What does Finley Financial, LLC hold?

Finley Financial, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2047823.

What is Finley Financial, LLC's AUM?

Finley Financial, LLC reported approximately $248.5M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $259.8M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Finley Financial, LLC's holdings?

All Finley Financial, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2047823. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Finley Financial, LLC's 13F data updated on 13F Pro?

Finley Financial, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Finley Financial, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2047823

Institutional-grade research for retail investors

Sector Allocation

Other98.7%$245.3M
Financials0.3%$842,113
Consumer Discretionary0.3%$834,087
Technology0.3%$799,576
Consumer Staples0.1%$315,269
Industrials0.1%$282,295
Communication Services0.0%$89,071
Healthcare0.0%$26,413

AUM History

13fpro.ai/research/fund/finley-financial-llc-2047823

Conviction and streaks

Stable · top 10 = 68.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold11.9% weight · held 7 quarters

$Conviction hold10.5% weight · held 7 quarters

$Conviction hold8.8% weight · held 7 quarters

$QQQConviction hold7.0% weight · held 7 quarters

$Conviction hold6.2% weight · held 7 quarters

$Accumulating+48% shares · 5 quarters running

$Accumulating+333% shares · 4 quarters running

$Accumulating+296% shares · 2 quarters running

$Accumulating+163% shares · 2 quarters running

$Accumulating+250% shares · 2 quarters running

$Trimming-48% shares · 6 quarters running

$Trimming-68% shares · 6 quarters running

$Trimming-6% shares · 5 quarters running

$Trimming-74% shares · 5 quarters running

$Trimming-8% shares · 4 quarters running

Largest positions — Q2 2026

ISHARES
$29.6M
ISHARES
$26.0M
ISHARES
$21.8M
QQQ
$17.4M
ISHARES
$15.4M
ISHARES
$15.3M
ISHARES
$14.9M
ISHARES
$14.7M
ISHARES
$8.1M
ISHARES
$6.4M
ISHARES
$5.7M
ISHARES
$5.3M
ISHARES
$4.9M
SELECT
$4.1M
ISHARES
$3.5M
ISHARES
$3.4M
ISHARES
$2.7M
ISHARES
$2.6M
MDY
$2.4M
ISHARES
$2.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/finley-financial-llc-2047823

Finley Financial, LLC 13F holdings — Q2 2026

$248.5M portfolio (+16.3% QoQ) · 110 holdings · Q2 2026 13F · top 10 are 68% of the stock portfolio

1
ISHARES RUSSELL 3000 ETF - RUSSELL 3000 ETF
$29.6M
11.9% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES RUSSELL 2000 ETF - RUSSELL 2000 ETF
$26.0M
10.5% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR CORE MSCI TOTAL - CORE MSCI TOTAL
$21.8M
8.8% of stocks
-0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
INVESCO QQQ TRUST, SERIES 1
$QQQ
$17.4M
7.0% of stocks
-2%This quarter+0.1%Since filed7+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
5
ISHARES TRUST MSCI EMG MKTS ETF USD DIS - MSCI EMG MKT ETF
$15.4M
6.2% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES US TECHNOLOGY ETF - U.S. TECH ETF
$15.3M
6.2% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
ISHARES CORE S&P MID-CAP ETF - CORE S&P MCP ETF
$14.9M
6.0% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF
$14.7M
5.9% of stocks
+294%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES RUSSELL 1000 VALUE ETF - RUS 1000 VAL ETF
$8.1M
3.3% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
10
ISHARES TR MICRO-CAP ETF - MICRO-CAP ETF
$6.4M
2.6% of stocks
-0.2%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES RUSSELL 3000 ETF - RUSSELL 3000 ETF	$29.6M	11.9%	-2%	—	—	—	—
2	ISHARES RUSSELL 2000 ETF - RUSSELL 2000 ETF	$26.0M	10.5%	-2%	—	—	—	—
3	ISHARES TR CORE MSCI TOTAL - CORE MSCI TOTAL	$21.8M	8.8%	-0.5%	—	—	—	—
4	INVESCO QQQ TRUST, SERIES 1$QQQ	$17.4M	7.0%	-2%	+0.1%	7+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
5	ISHARES TRUST MSCI EMG MKTS ETF USD DIS - MSCI EMG MKT ETF	$15.4M	6.2%	-1%	—	—	—	—
6	ISHARES US TECHNOLOGY ETF - U.S. TECH ETF	$15.3M	6.2%	-2%	—	—	—	—
7	ISHARES CORE S&P MID-CAP ETF - CORE S&P MCP ETF	$14.9M	6.0%	-1%	—	—	—	—
8	ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF	$14.7M	5.9%	+294%	—	—	—	—
9	ISHARES RUSSELL 1000 VALUE ETF - RUS 1000 VAL ETF	$8.1M	3.3%	-6%	—	—	—	—
10	ISHARES TR MICRO-CAP ETF - MICRO-CAP ETF	$6.4M	2.6%	-0.2%	—	—	—	—

All holdings — Finley Financial, LLC (Q2 2026)

Sort

110 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES MSCI EUROZONE ETF - MSCI EURZONE ETFetf/fund	—	$5.7M	2.3%	83K	—	—	—	13F
12	—	ISHARES TR RUS 2000 GRW ETF - RUS 2000 GRW ETFetf/fund	—	$5.3M	2.1%	14K	—	—	—	13F
13	—	ISHARES US FINANCIALS ETF - U.S. FINLS ETFetf/fund	—	$4.9M	2.0%	38K	-5%	—	—	13F
14	—	SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - STATE STREET TECetf/fund	—	$4.1M	1.6%	21K	—	—	—	13F
15	—	ISHARES TR RUS MID CAP ETF - RUS MID CAP ETFetf/fund	—	$3.5M	1.4%	31K	—	—	—	13F
16	—	ISHARES RUSSELL 2000 VALUE ETF - RUS 2000 VAL ETFetf/fund	—	$3.4M	1.4%	16K	—	—	—	13F
17	—	ISHARES TR 0-3 MNTH TREASRY - 0-3 MNTH TREASRYetf/fund	—	$2.7M	1.1%	27K	+18%	—	—	13F
18	—	ISHARES DOW JONES US ETF - DOW JONES US ETFetf/fund	—	$2.6M	1.0%	14K	-7%	—	—	13F
19	$MDY	SPDR S&P MIDCAP 400 ETF TRUSTetf/fund	—	$2.4M	1.0%	3,475	-4%	7+ qtrs	—	13F
20	—	ISHARES S&P 100 ETF - S&P 100 ETFetf/fund	—	$2.4M	1.0%	6,560	—	—	—	13F
21	—	ISHARES S&P 500 GROWTH ETF - S&P 500 GRWT ETFetf/fund	—	$2.2M	0.9%	16K	-1%	—	—	13F
22	—	ISHARES TR ISHARES SEMICDTR - ISHARES SEMICDTRetf/fund	—	$2.1M	0.8%	3,282	—	—	—	13F
23	—	ISHARES S&P 500 VALUE ETF - S&P 500 VAL ETFetf/fund	—	$2.0M	0.8%	8,635	-2%	—	—	13F
24	—	ISHARES RUSSELL 1000 INDEX FUND - RUS 1000 ETFetf/fund	—	$1.9M	0.8%	4,745	-4%	—	—	13F
25	—	ISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKTetf/fund	—	$1.8M	0.7%	22K	+2%	—	—	13F
26	—	ISHARES S&P MID-CAP 400 GROWTH ETF - S&P MC 400GR ETF	—	$1.8M	0.7%	15K	—
27	—	ISHARES CORE S&P TOTAL US STOCK MARKET ETF - CORE S&P TTL STK	—	$1.8M	0.7%	11K	-6%
28	—	VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF - FTSE EMR MKT ETF	—	$1.4M	0.5%	23K	—
29	—	ISHARES TRUST CORE MSCI EAFE ETF - CORE MSCI EAFE	—	$1.2M	0.5%	13K	—
30	—	ISHARES ESG OPTIMIZED MSCI USA ETF - ESG OPTIMIZED	—	$1.2M	0.5%	7,610	—
31	—	ISHARES S&P MID-CAP 400 VALUE ETF - S&P MC 400VL ETF	—	$1.1M	0.5%	7,760	—
32	—	ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD - MSCI EQUAL WEITE	—	$1.1M	0.5%	9,960	-6%
33	—	ISHARES TR S&P SMALL CAP 600 GROWTH ETF - S&P SML 600 GWT	—	$1.1M	0.4%	6,055	—
34	—	ISHARES US REAL ESTATE ETF - U.S. REAL ES ETF	—	$997K	0.4%	9,750	—
35	—	ISHARES S & P LATIN AMERICA 40 INDEX FUND - LATN AMER 40 ETF	—	$934K	0.4%	28K	—
36	—	ISHARES EUROPE ETF - EUROPE ETF	—	$928K	0.4%	13K	—
37	—	ISHARES TR MSCI AC ASIA ETF - MSCI AC ASIA ETF	—	$882K	0.4%	7,395	—
38	—	ISHARES CORE US AGGREGATE BOND ETF - CORE US AGGBD ET	—	$832K	0.3%	8,410	-6%
39	—	ISHARES TRUST ESG MSCI KLD 400 ETF - ESG MSCI KLD 400	—	$749K	0.3%	5,260	-0.6%
40	—	ISHARES INTL AGGREGATE BOND - CORE INTL AGGR	—	$732K	0.3%	14K	-6%
41	—	ISHARES S&P SMALL-CAP 600 VALUE ETF - SP SMCP600VL ETF	—	$730K	0.3%	5,340	—
42	—	ISHARES CORE S&P SMALL-CAP E - CORE S&P SCP ETF	—	$691K	0.3%	4,660	—
43	$SPY	SPDR S&P 500 ETF TRUST	—	$643K	0.3%	861	—
44	—	ISHARES CHINA LARGE-CAP ETF - CHINA LG-CAP ETF	—	$615K	0.3%	19K	+2%
45	—	ISHARES RUSSELL MID-CAP VALUE ETF - RUS MDCP VAL ETF	—	$587K	0.2%	3,565	—
46	—	ISHARES US HEALTHCARE ETF - US HLTHCARE ETF	—	$538K	0.2%	8,025	-12%
47	—	ISHARES TR RUS MD CP GR ETF - RUS MD CP GR ETF	—	$483K	0.2%	3,300	—
48	$AMZN	AMAZON COM INC	Consumer Discretionary	$477K	0.2%	2,000	—
49	—	ISHARES TR ESG AWARE MSCI USA ETF - ESG AWR MSCI USA	—	$468K	0.2%	2,860	—
50	—	ISHARES TR INDIA 50 ETF - INDIA 50 ETF	—	$386K	0.2%	8,890	—
51	—	ISHARES INC MSCI JPN ETF NEW - MSCI JPN ETF NEW	—	$385K	0.2%	4,130	—
52	$CRDO	Credo Technology Group Holding Ltd	Technology	$375K	0.1%	1,380	—
53	$WT	WisdomTree, Inc.	Financials	$375K	0.1%	6,580	—
54	—	ISHARES CORE S&P 500 ETF - CORE S&P500 ETF	—	$359K	0.1%	480	-36%
55	—	ISHARES TR ESG AWR US AGRGT - ESG AWR US AGRGT	—	$351K	0.1%	7,400	—
56	—	ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF - TRUST ISHARE 0-1	—	$348K	0.1%	3,150	-40%
57	—	ISHARES TRUST ISHARES MSCI INDIA ETF USD - MSCI INDIA ETF	—	$338K	0.1%	6,835	+3%
58	—	SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - STATE STREET HEA	—	$320K	0.1%	2,020	—
59	—	ISHARES TR CRE U S REIT ETF - CRE U S REIT ETF	—	$318K	0.1%	4,780	—
60	—	ISHARES TR JP MOR EM MK ETF - JPMORGAN USD EMG	—	$312K	0.1%	3,240	—
61	$UPS	UNITED PARCEL SERVICE INC	Industrials	$282K	0.1%	2,626	—
62	—	ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF - ESG AWARE MSCI	—	$280K	0.1%	5,000	—
63	—	ISHARES TR ESG AWRE USD ETF - ESG AWRE USD ETF	—	$251K	0.1%	11K	—
64	$LSF	Laird Superfood, Inc.	Consumer Staples	$235K	0.1%	50K	+100%
65	—	ISHARES TR MSCI UK ETF NEW - MSCI UK ETF NEW	—	$233K	0.1%	5,040	—
66	—	ISHARES CORE S&P US GROWTH ETF - CORE S&P US GWT	—	$222K	0.1%	1,180	—
67	$IVZ	Invesco Ltd.	Financials	$209K	0.1%	2,250	—
68	—	ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF - IBOXX INV CP ETF	—	$207K	0.1%	1,900	—
69	—	ISHARES MSCI TAIWAN ETF - MSCI TAIWAN ETF	—	$190K	0.1%	1,745	—
70	—	ISHARES TR ESG AW MSCI EAFE - ESG AW MSCI EAFE	—	$188K	0.1%	1,830	—
71	—	ISHARES TR US REGNL BKS ETF - US REGNL BKS ETF	—	$187K	0.1%	3,000	—
72	$INTC	INTEL CORP	Technology	$179K	0.1%	1,284	—
73	$LRCX	LAM RESEARCH CORP	Technology	$173K	0.1%	400	—
74	—	ISHARES TR ASIA 50 ETF - ASIA 50 ETF	—	$166K	0.1%	1,170	—
75	—	ISHARES TR ESG AWRE 1 5 YR - ESG AWRE 1 5 YR	—	$154K	0.1%	6,150	—
76	—	VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - TOTAL STK MKT	—	$150K	0.1%	405	—
77	—	SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - STATE STREET TEC	—	$146K	0.1%	790	—
78	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$132K	0.1%	2,420	—
79	—	ISHARES TR ISHARES BIOTECH - ISHARES BIOTECH	—	$128K	0.1%	675	—
80	—	ISHARES TRUST 1-3 YEAR TREASURY BOND ETF - 1 3 YR TREAS BD	—	$126K	0.1%	1,535	—
81	—	ISHARES TRUST CORE UNIVERSAL USD BOND ETF - CORE UNIVRSL USD	—	$125K	0.1%	2,700	—
82	—	SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF - STATE STREET CON	—	$122K	0.1%	1,040	—
83	—	INVESCO EXCH TRADED FD TR II CHINA TECHNLGY - CHINA TECHNLGY	—	$115K	0.1%	2,010	+55%
84	—	ISHARES SELECT DIVIDEND ETF - SELECT DIVID ETF	—	$114K	0.1%	730	—
85	—	ISHARES MSCI BRAZIL ETF - MSCI BRAZIL ETF	—	$111K	0.0%	3,220	—
86	$IVZ	Invesco Ltd.	Financials	$103K	0.0%	1,600	New
87	$SBUX	STARBUCKS CORP	Consumer Discretionary	$103K	0.0%	1,008	—
88	—	ISHARES TR GL CLEAN ENE ETF - GL CLEAN ENE ETF	—	$102K	0.0%	5,000	New
89	—	ISHARES TR 7-10 YR TRSY BD - 7-10 YR TRSY BD	—	$99K	0.0%	1,050	—
90	$MCD	MCDONALDS CORP	Consumer Discretionary	$98K	0.0%	361	—
91	—	ISHARES TR 20 YR TR BD ETF - 20 YR TR BD ETF	—	$90K	0.0%	1,040	—
92	$SPOT	Spotify Technology S.A.	Communication Services	$89K	0.0%	194	—
93	—	ISHARES TR EAFE SML CP ETF - EAFE SML CP ETF	—	$86K	0.0%	1,050	+17%
94	—	ISHARES TR MSCI INDIA SM CP - MSCI INDIA SM CP	—	$80K	0.0%	1,130	+22%
95	—	SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - STATE STREET CON	—	$79K	0.0%	945	—
96	—	ISHARES CORE MSCI EUROPE ETF - CORE MSCI EURO	—	$76K	0.0%	1,010	—
97	—	ISHARES CORE S&P US VALUE ETF - CORE S&P US VLU	—	$70K	0.0%	640	—
98	$WMT	Walmart Inc.	Consumer Staples	$69K	0.0%	609	—
99	$F	FORD MOTOR CO	Consumer Discretionary	$66K	0.0%	4,725	—
100	—	SCHWAB STRATEGIC TR US MID-CAP ETF - US MID-CAP ETF	—	$61K	0.0%	1,668	—
101	$ORCL	ORACLE CORP	Technology	$59K	0.0%	400	—
102	$HD	HOME DEPOT, INC.	Consumer Discretionary	$51K	0.0%	145	—
103	—	ISHARES TR EXPANDED TECH - EXPANDED TECH	—	$45K	0.0%	500	—
104	—	ISHARES TR FUTURE EXPONENTIAL TECHNOLOGIES ETF - EXPONENTIAL TECH	—	$41K	0.0%	500	—
105	$BIRD	Smartbird, Inc.	Consumer Discretionary	$40K	0.0%	10K	—
106	$JNJ	JOHNSON & JOHNSON	Healthcare	$26K	0.0%	104	—
107	$TOST	Toast, Inc.	Technology	$13K	0.0%	469	—
108	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$12K	0.0%	235	New
109	$MKC	MCCORMICK & CO INC	Consumer Staples	$11K	0.0%	224	—
110	$NU	Nu Holdings Ltd.	Financials	$10K	0.0%	771	—

What changed in Q2 2026

Against the previous quarter's 13F: 2 new, 9 added to, 23 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

ISHARES TR GL CLEAN ENE ETF - GL CLEAN ENE ETF$102K
first bought this quarter
$FBTCFidelity Wise Origin Bitcoin Fund$12K
first bought this quarter

Added to (9)

ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF+294%
now $14.7M
ISHARES TR 0-3 MNTH TREASRY - 0-3 MNTH TREASRY+18%
now $2.7M
$LSFLaird Superfood, Inc.+100%
now $235K · held 7+ qtrs
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY - CHINA TECHNLGY+55%
now $115K
ISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKT+2%
now $1.8M
ISHARES TR MSCI INDIA SM CP - MSCI INDIA SM CP+22%
now $80K

+3 more in the Excel export

Trimmed (23)

ISHARES RUSSELL 3000 ETF - RUSSELL 3000 ETF-2%
now $29.6M
ISHARES RUSSELL 2000 ETF - RUSSELL 2000 ETF-2%
now $26.0M
ISHARES RUSSELL 1000 VALUE ETF - RUS 1000 VAL ETF-6%
now $8.1M
$QQQINVESCO QQQ TRUST, SERIES 1-2%
now $17.4M · held 7+ qtrs
ISHARES US TECHNOLOGY ETF - U.S. TECH ETF-2%
now $15.3M
ISHARES US FINANCIALS ETF - U.S. FINLS ETF-5%
now $4.9M

+17 more in the Excel export

Sold out (0)

No positions sold out this quarter.

Firm AUM (Form ADV): $259.8M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Finley Financial, LLC has filed, 6 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 8, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Finley Financial's top 20 holdings: 59/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-1.2%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 9% over the last 4

Top 10 weight

68%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

100%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Finley Financial, LLC disclosed 110 positions worth $248.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 0. The portfolio is most concentrated in Other (98.7% of disclosed assets). All figures are sourced directly from Finley Financial, LLC’s Form 13F-HR filing with the SEC under CIK 2047823.

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AI-Powered Hedge Fund Analysis: Finley Financial, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Finley Financial, LLC (SEC CIK: 2047823), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Finley Financial, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.