13FBOX
Finley Financial, LLC · 13F Holdings
Options Calculator Rankings

Finley Financial, LLC

No.6396 Data as of 2026Q2
Latest AUM (Q2 2026)
$248.5M
QoQ Change Q1 2026
+$34.9M+16.3%
Holdings
110
New Buys
3
Adds
9
Reduces
23
Exits
0
Unchanged
75
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIWV
11.91%12.28%$29.6M69,374$26.2M70,747-1,373-1.94%Reduce
IISHARES RUSSELLIWM
10.47%10.25%$26.0M86,577$21.9M88,257-1,680-1.90%Reduce
IISHARES TRIXUS
8.77%9.3%$21.8M228,192$19.9M229,382-1,190-0.52%Reduce
VVANGUARD INDEX FDSVOO
7%6.49%$17.4M23,606$13.9M24,001-395-1.65%Reduce
IISHARES TREEM
6.19%6.05%$15.4M224,925$12.9M227,550-2,625-1.15%Reduce
IISHARES U.S. TECHNOLOGY ETFIYW
6.15%5.23%$15.3M60,556$11.2M61,617-1,061-1.72%Reduce
IISHARES COREIJH
5.99%6.2%$14.9M193,032$13.2M195,962-2,930-1.50%Reduce
IISHARES RUSSELLIWF
5.92%6.01%$14.7M118,480$12.8M30,085+88,395+293.82%Add
IISHARES TRIWD
3.25%3.53%$8.1M33,346$7.5M35,291-1,945-5.51%Reduce
IISHARES TRIWC
2.59%2.41%$6.4M32,170$5.1M32,250-80-0.25%Reduce
IISHARES MSCI EUROZONE ETFEZU
2.31%2.42%$5.7M82,562$5.2M82,56200.00%Unchanged
IISHARES RUSSELL 2000 GROWTH ETFIWO
2.15%1.99%$5.3M13,555$4.3M13,55500.00%Unchanged
IISHARES TRIYF
1.97%2.23%$4.9M38,371$4.8M40,426-2,055-5.08%Reduce
SSELECT SECTOR SPDR TRXLK
1.64%1.33%$4.1M21,360$2.8M21,36000.00%Unchanged
IISHARES RUSSELL MIDCAP ETFIWR
1.4%1.43%$3.5M31,495$3.1M31,49500.00%Unchanged
IISHARES RUSSELL 2000 VALUE ETFIWN
1.38%1.38%$3.4M15,540$2.9M15,54000.00%Unchanged
IISHARES TRSGOV
1.1%1.09%$2.7M27,174$2.3M23,119+4,055+17.54%Add
IISHARES DOW JONES U.S. ETFIYY
1.03%1.11%$2.6M14,017$2.4M15,017-1,000-6.66%Reduce
SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.98%1.05%$2.4M3,475$2.2M3,625-150-4.14%Reduce
IISHARES S&P 100 ETFIWO
0.97%0.98%$2.4M6,560$2.1M6,56000.00%Unchanged
IISHARES TRIVW
0.9%0.87%$2.2M16,220$1.9M16,420-200-1.22%Reduce
IISHARES TR ISHARES SEMICDTRSOXX
0.85%0.51%$2.1M3,282$1.1M3,28200.00%Unchanged
IISHARES S&PIVE
0.79%0.87%$2.0M8,635$1.9M8,835-200-2.26%Reduce
IISHARES RUSSELLIWB
0.78%0.83%$1.9M4,745$1.8M4,965-220-4.43%Reduce
IISHARES INCIEMG
0.72%0.7%$1.8M21,706$1.5M21,371+335+1.57%Add
IISHARES TRIJK
0.71%0.71%$1.8M15,037$1.5M15,03700.00%Unchanged
IISHARES TRITOT
0.71%0.76%$1.8M10,670$1.6M11,345-675-5.95%Reduce
VVANGUARD FSTEVWO
0.54%0.57%$1.4M22,645$1.2M22,64500.00%Unchanged
IISHARES TRIEFA
0.5%0.54%$1.2M12,825$1.2M12,82500.00%Unchanged
IISHARES MSCI ACWI ETFTOK
0.47%0.47%$1.2M7,610$1.0M7,61000.00%Unchanged
IISHARES TRIJJ
0.46%0.48%$1.1M7,760$1.0M7,76000.00%Unchanged
IISHARES INCEUSA
0.46%0.5%$1.1M9,960$1.1M10,560-600-5.68%Reduce
IISHARES S&P SMALL-CAP 600 GROWTH ETFIJT
0.44%0.41%$1.1M6,055$876,2196,05500.00%Unchanged
IISHARES US REAL ESTATE ETFIYR
0.4%0.43%$996,9389,750$921,9609,75000.00%Unchanged
IISHARES TRILF
0.38%0.46%$934,43627,687$983,44227,68700.00%Unchanged
IISHARES TRIEV
0.37%0.41%$927,74512,735$865,21612,73500.00%Unchanged
IISHARES TR MSCI AC ASIA ETFAAXJ
0.36%0.33%$882,4457,395$712,0657,39500.00%Unchanged
IISHARES TRAGG
0.34%0.41%$832,4228,410$884,4968,910-500-5.61%Reduce
IISHARES TRDSI
0.3%0.3%$748,9715,260$641,0955,290-30-0.57%Reduce
IISHARES CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.29%0.36%$731,67614,460$772,11715,430-970-6.29%Reduce
IISHARES S&P SMALL-CAP 600 VALUE ETFIJS
0.29%0.3%$729,8715,340$632,5235,34000.00%Unchanged
IISHARES COREIJR
0.28%0.27%$691,1254,660$579,2854,66000.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
0.26%0.26%$642,969861$559,94386100.00%Unchanged
IISHARES TRFXI
0.25%0.32%$615,37319,480$688,56219,180+300+1.56%Add
IISHARES TRIWS
0.24%0.24%$586,7993,565$519,5633,56500.00%Unchanged
IISHARES U.S. HEALTHCARE ETFIYH
0.22%0.26%$537,7558,025$562,4659,125-1,100-12.05%Reduce
IISHARES RUSSELL MID-CAP GROWTH ETFIWP
0.19%0.2%$483,1533,300$422,7963,30000.00%Unchanged
AMAZON COM INCAMZN
0.19%0.2%$476,6802,000$416,5402,00000.00%Unchanged
IISHARES TRITOT
0.19%0.19%$468,0962,860$404,4612,86000.00%Unchanged
IISHARES INDIA 50 ETFINDY
0.16%0.18%$386,2718,890$375,5148,89000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow