Finer Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Salem, MA
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$223,776
Net value change ($000)
+24,369 (12.2%)
New positions
5
Sold out positions
3
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 8,237 181.8%
CAT 3,398 48.2%
LLY 2,989 24.7%
GOOGL 2,159 21.0%
AAPL 1,902 11.0%
NVDA 1,895 13.1%
TSM 1,560 41.6%
INTC 1,341 186.3%
MU 1,311 140.5%
AMZN 1,197 13.0%
Top Reduces (Value $000, Stocks/ETFs)
T -1,011 -26.5%
XOM -835 -19.4%
CRM -691 -34.5%
CVX -652 -20.4%
WMT -595 -9.7%
PEP -565 -23.2%
BTC -502 -100.0%
VZ -481 -13.8%
MCD -396 -11.9%
PLTR -381 -14.7%
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