Finer Wealth Management, Inc.
•CIK: 1929071•Filing: Q4 2025
**Finer Wealth Management, Inc.** manages $207M across a diversified portfolio of 83 positions. The firm maintains significant exposure to mega-cap technology and healthcare leaders, with top holdings including AAPL at $18.7M and MSFT at $15.7M. Notable allocations also feature NVDA ($15.6M), LLY ($14.6M), and GOOGL ($11.5M). This concentration suggests a core strategy focused on established growth leaders across technology and pharmaceuticals.
Total AUM
$206.7M
QoQ Performance
+3.0%
Positions
76
Top 10 Concentration
55.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
NVDA
LLY
GOOGL
AMZN
AAPL9.1%
MSFT7.6%
NVDA7.6%
LLY7.1%
GOOGL5.6%
AMZN5.0%
META4.4%
JPM3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology41.1%
Other18.5%
Consumer11.1%
Healthcare10.6%
Financial7.3%
Industrial4.1%
Consumer Staples3.0%
Communication1.9%
🚪 Exited Positionssold since Q3 2025
—
TIDAL TRUST II
SOLD
$232.7K
+4 more exited positions
Changes from Q3 2025
NEW6 new positions
↑34 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023