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, AMD, GOOGL, and represent 33.92% of Finer Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPCX, IBIT, COST, RTX, PANW, IYW, MO, AMAT, SPYM, GLD.
- Started 5 new stock positions in AMAT, PANW, IYW, SPYM, SPCX.
- Reduced shares in these 10 stocks: MU, MSTR, LLY, AAPL, BTC, CRM, GOOGL, PEP, HBR, IBB.
- Sold out of its positions in HBR, BTC, ISRG.
- Finer Wealth Management was a net seller of stock by $-3.7M.
- Finer Wealth Management has $224M in assets under management (AUM), dropping by 12.22%.
- Central Index Key (CIK): 0001929071
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Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 88 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.6 | $19M | -2% | 67k | 289.36 |
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| NVIDIA Corporation (NVDA) | 7.3 | $16M | 82k | 200.09 |
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| Eli Lilly & Co. (LLY) | 6.7 | $15M | -4% | 13k | 1199.47 |
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| Advanced Micro Devices (AMD) | 5.7 | $13M | 22k | 580.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $12M | -2% | 35k | 357.37 |
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| Microsoft Corporation (MSFT) | 5.3 | $12M | 32k | 373.02 |
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| Caterpillar (CAT) | 4.7 | $11M | 9.8k | 1064.94 |
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| Amazon (AMZN) | 4.7 | $10M | 44k | 238.34 |
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| Meta Platforms Cl A (META) | 3.4 | $7.6M | -2% | 14k | 563.31 |
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| JPMorgan Chase & Co. (JPM) | 3.1 | $7.0M | 21k | 327.33 |
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| Merck & Co (MRK) | 2.6 | $5.8M | 45k | 128.50 |
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| Wal-Mart Stores (WMT) | 2.5 | $5.5M | 49k | 113.26 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.4 | $5.3M | 11k | 477.57 |
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| Procter & Gamble Company (PG) | 1.8 | $3.9M | +2% | 27k | 146.64 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $3.5M | 25k | 136.72 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.5 | $3.3M | 1.6k | 1989.44 |
|
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| Tesla Motors (TSLA) | 1.4 | $3.1M | +4% | 7.3k | 420.63 |
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| Verizon Communications (VZ) | 1.3 | $3.0M | +2% | 71k | 42.34 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $3.0M | 33k | 92.27 |
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| McDonald's Corporation (MCD) | 1.3 | $2.9M | 11k | 270.31 |
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| At&t (T) | 1.3 | $2.8M | +2% | 136k | 20.70 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.2 | $2.8M | +15% | 83k | 33.29 |
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| Chevron Corporation (CVX) | 1.1 | $2.5M | 15k | 165.76 |
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| Coca-Cola Company (KO) | 1.0 | $2.2M | 28k | 81.27 |
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| Micron Technology (MU) | 1.0 | $2.2M | -29% | 1.9k | 1154.47 |
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| Palantir Technologies Cl A (PLTR) | 1.0 | $2.2M | +6% | 19k | 116.67 |
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| Altria (MO) | 0.9 | $2.1M | +12% | 29k | 71.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.1M | +2% | 5.9k | 353.33 |
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| Intel Corporation (INTC) | 0.9 | $2.1M | -9% | 15k | 139.63 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $2.0M | +9% | 5.4k | 368.38 |
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| Cisco Systems (CSCO) | 0.9 | $1.9M | 16k | 117.46 |
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| Pepsi (PEP) | 0.8 | $1.9M | -11% | 14k | 135.40 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $1.7M | +19% | 9.1k | 189.73 |
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| Ishares Tr Msci Ireland Etf (EIRL) | 0.7 | $1.6M | 21k | 78.35 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $1.4M | 13k | 109.07 |
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| Broadcom (AVGO) | 0.6 | $1.4M | -11% | 3.6k | 377.75 |
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| salesforce (CRM) | 0.6 | $1.3M | -21% | 8.4k | 156.66 |
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| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.3M | -15% | 6.7k | 190.19 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $1.2M | -14% | 15k | 82.11 |
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| British Amern Tob Sponsored Adr (BTI) | 0.5 | $1.0M | 17k | 61.76 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.0M | 4.0k | 253.94 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.0M | +40% | 1.1k | 935.54 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $994k | 1.3k | 746.86 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.4 | $991k | 22k | 45.52 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $952k | -11% | 1.9k | 509.46 |
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| UnitedHealth (UNH) | 0.4 | $904k | 2.2k | 415.64 |
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| Xcel Energy (XEL) | 0.4 | $879k | 11k | 80.30 |
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| Bank of America Corporation (BAC) | 0.4 | $827k | -7% | 15k | 56.98 |
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| Deere & Company (DE) | 0.3 | $689k | -10% | 1.1k | 634.07 |
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| CMS Energy Corporation (CMS) | 0.3 | $689k | 9.0k | 76.50 |
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| Goldman Sachs (GS) | 0.3 | $679k | 671.00 | 1011.48 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $672k | 13k | 53.47 |
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| Eversource Energy (ES) | 0.3 | $664k | +3% | 9.2k | 72.27 |
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| Abbvie (ABBV) | 0.3 | $607k | +3% | 2.4k | 251.68 |
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| Grayscale Ethereum Staking E SHS (ETHE) | 0.3 | $590k | +6% | 46k | 12.76 |
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| Strategy Cl A New (MSTR) | 0.2 | $518k | -62% | 6.0k | 86.93 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $509k | 680.00 | 748.92 |
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| CenterPoint Energy (CNP) | 0.2 | $487k | 11k | 44.04 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $483k | -13% | 13k | 36.13 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $473k | 2.0k | 236.62 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $454k | -21% | 1.5k | 298.07 |
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| Home Depot (HD) | 0.2 | $451k | 1.3k | 352.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $428k | 856.00 | 500.39 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $421k | 12k | 33.84 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $408k | NEW | 2.4k | 170.86 |
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| Kraft Heinz (KHC) | 0.2 | $368k | +7% | 16k | 23.62 |
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| Wisekey International Hlds L Spon Adr (WKEY) | 0.2 | $362k | 50k | 7.32 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $358k | -25% | 19k | 19.12 |
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| Netflix (NFLX) | 0.2 | $356k | -2% | 5.0k | 71.40 |
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| Southern Copper Corporation (SCCO) | 0.1 | $327k | 1.9k | 174.24 |
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| Southern Company (SO) | 0.1 | $324k | 3.4k | 95.71 |
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| Sealsq Corp Ord Shs (LAES) | 0.1 | $316k | 101k | 3.15 |
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| Ford Motor Company (F) | 0.1 | $297k | +55% | 21k | 13.90 |
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| Walt Disney Company (DIS) | 0.1 | $297k | -4% | 3.1k | 96.25 |
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| Air Products & Chemicals (APD) | 0.1 | $292k | 994.00 | 293.28 |
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| Bristol Myers Squibb (BMY) | 0.1 | $289k | 5.0k | 57.62 |
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| Pfizer (PFE) | 0.1 | $287k | +5% | 12k | 24.08 |
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| International Business Machines (IBM) | 0.1 | $282k | 1.0k | 281.24 |
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| Palo Alto Networks (PANW) | 0.1 | $268k | NEW | 785.00 | 341.02 |
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| Wells Fargo & Company (WFC) | 0.1 | $263k | 3.2k | 82.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $260k | 8.2k | 31.71 |
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| United Sts Oil Units (USO) | 0.1 | $251k | -7% | 2.4k | 106.44 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $248k | NEW | 984.00 | 252.23 |
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| Visa Com Cl A (V) | 0.1 | $235k | -9% | 685.00 | 343.17 |
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| Applied Materials (AMAT) | 0.1 | $232k | NEW | 321.00 | 723.00 |
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| Philip Morris International (PM) | 0.1 | $228k | 1.3k | 180.91 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $219k | NEW | 2.5k | 87.88 |
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| United States Antimony (UAMY) | 0.1 | $121k | +3% | 17k | 7.26 |
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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 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
- Finer Wealth Management 2022 Q2 filed Aug. 10, 2022