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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.8 Billion 12.73% of portfolio
71,838
Q4 2025 Reduced 0.74%
$0
$21.7 Billion 9.96% of portfolio
88,347
Q4 2025 Reduced 0.21%
$0
$17.6 Billion 8.06% of portfolio
207,909
Q4 2025 Added 5.34%
$0
$14.9 Billion 6.82% of portfolio
24,236
Q4 2025 Reduced 3.48%
$0
$14.2 Billion 6.49% of portfolio
29,920
Q4 2025 Reduced 2.35%
$0
$12.7 Billion 5.82% of portfolio
192,517
Q4 2025 Added 1.28%
$0
$12.2 Billion 5.58% of portfolio
60,992
Q4 2025 Added 0.29%
$0
$12 Billion 5.49% of portfolio
219,262
Q4 2025 Added 3.26%
$0
$7.55 Billion 3.46% of portfolio
58,550
Q4 2025 Reduced 16.62%
$0
$7.55 Billion 3.46% of portfolio
35,881
Q4 2025 Reduced 0.28%
$0
$5.28 Billion 2.42% of portfolio
82,427
Q4 2025 Added 3.88%
$0
$5.12 Billion 2.34% of portfolio
32,450
Q4 2025 Reduced 2.1%
$0
$4.41 Billion 2.02% of portfolio
13,655
Q4 2025 Reduced 3.8%
$0
$3.08 Billion 1.41% of portfolio
21,360
Q4 2025 Added 91.91%
$0
$3.03 Billion 1.39% of portfolio
31,495
Q4 2025 Reduced 7.82%
$0
$2.82 Billion 1.29% of portfolio
15,540
Q4 2025 Reduced 3.3%
$0
$2.26 Billion 1.04% of portfolio
6,595
Q2 2025 Reduced 16.89%
$0
$2.19 Billion 1.0% of portfolio
3,625
Q4 2025 Reduced 0.55%
$0
$2.02 Billion 0.93% of portfolio
16,420
Q3 2025 Reduced 4.09%
$0
$1.87 Billion 0.86% of portfolio
8,835
Q4 2025 Reduced 2.75%
$0
$1.85 Billion 0.85% of portfolio
4,965
Q4 2025 Reduced 22.24%
$0
$1.72 Billion 0.79% of portfolio
17,164
Q4 2025 Added 172.06%
$0
$1.69 Billion 0.77% of portfolio
11,345
Q4 2025 Reduced 0.26%
$0
$1.46 Billion 0.67% of portfolio
15,037
Q4 2024 New
$0
$1.44 Billion 0.66% of portfolio
21,371
Q4 2025 Added 3.96%
$0
$1.22 Billion 0.56% of portfolio
22,645
Q3 2025 Reduced 33.33%
$0
$1.15 Billion 0.53% of portfolio
12,825
Q4 2025 Reduced 0.77%
$0
$1.06 Billion 0.49% of portfolio
7,610
Q4 2024 New
$0
$1.02 Billion 0.47% of portfolio
7,760
Q4 2024 New
$0
$1.02 Billion 0.47% of portfolio
9,860
Q4 2025 Added 64.33%
$0
$994 Million 0.46% of portfolio
10,585
Q4 2025 Reduced 2.58%
$0
$988 Million 0.45% of portfolio
3,282
Q4 2025 Added 6.39%
$0
$890 Million 0.41% of portfolio
8,910
Q3 2025 Added 8.53%
$0
$855 Million 0.39% of portfolio
6,055
Q1 2025 Added 1.17%
$0
$825 Million 0.38% of portfolio
12,020
Q4 2025 Reduced 1.72%
$0
$804 Million 0.37% of portfolio
26,417
Q4 2025 Reduced 2.11%
$0
$772 Million 0.35% of portfolio
15,430
Q4 2025 Reduced 1.91%
$0
$724 Million 0.33% of portfolio
18,900
Q4 2025 Added 24.75%
$0
$694 Million 0.32% of portfolio
7,455
Q4 2025 Reduced 0.93%
$0
$703 Million 0.32% of portfolio
6,380
Q4 2025 Reduced 4.56%
$0
$682 Million 0.31% of portfolio
5,290
Q4 2024 New
$0
$680 Million 0.31% of portfolio
10,450
Q4 2025 Reduced 16.4%
$0
$607 Million 0.28% of portfolio
5,340
Q1 2025 Added 1.71%
$0
$587 Million 0.27% of portfolio
861
Q4 2025 Reduced 2.49%
$0
$560 Million 0.26% of portfolio
4,660
Q1 2025 Reduced 3.32%
$0
$526 Million 0.24% of portfolio
3,840
Q1 2025 Added 1.99%
$0
$517 Million 0.24% of portfolio
755
Q4 2024 New
$0
$503 Million 0.23% of portfolio
3,565
Q1 2025 Reduced 1.25%
$2.39T
$462 Million 0.21% of portfolio
2,000
Q4 2024 New

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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