Finer Wealth Management, Inc.

CIK

1929071

Location

SALEM, MA

Portfolio Value

Small $185,684,084

Diversification

Diversified

Filing Date

Global Rank

#4,341 / 8,603 ▲ 40 · as of Mar 2026

Top Industry

Semiconductors 15.1%

3Y Alpha vs SPY

-1.6%

Period ended 3 months ago

Filed May 12, 2026 · 58d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.2%

SPY

+76.5%

Annualised alpha

-1.2%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.3%

−0.3 pts

Top 5

35.6%

−3.6 pts

Top 10

55.3%

−3.3 pts

HHI

402

Diversified−46

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.6%	$66,060,677	17
Communication Services	14.2%	$26,328,418	6
Healthcare	11.0%	$20,492,165	8
Consumer Defensive	9.9%	$18,399,282	9
Consumer Cyclical	8.5%	$15,729,740	5
Financial Services	6.2%	$11,501,983	7
Industrials	5.6%	$10,482,623	4
Unclassified	5.0%	$9,285,072	8
Energy	2.0%	$3,672,456	2
Utilities	1.6%	$2,982,034	5
Basic Materials	0.4%	$749,634	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+14,948	71,374	$2,742,189
BTC	Grayscale Bitcoin Mini Trust ETF	+9,790	16,736	$501,912
T	At&T Inc.	+5,416	131,708	$3,818,214
MO	Altria Group, Inc.	+5,362	26,122	$1,723,790
ETHE	Grayscale Ethereum Staking ETF	+5,075	43,600	$744,252
PFE	Pfizer Inc	+3,191	11,243	$315,703
RTX	RTX Corp	+1,952	7,620	$1,469,898
VZ	Verizon Communications Inc	+1,551	69,626	$3,495,225
SLV	iShares Silver Trust	+1,399	12,400	$844,936
PLTR	Palantir Technologies Inc.	+1,170	17,671	$2,584,913
KO	Coca Cola Co	+970	27,638	$2,101,869
BTI	British American Tobacco p.l.c.	+819	16,350	$955,984
SO	Southern Co	+756	3,371	$325,368
COST	Costco Wholesale Corp /New	+457	768	$765,258
DIS	Walt Disney Co	+404	3,237	$311,982
UNH	Unitedhealth Group Inc	+294	2,194	$593,674
GLD	Spdr Gold Trust	+238	4,925	$2,119,178
ES	Eversource Energy	+149	8,838	$612,296
TSLA	Tesla, Inc.	+59	6,994	$2,600,019
MCD	Mcdonalds Corp	+58	10,688	$3,321,723
AVGO	Broadcom Inc.	+32	4,105	$1,270,538
ABBV	AbbVie Inc.	+9	2,318	$504,141
META	Meta Platforms, Inc.	+5	13,845	$7,921,139
CNP	Centerpoint Energy Inc	+1	11,050	$476,918
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	−6,100	21,771	$1,148,637
KHC	Kraft Heinz Co	−5,798	14,564	$327,544
ET	Energy Transfer LP	−3,500	24,945	$481,438
PEP	Pepsico Inc	−3,311	15,668	$2,433,083
CRM	Salesforce, Inc.	−2,636	10,735	$2,003,902
NVDA	Nvidia Corp	−1,076	82,770	$14,435,088
GOOGL	Alphabet Inc.	−1,066	35,779	$10,288,609
TXN	Texas Instruments Inc	−803	1,948	$378,184
INTC	Intel Corp	−676	16,310	$719,760
BAC	Bank Of America Corp /De/	−672	15,681	$764,448
AAPL	Apple Inc.	−611	68,343	$17,344,769
AMZN	Amazon Com Inc	−531	44,322	$9,230,942
WMT	Walmart Inc.	−527	49,156	$6,109,107
LLY	ELI LILLY & Co	−440	13,172	$12,115,210
JPM	Jpmorgan Chase & Co	−419	21,172	$6,227,955
PG	PROCTER & GAMBLE Co	−413	26,133	$3,774,650
BMY	Bristol Myers Squibb Co	−408	5,002	$303,371
AMD	Advanced Micro Devices Inc	−360	22,272	$4,530,792
SCHW	Schwab Charles Corp	−283	32,419	$3,046,737
LMT	Lockheed Martin Corp	−268	2,104	$1,271,636
MSFT	Microsoft Corp	−263	32,159	$11,904,297
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−257	11,089	$3,747,527
MRK	Merck & Co., Inc.	−225	45,355	$5,455,752
CVX	Chevron Corp	−92	15,423	$3,191,018
NFLX	Netflix Inc	−83	5,130	$493,249
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	856	$410,195
USO	United States Oil Fund, LP	2,553	$324,869
SCCO	Southern Copper Corp/	1,874	$319,247
F	Ford Motor Co	13,696	$158,051
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BRR	ProCap Financial, Inc.	20,000	$70,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 positions · $185,684,084 total · as of Mar 31, 2026

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

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	68,343	-611	$17,344,769	−7.5%	9.34%
NVDA	Nvidia Corp Technology	Reduced	82,770	-1,076	$14,435,088	−7.7%	7.77%
LLY	ELI LILLY & Co Healthcare	Reduced	13,172	-440	$12,115,210	−17.2%	6.52%
MSFT	Microsoft Corp Technology	Reduced	32,159	-263	$11,904,297	−24.1%	6.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	35,779	-1,066	$10,288,609	−10.8%	5.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	44,322	-531	$9,230,942	−10.8%	4.97%
META	Meta Platforms, Inc. Communication Services	Added	13,845	+5	$7,921,139	−13.3%	4.27%
CAT	Caterpillar Inc Industrials	Reduced	9,959	-80	$7,055,553	+22.7%	3.80%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	21,172	-419	$6,227,955	−10.5%	3.35%
WMT	Walmart Inc. Consumer Defensive	Reduced	49,156	-527	$6,109,107	+10.4%	3.29%
MRK	Merck & Co., Inc. Healthcare	Reduced	45,355	-225	$5,455,752	+13.7%	2.94%
AMD	Advanced Micro Devices Inc Technology	Reduced	22,272	-360	$4,530,792	−6.5%	2.44%
T	At&T Inc. Communication Services	Added	131,708	+5,416	$3,818,214	+21.7%	2.06%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	26,133	-413	$3,774,650	−0.8%	2.03%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	11,089	-257	$3,747,527	+8.7%	2.02%
VZ	Verizon Communications Inc Communication Services	Added	69,626	+1,551	$3,495,225	+26.1%	1.88%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,688	+58	$3,321,723	+2.2%	1.79%
CVX	Chevron Corp Energy	Reduced	15,423	-92	$3,191,018	+34.9%	1.72%
SCHW	Schwab Charles Corp Financial Services	Reduced	32,419	-283	$3,046,737	−6.7%	1.64%
IBIT	iShares Bitcoin Trust ETF	Added	71,374	+14,948	$2,742,189	−2.1%	1.48%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,994	+59	$2,600,019	−16.6%	1.40%
PLTR	Palantir Technologies Inc. Technology	Added	17,671	+1,170	$2,584,913	−11.9%	1.39%
PEP	Pepsico Inc Consumer Defensive	Reduced	15,668	-3,311	$2,433,083	−10.7%	1.31%
ASML	Asml Holding NV Technology	Reduced	1,622	-71	$2,142,386	+18.3%	1.15%
GLD	Spdr Gold Trust	Added	4,925	+238	$2,119,178	+14.1%	1.14%
KO	Coca Cola Co Consumer Defensive	Added	27,638	+970	$2,101,869	+12.7%	1.13%
CRM	Salesforce, Inc. Technology	Reduced	10,735	-2,636	$2,003,902	−43.4%	1.08%
MSTR	Strategy Inc Technology	Reduced	15,929	-19	$1,987,939	−18.0%	1.07%
MO	Altria Group, Inc. Consumer Defensive	Added	26,122	+5,362	$1,723,790	+44.0%	0.93%
RTX	RTX Corp Industrials	Added	7,620	+1,952	$1,469,898	+41.4%	0.79%
LMT	Lockheed Martin Corp Industrials	Reduced	2,104	-268	$1,271,636	+10.8%	0.68%
AVGO	Broadcom Inc. Technology	Added	4,105	+32	$1,270,538	−9.9%	0.68%
CSCO	Cisco Systems, Inc. Technology	Held	16,334	0	$1,267,355	+0.7%	0.68%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	21,771	-6,100	$1,148,637	−39.7%	0.62%
JNJ	Johnson & Johnson Healthcare	Reduced	4,048	-8	$989,493	+17.9%	0.53%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	16,350	+819	$955,984	+8.7%	0.51%
MU	Micron Technology Inc Technology	Held	2,761	0	$932,776	+18.4%	0.50%
XEL	Xcel Energy Inc Utilities	Held	10,942	0	$869,232	+7.6%	0.47%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,321	-8	$859,099	−5.2%	0.46%
SLV	iShares Silver Trust	Added	12,400	+1,399	$844,936	+19.2%	0.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	768	+457	$765,258	+185.3%	0.41%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	15,681	-672	$764,448	−15.0%	0.41%
ETHE	Grayscale Ethereum Staking ETF	Added	43,600	+5,075	$744,252	−20.7%	0.40%
INTC	Intel Corp Technology	Reduced	16,310	-676	$719,760	+14.8%	0.39%
CMS	Cms Energy Corp Utilities	Held	9,000	0	$698,220	+10.9%	0.38%
DE	Deere & Co Industrials	Reduced	1,217	-4	$685,536	+20.6%	0.37%
ES	Eversource Energy Utilities	Added	8,838	+149	$612,296	+4.7%	0.33%
UNH	Unitedhealth Group Inc Healthcare	Added	2,194	+294	$593,674	−5.3%	0.32%
GS	Goldman Sachs Group Inc Financial Services	Reduced	675	-8	$571,043	−4.9%	0.31%
ABBV	AbbVie Inc. Healthcare	Added	2,318	+9	$504,141	−4.4%	0.27%