13F Filings History of Finley Financial, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$218,321,194
Signature - Title
Jason D. Finley - PRINCIPAL
Location
Las Vegas, NV
Summary
This page shows a list of all the recent 13F filings made by Finley Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Finley Financial, LLC reported 109 stock holdings with total value $218,321,194 as of Q4 2025. Top holdings included IWV, IWM, IXUS, QQQ, and IWF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 109 $218,321,194 +$5,202,202 -$5,671,424 -$469,222 IWV, IWM, IXUS, QQQ, IWF 13F-HR 20 Jan 2026, 17:35
Q3 2025 122 $216,173,937 +$5,799,730 -$5,153,431 +$646,299 IWV, IWM, IXUS, QQQ, IWF 13F-HR 23 Oct 2025, 14:03
Q2 2025 122 $198,919,814 +$2,966,009 -$3,202,513 -$236,504 IWV, IWM, IXUS, QQQ, IWF 13F-HR 09 Jul 2025, 14:56
Q1 2025 121 $179,480,728 +$2,423,366 -$4,051,582 -$1,628,216 IWV, IWM, IXUS, QQQ, IWF 13F-HR 13 May 2025, 10:25
Q4 2024 122 $192,170,515 $0 $0 $0 IWV, IWM, IWF, QQQ, IXUS 13F-HR 17 Jan 2025, 11:48