We are live on ! Find out more
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
LQD icon
51
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$627K 0.31%
5,625
-138
-2% -$15.2K
ES icon
52
Eversource Energy
ES
$28.1B
$618K 0.31%
8,689
-23
-0.3% -$1.51K
DE icon
53
Deere & Co
DE
$165B
$569K 0.28%
1,245
-70
-5% -$34.5K
NFLX icon
54
Netflix
NFLX
$307B
$554K 0.28%
4,620
-50
-1% -$6.1K
HD icon
55
Home Depot
HD
$337B
$532K 0.27%
1,314
-8
-0.6% -$3.15K
INTC icon
56
Intel
INTC
$413B
$531K 0.26%
15,817
-2,385
-13% -$57.8K
IVV icon
57
iShares Core S&P 500 ETF
IVV
$858B
$464K 0.23%
693
+2
+0.3% +$1.29K
MU icon
58
Micron Technology
MU
$835B
$462K 0.23%
2,761
– –
VIG icon
59
Vanguard Dividend Appreciation ETF
VIG
$111B
$432K 0.22%
2,000
– –
CNP icon
60
CenterPoint Energy
CNP
$28.3B
$429K 0.21%
11,049
– –
SCHG icon
61
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$406K 0.2%
12,717
-905
-7% -$27.6K
KMB icon
62
Kimberly-Clark
KMB
$37.6B
$390K 0.19%
3,135
-1,247
-28% -$161K
LAES icon
63
SEALSQ Corp
LAES
$501M
$374K 0.19%
100,000
– –
BTC
64
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$360K 0.18%
7,101
+1,417
+25% +$71.9K
UNH icon
65
UnitedHealth
UNH
$382B
$359K 0.18%
1,041
+267
+34% +$80.8K
DIS icon
66
Walt Disney
DIS
$171B
$325K 0.16%
2,839
– –
EPD icon
67
Enterprise Products Partners
EPD
$83.7B
$319K 0.16%
10,204
+9
+0.1% +$284
WKEY
68
WISeKey
WKEY
$67M
$315K 0.16%
49,497
– –
ISRG icon
69
Intuitive Surgical
ISRG
$127B
$309K 0.15%
692
-61
-8% -$29.3K
BMY icon
70
Bristol-Myers Squibb
BMY
$129B
$289K 0.14%
6,405
-4,593
-42% -$215K
V icon
71
Visa
V
$701B
$288K 0.14%
843
-65
-7% -$22.5K
IBM icon
72
IBM
IBM
$213B
$283K 0.14%
1,004
+7
+0.7% +$1.83K
APD icon
73
Air Products & Chemicals
APD
$65.5B
$282K 0.14%
1,035
-405
-28% -$117K
PFF icon
74
iShares Preferred and Income Securities ETF
PFF
$13.1B
$273K 0.14%
8,620
-810
-9% -$25.5K
WFC icon
75
Wells Fargo
WFC
$254B
$271K 0.13%
3,230
-34
-1% -$2.76K
1 2
3
4

Similar funds

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
BHA
Beech Hill Advisors New York $200M AUM 25.74% 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.