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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.2B
$577 Million 0.27% of portfolio
3,960
Q1 2025 Added 53.49%
$37.2B
$234 Million 0.11% of portfolio
949
Q4 2024 New
$68.7B
$219 Million 0.1% of portfolio
2,626
Q4 2024 New
$123B
$135 Million 0.06% of portfolio
194
Q4 2024 New
$97.3B
$85.3 Million 0.04% of portfolio
1,008
Q4 2024 New
$52.1B
$56.5 Million 0.03% of portfolio
4,725
Q4 2024 New
$120B
$59.7 Million 0.03% of portfolio
1,900
Q2 2025 Reduced 53.85%
$143B
$43.1 Million 0.02% of portfolio
1,284
Q4 2024 New
$16.4B
$15 Million 0.01% of portfolio
224
Q4 2024 New
$67.6B
$6.38 Million 0.0% of portfolio
132
Q4 2024 New
$11.6B
$7.78 Million 0.0% of portfolio
213
Q4 2024 New
$99.5B
$812,000 0.0% of portfolio
18
Q4 2024 New
$29B
$2.89 Million 0.0% of portfolio
100
Q4 2024 New
$56.3B
$9.13 Million 0.0% of portfolio
570
Q4 2024 New

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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