Finley Financial
Finley Financial reported 107 stocks worth $242M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are IWV (12.2%), IWM (9.9%) and IXUS (8.9%). Compared with Q2 2026, the fund opened new positions in ARTY, added to IYW, EEM and SOXX, trimmed IWV, IWM and QQQ and sold out of SCZ, SMIN and FBTC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWV Ishares Russell 3000 ETF | $29.4M | 12.2% | 68K | −1,371 (−2%) | 8 of 8 | |
| 2 |  IWM Ishares TR | $24.1M | 9.9% | 86K | −258 (−0%) | 8 of 8 | |
| 3 |  IXUS Ishares Core Msci Totl | $21.6M | 8.9% | 228K | No change | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $17.5M | 7.2% | 24K | −50 (−0%) | 8 of 8 | |
| 5 |  IYW Ishares US Technology | $16.2M | 6.7% | 61K | +150 (+0%) | 8 of 8 | |
| 6 |  EEM Ishares Msci Emerging | $15.1M | 6.2% | 226K | +623 (+0%) | 8 of 8 | |
| 7 |  IWF Ishares TR | $14.8M | 6.1% | 117K | −1,020 (−1%) | 8 of 8 | |
| 8 |  IJH Ishares TR | $14M | 5.8% | 193K | −450 (−0%) | 8 of 8 | |
| 9 |  IWD Ishares TR | $7.7M | 3.2% | 31K | −2,160 (−6%) | 8 of 8 | |
| 10 |  IWC Ishares TR | $5.9M | 2.4% | 32K | −370 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Finley Financial 13F FAQ
What does Finley Financial own?
Finley Financial reported 107 stocks worth $242M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are IWV (12.2%), IWM (9.9%) and IXUS (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Finley Financial buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 7 added to, 24 trimmed and 4 sold out. New positions include ARTY. It sold all of SCZ, SMIN and FBTC.
When will Finley Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Finley Financial's portfolio worth?
The Q3 2026 filing reports $242M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.