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Finer Wealth Management, Inc.
hedge fundUpdated 39 days agoManaged by Finer Wealth Management, Inc. • Latest filing Q2 2026
Portfolio value
$223.8M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $118.3M |
| Q2 2023 | $128M |
| Q3 2023 | $125M |
| Q4 2023 | $134.3M |
| Q1 2024 | $152.3M |
| Q2 2024 | $155M |
| Q3 2024 | $162M |
| Q4 2024 | $174.5M |
| Q1 2025 | $166.9M |
| Q2 2025 | $187.1M |
| Q3 2025 | $200.7M |
| Q4 2025 | $206.7M |
| Q1 2026 | $199.4M |
| Q2 2026 | $223.8M |
Top holdings
88 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $19.2M | 66.5K | 8.60% | Trimmed(-2.7%) |
| 2 | N NVDA NVIDIA CORPORATION | $16.3M | 81.6K | 7.30% | Trimmed(-1.4%) |
| 3 | L LLY ELI LILLY & CO | $15.1M | 12.6K | 6.75% | Trimmed(-4.4%) |
| 4 | A AMD ADVANCED MICRO DEVICES INC | $12.8M | 22.0K | 5.71% | Trimmed(-1.3%) |
| 5 | G GOOGN ALPHABET INC | $12.4M | 34.8K | 5.56% | Trimmed(-2.6%) |
| 6 | M MSFT MICROSOFT CORP | $12M | 32.1K | 5.34% | Trimmed(-0.3%) |
| 7 | C CAT CATERPILLAR INC | $10.5M | 9.8K | 4.67% | Trimmed(-1.4%) |
| 8 | A AMZN AMAZON COM INC | $10.4M | 43.8K | 4.66% | Trimmed(-1.3%) |
| 9 | M META META PLATFORMS INC | $7.6M | 13.5K | 3.41% | Trimmed(-2.2%) |
| 10 | J JPM-PM JPMORGAN CHASE & CO | $7M | 21.4K | 3.12% | Added(+0.8%) |
| 11 | M MRK MERCK & CO INC | $5.8M | 45.4K | 2.61% | Added(+0.0%) |
| 12 | W WMT WALMART INC | $5.5M | 48.7K | 2.46% | Trimmed(-0.9%) |
| 13 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $5.3M | 11.1K | 2.37% | Added(+0.2%) |
| 14 | P PG PROCTER & GAMBLE CO | $3.9M | 26.8K | 1.76% | Added(+2.6%) |
| 15 | X XOM EXXON MOBIL CORP | $3.5M | 25.4K | 1.55% | Added(+0.0%) |
| 16 | A ASMLF ASML HLDG NV | $3.3M | 1.6K | 1.46% | Added(+1.5%) |
| 17 | T TSLA TESLA INC | $3.1M | 7.3K | 1.37% | Added(+4.2%) |
| 18 | V VZ VERIZON COMMUNICATIONS INC | $3M | 71.2K | 1.35% | Added(+2.3%) |
| 19 | S SCHW-PJ SCHWAB CHARLES CORP | $3M | 32.7K | 1.35% | Added(+0.8%) |
| 20 | M MCD MCDONALDS CORP | $2.9M | 10.8K | 1.31% | Added(+1.3%) |