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Livermore
Livermore
ZHEN

Finer Wealth Management, Inc.

SEC CIK
0001929071
Latest filing
Aug 3, 2026

The latest 13F from Finer Wealth Management, Inc. covers Q2 2026 (filed Aug 3, 2026): 88 long positions worth $223.8M. The top 10 holdings make up 55.1% of the portfolio, and the largest is Apple Inc. (AAPL) at 8.6%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$1.37M
Added
36
Est. +$2.41M
Reduced
33
Est. −$5.61M
Sold out
3
Est. −$954.9K

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    8.6%$19.2MHistory
  2. NVDANVIDIA Corp
    7.3%$16.3MHistory
  3. LLYEli Lilly & Co
    6.7%$15.1MHistory
  4. AMDAdvanced Micro Devices Inc
    5.7%$12.8MHistory
  5. GOOGLAlphabet Inc.
    5.6%$12.4MHistory

Share of portfolio

Top 5 holdings and the other 83 positions, by share of portfolio value

  1. AAPL8.6%
  2. NVDA7.3%
  3. LLY6.7%
  4. AMD5.7%
  5. GOOGL5.6%
  6. Other 83 positions66.1%

Biggest buys

New and added positions, by estimated amount bought

  1. SPCXSpace Exploration Technologies Corp
    +$408.0KNewHistory
  2. IBITiShares Bitcoin Trust ETF
    +$379.1KAddedHistory
  3. COSTCostco Wholesale Corp
    +$291.9KAddedHistory
  4. RTXRTX Corp
    +$275.1KAddedHistory
  5. PANWPalo Alto Networks Inc
    +$267.7KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +0.48 pp1.9% → 2.4%History
  2. ASMLASML Holding NV
    +0.38 pp1.1% → 1.5%History
  3. SPCXSpace Exploration Technologies Corp
    +0.18 pp0.0% → 0.2%History
  4. PANWPalo Alto Networks Inc
    +0.12 pp0.0% → 0.1%History
  5. iShares Tr464287721
    +0.11 pp0.0% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MUMicron Technology Inc
    −$943.2KReducedHistory
  2. LLYEli Lilly & Co
    −$695.7KReducedHistory
  3. AAPLApple Inc.
    −$528.7KReducedHistory
  4. BTCGrayscale Bitcoin Mini Trust ETF
    −$501.9KSold outHistory
  5. CRMSalesforce, Inc.
    −$368.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MSFTMicrosoft Corp
    −0.66 pp6.0% → 5.3%History
  2. WMTWalmart Inc.
    −0.62 pp3.1% → 2.5%History
  3. METAMeta Platforms, Inc.
    −0.59 pp4.0% → 3.4%History
  4. CVXChevron Corp
    −0.48 pp1.6% → 1.1%History
  5. CRMSalesforce, Inc.
    −0.42 pp1.0% → 0.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$223.8M
+$25.6M (+12.9%) vs. prior quarter
Positions
88
+2 vs. prior quarter
Top 10 concentration
55.1%
Top 10 as share of value
Turnover
1.8%
Q2 2026, one quarter
Average holding period
17.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $223.8M (Q2 2026)

Q4 2021: $120.5MQ1 2022: $122.5MQ2 2022: $109.6MQ3 2022: $101.6MQ4 2022: $106.9MQ1 2023: $118.3MQ2 2023: $128.0MQ3 2023: $125.0MQ4 2023: $134.3MQ1 2024: $152.3MQ2 2024: $155.0MQ3 2024: $162.0MQ4 2024: $174.5MQ1 2025: $166.9MQ2 2025: $187.1MQ3 2025: $200.7MQ4 2025: $206.7MQ1 2026: $198.2MQ2 2026: $223.8M
Q4 2021Q2 2026
13F filings of Finer Wealth Management, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 3, 202688$223.8MAAPLNVDALLYvs. Q1 2026SEC
Q1 2026May 12, 202686$198.2MAAPLNVDALLYvs. Q4 2025SEC
Q4 2025Jan 21, 202683$206.7MAAPLMSFTNVDAvs. Q3 2025SEC
Q3 2025Nov 4, 202586$200.7MAAPLNVDAMSFTvs. Q2 2025SEC
Q2 2025Aug 13, 202586$187.1MMSFTAAPLNVDAvs. Q1 2025SEC
Q1 2025May 13, 202586$166.9MAAPLLLYMSFTvs. Q4 2024SEC
Q4 2024Feb 13, 202582$174.5MAAPLMSFTLLYvs. Q3 2024SEC
Q3 2024Nov 14, 202479$162.0MAAPLLLYMSFTvs. Q2 2024SEC
Q2 2024Aug 13, 202473$155.0MLLYAAPLMSFTvs. Q1 2024SEC
Q1 2024Apr 26, 202477$152.3MLLYMSFTAAPLvs. Q4 2023SEC
Q4 2023Feb 13, 202479$134.3MAAPLMSFTLLYvs. Q3 2023SEC
Q3 2023Nov 14, 202380$125.0MAAPLLLYMSFTvs. Q2 2023SEC
Q2 2023Aug 14, 202382$128.0MAAPLMSFTLLYvs. Q1 2023SEC
Q1 2023May 9, 202383$118.3MAAPLMSFTLLYvs. Q4 2022SEC
Q4 2022Feb 13, 202377$106.9MAAPLLLYMSFTvs. Q3 2022SEC
Q3 2022Nov 14, 202277$101.6MAAPLLLYMSFTvs. Q2 2022SEC
Q2 2022Aug 10, 202278$109.6MAAPLMSFTLLYvs. Q1 2022SEC
Q1 2022Jun 6, 202281$122.5MAAPLMSFTLLYvs. Q4 2021SEC
Q4 2021Jun 1, 202276$120.5MAAPLMSFTLLY–SEC