1y return+27.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $135 against $127 in the S&P 500.2
Finley Financial, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWVIshares Russell 3000 Etf | $29.6M | 11.9% | −1.9% |
| IWMIshares Russell 2000 Etf | $26.0M | 10.5% | −1.9% |
| IXUSIshares Tr Core Msci Total | $21.8M | 8.8% | |
| QQQInvesco Qqq Tr Unit Ser 1 | $17.4M | 7.0% | −1.6% |
| EEMIshares Trust Msci Emg Mkts Etf Usd Dis | $15.4M | 6.2% | −1.2% |
| IYWIshares Us Technology Etf | $15.3M | 6.1% | −1.7% |
| IJHIshares Core S&p Mid-cap Etf | $14.9M | 6.0% | −1.5% |
| IWFIshares Tr Rus 1000 Grw Etf | $14.7M | 5.9% | −1.5% |
| IWDIshares Russell 1000 Value Etf | $8.1M | 3.3% | −5.5% |
| IWCIshares Tr Micro-cap Etf | $6.4M | 2.6% | |
| EZUIshares Msci Eurozone Etf | $5.7M | 2.3% | |
| IWOIshares Tr Rus 2000 Grw Etf | $5.3M | 2.1% | |
| IYFIshares Us Financials Etf | $4.9M | 2.0% | −5.1% |
| XLKSelect Sector Spdr Trust State Street Technology Select Sector Spdr Etf | $4.1M | 1.6% | |
| IWRIshares Tr Rus Mid Cap Etf | $3.5M | 1.4% | |
| IWNIshares Russell 2000 Value Etf | $3.4M | 1.4% | |
| SGOVIshares Tr 0-3 Mnth Treasry | $2.7M | 1.1% | +17.5% |
| IYYIshares Dow Jones Us Etf | $2.6M | 1.0% | −6.7% |
| MDYState Street Spdr S&p Midcap 400 Etf Trust Units | $2.4M | 1.0% | −4.1% |
| OEFIshares S&p 100 Etf | $2.4M | 1.0% | |
| IVWIshares S&p 500 Growth Etf | $2.2M | 0.9% | −1.2% |
| SOXXIshares Tr Ishares Semicdtr | $2.1M | 0.8% | |
| IVEIshares S&p 500 Value Etf | $2.0M | 0.8% | −2.3% |
| IWBIshares Russell 1000 Index Fund | $1.9M | 0.8% | −4.4% |
| IEMGIshares Core Msci Emerging Markets Etf | $1.8M | 0.7% | +1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SOXXIshares Tr Ishares Semicdtr | December 31, 2024 | +197.3% | $2.1M |
| AAXJIshares Tr Msci Ac Asia Etf | December 31, 2024 | +65.3% | $882K |
| XLKSelect Sector Spdr Trust State Street Technology Select Sector Spdr Etf | December 31, 2024 | +63.9% | $4.1M |
| EEMIshares Trust Msci Emg Mkts Etf Usd Dis | December 31, 2024 | +63.6% | $15.4M |
| ILFIshares S & P Latin America 40 Index Fund | December 31, 2024 | +61.4% | $934K |
| IEMGIshares Core Msci Emerging Markets Etf | December 31, 2024 | +58.6% | $1.8M |
| IYWIshares Us Technology Etf | December 31, 2024 | +58.1% | $15.3M |
| IWCIshares Tr Micro-cap Etf | December 31, 2024 | +53.4% | $6.4M |
| EZUIshares Msci Eurozone Etf | December 31, 2024 | +47.2% | $5.7M |
| IXUSIshares Tr Core Msci Total | December 31, 2024 | +44.3% | $21.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.9% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +10.7% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Finley Financial, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2047823&type=13F-HR&dateb=&owner=include&count=40CIK 2047823
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2047823/000204782326000003/Filed July 8, 2026 · accession 0002047823-26-000003