Finer Wealth Management, Inc.

Q4 2025 13F-HR Holdings

Location
Salem, MA
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$206,691
Net value change ($000)
+6,011 (3.0%)
New positions
6
Sold out positions
9
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 3,633 33.0%
GOOGL 2,597 29.1%
SHY 1,685 NEW
AAPL 1,380 7.9%
AMD 1,196 32.8%
MRK 1,119 30.4%
CAT 902 18.6%
LQD 797 127.1%
SLV 709 NEW
AMZN 670 6.9%
Top Reduces (Value $000, Stocks/ETFs)
MSTR -4,746 -66.2%
ET -2,567 -84.6%
SUN -1,539 -100.0%
META -906 -9.0%
LMT -697 -37.8%
GBTC -667 -25.9%
T -517 -14.1%
KHC -415 -45.7%
TXN -406 -46.0%
KMB -390 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type