account_balance
Investment manager · 13F filer · SEC CIK 2047823
Finley Financial, LLC
Reported value$242Mas of Sep 30, 2026
Positions107 1 new, 4 sold out
Top 10 weight68.7%IWV alone is 12%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWViShares Russell 3000 ETF
12.2%
IWMiShares Russell 2000 ETF
10.0%
IXUSiShares Tr Core MSCI Total
8.9%
QQQInvesco QQQ Tr Unit Ser 1
7.2%
IYWiShares US Technology ETF
6.7%
EEMiShares Trust MSCI Emg MKTS ETF Usd Dis
6.2%
IWFiShares Tr Rus 1000 GRW ETF
6.1%
IJHiShares Core S&P Mid-Cap ETF
5.8%
IWDiShares Russell 1000 Value ETF
3.2%Trimmed −6%
IWCiShares Tr Micro-Cap ETF
2.4%
EZUiShares MSCI Eurozone ETF
2.3%
IWO2.0%
IWViShares Russell 3000 ETF
12.2%
IWMiShares Russell 2000 ETF
10.0%
IXUSiShares Tr Core MSCI Total
8.9%
QQQInvesco QQQ Tr Unit Ser 1
7.2%
IYWiShares US Technology ETF
6.7%
EEMiShares Trust MSCI Emg MKTS ETF Usd Dis
6.2%
IWFiShares Tr Rus 1000 GRW ETF
6.1%
IJHiShares Core S&P Mid-Cap ETF
5.8%
IWD3.2%
IWC
EZU
IWO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWV iShares Russell 3000 ETF 12.2% Held
IWM iShares Russell 2000 ETF 10.0% Held
IXUS iShares Tr Core MSCI Total 8.9% Held
QQQ Invesco QQQ Tr Unit Ser 1 7.2% Held
IYW iShares US Technology ETF 6.7% Held
EEM iShares Trust MSCI Emg MKTS ETF Usd Dis 6.2% Held
IWF iShares Tr Rus 1000 GRW ETF 6.1% Held
IJH iShares Core S&P Mid-Cap ETF 5.8% Held
IWD iShares Russell 1000 Value ETF 3.2% Trimmed −6%
IWC iShares Tr Micro-Cap ETF 2.4% Held
EZU iShares MSCI Eurozone ETF 2.3% Held
IWO iShares Tr Rus 2000 GRW ETF 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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