Finer Wealth Management
Latest statistics and disclosures from Finer Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, LLY, MSFT, GOOGL, and represent 33.14% of Finer Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: EIRL, IBIT, COST, BRK.B, RTX, MO, USO, SCCO, BTC, PLTR.
- Started 5 new stock positions in USO, EIRL, F, SCCO, BRK.B.
- Reduced shares in these 10 stocks: PEP, CRM, LLY, IBB, GBTC, GOOGL, SHY, PFF, NVDA, LMT.
- Sold out of its positions in PFF, BRR.
- Finer Wealth Management was a net buyer of stock by $1.0M.
- Finer Wealth Management has $199M in assets under management (AUM), dropping by -3.52%.
- Central Index Key (CIK): 0001929071
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Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.7 | $17M | 68k | 253.79 |
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| NVIDIA Corporation (NVDA) | 7.2 | $14M | 83k | 174.40 |
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| Eli Lilly & Co. (LLY) | 6.1 | $12M | -3% | 13k | 919.78 |
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| Microsoft Corporation (MSFT) | 6.0 | $12M | 32k | 370.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $10M | -2% | 36k | 287.56 |
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| Amazon (AMZN) | 4.6 | $9.2M | 44k | 208.27 |
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| Meta Platforms Cl A (META) | 4.0 | $7.9M | 14k | 572.14 |
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| Caterpillar (CAT) | 3.5 | $7.1M | 10k | 708.45 |
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| JPMorgan Chase & Co. (JPM) | 3.1 | $6.2M | 21k | 294.16 |
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| Wal-Mart Stores (WMT) | 3.1 | $6.1M | 49k | 124.28 |
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| Merck & Co (MRK) | 2.7 | $5.5M | 45k | 120.29 |
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| Advanced Micro Devices (AMD) | 2.3 | $4.5M | 22k | 203.43 |
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| Exxon Mobil Corporation (XOM) | 2.2 | $4.3M | 25k | 169.66 |
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| At&t (T) | 1.9 | $3.8M | +4% | 132k | 28.99 |
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| Procter & Gamble Company (PG) | 1.9 | $3.8M | 26k | 144.44 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.9 | $3.7M | -2% | 11k | 337.95 |
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| Verizon Communications (VZ) | 1.8 | $3.5M | +2% | 70k | 50.20 |
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| McDonald's Corporation (MCD) | 1.7 | $3.3M | 11k | 310.79 |
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| Chevron Corporation (CVX) | 1.6 | $3.2M | 15k | 206.90 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $3.0M | 32k | 93.98 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.4 | $2.7M | +26% | 71k | 38.42 |
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| Tesla Motors (TSLA) | 1.3 | $2.6M | 7.0k | 371.78 |
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| Palantir Technologies Cl A (PLTR) | 1.3 | $2.6M | +7% | 18k | 146.28 |
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| Pepsi (PEP) | 1.2 | $2.4M | -17% | 16k | 155.29 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.1 | $2.1M | -4% | 1.6k | 1320.83 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $2.1M | +5% | 4.9k | 430.29 |
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| Coca-Cola Company (KO) | 1.1 | $2.1M | +3% | 28k | 76.05 |
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| salesforce (CRM) | 1.0 | $2.0M | -19% | 11k | 186.67 |
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| Strategy Cl A New (MSTR) | 1.0 | $2.0M | 16k | 124.80 |
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| Altria (MO) | 0.9 | $1.7M | +25% | 26k | 65.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.6M | +6% | 5.7k | 286.88 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $1.5M | +34% | 7.6k | 192.90 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $1.4M | -14% | 17k | 82.57 |
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| Ishares Tr Msci Ireland Etf (EIRL) | 0.7 | $1.4M | NEW | 21k | 68.86 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $1.4M | 13k | 108.99 |
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| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.3M | -20% | 8.0k | 168.85 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.3M | -11% | 2.1k | 604.39 |
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| Broadcom (AVGO) | 0.6 | $1.3M | 4.1k | 309.53 |
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| Cisco Systems (CSCO) | 0.6 | $1.3M | 16k | 77.59 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.6 | $1.1M | -21% | 22k | 52.76 |
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| Johnson & Johnson (JNJ) | 0.5 | $990k | 4.0k | 244.46 |
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| British Amern Tob Sponsored Adr (BTI) | 0.5 | $956k | +5% | 16k | 58.47 |
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| Micron Technology (MU) | 0.5 | $933k | 2.8k | 337.87 |
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| Xcel Energy (XEL) | 0.4 | $869k | 11k | 79.44 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $859k | 1.3k | 650.26 |
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| Ishares Silver Tr Ishares (SLV) | 0.4 | $845k | +12% | 12k | 68.14 |
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| Costco Wholesale Corporation (COST) | 0.4 | $765k | +146% | 768.00 | 996.53 |
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| Bank of America Corporation (BAC) | 0.4 | $765k | -4% | 16k | 48.75 |
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| Grayscale Ethereum Staking E SHS (ETHE) | 0.4 | $744k | +13% | 44k | 17.07 |
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| Intel Corporation (INTC) | 0.4 | $720k | -3% | 16k | 44.13 |
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| CMS Energy Corporation (CMS) | 0.4 | $698k | 9.0k | 77.58 |
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| Deere & Company (DE) | 0.3 | $686k | 1.2k | 563.48 |
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| Eversource Energy (ES) | 0.3 | $612k | 8.8k | 69.28 |
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| UnitedHealth (UNH) | 0.3 | $594k | +15% | 2.2k | 270.59 |
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| Goldman Sachs (GS) | 0.3 | $571k | 675.00 | 845.96 |
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| Abbvie (ABBV) | 0.3 | $504k | 2.3k | 217.51 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.3 | $502k | +140% | 17k | 29.99 |
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| Netflix (NFLX) | 0.2 | $493k | 5.1k | 96.15 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $481k | -12% | 25k | 19.30 |
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| CenterPoint Energy (CNP) | 0.2 | $477k | 11k | 43.16 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $450k | -25% | 16k | 29.08 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $444k | -2% | 679.00 | 653.23 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $430k | 2.0k | 215.06 |
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| Home Depot (HD) | 0.2 | $419k | -3% | 1.3k | 328.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $410k | NEW | 856.00 | 479.20 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $378k | -29% | 1.9k | 194.14 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $357k | -2% | 12k | 29.13 |
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| Kraft Heinz (KHC) | 0.2 | $328k | -28% | 15k | 22.49 |
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| Southern Company (SO) | 0.2 | $325k | +28% | 3.4k | 96.51 |
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| United Sts Oil Units (USO) | 0.2 | $325k | NEW | 2.6k | 127.25 |
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| Southern Copper Corporation (SCCO) | 0.2 | $323k | NEW | 1.9k | 172.09 |
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| Pfizer (PFE) | 0.2 | $316k | +39% | 11k | 28.08 |
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| Walt Disney Company (DIS) | 0.2 | $312k | +14% | 3.2k | 96.38 |
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| Wisekey International Hlds L Spon Adr (WKEY) | 0.2 | $304k | 50k | 6.14 |
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| Bristol Myers Squibb (BMY) | 0.2 | $303k | -7% | 5.0k | 60.65 |
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| Air Products & Chemicals (APD) | 0.1 | $289k | 996.00 | 290.56 |
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| Sealsq Corp Ord Shs (LAES) | 0.1 | $263k | 101k | 2.62 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $254k | +2% | 8.3k | 30.68 |
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| Wells Fargo & Company (WFC) | 0.1 | $254k | 3.2k | 79.60 |
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| International Business Machines (IBM) | 0.1 | $243k | 1.0k | 242.40 |
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| Canary Capital Group Llx Canary Hbar Etf (HBR) | 0.1 | $238k | 20k | 11.91 |
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| Visa Com Cl A (V) | 0.1 | $228k | 754.00 | 302.28 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $215k | 466.00 | 460.99 |
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| Philip Morris International (PM) | 0.1 | $208k | 1.3k | 165.34 |
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| Ford Motor Company (F) | 0.1 | $158k | NEW | 14k | 11.54 |
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| United States Antimony (UAMY) | 0.1 | $141k | 16k | 8.73 |
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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 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
- Finer Wealth Management 2022 Q2 filed Aug. 10, 2022
- Finer Wealth Management 2022 Q1 filed June 6, 2022