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FWM

Finer Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 31.61%
This Fund
S&P 500
This Quarter Est. Return
+9.37%
1 Year Est. Return
+31.61%
3 Year Est. Return
+117.47%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$201M
AUM Growth
+$13.6M
Cap. Flow
-$70.9K
Cap. Flow %
-0.04%
Top 10 Hldgs %
53.41%
Holding
89
New
3
Increased
25
Reduced
41
Closed
3

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$488K
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$322K
3
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$248K
4
TSLA icon
Tesla
TSLA
+$215K
5
ABBV icon
AbbVie
ABBV
+$208K

Top Sells

Rank Stock Value
1
EBC icon
Eastern Bankshares
EBC
+$409K
2
RCL icon
Royal Caribbean
RCL
+$266K
3
BMY icon
Bristol-Myers Squibb
BMY
+$215K
4
KHC icon
Kraft Heinz
KHC
+$168K
5
KMB icon
Kimberly-Clark
KMB
+$161K

Sector Composition

Rank Sector Weight
1 Technology 37.42%
2 Communication Services 13.94%
3 Consumer Staples 8.43%
4 Healthcare 8.4%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBTC icon
26
Grayscale Bitcoin Trust
GBTC
$9.59B
$2.57M 1.28%
28,652
– –
PEP icon
27
PepsiCo
PEP
$195B
$2.52M 1.25%
17,921
+464
+3% +$66.3K
CVX icon
28
Chevron
CVX
$374B
$2.42M 1.21%
15,601
-179
-1% -$27.7K
LMT icon
29
Lockheed Martin
LMT
$134B
$1.84M 0.92%
3,695
-68
-2% -$30.9K
KO icon
30
Coca-Cola
KO
$380B
$1.77M 0.88%
26,719
– –
ASML icon
31
ASML
ASML
$608B
$1.64M 0.82%
1,693
– –
SUN icon
32
Sunoco
SUN
$14.4B
$1.54M 0.77%
30,780
-2,162
-7% -$112K
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.07T
$1.38M 0.69%
5,677
-18
-0.3% -$3.78K
MO icon
34
Altria Group
MO
$125B
$1.37M 0.68%
20,760
-661
-3% -$41.9K
IBB icon
35
iShares Biotechnology ETF
IBB
$9.55B
$1.35M 0.67%
9,380
+245
+3% +$33.4K
GLD icon
36
SPDR Gold Trust
GLD
$131B
$1.28M 0.64%
3,590
+118
+3% +$37.6K
AVGO icon
37
Broadcom
AVGO
$1.81T
$1.23M 0.61%
3,723
+1
+0% +$307
CSCO icon
38
Cisco
CSCO
$456B
$1.1M 0.55%
16,021
– –
RTX icon
39
RTX Corp
RTX
$295B
$947K 0.47%
5,662
-128
-2% -$19.9K
ETHE
40
Grayscale Ethereum Staking ETF Shares
ETHE
$1.56B
$942K 0.47%
27,498
+3,113
+13% +$101K
KHC icon
41
Kraft Heinz
KHC
$32.4B
$909K 0.45%
34,924
-6,186
-15% -$168K
BAC icon
42
Bank of America
BAC
$439B
$888K 0.44%
17,209
-2,099
-11% -$102K
TXN icon
43
Texas Instruments
TXN
$253B
$883K 0.44%
4,807
-492
-9% -$96.2K
XEL icon
44
Xcel Energy
XEL
$50.1B
$882K 0.44%
10,942
– –
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$844K 0.42%
1,267
-22
-2% -$14.1K
SCHA icon
46
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$836K 0.42%
29,953
-5,278
-15% -$141K
BTI icon
47
British American Tobacco
BTI
$134B
$827K 0.41%
15,583
-263
-2% -$14.3K
JNJ icon
48
Johnson & Johnson
JNJ
$643B
$765K 0.38%
4,125
-367
-8% -$62.9K
CMS icon
49
CMS Energy
CMS
$23B
$659K 0.33%
9,000
– –
GS icon
50
Goldman Sachs
GS
$305B
$638K 0.32%
801
-6
-0.7% -$4.45K
1
2
3 4

Similar funds

SWMP
Signature Wealth Management Partners Montvale, New Jersey $199M AUM 20.2% 1-Year Est. Return
BMA
Brooks Moore & Associates Chattanooga, Tennessee $199M AUM 21.09% 1-Year Est. Return
LCM
LCM Capital Management Chicago, Illinois $199M AUM 27.78% 1-Year Est. Return
SPI
Strategic Planning Inc Columbus, Ohio $199M AUM 20.31% 1-Year Est. Return
SCM
Sitrin Capital Management Century City, California $200M AUM 28.77% 1-Year Est. Return
FU
Fairfield University Fairfield, Connecticut $200M AUM 15.03% 1-Year Est. Return
PAIA
Park Avenue Institutional Advisers New York $199M AUM
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Finer Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Finer Wealth Management held 89 positions worth $201M, up 7.3% from $187M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Finer Wealth Management's Q3 2025 filing shows 3 new, 25 increased, 41 reduced and 3 closed positions. Its largest new stake was Grayscale Ethereum Staking Mini ETF Shares: 6,705 shares worth $263K. The largest sale was Eastern Bankshares, an estimated $409K.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Communication Services and Consumer Staples.

  • Finer Wealth Management's largest Q3 2025 buy was Grayscale Ethereum Staking Mini ETF Shares: 6,705 shares worth $263K.
  • Finer Wealth Management added most to Palantir in Q3 2025, an estimated $488K increase.
  • Finer Wealth Management's biggest Q3 2025 reduction was Bristol-Myers Squibb, cutting an estimated $215K.
  • Finer Wealth Management fully exited Eastern Bankshares in Q3 2025, selling an estimated $409K.
  • Finer Wealth Management's ten largest holdings make up 53% of its $201M portfolio in Q3 2025.
  • Finer Wealth Management opened 3 new positions and closed 3 in Q3 2025.
  • Finer Wealth Management's portfolio value rose 7.3% quarter-over-quarter to $201M.

Based on Finer Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.