Finer Wealth Management, Inc. — 13F Holdings & Portfolio
CIK 1929071 · latest 13F-HR filed 2026-08-03
Finer Wealth Management, Inc. manages $223.8M in 13F-reported U.S. long-equity assets across 88 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (8.60%), NVDA (7.30%), LLY (6.75%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 3, added to 41, and trimmed 21.
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.
SUITE 302
SALEM, MA 01970
$223.8M
Long-equity book
88
Distinct positions
2026-06-30
Filed 2026-08-03
+5 / −3 / ↑41 / ↓21
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ADVANCED MICRO DEVICES INC$8.2M +181.8%
- CATERPILLAR INC$3.4M +48.2%
- ELI LILLY & CO$3.0M +24.7%
- ALPHABET INC$2.2M +21.0%
- APPLE INC$1.9M +11.0%
Top Trims
- AT&T INC-$1.0M -26.5%
- EXXON MOBIL CORP-$834.9K -19.4%
- SALESFORCE INC-$690.6K -34.5%
- CHEVRON CORPORATION-$652.3K -20.4%
- WALMART INC-$594.7K -9.7%
New Positions
- SPACE EXPLORATION TECHN CORP$408.0K
- PALO ALTO NETWORKS INC$267.7K
- ISHARES TR$248.2K
- APPLIED MATLS INC$232.1K
- SPDR SERIES TRUST$218.5K
Exited Positions
- GRAYSCALE BITCOIN MINI TR ET$501.9K
- CANARY CAPITAL GROUP LLX$238.2K
- INTUITIVE SURGICAL INC$214.8K
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 | $19.2M | 8.60% | 66,516 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $16.3M | 7.30% | 81,613 | SH |
| 3 | ELI LILLY & CO | LLY | 532457108 | $15.1M | 6.75% | 12,592 | SH |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $12.8M | 5.71% | 21,980 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $12.4M | 5.56% | 34,833 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $12.0M | 5.34% | 32,062 | SH |
| 7 | CATERPILLAR INC | CAT | 149123101 | $10.5M | 4.67% | 9,816 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $10.4M | 4.66% | 43,752 | SH |
| 9 | META PLATFORMS INC | META | 30303M102 | $7.6M | 3.41% | 13,536 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $7.0M | 3.12% | 21,352 | SH |
| 11 | MERCK & CO INC | MRK | 58933Y105 | $5.8M | 2.61% | 45,368 | SH |
| 12 | WALMART INC | WMT | 931142103 | $5.5M | 2.46% | 48,688 | SH |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $5.3M | 2.37% | 11,115 | SH |
| 14 | PROCTER & GAMBLE CO | PG | 742718109 | $3.9M | 1.76% | 26,805 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $3.5M | 1.55% | 25,382 | SH |
| 16 | ASML HLDG NV | ASML | N07059210 | $3.3M | 1.46% | 1,647 | SH |
| 17 | TESLA INC | TSLA | 88160R101 | $3.1M | 1.37% | 7,284 | SH |
| 18 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $3.0M | 1.35% | 71,192 | SH |
| 19 | SCHWAB CHARLES CORP | SCHW | 808513105 | $3.0M | 1.35% | 32,665 | SH |
| 20 | MCDONALDS CORP | MCD | 580135101 | $2.9M | 1.31% | 10,825 | SH |
| 21 | AT&T INC | T | 00206R102 | $2.8M | 1.25% | 135,607 | SH |
| 22 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $2.8M | 1.23% | 82,763 | SH |
| 23 | CHEVRON CORPORATION | CVX | 166764100 | $2.5M | 1.13% | 15,316 | SH |
| 24 | COCA COLA CO | KO | 191216100 | $2.2M | 1.00% | 27,638 | SH |
| 25 | MICRON TECHNOLOGY INC | MU | 595112103 | $2.2M | 1.00% | 1,944 | SH |
| 26 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $2.2M | 0.99% | 18,893 | SH |
| 27 | ALTRIA GROUP INC | MO | 02209S103 | $2.1M | 0.94% | 29,368 | SH |
| 28 | ALPHABET INC | GOOG | 02079K107 | $2.1M | 0.93% | 5,860 | SH |
| 29 | INTEL CORP | INTC | 458140100 | $2.1M | 0.92% | 14,757 | SH |
| 30 | SPDR GOLD TR | GLD | 78463V107 | $2.0M | 0.89% | 5,413 | SH |
| 31 | CISCO SYS INC | CSCO | 17275R102 | $1.9M | 0.86% | 16,334 | SH |
| 32 | PEPSICO INC | PEP | 713448108 | $1.9M | 0.83% | 13,798 | SH |
| 33 | RTX CORPORATION | RTX | 75513E101 | $1.7M | 0.77% | 9,070 | SH |
| 34 | ISHARES TR | EIRL | 46429B507 | $1.6M | 0.73% | 20,838 | SH |
| 35 | ISHARES TR | LQD | 464287242 | $1.4M | 0.63% | 12,914 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $1.4M | 0.61% | 3,643 | SH |
| 37 | SALESFORCE INC | CRM | 79466L302 | $1.3M | 0.59% | 8,383 | SH |
| 38 | ISHARES TR | IBB | 464287556 | $1.3M | 0.57% | 6,742 | SH |
| 39 | ISHARES TR | SHY | 464287457 | $1.2M | 0.54% | 14,809 | SH |
| 40 | BRITISH AMERN TOB PLC | BTI | 110448107 | $1.0M | 0.46% | 16,650 | SH |
| 41 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.0M | 0.46% | 4,020 | SH |
| 42 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.0M | 0.45% | 1,080 | SH |
| 43 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $994.1K | 0.44% | 1,331 | SH |
| 44 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 389637109 | $991.0K | 0.44% | 21,771 | SH |
| 45 | LOCKHEED MARTIN CORP | LMT | 539830109 | $952.2K | 0.43% | 1,869 | SH |
| 46 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $904.0K | 0.40% | 2,175 | SH |
| 47 | XCEL ENERGY INC | XEL | 98389B100 | $878.6K | 0.39% | 10,942 | SH |
| 48 | BANK OF AMER CORP | BAC | 060505104 | $826.9K | 0.37% | 14,511 | SH |
| 49 | DEERE & CO | DE | 244199105 | $688.6K | 0.31% | 1,086 | SH |
| 50 | CMS ENERGY CORP | CMS | 125896100 | $688.5K | 0.31% | 9,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-03 | $223.8M | 88 | 0001929071-26-000004 |
| 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 |