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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
AAPL icon
1
Apple
AAPL
$4.99T
$17.4M 8.65%
68,202
+725
+1% +$164K
NVDA icon
2
NVIDIA
NVDA
$4.77T
$15.9M 7.95%
85,482
-292
-0.3% -$50.9K
MSFT icon
3
Microsoft
MSFT
$2.92T
$15.3M 7.64%
29,588
+79
+0.3% +$40.3K
LLY icon
4
Eli Lilly
LLY
$1.09T
$11M 5.48%
14,410
-154
-1% -$115K
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$10M 5%
13,674
-20
-0.1% -$14.9K
AMZN icon
6
Amazon
AMZN
$2.48T
$9.68M 4.83%
44,099
+124
+0.3% +$28.1K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.08T
$8.94M 4.45%
36,755
-107
-0.3% -$22.4K
MSTR icon
8
Strategy Inc
MSTR
$35.1B
$7.17M 3.57%
22,248
– –
JPM icon
9
JPMorgan Chase
JPM
$950B
$6.69M 3.33%
21,203
+66
+0.3% +$19.6K
WMT icon
10
Walmart Inc
WMT
$900B
$5.02M 2.5%
48,757
-147
-0.3% -$14.6K
CAT icon
11
Caterpillar
CAT
$387B
$4.85M 2.42%
10,162
+121
+1% +$51.7K
PG icon
12
Procter & Gamble
PG
$347B
$3.89M 1.94%
25,334
+401
+2% +$62.6K
MRK icon
13
Merck
MRK
$326B
$3.68M 1.83%
43,834
+1,072
+3% +$88.3K
T icon
14
AT&T
T
$169B
$3.65M 1.82%
129,407
-2,977
-2% -$84.5K
AMD icon
15
Advanced Micro Devices
AMD
$741B
$3.65M 1.82%
22,568
+711
+3% +$115K
TSM icon
16
TSMC
TSM
$2.03T
$3.23M 1.61%
11,550
-151
-1% -$36.9K
VZ icon
17
Verizon
VZ
$201B
$3.07M 1.53%
69,934
-1,491
-2% -$64.5K
SCHW
18
Charles Schwab
SCHW
$184B
$3.06M 1.52%
32,004
+65
+0.2% +$6.17K
ET icon
19
Energy Transfer Partners
ET
$69.5B
$3.04M 1.51%
176,913
-7,500
-4% -$131K
MCD icon
20
McDonald's
MCD
$194B
$3.04M 1.51%
9,990
+368
+4% +$112K
CRM icon
21
Salesforce
CRM
$149B
$3.01M 1.5%
12,716
+318
+3% +$80.2K
IBIT icon
22
iShares Bitcoin Trust
IBIT
$47.4B
$2.9M 1.45%
44,624
+4,956
+12% +$322K
XOM icon
23
ExxonMobil
XOM
$634B
$2.83M 1.41%
25,130
-325
-1% -$36.1K
TSLA icon
24
Tesla
TSLA
$1.21T
$2.72M 1.36%
6,116
+619
+11% +$215K
PLTR icon
25
Palantir
PLTR
$296B
$2.58M 1.29%
14,138
+3,009
+27% +$488K
1
2 3 4

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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.