Finer Wealth Management
SALEM, MAfiles as Finer Wealth Management, Inc.
$224m in 88 US stocks at the end of 30 June 2026. The top 10 are 55.1% of the money. It changed about 8.9% of the portfolio this quarter.
Value
$224m
Stocks
88
Top 10 share
55.1%
Turnover
8.9%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX0.2% of the fund
- Palo Alto NetworksPANW0.1% of the fund
- Ishares TRIYW0.1% of the fund
- Applied MaterialsAMAT0.1% of the fund
- Spdr Series TrustSPYM<0.1% of the fund
Added
Bought more of a stock they already held.
- Procter & GamblePG1.8% of the fund+3%
- TeslaTSLA1.4% of the fund+4%
- Verizon CommunicationsVZ1.3% of the fund+2%
- AT&TT1.3% of the fund+3%
- Ishares Bitcoin Trust ETFIBIT1.2% of the fund+16%
- Palantir TechnologiesPLTR1.0% of the fund+7%
- Altria GroupMO0.9% of the fund+12%
- AlphabetGOOG0.9% of the fund+3%
- Spdr Gold TRGLD0.9% of the fund+10%
- RTXRTX0.8% of the fund+19%
- Costco WholesaleCOST0.5% of the fund+41%
- Eversource EnergyES0.3% of the fund+4%
- AbbVieABBV0.3% of the fund+4%
- Grayscale Ethereum Staking EETHE0.3% of the fund+6%
- Kraft HeinzKHC0.2% of the fund+7%
- Ford MotorF0.1% of the fund+56%
- PfizerPFE0.1% of the fund+6%
- United States AntimonyUAMY<0.1% of the fund+3%
Cut
Sold some of their stake.
- AppleAAPL8.6% of the fund-3%
- Eli LillyLLY6.7% of the fund-4%
- AlphabetGOOGL5.6% of the fund-3%
- Meta PlatformsMETA3.4% of the fund-2%
- Micron TechnologyMU1.0% of the fund-30%
- IntelINTC0.9% of the fund-10%
- PepsiCoPEP0.8% of the fund-12%
- BroadcomAVGO0.6% of the fund-11%
- SalesforceCRM0.6% of the fund-22%
- Ishares TRIBB0.6% of the fund-16%
- Ishares TRSHY0.5% of the fund-14%
- Lockheed MartinLMT0.4% of the fund-11%
- Bank of AmericaBAC0.4% of the fund-7%
- DeereDE0.3% of the fund-11%
- Schwab Strategic TRSCHA0.2% of the fund-14%
- Texas InstrumentsTXN0.2% of the fund-22%
- Energy Transfer L PET0.2% of the fund-25%
- NetflixNFLX0.2% of the fund-3%
- Walt DisneyDIS0.1% of the fund-5%
- United STS Oil FD LPUSO0.1% of the fund-8%
- VisaV0.1% of the fund-9%
Sold out
Sold their entire stake.
- Grayscale Bitcoin Mini TR ETBTC-100%
- Canary Capital Group LLXHBR-100%
- Intuitive SurgicalISRG-100%
Holdings
- Ishares Bitcoin Trust ETFIBIT
- Share
- 1.2%
- Value
- $3m
- Shares
- 82,763
+16%
- Spdr Gold TRGLD
- Share
- 0.9%
- Value
- $2m
- Shares
- 5,413
+10%
- Ishares TREIRL
- Share
- 0.7%
- Value
- $2m
- Shares
- 20,838
Held
- Ishares TRLQD
- Share
- 0.6%
- Value
- $1m
- Shares
- 12,914
Held
- Ishares TRIBB
- Share
- 0.6%
- Value
- $1m
- Shares
- 6,742
-16%
- Ishares TRSHY
- Share
- 0.5%
- Value
- $1m
- Shares
- 14,809
-14%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.4%
- Value
- $994,065
- Shares
- 1,331
Held
- Grayscale Bitcoin Trust ETFGBTC
- Share
- 0.4%
- Value
- $991,016
- Shares
- 21,771
Held
- Ishares Silver TRSLV
- Share
- 0.3%
- Value
- $672,011
- Shares
- 12,568
Held
- Grayscale Ethereum Staking EETHE
- Share
- 0.3%
- Value
- $589,831
- Shares
- 46,225
+6%
- Ishares TRIVV
- Share
- 0.2%
- Value
- $509,269
- Shares
- 680
Held
- Schwab Strategic TRSCHA
- Share
- 0.2%
- Value
- $483,067
- Shares
- 13,370
-14%
- Vanguard Specialized FundsVIG
- Share
- 0.2%
- Value
- $473,240
- Shares
- 2,000
Held
- Schwab Strategic TRSCHG
- Share
- 0.2%
- Value
- $421,107
- Shares
- 12,444
Held
- Space Exploration TechnologiesSPCX
- Share
- 0.2%
- Value
- $408,014
- Shares
- 2,388
New
- Wisekey International Hlds LWKEY
- Share
- 0.2%
- Value
- $362,318
- Shares
- 49,497
Held
- Energy Transfer L PET
- Share
- 0.2%
- Value
- $357,490
- Shares
- 18,697
-25%
- Schwab Strategic TRSCHD
- Share
- 0.1%
- Value
- $259,853
- Shares
- 8,195
Held
- United STS Oil FD LPUSO
- Share
- 0.1%
- Value
- $250,986
- Shares
- 2,358
-8%
- Ishares TRIYW
- Share
- 0.1%
- Value
- $248,194
- Shares
- 984
New
- Spdr Series TrustSPYM
- Share
- <0.1%
- Value
- $218,470
- Shares
- 2,486
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 8.6% | $19m | 66,516 | -3% |
| NvidiaNVDA | 7.3% | $16m | 81,613 | Held |
| Eli LillyLLY | 6.7% | $15m | 12,592 | -4% |
| Advanced Micro DevicesAMD | 5.7% | $13m | 21,980 | Held |
| AlphabetGOOGL | 5.6% | $12m | 34,833 | -3% |
| MicrosoftMSFT | 5.3% | $12m | 32,062 | Held |
| CaterpillarCAT | 4.7% | $10m | 9,816 | Held |
| Amazon.comAMZN | 4.7% | $10m | 43,752 | Held |
| Meta PlatformsMETA | 3.4% | $8m | 13,536 | -2% |
| JPMorgan ChaseJPM | 3.1% | $7m | 21,352 | Held |
| MerckMRK | 2.6% | $6m | 45,368 | Held |
| WalmartWMT | 2.5% | $6m | 48,688 | Held |
| Taiwan Semiconductor ManufacturingTSM | 2.4% | $5m | 11,115 | Held |
| Procter & GamblePG | 1.8% | $4m | 26,805 | +3% |
| ExxonMobil HoldingsXOM | 1.6% | $3m | 25,382 | Held |
| ASML Holding NVASML | 1.5% | $3m | 1,647 | Held |
| TeslaTSLA | 1.4% | $3m | 7,284 | +4% |
| Verizon CommunicationsVZ | 1.3% | $3m | 71,192 | +2% |
| Charles SchwabSCHW | 1.3% | $3m | 32,665 | Held |
| McDonald'sMCD | 1.3% | $3m | 10,825 | Held |
| AT&TT | 1.3% | $3m | 135,607 | +3% |
| Ishares Bitcoin Trust ETFIBIT | 1.2% | $3m | 82,763 | +16% |
| ChevronCVX | 1.1% | $3m | 15,316 | Held |
| Coca-ColaKO | 1.0% | $2m | 27,638 | Held |
| Micron TechnologyMU | 1.0% | $2m | 1,944 | -30% |
| Palantir TechnologiesPLTR | 1.0% | $2m | 18,893 | +7% |
| Altria GroupMO | 0.9% | $2m | 29,368 | +12% |
| AlphabetGOOG | 0.9% | $2m | 5,860 | +3% |
| IntelINTC | 0.9% | $2m | 14,757 | -10% |
| Spdr Gold TRGLD | 0.9% | $2m | 5,413 | +10% |
| Cisco SystemsCSCO | 0.9% | $2m | 16,334 | Held |
| PepsiCoPEP | 0.8% | $2m | 13,798 | -12% |
| RTXRTX | 0.8% | $2m | 9,070 | +19% |
| Ishares TREIRL | 0.7% | $2m | 20,838 | Held |
| Ishares TRLQD | 0.6% | $1m | 12,914 | Held |
| BroadcomAVGO | 0.6% | $1m | 3,643 | -11% |
| SalesforceCRM | 0.6% | $1m | 8,383 | -22% |
| Ishares TRIBB | 0.6% | $1m | 6,742 | -16% |
| Ishares TRSHY | 0.5% | $1m | 14,809 | -14% |
| British American Tobacco p.l.c.BTI | 0.5% | $1m | 16,650 | Held |
| Johnson & JohnsonJNJ | 0.5% | $1m | 4,020 | Held |
| Costco WholesaleCOST | 0.5% | $1m | 1,080 | +41% |
| State STR Spdr S&P 500 ETF TSPY | 0.4% | $994,065 | 1,331 | Held |
| Grayscale Bitcoin Trust ETFGBTC | 0.4% | $991,016 | 21,771 | Held |
| Lockheed MartinLMT | 0.4% | $952,184 | 1,869 | -11% |
| UnitedHealth GroupUNH | 0.4% | $904,018 | 2,175 | Held |
| Xcel EnergyXEL | 0.4% | $878,643 | 10,942 | Held |
| Bank of AmericaBAC | 0.4% | $826,854 | 14,511 | -7% |
| DeereDE | 0.3% | $688,599 | 1,086 | -11% |
| CMS EnergyCMS | 0.3% | $688,500 | 9,000 | Held |
| Goldman Sachs GroupGS | 0.3% | $678,705 | 671 | Held |
| Ishares Silver TRSLV | 0.3% | $672,011 | 12,568 | Held |
| Eversource EnergyES | 0.3% | $664,134 | 9,190 | +4% |
| AbbVieABBV | 0.3% | $606,558 | 2,410 | +4% |
| Grayscale Ethereum Staking EETHE | 0.3% | $589,831 | 46,225 | +6% |
| StrategyMSTR | 0.2% | $517,581 | 5,954 | Held |
| Ishares TRIVV | 0.2% | $509,269 | 680 | Held |
| Centerpoint EnergyCNP | 0.2% | $486,634 | 11,050 | Held |
| Schwab Strategic TRSCHA | 0.2% | $483,067 | 13,370 | -14% |
| Vanguard Specialized FundsVIG | 0.2% | $473,240 | 2,000 | Held |
| Texas InstrumentsTXN | 0.2% | $453,961 | 1,523 | -22% |
| Home DepotHD | 0.2% | $450,780 | 1,278 | Held |
| Berkshire HathawayBRK-B | 0.2% | $428,334 | 856 | Held |
| Schwab Strategic TRSCHG | 0.2% | $421,107 | 12,444 | Held |
| Space Exploration TechnologiesSPCX | 0.2% | $408,014 | 2,388 | New |
| Kraft HeinzKHC | 0.2% | $368,432 | 15,598 | +7% |
| Wisekey International Hlds LWKEY | 0.2% | $362,318 | 49,497 | Held |
| Energy Transfer L PET | 0.2% | $357,490 | 18,697 | -25% |
| NetflixNFLX | 0.2% | $356,000 | 4,986 | -3% |
| Southern CopperSCCO | 0.1% | $327,218 | 1,878 | Held |
| Southern CompanySO | 0.1% | $323,678 | 3,382 | Held |
| SealsqLAES | 0.1% | $316,421 | 100,451 | Held |
| Ford MotorF | 0.1% | $296,835 | 21,355 | +56% |
| Walt DisneyDIS | 0.1% | $296,539 | 3,081 | -5% |
| Air Products & ChemicalsAPD | 0.1% | $291,523 | 994 | Held |
| Bristol-Myers SquibbBMY | 0.1% | $288,483 | 5,007 | Held |
| PfizerPFE | 0.1% | $286,467 | 11,896 | +6% |
| International Business MachinesIBM | 0.1% | $282,360 | 1,004 | Held |
| Palo Alto NetworksPANW | 0.1% | $267,701 | 785 | New |
| Wells Fargo & CompanyWFC | 0.1% | $263,360 | 3,187 | Held |
| Schwab Strategic TRSCHD | 0.1% | $259,853 | 8,195 | Held |
| United STS Oil FD LPUSO | 0.1% | $250,986 | 2,358 | -8% |
| Ishares TRIYW | 0.1% | $248,194 | 984 | New |
| VisaV | 0.1% | $235,068 | 685 | -9% |
| Applied MaterialsAMAT | 0.1% | $232,083 | 321 | New |
| Philip Morris InternationalPM | 0.1% | $227,585 | 1,258 | Held |
| Spdr Series TrustSPYM | <0.1% | $218,470 | 2,486 | New |
| United States AntimonyUAMY | <0.1% | $121,010 | 16,668 | +3% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 19.6% since 30 June 2025.
Where the money is
Technology35.2%
Media & telecom12.8%
Health care10.7%
Everyday goods8.2%
Retail & consumer7.7%
Industrials7.6%
Financial services5.8%
Energy2.7%
Utilities1.4%
Materials0.3%
Other7.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.