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FWM

Finer Wealth Management Portfolio holdings

AUM $224M
1-Year Est. Return 44.57%
This Fund
S&P 500
This Quarter Est. Return
+25.89%
1 Year Est. Return
+44.57%
3 Year Est. Return
+148.69%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$224M
AUM Growth
+$24.4M
Cap. Flow
-$2.36M
Cap. Flow %
-1.06%
Top 10 Hldgs %
55.12%
Holding
92
New
5
Increased
35
Reduced
34
Closed
4

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$463K
2
SPCX
SpaceX
SPCX
+$406K
3
COST icon
Costco
COST
+$311K
4
RTX icon
RTX Corp
RTX
+$266K
5
MO icon
Altria Group
MO
+$227K

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$613K
2
LLY icon
Eli Lilly
LLY
+$593K
3
AAPL icon
Apple
AAPL
+$523K
4
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$502K
5
CRM icon
Salesforce
CRM
+$414K

Sector Composition

Rank Sector Weight
1 Technology 36.84%
2 Communication Services 12.79%
3 Healthcare 10.74%
4 Consumer Staples 8.18%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
51
Goldman Sachs
GS
$288B
$679K 0.3%
671
-4
-0.6% -$3.9K
SLV icon
52
iShares Silver Trust
SLV
$30.6B
$672K 0.3%
12,568
+168
+1% +$11.1K
ES icon
53
Eversource Energy
ES
$25.7B
$664K 0.3%
9,190
+352
+4% +$24.4K
ABBV icon
54
AbbVie
ABBV
$463B
$607K 0.27%
2,410
+92
+4% +$19.8K
ETHE
55
Grayscale Ethereum Staking ETF Shares
ETHE
$1.93B
$590K 0.26%
46,225
+2,625
+6% +$43.8K
MSTR icon
56
Strategy Inc
MSTR
$54.4B
$518K 0.23%
5,954
+25
+0.4% +$3.63K
IVV icon
57
iShares Core S&P 500 ETF
IVV
$843B
$509K 0.23%
680
+1
+0.1% +$728
CNP icon
58
CenterPoint Energy
CNP
$25.5B
$487K 0.22%
11,050
– –
SCHA icon
59
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$483K 0.22%
13,370
-2,104
-14% -$69.5K
VIG icon
60
Vanguard Dividend Appreciation ETF
VIG
$111B
$473K 0.21%
2,000
– –
TXN icon
61
Texas Instruments
TXN
$241B
$454K 0.2%
1,523
-425
-22% -$118K
HD icon
62
Home Depot
HD
$310B
$451K 0.2%
1,278
+4
+0.3% +$1.3K
BRK.B icon
63
Berkshire Hathaway Class B
BRK.B
$1.1T
$428K 0.19%
856
– –
SCHG icon
64
Schwab US Large-Cap Growth ETF
SCHG
$62.5B
$421K 0.19%
12,444
+185
+2% +$6.13K
SPCX
65
SpaceX
SPCX
$1.95T
$408K 0.18%
+2,388
New +$406K
KHC icon
66
Kraft Heinz
KHC
$28.8B
$368K 0.16%
15,598
+1,034
+7% +$23.9K
WKEY
67
WISeKey
WKEY
$72.6M
$362K 0.16%
49,497
– –
ET icon
68
Energy Transfer Partners
ET
$74B
$357K 0.16%
18,697
-6,248
-25% -$121K
NFLX icon
69
Netflix
NFLX
$334B
$356K 0.16%
4,986
-144
-3% -$12.7K
SCCO icon
70
Southern Copper
SCCO
$159B
$327K 0.15%
1,901
-14
-0.7% -$2.52K
SO icon
71
Southern Company
SO
$100B
$324K 0.14%
3,382
+11
+0.3% +$1.04K
LAES icon
72
SEALSQ Corp
LAES
$522M
$316K 0.14%
100,451
– –
F icon
73
Ford
F
$55.3B
$297K 0.13%
21,355
+7,659
+56% +$103K
DIS icon
74
Walt Disney
DIS
$188B
$297K 0.13%
3,081
-156
-5% -$15.9K
APD icon
75
Air Products & Chemicals
APD
$63.9B
$292K 0.13%
994
-2
-0.2% -$582
1 2
3
4

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WC
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Finer Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Finer Wealth Management held 92 positions worth $224M, up 12% from $199M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Finer Wealth Management's Q2 2026 filing shows 5 new, 35 increased, 34 reduced and 4 closed positions. Its largest new stake was SpaceX: 2,388 shares worth $408K. The largest sale was Micron Technology, an estimated $613K.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 33% a quarter earlier, followed by Communication Services and Healthcare.

  • Finer Wealth Management's largest Q2 2026 buy was SpaceX: 2,388 shares worth $408K.
  • Finer Wealth Management added most to iShares Bitcoin Trust in Q2 2026, an estimated $463K increase.
  • Finer Wealth Management's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $613K.
  • Finer Wealth Management fully exited Grayscale Bitcoin Mini Trust ETF in Q2 2026, selling an estimated $502K.
  • Finer Wealth Management's ten largest holdings make up 55% of its $224M portfolio in Q2 2026.
  • Finer Wealth Management opened 5 new positions and closed 4 in Q2 2026.
  • Finer Wealth Management's portfolio value rose 12% quarter-over-quarter to $224M.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.