Finley Financial, LLC
Net seller this quarter
$248M
26
-$255K
9.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $17.4M | 7.00% | Not reported | -1.7% | Q4 2024 |
 MDY | $2.44M | 0.98% | Not reported | -4.1% | Q4 2024 |
 SUSA | $1.17M | 0.47% | Not reported | Not reported | Q4 2024 |
| SPY | $643K | 0.26% | Not reported | Not reported | Q4 2024 |
| IWS | $587K | 0.24% | Not reported | Not reported | Q4 2024 |
 AMZN | $477K | 0.19% | 0.00% | Not reported | Q4 2024 |
 CRDO | $375K | 0.15% | 0.00% | Not reported | Q4 2024 |
| USRT | $318K | 0.13% | Not reported | Not reported | Q4 2024 |
 UPS | $282K | 0.11% | 0.00% | Not reported | Q4 2024 |
 LSF | $235K | 0.09% | 0.45% | +100.0% | Q4 2024 |
 INTC | $179K | 0.07% | 0.00% | Not reported | Q4 2024 |
 LRCX | $173K | 0.07% | 0.00% | Not reported | Q4 2024 |
 SBUX | $103K | 0.04% | 0.00% | Not reported | Q4 2024 |
 MCD | $97.6K | 0.04% | 0.00% | Not reported | Q4 2024 |
 SPOT | $89.1K | 0.04% | 0.00% | Not reported | Q4 2024 |
| SCZ | $86.4K | 0.03% | Not reported | +16.7% | Q4 2025 |
 WMT | $69K | 0.03% | 0.00% | Not reported | Q4 2024 |
 F | $65.7K | 0.03% | 0.00% | Not reported | Q4 2024 |
 ORCL | $58.6K | 0.02% | 0.00% | Not reported | Q4 2024 |
 HD | $51.1K | 0.02% | 0.00% | Not reported | Q4 2024 |
 BIRD | $40K | 0.02% | 0.35% | Not reported | Q3 2025 |
 JNJ | $26.4K | 0.01% | 0.00% | Not reported | Q4 2024 |
 TOST | $13K | 0.01% | 0.00% | Not reported | Q4 2024 |
 FBTC | $12K | 0.00% | 0.00% | Not reported | Q4 2024 |
 MKC | $11.3K | 0.00% | Not reported | Not reported | Q4 2024 |
 NU | $10.3K | 0.00% | Not reported | Not reported | Q4 2024 |
| Q1 2026 | |||||
| QQQ | $13.9M | 6.49% | Not reported | -1.0% | Q4 2024 |
| MDY | $2.24M | 1.05% | Not reported | Not reported | Q4 2024 |
| SUSA | $1.01M | 0.47% | Not reported | Not reported | Q4 2024 |
| SPY | $560K | 0.26% | Not reported | Not reported | Q4 2024 |
| IWS | $520K | 0.24% | Not reported | Not reported | Q4 2024 |
| AMZN | $417K | 0.20% | 0.00% | Not reported | Q4 2024 |
| USRT | $283K | 0.13% | Not reported | Not reported | Q4 2024 |
| UPS | $258K | 0.12% | 0.00% | Not reported | Q4 2024 |
| CRDO | $130K | 0.06% | 0.00% | Not reported | Q4 2024 |
| MCD | $112K | 0.05% | 0.00% | Not reported | Q4 2024 |
| SPOT | $94.1K | 0.04% | 0.00% | Not reported | Q4 2024 |
| SBUX | $90.3K | 0.04% | 0.00% | Not reported | Q4 2024 |
| LRCX | $85.5K | 0.04% | 0.00% | Not reported | Q4 2024 |
| WMT | $75.7K | 0.04% | 0.00% | Not reported | Q4 2024 |
| SCZ | $70.6K | 0.03% | Not reported | +200.0% | Q4 2025 |
| ORCL | $58.8K | 0.03% | 0.00% | Not reported | Q4 2024 |
| INTC | $56.7K | 0.03% | 0.00% | Not reported | Q4 2024 |
| F | $54.5K | 0.03% | 0.00% | Not reported | Q4 2024 |
| LSF | $53.8K | 0.03% | 0.23% | Not reported | Q4 2024 |
| HD | $47.7K | 0.02% | 0.00% | Not reported | Q4 2024 |
| BIRD | $30.1K | 0.01% | 0.35% | Not reported | Q3 2025 |
| JNJ | $25.4K | 0.01% | 0.00% | Not reported | Q4 2024 |
| TOST | $12.4K | 0.01% | 0.00% | Not reported | Q4 2024 |
| MKC | $11.3K | 0.01% | Not reported | Not reported | Q4 2024 |
| NU | $11.1K | 0.01% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
| QQQ | $14.9M | 6.82% | Not reported | -3.5% | Q4 2024 |
| MDY | $2.19M | 1.00% | Not reported | -0.6% | Q4 2024 |
| SUSA | $1.06M | 0.49% | Not reported | Not reported | Q4 2024 |
| SPY | $587K | 0.27% | Not reported | -2.5% | Q4 2024 |
| IWS | $503K | 0.23% | Not reported | Not reported | Q4 2024 |
| AMZN | $462K | 0.21% | 0.00% | Not reported | Q4 2024 |
| USRT | $272K | 0.12% | Not reported | Not reported | Q4 2024 |
| UPS | $260K | 0.12% | 0.00% | Not reported | Q4 2024 |
| CRDO | $199K | 0.09% | 0.00% | -65.2% | Q4 2024 |
 GRMN | $193K | 0.09% | 0.00% | Not reported | Q4 2024 |
| SPOT | $113K | 0.05% | 0.00% | Not reported | Q4 2024 |
| MCD | $110K | 0.05% | 0.00% | Not reported | Q4 2024 |
 LLY | $107K | 0.05% | 0.00% | -68.4% | Q4 2024 |
 FWONK | $89K | 0.04% | Not reported | Not reported | Q4 2024 |
| SBUX | $84.9K | 0.04% | 0.00% | Not reported | Q4 2024 |
| ORCL | $78K | 0.04% | 0.00% | Not reported | Q4 2024 |
| LRCX | $68.5K | 0.03% | 0.00% | Not reported | Q4 2024 |
| WMT | $67.8K | 0.03% | 0.00% | Not reported | Q4 2024 |
| F | $62K | 0.03% | 0.00% | Not reported | Q4 2024 |
 CMCSA | $56.8K | 0.03% | 0.00% | Not reported | Q4 2024 |
| LSF | $55.5K | 0.03% | 0.23% | Not reported | Q4 2024 |
| HD | $49.9K | 0.02% | 0.00% | Not reported | Q4 2024 |
| INTC | $47.4K | 0.02% | 0.00% | Not reported | Q4 2024 |
| FWONA | $40.3K | 0.02% | Not reported | Not reported | Q4 2024 |
| SCZ | $23.3K | 0.01% | Not reported | New | Q4 2025 |
| JNJ | $21.5K | 0.01% | 0.00% | Not reported | Q4 2024 |
| TOST | $16.7K | 0.01% | 0.00% | +120.2% | Q4 2024 |
| MKC | $15.3K | 0.01% | Not reported | Not reported | Q4 2024 |
| NU | $12.9K | 0.01% | Not reported | +35.3% | Q4 2024 |
| Q3 2025 | |||||
| QQQ | $15.1M | 6.97% | Not reported | Not reported | Q4 2024 |
| MDY | $2.17M | 1.00% | Not reported | -53.3% | Q4 2024 |
| SUSA | $1.03M | 0.48% | Not reported | Not reported | Q4 2024 |
| SPY | $588K | 0.27% | Not reported | -51.5% | Q4 2024 |
| CRDO | $577K | 0.27% | 0.00% | Not reported | Q4 2024 |
| IWS | $498K | 0.23% | Not reported | Not reported | Q4 2024 |
| AMZN | $439K | 0.20% | 0.00% | Not reported | Q4 2024 |
| USRT | $281K | 0.13% | Not reported | Not reported | Q4 2024 |
| LLY | $241K | 0.11% | 0.00% | -24.0% | Q4 2024 |
| GRMN | $234K | 0.11% | 0.00% | Not reported | Q4 2024 |
| UPS | $219K | 0.10% | 0.00% | Not reported | Q4 2024 |
| LSF | $140K | 0.06% | 0.23% | Not reported | Q4 2024 |
| SPOT | $135K | 0.06% | 0.00% | Not reported | Q4 2024 |
| ORCL | $112K | 0.05% | 0.00% | Not reported | Q4 2024 |
| MCD | $110K | 0.05% | 0.00% | Not reported | Q4 2024 |
| FWONK | $94.3K | 0.04% | Not reported | Not reported | Q4 2024 |
| SBUX | $85.3K | 0.04% | 0.00% | Not reported | Q4 2024 |
| WMT | $62.8K | 0.03% | 0.00% | Not reported | Q4 2024 |
| CMCSA | $59.7K | 0.03% | 0.00% | Not reported | Q4 2024 |
| HD | $58.8K | 0.03% | 0.00% | Not reported | Q4 2024 |
| F | $56.5K | 0.03% | 0.00% | Not reported | Q4 2024 |
| LRCX | $53.6K | 0.02% | 0.00% | Not reported | Q4 2024 |
| INTC | $43.1K | 0.02% | 0.00% | Not reported | Q4 2024 |
| FWONA | $42.9K | 0.02% | Not reported | Not reported | Q4 2024 |
| BIRD | $28.4K | 0.01% | 0.18% | New | Q3 2025 |
| FBTC | $23.5K | 0.01% | 0.00% | Not reported | Q4 2024 |
| JNJ | $19.3K | 0.01% | 0.00% | Not reported | Q4 2024 |
| MKC | $15K | 0.01% | Not reported | Not reported | Q4 2024 |
| NU | $9.13K | 0.00% | Not reported | Not reported | Q4 2024 |
| TOST | $7.78K | 0.00% | 0.00% | Not reported | Q4 2024 |
 MU | $7.7K | 0.00% | 0.00% | Not reported | Q4 2024 |
 USB | $6.38K | 0.00% | 0.00% | Not reported | Q4 2024 |
 LLYVK | $6.3K | 0.00% | Not reported | Not reported | Q4 2024 |
 GAP | $4.45K | 0.00% | 0.00% | Not reported | Q4 2024 |
| LLYVA | $3.02K | 0.00% | Not reported | Not reported | Q4 2024 |
 CCL | $2.89K | 0.00% | 0.00% | Not reported | Q4 2024 |
 MRK | $1.76K | 0.00% | 0.00% | Not reported | Q4 2024 |
 BMY | $812 | 0.00% | 0.00% | Not reported | Q4 2024 |
 BATRK | $749 | 0.00% | Not reported | Not reported | Q4 2024 |
 MLKN | $195 | 0.00% | 0.00% | Not reported | Q4 2024 |