Finley Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's principal, Jason D. Finley, as the authorized representative for the report.
The report details a portfolio consisting of 107 distinct equity securities. The filings indicate that the firm holds significant positions in exchange-traded funds (ETFs), with the ISHARES TR CORE MSCI TOTAL ETF holding the largest number of shares at 228,203. Other notable ETF positions include the ISHARES TR RUSSELL 3000 ETF with 68,003 shares and the ISHARES TR RUSSELL 2000 ETF with 86,319 shares.
Among individual common stock holdings, Finley Financial lists a position in Amazon.com Inc. with 2,000 shares. The firm also holds smaller positions in Johnson & Johnson (104 shares), Starbucks (1,008 shares), and McDonald's (361 shares).
The filing includes a variety of sector-specific ETFs, such as the ISHARES US TECHNOLOGY ETF, ISHARES US FINANCIALS ETF, and ISHARES US HEALTHCARE ETF. Additionally, the portfolio includes international exposure through funds like the ISHARES TR MSCI AC ASIA ETF and the ISHARES TR MSCI UK ETF NEW.
