Investor
Finley Financial, LLC
CIK 0002047823 · filed 2026-04-23 · SEC filing
13F book
$213.6M
Positions
107
3 new · 5 sold
Largest name
12.3%
Ishares Tr
Est. mark
−$4.4M
Price effect on 104 names still held. Flow −$332.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 70.7K | $26.2M | 12.3% | −$1.14M | Cut−$1.57M |
| Ishares Tr | — | 88.3K | $21.9M | 10.2% | $162.4K | Cut$140.2K |
| Ishares Tr | — | 229.4K | $19.9M | 9.3% | $415.8K | Added$2.28M |
| Invesco Qqq Tr | — | 24K | $13.9M | 6.5% | −$891.2K | Cut−$1.04M |
| Ishares Tr | — | 196K | $13.2M | 6.2% | $294.6K | Added$527.2K |
| Ishares Tr | — | 227.6K | $12.9M | 6.0% | $456.1K | Added$926.7K |
| Ishares Tr | — | 30.1K | $12.8M | 6.0% | −$1.4M | Added−$1.33M |
| Ishares Tr | — | 61.6K | $11.2M | 5.2% | −$1.11M | Added−$1M |
| Ishares Tr | — | 35.3K | $7.54M | 3.5% | $117.5K | Cut−$6.58K |
| Ishares Inc | — | 82.6K | $5.17M | 2.4% | −$120.3K | Added−$111.9K |
| Ishares Tr | — | 32.3K | $5.15M | 2.4% | $61.6K | Cut$30.1K |
| Ishares Tr | — | 40.4K | $4.76M | 2.2% | −$455.6K | Cut−$2.79M |
| Ishares Tr | — | 13.6K | $4.25M | 2.0% | −$124.7K | Cut−$157K |
| Ishares Tr | — | 31.5K | $3.06M | 1.4% | $30.2K | Held |
| Ishares Tr | — | 15.5K | $2.95M | 1.4% | $130.2K | Held |
| Select Sector Spdr Tr | — | 21.4K | $2.84M | 1.3% | −$236.5K | Held |
| Ishares Tr | — | 15K | $2.38M | 1.1% | −$110.5K | Cut−$271.4K |
| Ishares 0-3 Month | — | 23.1K | $2.33M | 1.1% | $4.81K | Added$604.2K |
| Spdr S&P Midcap 400 Etf Tr | — | 3.63K | $2.24M | 1.0% | $48.9K | Held |
| Ishares Tr | — | 6.56K | $2.09M | 1.0% | −$163.3K | Cut−$175.3K |
| Ishares Tr | — | 8.84K | $1.87M | 0.9% | −$8.13K | Held |
| Ishares Tr | — | 16.4K | $1.86M | 0.9% | −$166.7K | Held |
| Ishares Tr | — | 4.96K | $1.77M | 0.8% | −$83.8K | Held |
| Ishares Tr | — | 11.3K | $1.62M | 0.8% | −$71K | Held |
| Ishares Tr | — | 15K | $1.51M | 0.7% | $56.2K | Held |
| Ishares Inc | — | 21.4K | $1.49M | 0.7% | $54.1K | Held |
| Vanguard Intl Equity Index F | — | 22.6K | $1.22M | 0.6% | $6.57K | Held |
| Ishares Tr | — | 12.8K | $1.16M | 0.5% | $13.7K | Held |
| Ishares Tr | — | 3.28K | $1.08M | 0.5% | $90.3K | Held |
| Ishares Inc | — | 10.6K | $1.07M | 0.5% | −$15.8K | Added$55.5K |
| Ishares Tr | — | 7.76K | $1.03M | 0.5% | $7.06K | Held |
| Ishares Tr | — | 7.61K | $1.01M | 0.5% | −$55.1K | Held |
| Ishares Tr | — | 27.7K | $983.4K | 0.5% | $133.9K | Added$179K |
| Ishares Tr | — | 9.75K | $922K | 0.4% | $6.53K | Cut−$71.9K |
| Ishares Tr | — | 8.91K | $884.5K | 0.4% | −$5.43K | Held |
| Ishares Tr | — | 6.05K | $876.2K | 0.4% | $21.5K | Held |
| Ishares Tr | — | 12.7K | $865.2K | 0.4% | −$7.93K | Added$40.6K |
| Ishares Tr | — | 15.4K | $772.1K | 0.4% | $463 | Held |
| Ishares Tr | — | 7.39K | $712.1K | 0.3% | $23.4K | Cut$17.9K |
| Ishares Tr | — | 19.2K | $688.6K | 0.3% | −$45.2K | Added−$35.1K |
| Ishares Tr | — | 5.29K | $641.1K | 0.3% | −$40.4K | Held |
| Ishares Tr | — | 5.34K | $632.5K | 0.3% | $25.3K | Held |
| Ishares Tr | — | 5.29K | $584K | 0.3% | $1.27K | Cut−$118.8K |
| Ishares Tr | — | 4.66K | $579.3K | 0.3% | $19.2K | Held |
| Ishares Tr | — | 9.13K | $562.5K | 0.3% | −$31.6K | Cut−$117.8K |
| Spdr S&P 500 Etf Tr | — | 861 | $559.9K | 0.3% | −$27.2K | Held |
| Ishares Tr | — | 3.56K | $519.6K | 0.2% | $16.7K | Held |
| Ishares Tr | — | 755 | $493.2K | 0.2% | −$24K | Held |
| Ishares Tr | — | 3.3K | $422.8K | 0.2% | −$29.1K | Cut−$103.1K |
| Amazon Com Inc | AMZN | 2K | $416.5K | 0.2% | −$45.1K | Held |
| Ishares Tr | — | 2.86K | $404.5K | 0.2% | −$21.6K | Held |
| Ishares Tr | — | 8.89K | $375.5K | 0.2% | −$62.7K | Cut−$79.4K |
| Ishares Tr | — | 7.4K | $351.9K | 0.2% | −$2.22K | Held |
| Ishares Inc | — | 4.13K | $348.7K | 0.2% | $14.4K | Added$34.7K |
| Wisdomtree Tr | — | 6.58K | $344.1K | 0.2% | −$5K | Held |
| Ishares Tr | — | 6.63K | $310.8K | 0.1% | −$18.7K | Added$170.3K |
| Ishares Tr | — | 3.24K | $304.3K | 0.1% | −$7.61K | Held |
| Select Sector Spdr Tr | — | 2.02K | $296.2K | 0.1% | −$16.5K | Held |
| Ishares Tr | — | 4.78K | $282.9K | 0.1% | $10.7K | Held |
| United Parcel Service Inc | UPS | 2.63K | $258.3K | 0.1% | −$2.13K | Held |
| Ishares Tr | — | 10.8K | $251K | 0.1% | −$2.68K | Held |
| Ishares Tr | — | 5K | $235.1K | 0.1% | $5.2K | Held |
| Ishares Tr | — | 5.04K | $229.6K | 0.1% | $7.96K | Held |
| Ishares Tr | — | 1.9K | $207.1K | 0.1% | −$2.28K | Held |
| Ishares Tr | — | 1.18K | $183K | 0.1% | −$15.1K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2.25K | $178K | 0.1% | −$11.6K | Held |
| Ishares Tr | — | 1.83K | $175K | 0.1% | $970 | Held |
| Ishares Tr | — | 3K | $161.5K | 0.1% | −$3.93K | Held |
| Ishares Tr | — | 6.15K | $154.2K | 0.1% | −$1.08K | Held |
| Vanguard Index Fds | — | 405 | $129.9K | 0.1% | −$5.86K | Held |
| Credo Technology Group Holdi | — | 1.38K | $129.5K | 0.1% | −$69K | Held |
| Select Sector Spdr Tr | — | 790 | $127.8K | 0.1% | $5.22K | Held |
| Ishares Tr | — | 1.53K | $126.7K | 0.1% | −$384 | Cut−$133.7K |
| Ishares Tr | — | 2.7K | $124.7K | 0.1% | −$945 | Held |
| Ishares Tr | — | 1.17K | $124.2K | 0.1% | $10.1K | Held |
| Ishares Inc | — | 1.75K | $123.8K | 0.1% | $12.9K | Held |
| Ishares Inc | — | 3.22K | $123.6K | 0.1% | $21.3K | Held |
| Ishares Tr | — | 675 | $114K | 0.1% | $54 | Held |
| Select Sector Spdr Tr | — | 1.04K | $113.3K | 0.1% | −$10.8K | Held |
| Mcdonalds Corp | MCD | 361 | $112.2K | 0.1% | $1.86K | Held |
| Ishares Tr | — | 730 | $110.5K | 0.1% | $7.5K | Held |
| Ishares Inc | — | 2.42K | $110K | 0.1% | $3.15K | Held |
| Ishares Tr | — | 1.05K | $100.2K | 0.0% | −$756 | Held |
| Spotify Technology S.A. | SPOT | 194 | $94.1K | 0.0% | −$18.6K | Held |
| Starbucks Corp | SBUX | 1.01K | $90.3K | 0.0% | $5.42K | Held |
| Ishares Tr | — | 1.04K | $90.2K | 0.0% | −$488 | Held |
| Lam Research Corp | LRCX | 400 | $85.5K | 0.0% | $17K | Held |
| Select Sector Spdr Tr | — | 945 | $77.5K | 0.0% | $4.06K | Held |
| Walmart Inc. | WMT | 609 | $75.7K | 0.0% | $7.84K | Held |
| Ishares Tr | — | 1.01K | $71K | 0.0% | −$717 | Held |
| Ishares Tr | — | 900 | $70.6K | 0.0% | $264 | Added$47.3K |
| Ishares Tr | — | 640 | $65.4K | 0.0% | −$186 | Held |
| Invesco Exch Traded Fd Tr Ii | — | 1.3K | $59.8K | 0.0% | — | New |
| Oracle Corp | — | 400 | $58.8K | 0.0% | −$19.1K | Held |
| Intel Corp | INTC | 1.28K | $56.7K | 0.0% | $9.28K | Held |
| Ishares Tr | — | 930 | $55.8K | 0.0% | −$2.98K | Added$34.8K |
| Ford Mtr Co | — | 4.72K | $54.5K | 0.0% | −$7.46K | Held |
| Laird Superfood, Inc. | LSF | 25K | $53.8K | 0.0% | −$1.75K | Held |
| Schwab Strategic Tr | — | 1.67K | $51.6K | 0.0% | $1.48K | Held |
| Home Depot, Inc. | HD | 145 | $47.7K | 0.0% | −$2.21K | Held |
| Ishares Tr | — | 500 | $40K | 0.0% | — | New |
| Ishares Tr | — | 500 | $34.1K | 0.0% | −$795 | Held |
| Allbirds Inc | BIRD | 10K | $30.1K | 0.0% | — | New |
| Johnson & Johnson | JNJ | 104 | $25.4K | 0.0% | $3.9K | Held |
| Toast, Inc. | TOST | 469 | $12.4K | 0.0% | −$4.22K | Held |
| Mccormick & Co Inc | — | 224 | $11.3K | 0.0% | −$3.96K | Held |
| Nu Hldgs Ltd | — | 771 | $11.1K | 0.0% | −$1.83K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.