Finer Wealth Management, Inc.

CIK

1929071

Location

SALEM, MA

Portfolio Value

Small $223,773,843

Diversification

Diversified

Filing Date

Global Rank

#6,132 / 8,795 ▼ 407 · as of Jun 2026

Top Industry

Semiconductors 19.9%

Period ended 3 months ago

Filed Aug 3, 2026 · 2mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

8.6%

−0.3 pts

Top 5

34.8%

+0.3 pts

Top 10

56.0%

+2.8 pts

HHI

393

Diversified+16

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.8%	$82,439,093	19
Communication Services	12.8%	$28,617,354	6
Healthcare	10.7%	$24,039,375	7
Consumer Defensive	8.2%	$18,307,122	9
Consumer Cyclical	7.7%	$17,165,165	5
Unclassified	7.3%	$16,399,596	14
Industrials	6.4%	$14,222,984	5
Financial Services	5.6%	$12,435,336	7
Energy	2.8%	$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
—		+242	20,838	$1,632,657
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
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
ET	Energy Transfer LP	−6,248	18,697	$357,486
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−2,503	28,403	$3,133,740
CRM	Salesforce, Inc.	−2,352	8,383	$1,313,280
FNDA	Schwab Fundamental U.S. Small Company ETF	−2,001	34,009	$1,164,025
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
—		−1,245	6,742	$1,282,260
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
GOOGL	Alphabet Inc.	−792	40,693	$14,518,782
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,388	$408,013
PANW	Palo Alto Networks Inc	785	$267,700
BKF	iShares MSCI BIC ETF	984	$248,194
AMAT	Applied Materials Inc /De	321	$232,083
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,486	$218,469
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	16,736	$501,912
ISRG	Intuitive Surgical Inc	466	$214,821
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $223,773,843 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 83 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%	8.60%
NVDA	Nvidia Corp Technology	Reduced	81,613	-1,157	$16,329,945	+13.1%	7.30%
LLY	ELI LILLY & Co Healthcare	Reduced	12,592	-580	$15,103,223	+24.7%	6.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	40,693	-792	$14,518,782	+21.7%	6.49%
AMD	Advanced Micro Devices Inc Technology	Reduced	21,980	-292	$12,768,401	+181.8%	5.71%
MSFT	Microsoft Corp Technology	Reduced	32,062	-97	$11,959,767	+0.5%	5.34%
CAT	Caterpillar Inc Industrials	Reduced	9,816	-143	$10,453,058	+48.2%	4.67%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,752	-570	$10,427,851	+13.0%	4.66%
META	Meta Platforms, Inc. Communication Services	Reduced	13,536	-309	$7,624,693	−3.7%	3.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	21,352	+180	$6,989,150	+12.2%	3.12%
MRK	Merck & Co., Inc. Healthcare	Added	45,368	+13	$5,829,788	+6.9%	2.61%
WMT	Walmart Inc. Consumer Defensive	Reduced	48,688	-468	$5,514,402	−9.7%	2.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,115	+26	$5,308,190	+41.6%	2.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	26,805	+672	$3,930,685	+4.1%	1.76%
XOM	ExxonMobil Holdings Corp Energy	Added	25,382	+7	$3,470,227	−19.4%	1.55%
ASML	Asml Holding NV Technology	Added	1,647	+25	$3,276,607	+52.9%	1.46%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	28,403	-2,503	$3,133,740	—	1.40%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,284	+290	$3,063,650	+17.8%	1.37%
VZ	Verizon Communications Inc Communication Services	Added	71,192	+1,566	$3,014,269	−13.8%	1.35%
SCHW	Schwab Charles Corp Financial Services	Added	32,665	+246	$3,013,999	−1.1%	1.35%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,825	+137	$2,926,105	−11.9%	1.31%
T	At&T Inc. Communication Services	Added	135,607	+3,899	$2,807,064	−26.5%	1.25%
IBIT	iShares Bitcoin Trust ETF	Added	82,763	+11,389	$2,755,180	+0.5%	1.23%
CVX	Chevron Corp Energy	Reduced	15,316	-107	$2,538,780	−20.4%	1.13%
KO	Coca Cola Co Consumer Defensive	Held	27,638	0	$2,246,140	+6.9%	1.00%
MU	Micron Technology Inc Technology	Reduced	1,944	-817	$2,243,939	+140.6%	1.00%
PLTR	Palantir Technologies Inc. Technology	Added	18,893	+1,222	$2,204,246	−14.7%	0.99%
MO	Altria Group, Inc. Consumer Defensive	Added	29,368	+3,246	$2,113,027	+22.6%	0.94%
INTC	Intel Corp Technology	Reduced	14,757	-1,553	$2,060,519	+186.3%	0.92%
GLD	Spdr Gold Trust	Added	5,413	+488	$1,994,040	−5.9%	0.89%
CSCO	Cisco Systems, Inc. Technology	Held	16,334	0	$1,918,591	+51.4%	0.86%
PEP	Pepsico Inc Consumer Defensive	Reduced	13,798	-1,870	$1,868,249	−23.2%	0.83%
RTX	RTX Corp Industrials	Added	9,070	+1,450	$1,720,851	+17.1%	0.77%
		Added	20,838	+242	$1,632,657	+15.1%	0.73%
AVGO	Broadcom Inc. Technology	Reduced	3,643	-462	$1,376,143	+8.3%	0.61%
CRM	Salesforce, Inc. Technology	Reduced	8,383	-2,352	$1,313,280	−34.5%	0.59%
		Reduced	6,742	-1,245	$1,282,260	−4.9%	0.57%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	34,009	-2,001	$1,164,025	+9.7%	0.52%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	16,650	+300	$1,028,304	+7.6%	0.46%
JNJ	Johnson & Johnson Healthcare	Reduced	4,020	-28	$1,020,959	+3.2%	0.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,080	+312	$1,010,307	+32.0%	0.45%
SPY	Spdr S&P 500 ETF Trust	Added	1,331	+10	$993,950	+15.7%	0.44%
GBTC	Grayscale Bitcoin Trust ETF	Held	21,771	0	$991,015	−13.7%	0.44%
LMT	Lockheed Martin Corp Industrials	Reduced	1,869	-235	$952,180	−25.1%	0.43%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,175	-19	$903,995	+52.3%	0.40%
XEL	Xcel Energy Inc Utilities	Held	10,942	0	$878,642	+1.1%	0.39%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	14,511	-1,170	$826,836	+8.2%	0.37%
DE	Deere & Co Industrials	Reduced	1,086	-131	$688,882	+0.5%	0.31%
CMS	Cms Energy Corp Utilities	Held	9,000	0	$688,500	−1.4%	0.31%
GS	Goldman Sachs Group Inc Financial Services	Reduced	671	-4	$678,629	+18.8%	0.30%

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.