Institutional Fund
Finer Wealth Management, Inc.
Salem, MACIK 19290715 filings on record
Portfolio Value
$198.16M
Q1 2026
Holdings
86
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-4.1%
from $206.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.8%
- Nvidia Corporation7.3%
- Eli Lilly & Co6.1%
- Microsoft Corp6.0%
- Alphabet Inc5.2%
- Amazon Com Inc4.7%
- Other62.0%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 68.3K | $17.34M | 8.8% | −611 | Reduced |
| 2 | Nvidia Corporation | 82.8K | $14.44M | 7.3% | −1.1K | Reduced |
| 3 | Eli Lilly & Co | 13.2K | $12.12M | 6.1% | −440 | Reduced |
| 4 | Microsoft Corp | 32.2K | $11.90M | 6.0% | −263 | Reduced |
| 5 | Alphabet Inc | 35.8K | $10.29M | 5.2% | −1.1K | Reduced |
| 6 | Amazon Com Inc | 44.3K | $9.23M | 4.7% | −531 | Reduced |
| 7 | Meta Platforms Inc | 13.8K | $7.92M | 4.0% | +5 | Added |
| 8 | Caterpillar Inc | 10.0K | $7.06M | 3.6% | −80 | Reduced |
| 9 | Jpmorgan Chase & Co. | 21.2K | $6.23M | 3.1% | −419 | Reduced |
| 10 | Walmart Inc | 49.2K | $6.11M | 3.1% | −527 | Reduced |
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