Finer Wealth Management, Inc. — 13F Holdings & Portfolio
CIK 1929071 · latest 13F-HR filed 2026-05-12
Finer Wealth Management, Inc. manages $199.4M in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (8.70%), NVDA (7.24%), LLY (6.08%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 2, added to 30, and trimmed 36.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$199.4M
Long-equity book
87
Distinct positions
2026-03-31
Filed 2026-05-12
+5 / −2 / ↑30 / ↓36
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CATERPILLAR INC$1.3M +22.7%
- EXXON MOBIL CORP$1.2M +40.8%
- CHEVRON CORPORATION$826.3K +34.9%
- VERIZON COMMUNICATIONS INC$722.5K +26.1%
- AT&T INC$681.1K +21.7%
Top Trims
- MICROSOFT CORP-$3.8M -24.1%
- ELI LILLY & CO-$2.5M -17.2%
- STRATEGY INC-$1.7M -69.5%
- SALESFORCE INC-$1.5M -43.4%
- APPLE INC-$1.4M -7.5%
New Positions
- ISHARES TR$1.4M
- BERKSHIRE HATHAWAY INC DEL$410.2K
- UNITED STS OIL FD LP$324.9K
- SOUTHERN COPPER CORP$322.5K
- FORD MTR CO$158.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $17.3M | 8.70% | 68,343 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $14.4M | 7.24% | 82,770 | SH |
| 3 | ELI LILLY & CO | LLY | 532457108 | $12.1M | 6.08% | 13,172 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $11.9M | 5.97% | 32,159 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $10.3M | 5.16% | 35,779 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $9.2M | 4.63% | 44,322 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $7.9M | 3.97% | 13,845 | SH |
| 8 | CATERPILLAR INC | CAT | 149123101 | $7.1M | 3.54% | 9,959 | SH |
| 9 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.2M | 3.12% | 21,172 | SH |
| 10 | WALMART INC | WMT | 931142103 | $6.1M | 3.06% | 49,156 | SH |
| 11 | MERCK & CO INC | MRK | 58933Y105 | $5.5M | 2.74% | 45,355 | SH |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $4.5M | 2.27% | 22,272 | SH |
| 13 | EXXON MOBIL CORP | XOM | 30231G102 | $4.3M | 2.16% | 25,375 | SH |
| 14 | AT&T INC | T | 00206R102 | $3.8M | 1.91% | 131,708 | SH |
| 15 | PROCTER & GAMBLE CO | PG | 742718109 | $3.8M | 1.89% | 26,133 | SH |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $3.7M | 1.88% | 11,089 | SH |
| 17 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $3.5M | 1.75% | 69,626 | SH |
| 18 | MCDONALDS CORP | MCD | 580135101 | $3.3M | 1.67% | 10,688 | SH |
| 19 | CHEVRON CORPORATION | CVX | 166764100 | $3.2M | 1.60% | 15,423 | SH |
| 20 | SCHWAB CHARLES CORP | SCHW | 808513105 | $3.0M | 1.53% | 32,419 | SH |
| 21 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $2.7M | 1.38% | 71,374 | SH |
| 22 | TESLA INC | TSLA | 88160R101 | $2.6M | 1.30% | 6,994 | SH |
| 23 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $2.6M | 1.30% | 17,671 | SH |
| 24 | PEPSICO INC | PEP | 713448108 | $2.4M | 1.22% | 15,668 | SH |
| 25 | ASML HLDG NV | ASML | N07059210 | $2.1M | 1.07% | 1,622 | SH |
| 26 | SPDR GOLD TR | GLD | 78463V107 | $2.1M | 1.06% | 4,925 | SH |
| 27 | COCA COLA CO | KO | 191216100 | $2.1M | 1.05% | 27,638 | SH |
| 28 | SALESFORCE INC | CRM | 79466L302 | $2.0M | 1.00% | 10,735 | SH |
| 29 | ALTRIA GROUP INC | MO | 02209S103 | $1.7M | 0.86% | 26,122 | SH |
| 30 | ALPHABET INC | GOOG | 02079K107 | $1.6M | 0.82% | 5,706 | SH |
| 31 | RTX CORPORATION | RTX | 75513E101 | $1.5M | 0.74% | 7,620 | SH |
| 32 | ISHARES TR | SHY | 464287457 | $1.4M | 0.72% | 17,313 | SH |
| 33 | ISHARES TR | EIRL | 46429B507 | $1.4M | 0.71% | 20,596 | SH |
| 34 | ISHARES TR | LQD | 464287242 | $1.4M | 0.71% | 12,914 | SH |
| 35 | ISHARES TR | IBB | 464287556 | $1.3M | 0.68% | 7,987 | SH |
| 36 | LOCKHEED MARTIN CORP | LMT | 539830109 | $1.3M | 0.64% | 2,104 | SH |
| 37 | BROADCOM INC | AVGO | 11135F101 | $1.3M | 0.64% | 4,105 | SH |
| 38 | CISCO SYS INC | CSCO | 17275R102 | $1.3M | 0.64% | 16,334 | SH |
| 39 | STRATEGY INC Call | MSTR | 594972408 | $1.2M | 0.63% | 10,000 | SH |
| 40 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 389637109 | $1.1M | 0.58% | 21,771 | SH |
| 41 | JOHNSON & JOHNSON | JNJ | 478160104 | $989.6K | 0.50% | 4,048 | SH |
| 42 | BRITISH AMERN TOB PLC | BTI | 110448107 | $956.0K | 0.48% | 16,350 | SH |
| 43 | MICRON TECHNOLOGY INC | MU | 595112103 | $932.9K | 0.47% | 2,761 | SH |
| 44 | XCEL ENERGY INC | XEL | 98389B100 | $869.2K | 0.44% | 10,942 | SH |
| 45 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $859.0K | 0.43% | 1,321 | SH |
| 46 | ISHARES SILVER TR | SLV | 46428Q109 | $844.9K | 0.42% | 12,400 | SH |
| 47 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $765.3K | 0.38% | 768 | SH |
| 48 | BANK AMERICA CORP | BAC | 060505104 | $764.5K | 0.38% | 15,681 | SH |
| 49 | GRAYSCALE ETHEREUM STAKING E | ETHE | 389638107 | $744.3K | 0.37% | 43,600 | SH |
| 50 | STRATEGY INC | MSTR | 594972408 | $739.9K | 0.37% | 5,929 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $199.4M | 87 | 0001929071-26-000002 |
| 2025-12-31 | 2026-01-21 | $206.7M | 83 | 0001929071-26-000001 |
| 2025-09-30 | 2025-11-04 | $200.7M | 86 | 0001929071-25-000002 |