Finer Wealth Management, Inc.
All 13F Filings
- Location
- Salem, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 223,776
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 88 | 223,776 | 13F-HR | Finer Wealth Management, Inc. |
| Q1 2026 | 5/12/2026 | 87 | 199,407 | 13F-HR | Finer Wealth Management, Inc. |
| Q4 2025 | 1/21/2026 | 83 | 206,691 | 13F-HR | Finer Wealth Management, Inc. |
| Q3 2025 | 11/4/2025 | 86 | 200,680 | 13F-HR | Finer Wealth Management, Inc. |
| Q2 2025 | 8/13/2025 | 86 | 187,067 | 13F-HR | Finer Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 208.2 K | 93.0% | 25.55 K | 0 | 25.55 K |
| ETFs | 15.56 K | 7.0% | 67 | 0 | 67 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
223,776
Holdings
88
QoQ value change ($000)
24,369
(12.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.