Finer Wealth Management, Inc.
All 13F Filings
- Location
- Salem, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 206,691
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 200.6 K | 97.1% | 4.087 K | 0 | 4.087 K |
| ETFs | 6.046 K | 2.9% | 1.927 K | 0 | 1.927 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
206,691
Holdings
83
QoQ value change ($000)
6,011
(3.0%)
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.