Top Institutional Investors

Finer Wealth Management, Inc. — 13F Holdings & Portfolio

CIK 1929071 · latest 13F-HR filed 2026-10-16

Backtest portfolio

Finer Wealth Management, Inc. manages $252.9M in 13F-reported U.S. long-equity assets across 92 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (8.64%), NVDA (7.23%), MSFT (6.49%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 7 new positions and exited 3; 30 existing positions rose in reported value and 36 fell.

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.

Loading holdings…
AUM
$252.9M

Long-equity book

Holdings
92

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+7 / −3 / ↑30 / ↓36

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL8.6% · -1%NVDA7.2% · -2%MSFT6.5% · -0%LLY5.6% · -2%AMD5.0% · -5%GOOGL4.6% · -2%AMZN4.3% · -1%VOO4.0% · newMETA3.9% · +1%CAT3.0% · -3%JPM2.8% · -0%MRK2.6% · -2%WMT2.0% · +1%TSM2.0% · -2%IBIT1.7% · +7%XOM1.6% · -1%PG1.6% · +5%PLTR1.5% · +8%T1.5% · +12%VZ1.4% · +6%VCSH1.4% · newSCHW1.3% · +1%CVX1.2% · +1%ASML1.2% · +1%TSLA1.1% · +8%MCD1.1% · +6%KO0.9% · -0%MO0.9% · +19%GLD0.9% · +7%MU0.9% · +5%RTX0.8% · +20%GOOG0.8% · 0%VXF0.8% · newEIRL0.7% · +5%INTC0.7% · -0%CSCO0.7% · -0%PEP0.7% · -3%CRM0.6% · -18%COST0.6% · +46%GBTC0.5% · -3%LQD0.5% · -0%AVGO0.5% · +0%SHY0.5% · -1%ETHE0.5% · +15%IBB0.4% · -27%JNJ0.4% · -6%SPY0.4% · -2%MSTR0.4% · -0%BTI0.4% · 0%UNH0.4% · +11%SLV0.3% · +19%BAC0.3% · -1%XEL0.3% · 0%DE0.3% · -2%LMT0.3% · -30%F0.3% · +147%ABBV0.2% · +0%GS0.2% · -0%ES0.2% · 0%CMS0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

5 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 52.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 2, 2026.

Assets Under Management
$305.8M
Discretionary
$305.8M
Employees
7
Accounts
777
Address
530 LORING AVENUE
SUITE 302
SALEM, MA 01970
Phone
(978) 740-1011
Website
Name Title / Status Ownership Type
COON, GARY, MICHAEL ControlCHIEF COMPLIANCE OFFICER/SENIOR CLIENT SERVICE ADVISOR
since Sep 2014
Less than 5%Individual
FINER, MICHAEL, SCOTT ControlPRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER
since Dec 1996
75% or moreIndividual
ANASTOS, STEPHEN, GEORGENON-EXECUTIVE
since Jan 2000
10–25%Individual
Ownership & leadership changes · 1 filing with changes since Mar 17, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 16, 2021 filing
  • No longer listedHENRY, DAVID, L · INVESTMENT OFFICER · Less than 5% · listed since Jan 2010
  • AddedCOON, GARY, MICHAEL · CHIEF COMPLIANCE OFFICER/SENIOR CLIENT SERVICE ADVISOR · Less than 5% · control person
  • ChangedFINER, MICHAEL, SCOTT · title PRESIDENT/CHIEF COMPLIANCE OFFICER → PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER; ownership 50–75% → 75% or more
Mar 17, 2012 filing (earliest on record)
  • ListedANASTOS, STEPHEN, GEORGE · NON-EXECUTIVE · 10–25%
  • ListedFINER, MICHAEL, SCOTT · PRESIDENT/CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedHENRY, DAVID, L · INVESTMENT OFFICER · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 30 →

Top Trims

Show all 36 →

New Positions

Show all 7 →

Exited Positions

Show all 3 →

Finer Wealth Management, Inc. Holdings (2026-09-30)

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 $21.9M 8.64% 65,615 SH
2 NVIDIA CORPORATION NVDA 67066G104 $18.3M 7.23% 80,029 SH
3 MICROSOFT CORP MSFT 594918104 $16.4M 6.49% 32,016 SH
4 ELI LILLY & CO LLY 532457108 $14.2M 5.63% 12,299 SH
5 ADVANCED MICRO DEVICES INC AMD 007903107 $12.7M 5.03% 20,793 SH
6 ALPHABET INC GOOGL 02079K305 $11.7M 4.63% 33,990 SH
7 AMAZON COM INC AMZN 023135106 $10.8M 4.28% 43,487 SH
8 VANGUARD INDEX FDS VOO 922908363 $10.2M 4.04% 14,566 SH
9 META PLATFORMS INC META 30303M102 $9.9M 3.93% 13,690 SH
10 CATERPILLAR INC CAT 149123101 $7.7M 3.04% 9,489 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $7.0M 2.78% 21,279 SH
12 MERCK & CO INC MRK 58933Y105 $6.5M 2.56% 44,527 SH
13 WALMART INC WMT 931142103 $5.1M 2.02% 49,034 SH
14 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $5.0M 1.96% 10,867 SH
15 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $4.2M 1.66% 88,444 SH
16 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $4.1M 1.62% 25,216 SH
17 PROCTER & GAMBLE CO PG 742718109 $4.1M 1.62% 28,115 SH
18 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $3.8M 1.50% 20,337 SH
19 AT&T INC T 00206R102 $3.7M 1.47% 152,434 SH
20 VERIZON COMMUNICATIONS INC VZ 92343V104 $3.5M 1.37% 75,561 SH
21 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $3.5M 1.37% 44,853 SH
22 CHARLES SCHWAB CORP (THE) SCHW 808513105 $3.2M 1.27% 32,983 SH
23 CHEVRON CORPORATION CVX 166764100 $3.2M 1.25% 15,466 SH
24 ASML HLDG NV ASML N07059210 $3.0M 1.19% 1,657 SH
25 TESLA INC TSLA 88160R101 $2.8M 1.10% 7,832 SH
26 MCDONALDS CORP MCD 580135101 $2.7M 1.05% 11,501 SH
27 COCA COLA CO KO 191216100 $2.4M 0.94% 27,582 SH
28 ALTRIA GROUP INC MO 02209S103 $2.4M 0.93% 35,073 SH
29 SPDR GOLD TR GLD 78463V107 $2.2M 0.87% 5,788 SH
30 MICRON TECHNOLOGY INC MU 595112103 $2.2M 0.86% 2,036 SH
31 RTX CORPORATION RTX 75513E101 $2.0M 0.80% 10,862 SH
32 ALPHABET INC GOOG 02079K107 $2.0M 0.79% 5,860 SH
33 VANGUARD INDEX FDS VXF 922908652 $2.0M 0.77% 8,426 SH
34 ISHARES TR EIRL 46429B507 $1.8M 0.71% 21,889 SH
35 INTEL CORP INTC 458140100 $1.8M 0.70% 14,716 SH
36 CISCO SYS INC CSCO 17275R102 $1.8M 0.70% 16,333 SH
37 PEPSICO INC PEP 713448108 $1.7M 0.67% 13,387 SH
38 SALESFORCE INC CRM 79466L302 $1.6M 0.62% 6,855 SH
39 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.4M 0.57% 1,576 SH
40 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $1.4M 0.54% 21,077 SH
41 ISHARES TR LQD 464287242 $1.3M 0.52% 12,877 SH
42 BROADCOM INC AVGO 11135F101 $1.3M 0.51% 3,650 SH
43 ISHARES TR SHY 464287457 $1.2M 0.47% 14,712 SH
44 GRAYSCALE ETHEREUM STAKING E ETHE 389638107 $1.1M 0.45% 53,251 SH
45 ISHARES TR IBB 464287556 $1.0M 0.41% 4,923 SH
46 JOHNSON & JOHNSON JNJ 478160104 $1.0M 0.40% 3,797 SH
47 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $995.6K 0.39% 1,305 SH
48 STRATEGY INC MSTR 594972408 $908.0K 0.36% 5,931 SH
49 BRITISH AMERN TOB PLC BTI 110448107 $905.8K 0.36% 16,650 SH
50 UNITEDHEALTH GROUP INC UNH 91324P102 $887.6K 0.35% 2,418 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $252.9M 92 0001929071-26-000006
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
Filer Information
Address
530 LORING AVENUE
SUITE 302
SALEM, MA 01970
Phone
(978) 740-1011
Filing Manager
Finer Wealth Management, Inc.
SALEM, MA
Signatory
Gary M. Coon
Chief Compliance Officer