Finer Wealth Management, Inc.

CIK 0001929071 · Q1 2026

13F Equity AUM

$199.4M

-3.5% QoQ

Positions

+3 QoQ

AUM Rank

#7,418

Top 60%

Skill Alpha (FF)

+1.8%/yr^ns

No Clear Edge

Rank #1,231 · Top 15%

vs S&P +0.1%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 33.1%Top 10: 51.5%Top 20: 70.9%

AAPL8.7%

NVDA7.2%

LLY6.1%

MSFT6.0%

GOOGL5.2%

AMZN4.6%

META4.0%

CAT3.5%

JPM3.1%

WMT3.1%

Others (76)48.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology33.1%

Financial Services14.3%

Communication Services14.0%

Healthcare10.3%

Consumer Defensive9.1%

Consumer Cyclical7.9%

Industrials5.3%

Energy4.0%

Other2.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 86Median: 0.45%Avg: 1.16%

0–0.5%

46(11.0%)

0.5–1%

12(8.7%)

1–3%

18(28.8%)

3–5%

5(18.3%)

5%+

5(33.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 83Unique: 3vs 20 funds

1.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.6%

JPMORGAN CHASE & CO

1.7%

BANK OF AMERICA CORP /DE/

1.7%

BlackRock, Inc.

1.9%

FMR LLC

2.6%

STATE STREET CORP

GEODE CAPITAL MANAGEMENT, LLC

1.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased26Decreased43Exited2

New Positions

EIRL0.7%

+21K

BRK/B0.2%

+856

SCCO0.2%

+2K

USO0.2%

+3K

F0.1%

+14K

Increased

IBIT1.4%

+15K(+26%)

BTC0.3%

+10K(+141%)

T1.9%

+5K(+4%)

MO0.9%

+5K(+26%)

ETHE0.4%

+5K(+13%)

PFE0.2%

+3K(+40%)

RTX0.7%

+2K(+34%)

BAC1.8%

+2K(+2%)

SLV0.4%

+1K(+13%)

PLTR1.3%

+1K(+7%)

Decreased

GBTC0.6%

-6,100(-22%)

KHC0.2%

-5,798(-28%)

SCHA0.2%

-5,383(-26%)

ET0.2%

-3,500(-12%)

PEP1.2%

-3,311(-17%)

SHY0.7%

-3,028(-15%)

CRM1.0%

-2,636(-20%)

IBB0.7%

-2,085(-21%)

NVDA7.2%

-1,076(-1%)

GOOGL5.2%

-1,066(-3%)

Exited

PFF

-7,079

BRR

-20,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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