Finer Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Salem, MA
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$252,859
Net value change ($000)
+29,083 (13.0%)
New positions
7
Sold out positions
3
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOO 10,209 NEW
MSFT 4,461 37.3%
EXXONMOBIL HOLDINGS CORP 4,104 NEW
VCSH 3,465 NEW
AAPL 2,604 13.5%
META 2,303 30.2%
VXF 1,952 NEW
NVDA 1,947 11.9%
PLTR 1,600 72.6%
IBIT 1,432 52.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,470 -100.0%
CAT -2,759 -26.4%
LLY -874 -5.8%
GOOGL -753 -6.0%
WMT -418 -7.6%
TSM -351 -6.6%
INTC -292 -14.2%
LMT -286 -30.0%
TSLA -285 -9.3%
ASML -275 -8.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type