Finley Financial, LLC

CIK

2047823

Location

LAS VEGAS, NV

Portfolio Value

Small $248,464,549

Diversification

Highly concentrated

Filing Date

Global Rank

#5,790 / 8,794 ▲ 2639 · as of Jun 2026

Top Industry

Semiconductors 20.7%

Period ended 3 months ago

Filed Jul 8, 2026 · 3mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

73.1%

+27.3 pts

Top 5

96.6%

+6.7 pts

Top 10

98.7%

+2.8 pts

HHI

5,557

Highly concentrated+2,674

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.9%	$245,783,710	16
Technology	0.3%	$839,574	6
Consumer Cyclical	0.3%	$794,083	5
Financial Services	0.1%	$334,135	2
Consumer Defensive	0.1%	$315,269	3
Industrials	0.1%	$282,295	1
Communication Services	0.0%	$89,071	1
Healthcare	0.0%	$26,412	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+79,472	1,302,737	$181,566,625
LSF	Laird Superfood, Inc.	+25,000	50,000	$235,000
IVZ	Invesco Ltd.	+710	4,260	$323,835
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
BKF	iShares MSCI BIC ETF	−3,686	294,576	$31,346,977
QQQ	Invesco Qqq Trust, Series 1	−395	23,606	$17,383,458
MDY	Spdr S&P Midcap 400 ETF Trust	−150	3,475	$2,444,106
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	1,600	$103,200
FBTC	Fidelity Wise Origin Bitcoin Fund	235	$11,996
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

35 tracked positions · $248,464,549 total · filing declares 110 positions · $248,464,385 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,302,737	+79,472	$181,566,625	+25398.6%	73.08%
BKF	iShares MSCI BIC ETF	Reduced	294,576	-3,686	$31,346,977	+26.9%	12.62%
QQQ	Invesco Qqq Trust, Series 1	Reduced	23,606	-395	$17,383,458	+25.5%	7.00%
		Held	26,450	0	$5,094,824	+16.5%	2.05%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Held	25,210	0	$4,658,302	+38.0%	1.87%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,475	-150	$2,444,106	+9.3%	0.98%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	22,645	0	$1,351,680	+10.4%	0.54%
SPY	Spdr S&P 500 ETF Trust	Held	861	0	$642,968	+14.8%	0.26%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,000	0	$476,680	+14.4%	0.19%
		Held	8,890	0	$386,270	+2.9%	0.16%
CRDO	Credo Technology Group Holding Ltd Technology	Held	1,380	0	$375,291	+189.7%	0.15%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Held	6,580	0	$375,060	+9.0%	0.15%
IVZ	Invesco Ltd. Financial Services	Added	4,260	+710	$323,835	+36.2%	0.13%
UPS	United Parcel Service Inc Industrials	Held	2,626	0	$282,295	+9.3%	0.11%
LSF	Laird Superfood, Inc. Consumer Defensive	Added	50,000	+25,000	$235,000	+337.2%	0.09%
INTC	Intel Corp Technology	Held	1,284	0	$179,284	+216.4%	0.07%
LRCX	Lam Research Corp Technology	Held	400	0	$173,332	+102.8%	0.07%
VB	Vanguard Morningstar Small-Cap ETF	Held	405	0	$149,866	+15.3%	0.06%
		Held	675	0	$128,378	+12.6%	0.05%
ABI	VictoryShares Pioneer Asset-Based Income ETF	NEW	1,600	NEW	$103,200	NEW	0.04%
SBUX	Starbucks Corp Consumer Cyclical	Held	1,008	0	$103,007	+14.1%	0.04%
MCD	Mcdonalds Corp Consumer Cyclical	Held	361	0	$97,581	−13.0%	0.04%
SPOT	Spotify Technology S.A. Communication Services	Held	194	0	$89,071	−5.3%	0.04%
		Held	945	0	$78,501	+1.3%	0.03%
WMT	Walmart Inc. Consumer Defensive	Held	609	0	$68,975	−8.9%	0.03%
F	Ford Motor Co Consumer Cyclical	Held	4,725	0	$65,677	+20.5%	0.03%
FNDA	Schwab Fundamental U.S. Small Company ETF	Held	1,668	0	$61,499	+19.1%	0.02%
ORCL	Oracle Corp Technology	Held	400	0	$58,620	−0.4%	0.02%
HD	Home Depot, Inc. Consumer Cyclical	Held	145	0	$51,138	+7.2%	0.02%
BIRD	Smartbird, Inc. Technology	Held	10,000	0	$40,000	+32.9%	0.02%
JNJ	Johnson & Johnson Healthcare	Held	104	0	$26,412	+3.9%	0.01%
TOST	Toast, Inc. Technology	Held	469	0	$13,047	+4.9%	0.01%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	235	NEW	$11,996	NEW	0.00%
MKC	Mccormick & Co Inc Consumer Defensive	Held	224	0	$11,294	−0.0%	0.00%
NU	Nu Holdings Ltd. Financial Services	Held	771	0	$10,300	−7.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.