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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
(+7.3%)
Cap. Flow
-$70.9K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
53.41%
Holding
89
New
3
Increased
25
Reduced
41
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$488K |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$322K |
| 3 |
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$248K |
| 4 |
Tesla
TSLA
|
+$215K |
| 5 |
AbbVie
ABBV
|
+$208K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eastern Bankshares
EBC
|
+$409K |
| 2 |
Royal Caribbean
RCL
|
+$266K |
| 3 |
Bristol-Myers Squibb
BMY
|
+$215K |
| 4 |
Kraft Heinz
KHC
|
+$168K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Schwab US Dividend Equity ETF
SCHD
$104B
| $269K | 0.13% |
9,841
-993
| -9% | -$27.1K |
|
|
ETH
77
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
| $263K | 0.13% |
+6,705
| New | +$248K |
|
78
Southern Company
SO
$108B
| $247K | 0.12% |
2,604
-30
| -1% | -$2.8K |
|
|
79
AbbVie
ABBV
$465B
| $237K | 0.12% |
+1,022
| New | +$208K |
|
80
YieldMax MSTR Option Income Strategy ETF
MSTY
$723M
| $233K | 0.12% |
3,333
+358
| +12% | +$32.6K |
|
|
DEFT
81
Defi Technologies
DEFT
$151M
| $215K | 0.11% |
102,000
| – | – |
|
82
United States Oil Fund
USO
$2.15B
| $208K | 0.1% |
2,825
-19
| -0.7% | -$1.43K |
|
83
Pfizer
PFE
$143B
| $205K | 0.1% |
+8,051
| New | +$199K |
|
84
Philip Morris
PM
$309B
| $204K | 0.1% |
1,258
| – | – |
|
|
BRR
85
ProCap Financial Inc
BRR
$151M
| $101K | 0.05% |
10,000
| – | – |
|
86
Tilray
TLRY
$543M
| $25.3K | 0.01% |
1,465
| – | – |
|
87
DDC Enterprise Ltd
DDC
$21.9M
| – | – |
-10,000
| Closed | -$109K |
|
|
88
Eastern Bankshares
EBC
$5.27B
| – | – |
-26,775
| Closed | -$409K |
|
|
89
Royal Caribbean
RCL
$86.5B
| – | – |
-848
| Closed | -$266K |
|
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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.