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Finer Wealth Management, Inc.
hedge fundUpdated 20 days agoManaged by Finer Wealth Management, Inc. • Latest filing Q3 2026
Portfolio value
$252.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
26.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $200.7M |
| Q4 2025 | $206.7M |
| Q1 2026 | $199.4M |
| Q2 2026 | $223.8M |
| Q3 2026 | $252.9M |
Top holdings
92 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $21.9M | 65.6K | 8.64% | Trimmed(-1.4%) | |
| 2 | $18.3M | 80.0K | 7.23% | Trimmed(-1.9%) | |
| 3 | $16.4M | 32.0K | 6.49% | Trimmed(-0.1%) | |
| 4 | $14.2M | 12.3K | 5.63% | Trimmed(-2.3%) | |
| 5 | $12.7M | 20.8K | 5.03% | Trimmed(-5.4%) | |
| 6 | $11.7M | 34.0K | 4.63% | Trimmed(-2.4%) | |
| 7 | $10.8M | 43.5K | 4.28% | Trimmed(-0.6%) | |
| 8 | $10.2M | 14.6K | 4.04% | — | |
| 9 | $9.9M | 13.7K | 3.93% | Added(+1.1%) | |
| 10 | $7.7M | 9.5K | 3.04% | Trimmed(-3.3%) | |
| 11 | $7M | 21.3K | 2.78% | Trimmed(-0.3%) | |
| 12 | $6.5M | 44.5K | 2.56% | Trimmed(-1.9%) | |
| 13 | $5.1M | 49.0K | 2.02% | Added(+0.7%) | |
| 14 | $5M | 10.9K | 1.96% | Trimmed(-2.2%) | |
| 15 | $4.2M | 88.4K | 1.66% | Added(+6.9%) | |
| 16 | $4.1M | 25.2K | 1.62% | — | |
| 17 | $4.1M | 28.1K | 1.62% | Added(+4.9%) | |
| 18 | $3.8M | 20.3K | 1.50% | Added(+7.6%) | |
| 19 | $3.7M | 152.4K | 1.47% | Added(+12.4%) | |
| 20 | $3.5M | 75.6K | 1.37% | Added(+6.1%) |