13F Insight
DOSSIER · 13F-HR · Q1 2026

Finley Financial, LLC

Finley Financial's asset manager based in Chicago, IL — $214M in tracked AUM across 107 positions as of Q1 2026.

FF
Finley Financial·Chicago, IL·Asset Manager
CIK 0002047823 · last filed Mar 31, 2026
Total AUM
$214M
▼ 14.9%
vs prior
Holdings
107
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Financials
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Finley Financial, LLC
1. Portfolio Overview

Finley Financial, LLC has reported a significant transformation in its investment portfolio for the period ending December 31, 2025. The firm experienced a massive expansion in Assets Under Management (AUM), with the total portfolio value surging by 603.2%, rising from $31.05M in the previous quarter to $218.32M. This drastic increase suggests either a substantial capital inflow from new inve...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWV
ISHARES RUSSELL 3000 ETF
$26M71K12.3%
02
IWM
ISHARES RUSSELL 2000 ETF
$22M88K10.2%
03
IXUS
ISHARES TR CORE MSCI TOTAL
$20M229K9.3%
04
QQQ
INVESCO QQQ TR UNIT SER 1
$14M24K6.5%
05
IJH
ISHARES CORE S&P MID-CAP ETF
$13M196K6.2%
06
EEM
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
$13M228K6.1%
07
IWF
ISHARES TR RUS 1000 GRW ETF
$13M30K6.0%
08
IYW
ISHARES US TECHNOLOGY ETF
$11M62K5.2%
09
IWD
ISHARES RUSSELL 1000 VALUE ETF
$8M35K3.5%
10
EZU
ISHARES MSCI EUROZONE ETF
$5M83K2.4%

Filing history

Filing history loading…