Finley Financial LLC Portfolio Update: Significant ETF Purchases and Minor Adjustments in Q2 2026
Finley Financial, Llc's portfolio as of June 30, 2026 shows notable increases in holdings like IWF (Russell 1000 Growth ETF) and LSFA (Laird Superfood Inc), alongside modest reductions in other positions.
As of June 30, 2026, Finley Financial LLC has demonstrated a strategic focus on growth-oriented funds while maintaining core diversification. The investment firm's portfolio shows significant activity this quarter.
The most substantial change involves an approximately ISHARES TR RUS 1000 GRW ETF (IWF), which experienced a remarkable increase of over 293% in its position during the quarter. This translates to acquiring nearly 88,400 additional shares, signaling strong confidence in this Russell 1000 Growth index fund.
Finley also initiated new positions or significantly increased exposure to several other holdings:
- LAIRD SUPERFOOD INC COM STK (LSF), a stock categorized in the Consumer Defensive sector, saw its position fully established from zero shares held previously.
- The ISHARES RUSSELL 2000 ETF (IWM) was added to the portfolio with a modest allocation of about 1.97% at quarter-end, though its share increase percentage is not explicitly detailed.
- ISHARES US FINANCIALS ETF (IYF) was also added to the portfolio with a modest allocation of about 1.97% at quarter-end, though its share increase percentage is not explicitly detailed.
- ISHARES TR MICRO-CAP ETF (IWC) was added to the portfolio with a modest allocation of about 2.59% at quarter-end, though its share increase percentage is not explicitly detailed.
In addition to these new or significantly increased positions, Finley maintained and slightly adjusted other core holdings:
- ISHARES RUSSELL 3000 ETF (IWV) experienced a slight reduction in its position.
- ISHARES RUSSELL 2000 ETF (IWM), already mentioned as newly added, shows moderate growth but is categorized under the Russell 2000 index.
Conversely, Finley Financial LLC reduced its positions in several existing holdings:
- ISHARES TRUST MSCI EMG MKTS ETF USD DIS (EEM), an Emerging Markets fund, saw a decrease of approximately 1.15%.
- ISHARES RUSSELL 1000 VALUE ETF (IWD) experienced a moderate reduction in its position.
The portfolio's sector allocation remains dominated by the category labeled "Unknown" at approximately 99.33% of total value, which is unusually high and suggests significant concentration in index funds or other non-specifically categorized assets.