Finley Financial, LLC - Portfolio Stock Holdings
Finley Financial, LLC disclosed 110 stock positions in a recent SEC 13F filing. $248,464,592 of stock holdings were filed, with the largest holdings including IWV, IWM, and IXUS. This filing represented positions held on June 30, 2026, and was filed on July 8, 2026.We estimate the fund has a total AUM of $259,820,341 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
110Est. Stock Holding Value:
$248,464,592Top Stock Holdings By Sector
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Portfolio Stock Holdings - Finley Financial, LLC
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