Finer Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Salem, MA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$199,407
Net value change ($000)
-7,284 (-3.5%)
New positions
5
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EIRL 1,418 NEW
CAT 1,304 22.7%
XOM 1,247 40.8%
CVX 826 34.9%
VZ 722 26.0%
T 681 21.7%
MRK 658 13.7%
WMT 574 10.4%
MO 527 44.0%
COST 497 185.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,776 -24.1%
LLY -2,513 -17.2%
MSTR -1,683 -69.5%
CRM -1,538 -43.4%
AAPL -1,401 -7.5%
GOOGL -1,243 -10.8%
META -1,215 -13.3%
NVDA -1,202 -7.7%
AMZN -1,122 -10.8%
GBTC -756 -39.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,248 (0.6% of total reported value)
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