Finley Financial, LLC Portfolio Holdings

Finley Financial, LLC

  • $218 Billion
  • Q4 2025

Finley Financial, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $27.8B, Ishares Russell 2000 ETF with a value of $21.7B, Ishares Tr with a value of $17.6B, Invesco Qqq Trust, Series 1 with a value of $14.9B, and Ishares Russell 1000 Gr ETF with a value of $14.2B.

Examining the 13F form we can see an increase of $2.15B in the current position value, from $216B to 218B.

Finley Financial, LLC is based out at Las Vegas, NV

Below you can find more details about Finley Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $218 Billion
ETFs: $216 Billion
Consumer Cyclical: $769 Million
Technology: $533 Million
Industrials: $260 Million
Communication Services: $169 Million
Consumer Defensive: $139 Million
Healthcare: $129 Million
Financial Services: $12.9 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$462 Million 0.21% of portfolio
2,000
Q4 2024 New
$68.7B
$260 Million 0.12% of portfolio
2,626
Q4 2024 New
$37.2B
$193 Million 0.09% of portfolio
949
Q4 2024 New
$21.2B
$199 Million 0.09% of portfolio
1,380
Q4 2025 Reduced 65.15%
$971B
$107 Million 0.05% of portfolio
100
Q4 2025 Reduced 68.35%
$224B
$110 Million 0.05% of portfolio
361
Q4 2024 New
$123B
$113 Million 0.05% of portfolio
194
Q4 2024 New
$97.3B
$84.9 Million 0.04% of portfolio
1,008
Q4 2024 New
$593B
$78 Million 0.04% of portfolio
400
Q4 2024 New
$279B
$67.8 Million 0.03% of portfolio
609
Q4 2024 New
$120B
$56.8 Million 0.03% of portfolio
1,900
Q2 2025 Reduced 53.85%
$52.1B
$62 Million 0.03% of portfolio
4,725
Q4 2024 New
$24.5M
$55.5 Million 0.03% of portfolio
25,000
Q4 2024 New
$143B
$47.4 Million 0.02% of portfolio
1,284
Q4 2024 New
$367B
$49.9 Million 0.02% of portfolio
145
Q4 2024 New
$11.6B
$16.7 Million 0.01% of portfolio
469
Q4 2025 Added 120.19%
$16.4B
$15.3 Million 0.01% of portfolio
224
Q4 2024 New
$56.3B
$12.9 Million 0.01% of portfolio
771
Q4 2025 Added 35.26%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $218 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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