Finley Financial, LLC

RIA/Wealth

Finley Financial, LLC is a RIA/Wealth based in Las Vegas, NV led by Laura Marie Finley, managing $216.1M across 121 long positions as of Q3 2025 with 99% ETF concentration, 68% concentrated in top 10 holdings, and minimal technology exposure.

OwnerLaura Marie Finley

Portfolio Value: $216.1M
Positions: 121
Top Holding: IWV at 12.69%
Last Reported: Q3 2025

Address11421 Rain Canyon Ave, 102, Las Vegas, NV, 89135, United States

Top Holdings

Largest long holdings in Finley Financial, LLC's portfolio (67.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Russell 3000 IWV	ETF ETF	$27.4M	12.69%	+$731.0K Bought	— 72.4K shares	Q4 2024 Held for 11 months
2 iShares Russell 2000 IWM	ETF ETF	$21.4M	9.91%	+$272.0K Bought	— 88.5K shares	Q4 2024 Held for 11 months
3 iShares Core MSCI Total International Stock IXUS	ETF ETF	$16.3M	7.54%	+$738.3K Bought	— 197.4K shares	Q4 2024 Held for 11 months
4 Invesco QQQ Trust QQQ	ETF ETF	$15.1M	6.97%	—	— 25.1K shares	Q4 2024 Held for 11 months
5 iShares Russell 1000 Growth IWF	ETF ETF	$14.4M	6.64%	-$82.0K Sold	— 30.6K shares	Q4 2024 Held for 11 months
6 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$12.4M	5.74%	+$2.7M Bought	— 190.1K shares	Q4 2024 Held for 11 months
7 iShares U.S. Technology IYW	ETF ETF	$11.9M	5.51%	+$334.9K Bought	— 60.8K shares	Q4 2024 Held for 11 months
8 iShares MSCI Emerging Markets EEM	ETF ETF	$11.3M	5.25%	+$672.7K Bought	— 212.3K shares	Q4 2024 Held for 11 months
9 iShares U.S. Financials IYF	ETF ETF	$8.9M	4.11%	-$431.2K Sold	— 70.2K shares	Q4 2024 Held for 11 months
10 iShares Russell 1000 Value IWD	ETF ETF	$7.3M	3.39%	-$71.3K Sold	— 36.0K shares	Q4 2024 Held for 11 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Finley Financial, LLC's latest filing

See all changes

GthenC

Market Value

$216.1M

Prior: $198.9M

Q/Q Change

+8.66%

+$17.2M

Net Flows % of MV

+0.286%

Turnover Ratio

2.53%

New Purchases

0 stocks

Added To

17 stocks

+$5.8M

Sold Out Of

1 stocks

$47.6K

Reduced Holdings

19 stocks

-$5.1M

Increased Positions

Position	Shares Δ	Change
1 iShares MSCI India INDA	+85.71%	1.4K → 2.6K +$62.5K
2 iShares Core S&P Mid-Cap ETF IJH	+27.29%	149.3K → 190.1K +$2.7M
3 iShares Core U.S. Aggregate Bond AGG	+8.53%	8.2K → 8.9K +$70.2K
4 iShares China Large-Cap ETF FXI	+7.83%	14.1K → 15.2K +$45.3K
5 iShares MSCI Emerging Markets EEM	+6.31%	199.7K → 212.3K +$672.7K

Decreased Positions

Position	Shares Δ	Change
1 Tesla, Inc. TSLA	Sold	150.0 → 0 −$47.6K
2 SPDR S&P MidCap 400 ETF MDY	-53.33%	7.8K → 3.6K −$2.5M
3 SPDR S&P 500 ETF Trust SPY	-51.48%	1.8K → 883.0 −$624.2K
4 Vanguard FTSE Emerging Markets VWO	-33.33%	34.0K → 22.6K −$613.3K
5 Financial Select Sector SPDR Fund XLF	-31.37%	17.4K → 12.0K −$294.7K