Finer Wealth Management, Inc.

CIK

1929071

Location

SALEM, MA

Portfolio Value

Small $213,550,745

Diversification

Diversified

Filing Date

Global Rank

#4,310 / 8,517 ▲ 170

Top Industry

Semiconductors 20.1%

3Y Alpha vs SPY

+20.1%

Period ended 47 days ago

Filed Aug 3, 2026 · 13d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+179.8%

SPY

+76.6%

Annualised alpha

+20.0%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

76 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.0%

+0.0 pts

Top 5

35.5%

+0.5 pts

Top 10

57.8%

+3.9 pts

HHI

416

Diversified+30

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.6%	$82,439,093	19
Communication Services	12.4%	$26,546,841	6
Healthcare	11.3%	$24,039,375	7
Consumer Defensive	8.6%	$18,307,122	9
Consumer Cyclical	8.0%	$17,165,165	5
Industrials	6.7%	$14,222,984	5
Financial Services	5.8%	$12,435,336	7
Unclassified	3.9%	$8,247,011	7
Energy	3.0%	$6,366,493	3
Utilities	1.4%	$3,041,636	5
Basic Materials	0.3%	$739,689	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+11,389	82,763	$2,755,180
F	Ford Motor Co	+7,659	21,355	$296,834
T	At&T Inc.	+3,899	135,607	$2,807,064
MO	Altria Group, Inc.	+3,246	29,368	$2,113,027
ETHE	Grayscale Ethereum Staking ETF	+2,625	46,225	$589,831
VZ	Verizon Communications Inc	+1,566	71,192	$3,014,269
RTX	RTX Corp	+1,450	9,070	$1,720,851
PLTR	Palantir Technologies Inc.	+1,222	18,893	$2,204,246
KHC	Kraft Heinz Co	+1,034	15,598	$368,424
PG	PROCTER & GAMBLE Co	+672	26,805	$3,930,685
PFE	Pfizer Inc	+653	11,896	$286,455
UAMY	United States Antimony Corp	+510	16,668	$121,009
GLD	Spdr Gold Trust	+488	5,413	$1,994,040
ES	Eversource Energy	+352	9,190	$664,161
COST	Costco Wholesale Corp /New	+312	1,080	$1,010,307
BTI	British American Tobacco p.l.c.	+300	16,650	$1,028,304
TSLA	Tesla, Inc.	+290	7,284	$3,063,650
SCHW	Schwab Charles Corp	+246	32,665	$3,013,999
JPM	Jpmorgan Chase & Co	+180	21,352	$6,989,150
SLV	iShares Silver Trust	+168	12,568	$672,010
MCD	Mcdonalds Corp	+137	10,825	$2,926,105
ABBV	AbbVie Inc.	+92	2,410	$606,452
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+26	11,115	$5,308,190
ASML	Asml Holding NV	+25	1,647	$3,276,607
MRK	Merck & Co., Inc.	+13	45,368	$5,829,788
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSTR	Strategy Inc	−9,975	5,954	$517,581
GOOGL	Alphabet Inc.	−6,652	34,833	$12,448,269
ET	Energy Transfer LP	−6,248	18,697	$357,486
CRM	Salesforce, Inc.	−2,352	8,383	$1,313,280
PEP	Pepsico Inc	−1,870	13,798	$1,868,249
AAPL	Apple Inc.	−1,827	66,516	$19,247,069
INTC	Intel Corp	−1,553	14,757	$2,060,519
BAC	Bank Of America Corp /De/	−1,170	14,511	$826,836
NVDA	Nvidia Corp	−1,157	81,613	$16,329,945
MU	Micron Technology Inc	−817	1,944	$2,243,939
LLY	ELI LILLY & Co	−580	12,592	$15,103,223
AMZN	Amazon Com Inc	−570	43,752	$10,427,851
WMT	Walmart Inc.	−468	48,688	$5,514,402
AVGO	Broadcom Inc.	−462	3,643	$1,376,143
TXN	Texas Instruments Inc	−425	1,523	$453,960
META	Meta Platforms, Inc.	−309	13,536	$7,624,693
AMD	Advanced Micro Devices Inc	−292	21,980	$12,768,401
LMT	Lockheed Martin Corp	−235	1,869	$952,180
USO	United States Oil Fund, LP	−195	2,358	$250,985
DIS	Walt Disney Co	−156	3,081	$296,546
NFLX	Netflix Inc	−144	4,986	$356,000
CAT	Caterpillar Inc	−143	9,816	$10,453,058
DE	Deere & Co	−131	1,086	$688,882
CVX	Chevron Corp	−107	15,316	$2,538,780
MSFT	Microsoft Corp	−97	32,062	$11,959,767
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,388	$408,013
PANW	Palo Alto Networks Inc	785	$267,700
AMAT	Applied Materials Inc /De	321	$232,083
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
IBB	iShares Biotechnology ETF	7,987	$1,348,604
BTC	Grayscale Bitcoin Mini Trust ETF	16,736	$501,912
VIG	Vanguard Dividend Appreciation ETF	2,000	$430,120
ISRG	Intuitive Surgical Inc	466	$214,821
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $213,550,745 total · filing declares 88 positions · $223,775,666 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	66,516	-1,827	$19,247,069	+11.0%	9.01%
NVDA	Nvidia Corp Technology	Reduced	81,613	-1,157	$16,329,945	+13.1%	7.65%
LLY	ELI LILLY & Co Healthcare	Reduced	12,592	-580	$15,103,223	+24.7%	7.07%
AMD	Advanced Micro Devices Inc Technology	Reduced	21,980	-292	$12,768,401	+181.8%	5.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	34,833	-6,652	$12,448,269	+4.4%	5.83%
MSFT	Microsoft Corp Technology	Reduced	32,062	-97	$11,959,767	+0.5%	5.60%
CAT	Caterpillar Inc Industrials	Reduced	9,816	-143	$10,453,058	+48.2%	4.89%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,752	-570	$10,427,851	+13.0%	4.88%
META	Meta Platforms, Inc. Communication Services	Reduced	13,536	-309	$7,624,693	−3.7%	3.57%
JPM	Jpmorgan Chase & Co Financial Services	Added	21,352	+180	$6,989,150	+12.2%	3.27%
MRK	Merck & Co., Inc. Healthcare	Added	45,368	+13	$5,829,788	+6.9%	2.73%
WMT	Walmart Inc. Consumer Defensive	Reduced	48,688	-468	$5,514,402	−9.7%	2.58%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,115	+26	$5,308,190	+41.6%	2.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	26,805	+672	$3,930,685	+4.1%	1.84%
XOM	ExxonMobil Holdings Corp Energy	Added	25,382	+7	$3,470,227	−19.4%	1.63%
ASML	Asml Holding NV Technology	Added	1,647	+25	$3,276,607	+52.9%	1.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,284	+290	$3,063,650	+17.8%	1.43%
VZ	Verizon Communications Inc Communication Services	Added	71,192	+1,566	$3,014,269	−13.8%	1.41%
SCHW	Schwab Charles Corp Financial Services	Added	32,665	+246	$3,013,999	−1.1%	1.41%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,825	+137	$2,926,105	−11.9%	1.37%
T	At&T Inc. Communication Services	Added	135,607	+3,899	$2,807,064	−26.5%	1.31%
IBIT	iShares Bitcoin Trust ETF	Added	82,763	+11,389	$2,755,180	+0.5%	1.29%
CVX	Chevron Corp Energy	Reduced	15,316	-107	$2,538,780	−20.4%	1.19%
KO	Coca Cola Co Consumer Defensive	Held	27,638	0	$2,246,140	+6.9%	1.05%
MU	Micron Technology Inc Technology	Reduced	1,944	-817	$2,243,939	+140.6%	1.05%
PLTR	Palantir Technologies Inc. Technology	Added	18,893	+1,222	$2,204,246	−14.7%	1.03%
MO	Altria Group, Inc. Consumer Defensive	Added	29,368	+3,246	$2,113,027	+22.6%	0.99%
INTC	Intel Corp Technology	Reduced	14,757	-1,553	$2,060,519	+186.3%	0.96%
GLD	Spdr Gold Trust	Added	5,413	+488	$1,994,040	−5.9%	0.93%
CSCO	Cisco Systems, Inc. Technology	Held	16,334	0	$1,918,591	+51.4%	0.90%
PEP	Pepsico Inc Consumer Defensive	Reduced	13,798	-1,870	$1,868,249	−23.2%	0.87%
RTX	RTX Corp Industrials	Added	9,070	+1,450	$1,720,851	+17.1%	0.81%
AVGO	Broadcom Inc. Technology	Reduced	3,643	-462	$1,376,143	+8.3%	0.64%
CRM	Salesforce, Inc. Technology	Reduced	8,383	-2,352	$1,313,280	−34.5%	0.61%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	16,650	+300	$1,028,304	+7.6%	0.48%
JNJ	Johnson & Johnson Healthcare	Reduced	4,020	-28	$1,020,959	+3.2%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,080	+312	$1,010,307	+32.0%	0.47%
SPY	Spdr S&P 500 ETF Trust	Added	1,331	+10	$993,950	+15.7%	0.47%
GBTC	Grayscale Bitcoin Trust ETF	Held	21,771	0	$991,015	−13.7%	0.46%
LMT	Lockheed Martin Corp Industrials	Reduced	1,869	-235	$952,180	−25.1%	0.45%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,175	-19	$903,995	+52.3%	0.42%
XEL	Xcel Energy Inc Utilities	Held	10,942	0	$878,642	+1.1%	0.41%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	14,511	-1,170	$826,836	+8.2%	0.39%
DE	Deere & Co Industrials	Reduced	1,086	-131	$688,882	+0.5%	0.32%
CMS	Cms Energy Corp Utilities	Held	9,000	0	$688,500	−1.4%	0.32%
GS	Goldman Sachs Group Inc Financial Services	Reduced	671	-4	$678,629	+18.8%	0.32%
SLV	iShares Silver Trust	Added	12,568	+168	$672,010	−20.5%	0.31%
ES	Eversource Energy Utilities	Added	9,190	+352	$664,161	+8.5%	0.31%
ABBV	AbbVie Inc. Healthcare	Added	2,410	+92	$606,452	+20.3%	0.28%
ETHE	Grayscale Ethereum Staking ETF	Added	46,225	+2,625	$589,831	−20.7%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.