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JASON D. FINLEY

Finley Financial, Llc

Assets Managed
$248.464M
Holdings
110
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
16.33%(2Q avg: 7.09%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Finley Financial, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Finley Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 248.464M in assets, with a quarterly growth rate of 16.33% and a 2-quarter average growth rate of 7.09%. The portfolio is managed by JASON D. FINLEY, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -1.94%
11.91%
$29.581M
69,374 shares@ $426.4 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -1.9%
10.47%
$26.012M
86,577 shares@ $300.46 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -0.51%
8.77%
$21.779M
228,192 shares@ $95.44 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.64%
7%
$17.383M
23,606 shares@ $736.4 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -1.15%
6.2%
$15.387M
224,925 shares@ $68.41 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
Decreased -1.72%
6.15%
$15.274M
60,556 shares@ $252.24 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.49%
6%
$14.885M
193,032 shares@ $77.12 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 293.82%
5.93%
$14.712M
118,480 shares@ $124.18 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -5.51%
3.26%
$8.084M
33,346 shares@ $242.44 avg price
IWC
Ishares Micro-cap Etf
Recent Activity
Decreased -0.24%
2.6%
$6.435M
32,170 shares@ $200.05 avg price

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