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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
(+12%)
Cap. Flow
-$2.36M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
55.12%
Holding
92
New
5
Increased
35
Reduced
34
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Bitcoin Trust
IBIT
|
+$463K |
| 2 |
SPCX
SpaceX
SPCX
|
+$406K |
| 3 |
Costco
COST
|
+$311K |
| 4 |
RTX Corp
RTX
|
+$266K |
| 5 |
Altria Group
MO
|
+$227K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Micron Technology
MU
|
+$613K |
| 2 |
Eli Lilly
LLY
|
+$593K |
| 3 |
Apple
AAPL
|
+$523K |
| 4 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$502K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Bristol-Myers Squibb
BMY
$131B
| $288K | 0.13% |
5,007
+5
| +0.1% | +$287 |
|
77
Pfizer
PFE
$158B
| $286K | 0.13% |
11,896
+653
| +6% | +$17.1K |
|
78
IBM
IBM
$235B
| $282K | 0.13% |
1,004
| – | – |
|
79
Palo Alto Networks
PANW
$306B
| $268K | 0.12% |
+785
| New | +$180K |
|
80
Wells Fargo
WFC
$268B
| $263K | 0.12% |
3,187
| – | – |
|
81
Schwab US Dividend Equity ETF
SCHD
$112B
| $260K | 0.12% |
8,195
-82
| -1% | -$2.6K |
|
82
United States Oil Fund
USO
$2.28B
| $251K | 0.11% |
2,358
-195
| -8% | -$25.6K |
|
83
iShares US Technology ETF
IYW
$25.1B
| $248K | 0.11% |
+984
| New | +$226K |
|
84
Visa
V
$701B
| $235K | 0.11% |
685
-69
| -9% | -$22.2K |
|
85
Applied Materials
AMAT
$337B
| $232K | 0.1% |
+321
| New | +$148K |
|
86
Philip Morris
PM
$304B
| $228K | 0.1% |
1,258
| – | – |
|
|
SPYM
87
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
| $218K | 0.1% |
+2,486
| New | +$212K |
|
88
United States Antimony
UAMY
$708M
| $121K | 0.05% |
16,668
+510
| +3% | +$4.61K |
|
89
Intuitive Surgical
ISRG
$134B
| – | – |
-466
| Closed | -$215K |
|
90
CALL
Strategy Inc
MSTR
$54.4B
| – | – |
-10,000
| Closed | -$1.25M |
|
|
BTC
91
Grayscale Bitcoin Mini Trust ETF
BTC
$4.18B
| – | – |
-16,736
| Closed | -$502K |
|
|
HBR
92
Canary HBAR ETF
HBR
$54.8M
| – | – |
-20,000
| Closed | -$238K |
|
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GCM
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PCM
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.