Finer Wealth Management as of June 30, 2026
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 | 67k | 289.36 | |
| NVIDIA Corporation (NVDA) | 7.3 | $16M | 82k | 200.09 | |
| Eli Lilly & Co. (LLY) | 6.7 | $15M | 13k | 1199.47 | |
| Advanced Micro Devices (AMD) | 5.7 | $13M | 22k | 580.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $12M | 35k | 357.37 | |
| Microsoft Corporation (MSFT) | 5.3 | $12M | 32k | 373.02 | |
| Caterpillar (CAT) | 4.7 | $11M | 9.8k | 1064.94 | |
| Amazon (AMZN) | 4.7 | $10M | 44k | 238.34 | |
| Meta Platforms Cl A (META) | 3.4 | $7.6M | 14k | 563.31 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $7.0M | 21k | 327.33 | |
| Merck & Co (MRK) | 2.6 | $5.8M | 45k | 128.50 | |
| Wal-Mart Stores (WMT) | 2.5 | $5.5M | 49k | 113.26 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.4 | $5.3M | 11k | 477.57 | |
| Procter & Gamble Company (PG) | 1.8 | $3.9M | 27k | 146.64 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $3.5M | 25k | 136.72 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.5 | $3.3M | 1.6k | 1989.44 | |
| Tesla Motors (TSLA) | 1.4 | $3.1M | 7.3k | 420.63 | |
| Verizon Communications (VZ) | 1.3 | $3.0M | 71k | 42.34 | |
| Charles Schwab Corporation (SCHW) | 1.3 | $3.0M | 33k | 92.27 | |
| McDonald's Corporation (MCD) | 1.3 | $2.9M | 11k | 270.31 | |
| At&t (T) | 1.3 | $2.8M | 136k | 20.70 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.2 | $2.8M | 83k | 33.29 | |
| Chevron Corporation (CVX) | 1.1 | $2.5M | 15k | 165.76 | |
| Coca-Cola Company (KO) | 1.0 | $2.2M | 28k | 81.27 | |
| Micron Technology (MU) | 1.0 | $2.2M | 1.9k | 1154.47 | |
| Palantir Technologies Cl A (PLTR) | 1.0 | $2.2M | 19k | 116.67 | |
| Altria (MO) | 0.9 | $2.1M | 29k | 71.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.1M | 5.9k | 353.33 | |
| Intel Corporation (INTC) | 0.9 | $2.1M | 15k | 139.63 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $2.0M | 5.4k | 368.38 | |
| Cisco Systems (CSCO) | 0.9 | $1.9M | 16k | 117.46 | |
| Pepsi (PEP) | 0.8 | $1.9M | 14k | 135.40 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $1.7M | 9.1k | 189.73 | |
| Ishares Tr Msci Ireland Etf (EIRL) | 0.7 | $1.6M | 21k | 78.35 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $1.4M | 13k | 109.07 | |
| Broadcom (AVGO) | 0.6 | $1.4M | 3.6k | 377.75 | |
| salesforce (CRM) | 0.6 | $1.3M | 8.4k | 156.66 | |
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.3M | 6.7k | 190.19 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $1.2M | 15k | 82.11 | |
| British Amern Tob Sponsored Adr (BTI) | 0.5 | $1.0M | 17k | 61.76 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.0M | 4.0k | 253.94 | |
| Costco Wholesale Corporation (COST) | 0.5 | $1.0M | 1.1k | 935.54 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $994k | 1.3k | 746.86 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.4 | $991k | 22k | 45.52 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $952k | 1.9k | 509.46 | |
| UnitedHealth (UNH) | 0.4 | $904k | 2.2k | 415.64 | |
| Xcel Energy (XEL) | 0.4 | $879k | 11k | 80.30 | |
| Bank of America Corporation (BAC) | 0.4 | $827k | 15k | 56.98 | |
| Deere & Company (DE) | 0.3 | $689k | 1.1k | 634.07 | |
| CMS Energy Corporation (CMS) | 0.3 | $689k | 9.0k | 76.50 | |
| Goldman Sachs (GS) | 0.3 | $679k | 671.00 | 1011.48 | |
| Ishares Silver Tr Ishares (SLV) | 0.3 | $672k | 13k | 53.47 | |
| Eversource Energy (ES) | 0.3 | $664k | 9.2k | 72.27 | |
| Abbvie (ABBV) | 0.3 | $607k | 2.4k | 251.68 | |
| Grayscale Ethereum Staking E SHS (ETHE) | 0.3 | $590k | 46k | 12.76 | |
| Strategy Cl A New (MSTR) | 0.2 | $518k | 6.0k | 86.93 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $509k | 680.00 | 748.92 | |
| CenterPoint Energy (CNP) | 0.2 | $487k | 11k | 44.04 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $483k | 13k | 36.13 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $473k | 2.0k | 236.62 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $454k | 1.5k | 298.07 | |
| Home Depot (HD) | 0.2 | $451k | 1.3k | 352.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $428k | 856.00 | 500.39 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $421k | 12k | 33.84 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $408k | 2.4k | 170.86 | |
| Kraft Heinz (KHC) | 0.2 | $368k | 16k | 23.62 | |
| Wisekey International Hlds L Spon Adr (WKEY) | 0.2 | $362k | 50k | 7.32 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $358k | 19k | 19.12 | |
| Netflix (NFLX) | 0.2 | $356k | 5.0k | 71.40 | |
| Southern Copper Corporation (SCCO) | 0.1 | $327k | 1.9k | 174.24 | |
| Southern Company (SO) | 0.1 | $324k | 3.4k | 95.71 | |
| Sealsq Corp Ord Shs (LAES) | 0.1 | $316k | 101k | 3.15 | |
| Ford Motor Company (F) | 0.1 | $297k | 21k | 13.90 | |
| Walt Disney Company (DIS) | 0.1 | $297k | 3.1k | 96.25 | |
| Air Products & Chemicals (APD) | 0.1 | $292k | 994.00 | 293.28 | |
| Bristol Myers Squibb (BMY) | 0.1 | $289k | 5.0k | 57.62 | |
| Pfizer (PFE) | 0.1 | $287k | 12k | 24.08 | |
| International Business Machines (IBM) | 0.1 | $282k | 1.0k | 281.24 | |
| Palo Alto Networks (PANW) | 0.1 | $268k | 785.00 | 341.02 | |
| Wells Fargo & Company (WFC) | 0.1 | $263k | 3.2k | 82.64 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $260k | 8.2k | 31.71 | |
| United Sts Oil Units (USO) | 0.1 | $251k | 2.4k | 106.44 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $248k | 984.00 | 252.23 | |
| Visa Com Cl A (V) | 0.1 | $235k | 685.00 | 343.17 | |
| Applied Materials (AMAT) | 0.1 | $232k | 321.00 | 723.00 | |
| Philip Morris International (PM) | 0.1 | $228k | 1.3k | 180.91 | |
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $219k | 2.5k | 87.88 | |
| United States Antimony (UAMY) | 0.1 | $121k | 17k | 7.26 |
