Finer Wealth Management, Inc.

CIK 0001929071 · Q2 2026

13F Equity AUM

$223.8M

+12.2% QoQ

Positions

+2 QoQ

AUM Rank

#7,632

Top 61%

Skill Alpha (FF)

+1.5%/yr^ns

No Clear Edge

Rank #1,598 · Top 19%

vs S&P +2.1%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 33.9%Top 10: 55.1%Top 20: 72.7%

AAPL8.6%

NVDA7.3%

LLY6.8%

AMD5.7%

GOOGL5.6%

MSFT5.3%

CAT4.7%

AMZN4.7%

META3.4%

JPM3.1%

Others (78)44.9%

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

Sector Allocation

Technology36.8%

Financial Services12.9%

Communication Services12.8%

Healthcare10.7%

Consumer Defensive8.1%

Consumer Cyclical7.7%

Industrials6.2%

Energy2.9%

Other2.0%

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

Position Sizing

Positions: 88Median: 0.43%Avg: 1.14%

0–0.5%

49(10.9%)

0.5–1%

14(10.8%)

1–3%

15(23.2%)

3–5%

4(15.9%)

5%+

6(39.3%)

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

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Portfolio Overlap

Shared: 0Unique: 88vs 20 funds

0%Low

Fund positions

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.

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Position Changes This Quarter

New5Increased35Decreased34Exited3

New Positions

SPACE EXPLORATION TE…0.2%

+2K

PANW0.1%

+785

IYW0.1%

+984

AMAT0.1%

+321

SPYM0.1%

+2K

Increased

IBIT1.2%

+11K(+16%)

F0.1%

+8K(+56%)

T1.3%

+4K(+3%)

MO0.9%

+3K(+12%)

ETHE0.3%

+3K(+6%)

BAC1.4%

+2K(+2%)

RTX0.8%

+1K(+19%)

PLTR1.0%

+1K(+7%)

KHC0.2%

+1K(+7%)

PG1.8%

+672(+3%)

Decreased

MIGA0.2%

-9,975(-63%)

ET0.2%

-6,248(-25%)

SHY0.5%

-2,504(-14%)

CRM0.6%

-2,352(-22%)

SCHA0.2%

-2,104(-14%)

PEP0.8%

-1,870(-12%)

AAPL8.6%

-1,827(-3%)

INTC0.9%

-1,553(-10%)

IBB0.6%

-1,245(-16%)

BAC0.4%

-1,170(-7%)

Exited

BTC

-16,736

HBR

-20,000

ISRG

-466

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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