Institutional Fund
Finley Financial, LLC
Las Vegas, NVCIK 20478235 filings on record
Portfolio Value
$213.59M
Q1 2026
Holdings
107
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-2.2%
from $218.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.3%
- Ishares Tr10.2%
- Ishares Tr9.3%
- Invesco Qqq Tr6.5%
- Ishares Tr6.2%
- Ishares Tr6.1%
- Other49.4%
Portfolio Holdings
107 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 70.7K | $26.22M | 12.3% | −1.1K | Reduced |
| 2 | Ishares Tr | 88.3K | $21.89M | 10.2% | −90 | Reduced |
| 3 | Ishares Tr | 229.4K | $19.87M | 9.3% | +21.5K | Added |
| 4 | Invesco Qqq Tr | 24.0K | $13.85M | 6.5% | −235 | Reduced |
| 5 | Ishares Tr | 196.0K | $13.23M | 6.2% | +3.4K | Added |
| 6 | Ishares Tr | 227.6K | $12.92M | 6.1% | +8.3K | Added |
| 7 | Ishares Tr | 30.1K | $12.83M | 6.0% | +165 | Added |
| 8 | Ishares Tr | 61.6K | $11.18M | 5.2% | +625 | Added |
| 9 | Ishares Tr | 35.3K | $7.54M | 3.5% | −590 | Reduced |
| 10 | Ishares Inc | 82.6K | $5.17M | 2.4% | +135 | Added |
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