Finley Financial, LLC

All 13F Filings

Location
Las Vegas, NV
Most recent 13F
Q2 2026
Holdings value ($000)
248,464
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/8/2026 110 248,464 13F-HR Finley Financial, LLC
Q1 2026 4/22/2026 107 213,593 13F-HR Finley Financial, LLC
Q4 2025 1/21/2026 109 218,321 13F-HR Finley Financial, LLC
Q3 2025 10/23/2025 122 216,174 13F-HR Finley Financial, LLC
Q2 2025 7/9/2025 122 198,920 13F-HR Finley Financial, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.743 K 1.1% 775 0 775
ETFs 245.7 K 98.9% 34.09 K 0 34.09 K
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Fund Snapshot

Q2 2026
Latest filed
7/8/2026
Total value ($000)
248,464
Holdings
110
QoQ value change ($000)
34,871 (16.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.