Finley Financial, LLC Portfolio Holdings

Finley Financial, LLC

  • $216 Billion
  • Q3 2025

Finley Financial, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $27.4B, Ishares Russell 2000 ETF with a value of $21.4B, Ishares Tr with a value of $16.3B, Invesco Qqq Trust, Series 1 with a value of $15.1B, and Ishares Russell 1000 Gr ETF with a value of $14.4B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $199B to 216B.

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 $216 Billion
ETFs: $213 Billion
Technology: $981 Million
Consumer Cyclical: $757 Million
Healthcare: $263 Million
Industrials: $219 Million
Consumer Defensive: $217 Million
Communication Services: $195 Million
Financial Services: $15.5 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.4 Billion 12.69% of portfolio
72,370
Q3 2025 Added 2.74%
$0
$21.4 Billion 9.91% of portfolio
88,532
Q3 2025 Added 1.29%
$0
$16.3 Billion 7.54% of portfolio
197,377
Q3 2025 Added 4.74%
$0
$15.1 Billion 6.97% of portfolio
25,111
Q2 2025 Reduced 0.4%
$0
$14.4 Billion 6.64% of portfolio
30,640
Q3 2025 Reduced 0.57%
$0
$12.4 Billion 5.74% of portfolio
190,087
Q3 2025 Added 27.29%
$0
$11.9 Billion 5.51% of portfolio
60,816
Q3 2025 Added 2.89%
$0
$11.3 Billion 5.25% of portfolio
212,331
Q3 2025 Added 6.31%
$0
$8.89 Billion 4.11% of portfolio
70,220
Q3 2025 Reduced 4.62%
$0
$7.33 Billion 3.39% of portfolio
35,981
Q3 2025 Reduced 0.96%
$0
$4.94 Billion 2.29% of portfolio
33,145
Q3 2025 Reduced 0.58%
$0
$4.91 Billion 2.27% of portfolio
79,347
Q3 2025 Added 2.31%
$0
$4.54 Billion 2.1% of portfolio
14,195
Q1 2025 Added 0.71%
$0
$3.3 Billion 1.53% of portfolio
34,165
Q3 2025 Added 0.53%
$0
$3.14 Billion 1.45% of portfolio
11,130
Q1 2025 Reduced 0.89%
$0
$2.84 Billion 1.31% of portfolio
16,070
Q3 2025 Reduced 0.31%
$0
$2.33 Billion 1.08% of portfolio
6,385
Q3 2025 Reduced 3.04%
$0
$2.2 Billion 1.02% of portfolio
6,595
Q2 2025 Reduced 16.89%
$0
$2.17 Billion 1.0% of portfolio
3,645
Q3 2025 Reduced 53.33%
$0
$1.98 Billion 0.92% of portfolio
16,420
Q3 2025 Reduced 4.09%
$0
$1.88 Billion 0.87% of portfolio
9,085
Q1 2025 Reduced 1.84%
$0
$1.66 Billion 0.77% of portfolio
11,375
Q4 2024 New
$0
$1.44 Billion 0.67% of portfolio
15,037
Q4 2024 New
$0
$1.36 Billion 0.63% of portfolio
20,556
Q3 2025 Added 0.02%
$0
$1.23 Billion 0.57% of portfolio
22,645
Q3 2025 Reduced 33.33%
$0
$1.13 Billion 0.52% of portfolio
12,925
Q3 2025 Reduced 1.52%
$0
$1.05 Billion 0.49% of portfolio
10,865
Q3 2025 Reduced 1.14%
$0
$1.03 Billion 0.48% of portfolio
7,610
Q4 2024 New
$0
$1.01 Billion 0.47% of portfolio
7,760
Q4 2024 New
$0
$893 Million 0.41% of portfolio
8,910
Q3 2025 Added 8.53%
$0
$857 Million 0.4% of portfolio
6,055
Q1 2025 Added 1.17%
$0
$836 Million 0.39% of portfolio
3,085
Q1 2025 Added 47.96%
$0
$801 Million 0.37% of portfolio
12,230
Q3 2025 Reduced 0.81%
$0
$806 Million 0.37% of portfolio
15,730
Q3 2025 Added 4.66%
$0
$780 Million 0.36% of portfolio
26,987
Q3 2025 Reduced 13.91%
$0
$734 Million 0.34% of portfolio
12,500
Q3 2025 Reduced 7.06%
$0
$739 Million 0.34% of portfolio
6,685
Q3 2025 Reduced 1.47%
$0
$686 Million 0.32% of portfolio
7,525
Q3 2025 Reduced 0.86%
$0
$666 Million 0.31% of portfolio
5,290
Q4 2024 New
$0
$645 Million 0.3% of portfolio
11,965
Q3 2025 Reduced 31.37%
$0
$618 Million 0.29% of portfolio
6,000
Q2 2025 Added 25.0%
$0
$623 Million 0.29% of portfolio
15,150
Q3 2025 Added 7.83%
$0
$635 Million 0.29% of portfolio
6,309
Q3 2025 Added 0.62%
$0
$591 Million 0.27% of portfolio
5,340
Q1 2025 Added 1.71%
$0
$588 Million 0.27% of portfolio
883
Q3 2025 Reduced 51.48%
$0
$554 Million 0.26% of portfolio
4,660
Q1 2025 Reduced 3.32%
$0
$547 Million 0.25% of portfolio
3,840
Q1 2025 Added 1.99%
$0
$505 Million 0.23% of portfolio
755
Q4 2024 New
$0
$498 Million 0.23% of portfolio
3,565
Q1 2025 Reduced 1.25%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $216 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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