Finer Wealth Management
Latest statistics and disclosures from Finer Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, LLY, GOOGL, and represent 36.88% of Finer Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SHY, MSFT, LQD, SLV, IBIT, NFLX, GLD, PLTR, TSLA, ABBV.
- Started 6 new stock positions in COST, SHY, BRR, SLV, HBR, UAMY.
- Reduced shares in these 10 stocks: ET, SUN, MSTR, LLY, LMT, KMB, TXN, KHC, EPD, NVDA.
- Sold out of its positions in DEFT, EPD, ETH, KMB, SUN, YieldMax MSTR Opt, Tilray, USO, Columbus Circle Cap Corp. I.
- Finer Wealth Management was a net buyer of stock by $40k.
- Finer Wealth Management has $207M in assets under management (AUM), dropping by 2.99%.
- Central Index Key (CIK): 0001929071
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Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.1 | $19M | 69k | 271.86 |
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| Microsoft Corporation (MSFT) | 7.6 | $16M | +9% | 32k | 483.61 |
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| NVIDIA Corporation (NVDA) | 7.6 | $16M | 84k | 186.50 |
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| Eli Lilly & Co. (LLY) | 7.1 | $15M | -5% | 14k | 1074.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $12M | 37k | 313.00 |
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| Amazon (AMZN) | 5.0 | $10M | 45k | 230.82 |
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| Meta Platforms Cl A (META) | 4.4 | $9.1M | 14k | 660.11 |
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| JPMorgan Chase & Co. (JPM) | 3.4 | $7.0M | 22k | 322.22 |
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| Caterpillar (CAT) | 2.8 | $5.8M | 10k | 572.89 |
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| Wal-Mart Stores (WMT) | 2.7 | $5.5M | 50k | 111.41 |
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| Advanced Micro Devices (AMD) | 2.3 | $4.8M | 23k | 214.16 |
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| Merck & Co (MRK) | 2.3 | $4.8M | +3% | 46k | 105.26 |
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| Procter & Gamble Company (PG) | 1.8 | $3.8M | +4% | 27k | 143.31 |
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| salesforce (CRM) | 1.7 | $3.5M | +5% | 13k | 264.92 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.7 | $3.4M | 11k | 303.89 |
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| Charles Schwab Corporation (SCHW) | 1.6 | $3.3M | +2% | 33k | 99.91 |
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| McDonald's Corporation (MCD) | 1.6 | $3.2M | +6% | 11k | 305.63 |
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| At&t (T) | 1.5 | $3.1M | -2% | 126k | 24.84 |
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| Tesla Motors (TSLA) | 1.5 | $3.1M | +13% | 6.9k | 449.69 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $3.1M | 25k | 120.34 |
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| Palantir Technologies Cl A (PLTR) | 1.4 | $2.9M | +16% | 17k | 177.75 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.4 | $2.8M | +26% | 56k | 49.65 |
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| Verizon Communications (VZ) | 1.3 | $2.8M | -2% | 68k | 40.73 |
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| Pepsi (PEP) | 1.3 | $2.7M | +5% | 19k | 143.52 |
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| Strategy Cl A New (MSTR) | 1.2 | $2.4M | -28% | 16k | 151.95 |
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| Chevron Corporation (CVX) | 1.1 | $2.4M | 16k | 152.41 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.9 | $1.9M | -2% | 28k | 68.36 |
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| Coca-Cola Company (KO) | 0.9 | $1.9M | 27k | 69.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.9M | +30% | 4.7k | 396.31 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $1.8M | 1.7k | 1069.86 |
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| Ishares Tr Ishares Biotech (IBB) | 0.8 | $1.7M | +7% | 10k | 168.77 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.7M | NEW | 20k | 82.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.7M | -5% | 5.4k | 313.79 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $1.4M | +129% | 13k | 110.19 |
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| Broadcom (AVGO) | 0.7 | $1.4M | +9% | 4.1k | 346.14 |
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| Cisco Systems (CSCO) | 0.6 | $1.3M | 16k | 77.03 |
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| Altria (MO) | 0.6 | $1.2M | 21k | 57.66 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.1M | -35% | 2.4k | 483.67 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.0M | 5.7k | 183.40 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.5 | $939k | +40% | 39k | 24.37 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $906k | +4% | 1.3k | 681.85 |
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| Bank of America Corporation (BAC) | 0.4 | $899k | -4% | 16k | 55.00 |
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| British Amern Tob Sponsored Adr (BTI) | 0.4 | $879k | 16k | 56.62 |
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| Johnson & Johnson (JNJ) | 0.4 | $839k | 4.1k | 206.96 |
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| Xcel Energy (XEL) | 0.4 | $808k | 11k | 73.86 |
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| Micron Technology (MU) | 0.4 | $788k | 2.8k | 285.43 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $709k | NEW | 11k | 64.42 |
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| CMS Energy Corporation (CMS) | 0.3 | $629k | 9.0k | 69.93 |
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| UnitedHealth (UNH) | 0.3 | $627k | +82% | 1.9k | 330.11 |
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| Intel Corporation (INTC) | 0.3 | $627k | +7% | 17k | 36.90 |
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| Goldman Sachs (GS) | 0.3 | $600k | -14% | 683.00 | 878.49 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $594k | -30% | 21k | 28.48 |
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| Eversource Energy (ES) | 0.3 | $585k | 8.7k | 67.33 |
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| Deere & Company (DE) | 0.3 | $569k | 1.2k | 465.65 |
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| Abbvie (ABBV) | 0.3 | $528k | +125% | 2.3k | 228.49 |
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| Kraft Heinz (KHC) | 0.2 | $494k | -41% | 20k | 24.25 |
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| Netflix (NFLX) | 0.2 | $489k | +1028% | 5.2k | 93.76 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $477k | -42% | 2.8k | 173.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $475k | 693.00 | 684.95 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $469k | -83% | 28k | 16.49 |
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| Home Depot (HD) | 0.2 | $454k | 1.3k | 344.13 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $440k | 2.0k | 219.78 |
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| CenterPoint Energy (CNP) | 0.2 | $424k | 11k | 38.34 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $410k | 13k | 32.62 |
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| Wisekey International Hlds L Spon Adr (WKEY) | 0.2 | $389k | 50k | 7.85 |
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| Sealsq Corp Ord Shs (LAES) | 0.2 | $380k | 101k | 3.78 |
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| Walt Disney Company (DIS) | 0.2 | $322k | 2.8k | 113.77 |
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| Wells Fargo & Company (WFC) | 0.1 | $301k | 3.2k | 93.21 |
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| International Business Machines (IBM) | 0.1 | $297k | 1.0k | 296.21 |
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| Canary Capital Group Llx Canary Hbar Etf (HBR) | 0.1 | $294k | NEW | 20k | 14.63 |
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| Bristol Myers Squibb (BMY) | 0.1 | $292k | -15% | 5.4k | 53.94 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $269k | -2% | 6.9k | 38.73 |
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| Costco Wholesale Corporation (COST) | 0.1 | $268k | NEW | 311.00 | 862.55 |
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| Visa Com Cl A (V) | 0.1 | $265k | -10% | 754.00 | 350.73 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $264k | -32% | 466.00 | 566.36 |
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| Air Products & Chemicals (APD) | 0.1 | $250k | -2% | 1.0k | 247.05 |
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| Southern Company (SO) | 0.1 | $228k | 2.6k | 87.22 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $221k | -18% | 8.0k | 27.43 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $219k | -17% | 7.1k | 30.96 |
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| Philip Morris International (PM) | 0.1 | $202k | 1.3k | 160.40 |
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| Pfizer (PFE) | 0.1 | $201k | 8.1k | 24.90 |
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| United States Antimony (UAMY) | 0.0 | $81k | NEW | 16k | 5.02 |
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| Procap Finl Com Shs (BRR) | 0.0 | $71k | NEW | 20k | 3.53 |
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Past Filings by Finer Wealth Management
SEC 13F filings are viewable for Finer Wealth Management going back to 2021
- Finer Wealth Management 2025 Q4 filed Jan. 21, 2026
- Finer Wealth Management 2025 Q3 filed Nov. 4, 2025
- Finer Wealth Management 2025 Q2 filed Aug. 13, 2025
- Finer Wealth Management 2025 Q1 filed May 13, 2025
- Finer Wealth Management 2024 Q4 filed Feb. 13, 2025
- Finer Wealth Management 2024 Q3 filed Nov. 14, 2024
- Finer Wealth Management 2024 Q2 filed Aug. 13, 2024
- Finer Wealth Management 2024 Q1 filed April 26, 2024
- Finer Wealth Management 2023 Q3 filed Nov. 14, 2023
- Finer Wealth Management 2023 Q2 filed Aug. 14, 2023
- Finer Wealth Management 2023 Q1 filed May 9, 2023
- Finer Wealth Management 2022 Q4 filed Feb. 13, 2023
- Finer Wealth Management 2022 Q3 filed Nov. 14, 2022
- Finer Wealth Management 2022 Q2 filed Aug. 10, 2022
- Finer Wealth Management 2022 Q1 filed June 6, 2022
- Finer Wealth Management 2021 Q4 filed June 1, 2022