Finer Wealth Management
Latest statistics and disclosures from Finer Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, LLY, AMD, and represent 33.02% of Finer Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$10M), XOM, VCSH, VXF, COST, T, MO, F, RTX, CRWD.
- Started 7 new stock positions in VCSH, BTC, CRWD, VXF, KMB, XOM, VOO.
- Reduced shares in these 10 stocks: , AMD, IBB, NVDA, CRM, LLY, AAPL, GOOGL, LMT, CAT.
- Sold out of its positions in AMAT, Exxon Mobil Corporation, WFC.
- Finer Wealth Management was a net buyer of stock by $16M.
- Finer Wealth Management has $253M in assets under management (AUM), dropping by 13.00%.
- Central Index Key (CIK): 0001929071
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Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 92 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.6 | $22M | 66k | 333.02 |
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| NVIDIA Corporation (NVDA) | 7.2 | $18M | 80k | 228.38 |
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| Microsoft Corporation (MSFT) | 6.5 | $16M | 32k | 512.89 |
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| Eli Lilly & Co. (LLY) | 5.6 | $14M | -2% | 12k | 1157.04 |
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| Advanced Micro Devices (AMD) | 5.0 | $13M | -5% | 21k | 611.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $12M | -2% | 34k | 344.08 |
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| Amazon (AMZN) | 4.3 | $11M | 44k | 249.15 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.0 | $10M | NEW | 15k | 700.88 |
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| Meta Platforms Cl A (META) | 3.9 | $9.9M | 14k | 725.17 |
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| Caterpillar (CAT) | 3.0 | $7.7M | -3% | 9.5k | 810.79 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $7.0M | 21k | 330.83 |
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| Merck & Co (MRK) | 2.6 | $6.5M | 45k | 145.31 |
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| Wal-Mart Stores (WMT) | 2.0 | $5.1M | 49k | 103.92 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.0 | $5.0M | -2% | 11k | 456.19 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.7 | $4.2M | +6% | 88k | 47.34 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 1.6 | $4.1M | NEW | 25k | 162.75 |
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| Procter & Gamble Company (PG) | 1.6 | $4.1M | +4% | 28k | 145.28 |
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| Palantir Technologies Cl A (PLTR) | 1.5 | $3.8M | +7% | 20k | 187.05 |
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| At&t (T) | 1.5 | $3.7M | +12% | 152k | 24.40 |
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| Verizon Communications (VZ) | 1.4 | $3.5M | +6% | 76k | 45.87 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.4 | $3.5M | NEW | 45k | 77.25 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $3.2M | 33k | 97.74 |
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| Chevron Corporation (CVX) | 1.2 | $3.2M | 16k | 204.21 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.2 | $3.0M | 1.7k | 1811.67 |
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| Tesla Motors (TSLA) | 1.1 | $2.8M | +7% | 7.8k | 354.83 |
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| McDonald's Corporation (MCD) | 1.1 | $2.7M | +6% | 12k | 230.95 |
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| Coca-Cola Company (KO) | 0.9 | $2.4M | 28k | 86.08 |
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| Altria (MO) | 0.9 | $2.4M | +19% | 35k | 67.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $2.2M | +6% | 5.8k | 380.84 |
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| Micron Technology (MU) | 0.9 | $2.2M | +4% | 2.0k | 1065.28 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $2.0M | +19% | 11k | 185.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.0M | 5.9k | 340.77 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.8 | $2.0M | NEW | 8.4k | 231.63 |
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| Ishares Tr Msci Ireland Etf (EIRL) | 0.7 | $1.8M | +5% | 22k | 81.98 |
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| Intel Corporation (INTC) | 0.7 | $1.8M | 15k | 120.23 |
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| Cisco Systems (CSCO) | 0.7 | $1.8M | 16k | 107.63 |
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| Pepsi (PEP) | 0.7 | $1.7M | -2% | 13k | 126.72 |
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| salesforce (CRM) | 0.6 | $1.6M | -18% | 6.9k | 229.56 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.4M | +45% | 1.6k | 910.35 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.5 | $1.4M | -3% | 21k | 64.59 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $1.3M | 13k | 102.18 |
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| Broadcom (AVGO) | 0.5 | $1.3M | 3.7k | 351.16 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $1.2M | 15k | 81.20 |
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| Grayscale Ethereum Staking E SHS (ETHE) | 0.5 | $1.1M | +15% | 53k | 21.43 |
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| Ishares Tr Ishares Biotech (IBB) | 0.4 | $1.0M | -26% | 4.9k | 210.53 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.0M | -5% | 3.8k | 264.71 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $996k | 1.3k | 762.91 |
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| Strategy Cl A New (MSTR) | 0.4 | $908k | 5.9k | 153.09 |
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| British Amern Tob Sponsored Adr (BTI) | 0.4 | $906k | 17k | 54.40 |
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| UnitedHealth (UNH) | 0.4 | $888k | +11% | 2.4k | 367.09 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $813k | +18% | 15k | 54.51 |
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| Bank of America Corporation (BAC) | 0.3 | $785k | 14k | 54.43 |
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| Xcel Energy (XEL) | 0.3 | $771k | 11k | 70.48 |
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| Deere & Company (DE) | 0.3 | $715k | 1.1k | 671.37 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $666k | -30% | 1.3k | 509.26 |
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| Ford Motor Company (F) | 0.3 | $636k | +147% | 53k | 12.06 |
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| Abbvie (ABBV) | 0.3 | $633k | 2.4k | 261.63 |
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| Goldman Sachs (GS) | 0.2 | $603k | 669.00 | 900.96 |
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| Eversource Energy (ES) | 0.2 | $590k | 9.2k | 64.16 |
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| CMS Energy Corporation (CMS) | 0.2 | $568k | 9.0k | 63.08 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $467k | 2.0k | 233.31 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $442k | +22% | 2.9k | 150.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $440k | -15% | 574.00 | 765.91 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $436k | -2% | 12k | 35.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $425k | 853.00 | 497.95 |
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| CenterPoint Energy (CNP) | 0.2 | $407k | 11k | 36.80 |
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| Southern Copper Corporation (SCCO) | 0.2 | $381k | 1.9k | 202.66 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $374k | -12% | 1.3k | 280.09 |
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| Home Depot (HD) | 0.1 | $365k | 1.3k | 284.42 |
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| Pfizer (PFE) | 0.1 | $357k | +5% | 13k | 28.52 |
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| Netflix (NFLX) | 0.1 | $345k | 5.0k | 69.58 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $339k | -22% | 10k | 32.63 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $331k | -10% | 17k | 19.77 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $331k | NEW | 1.2k | 264.75 |
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| Palo Alto Networks (PANW) | 0.1 | $312k | 786.00 | 397.31 |
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| United Sts Oil Units (USO) | 0.1 | $307k | -10% | 2.1k | 145.64 |
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| Kraft Heinz (KHC) | 0.1 | $298k | -16% | 13k | 22.72 |
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| Wisekey International Hlds L Spon Adr | 0.1 | $290k | 50k | 5.86 |
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| Bristol Myers Squibb (BMY) | 0.1 | $279k | -10% | 4.5k | 62.40 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $268k | 8.2k | 32.53 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $261k | 984.00 | 264.90 |
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| Walt Disney Company (DIS) | 0.1 | $259k | -19% | 2.5k | 104.88 |
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| Air Products & Chemicals (APD) | 0.1 | $249k | -9% | 895.00 | 278.37 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $246k | NEW | 6.7k | 36.95 |
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| Philip Morris International (PM) | 0.1 | $240k | 1.3k | 190.82 |
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| Sealsq Corp Ord Shs (LAES) | 0.1 | $234k | 100k | 2.34 |
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| Southern Company (SO) | 0.1 | $231k | -17% | 2.8k | 82.89 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $223k | 2.5k | 89.76 |
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| International Business Machines (IBM) | 0.1 | $221k | 1.0k | 219.96 |
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| Visa Com Cl A (V) | 0.1 | $218k | -11% | 605.00 | 359.44 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $207k | NEW | 2.1k | 97.43 |
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| United States Antimony (UAMY) | 0.0 | $95k | +35% | 23k | 4.17 |
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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 2026 Q3 filed Oct. 16, 2026
- Finer Wealth Management 2026 Q2 filed Aug. 3, 2026
- Finer Wealth Management 2026 Q1 filed May 12, 2026
- 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