE S&P MID-CAP ETF | 193,032 | $14.9m | 6.0% |
| IWF ISHARES TR RUS 1000 GRW ETF | 118,480 | $14.7m | 5.9% |
| IWD ISHARES RUSSELL 1000 VALUE ETF | 33,346 | $8.1m | 3.3% |
| IWC ISHARES TR MICRO-CAP ETF | 32,170 | $6.4m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2047823")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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