Finer Wealth Management, Inc.
CIK 0001929071 · SALEM, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$223.8M
2026 Q2
Positions
88
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
8.6%
NVDA
NVIDIA CORPORATION
7.3%
LLY
ELI LILLY & CO
6.7%
AMD
ADVANCED MICRO DEVICES INC
5.7%
GOOGL
ALPHABET INC
5.6%
MSFT
MICROSOFT CORP
5.3%
CAT
CATERPILLAR INC
4.7%
AMZN
AMAZON COM INC
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.