Finer Wealth Management, Inc.
Finer Wealth Management, Inc. reported 88 holdings worth US$224M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Finer Wealth Management, Inc. reported 88 holdings worth US$224M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Eli Lilly And Company. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 88
- Value as reported
- US$224M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 66,516 | US$19.2M | 8.6% |
| Nvidia Corporation | 81,613 | US$16.3M | 7.3% |
| Eli Lilly And Company | 12,592 | US$15.1M | 6.7% |
| Alphabet Inc (google) Class C | 40,627 | US$14.5M | 6.5% |
| Advanced Micro Devices Inc | 21,980 | US$12.8M | 5.7% |
| Microsoft Corp. | 32,062 | US$12M | 5.3% |
| Caterpillar, Inc. | 9,816 | US$10.5M | 4.7% |
| Amazon.com, Inc. | 43,752 | US$10.4M | 4.7% |
| Meta Platforms, Inc. | 13,536 | US$7.62M | 3.4% |
| Jp Morgan Chase & Co. | 21,352 | US$6.99M | 3.1% |
| Merck & Company, Inc. | 45,368 | US$5.83M | 2.6% |
| Walmart Inc. | 48,688 | US$5.51M | 2.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,115 | US$5.31M | 2.4% |
| Procter & Gamble Company (the) | 26,805 | US$3.93M | 1.8% |
| Exxon Mobil Corporation | 25,382 | US$3.47M | 1.6% |
| Asml Holding Nv | 1,647 | US$3.28M | 1.5% |
| Tesla, Inc. | 7,284 | US$3.06M | 1.4% |
| Verizon Communications Inc. | 71,192 | US$3.01M | 1.3% |
| Charles Schwab Corporation (the) | 32,665 | US$3.01M | 1.3% |
| Mcdonald's Corporation | 10,825 | US$2.93M | 1.3% |
| At&t Inc. | 136K | US$2.81M | 1.3% |
| Chevron Corporation | 15,316 | US$2.54M | 1.1% |
| Coca-cola Company (the) | 27,638 | US$2.25M | 1.0% |
| Micron Technology, Inc. | 1,944 | US$2.24M | 1.0% |
| Palantir Technologies Inc. | 18,893 | US$2.2M | 0.99% |
| Altria Group, Inc. | 29,368 | US$2.11M | 0.94% |
| Intel Corporation | 14,757 | US$2.06M | 0.92% |
| Cisco Systems, Inc. | 16,334 | US$1.92M | 0.86% |
| Pepsico, Inc. | 13,798 | US$1.87M | 0.83% |
| Rtx Corporation | 9,070 | US$1.72M | 0.77% |
| Broadcom Inc. | 3,643 | US$1.38M | 0.61% |
| Salesforce, Inc. | 8,383 | US$1.31M | 0.59% |
| British American Tobacco P.l.c. | 16,650 | US$1.03M | 0.46% |
| Johnson & Johnson | 4,020 | US$1.02M | 0.46% |
| Costco Wholesale Corporation | 1,080 | US$1.01M | 0.45% |
| Lockheed Martin Corporation | 1,869 | US$952K | 0.43% |
| Unitedhealth Group Incorporated | 2,175 | US$904K | 0.40% |
| Xcel Energy Inc. | 10,942 | US$879K | 0.39% |
| Bank Of America Corporation | 14,511 | US$827K | 0.37% |
| Deere & Company | 1,086 | US$689K | 0.31% |
| Cms Energy Corporation | 9,000 | US$689K | 0.31% |
| Goldman Sachs Group, Inc. (the) | 671 | US$679K | 0.30% |
| Eversource Energy (d/b/a) | 9,190 | US$664K | 0.30% |
| Abbvie Inc. | 2,410 | US$607K | 0.27% |
| Strategy Inc | 5,954 | US$518K | 0.23% |
| Centerpoint Energy, Inc (holding Co) | 11,050 | US$487K | 0.22% |
| Texas Instruments Incorporated | 1,523 | US$454K | 0.20% |
| Home Depot, Inc. (the) | 1,278 | US$451K | 0.20% |
| Berkshire Hathaway Inc. | 856 | US$428K | 0.19% |
| Space Exploration Technologies Corp | 2,388 | US$408K | 0.18% |
| The Kraft Heinz Company | 15,598 | US$368K | 0.16% |
| Wisekey International Holding Ltd. Class B | 49,497 | US$362K | 0.16% |
| Energy Transfer Lp | 18,697 | US$357K | 0.16% |
| Netflix, Inc. | 4,986 | US$356K | 0.16% |
| Southern Copper Corporation | 1,878 | US$327K | 0.15% |
| Southern Company (the) | 3,382 | US$324K | 0.14% |
| Sealsq Corp | 100K | US$316K | 0.14% |
| Ford Mtr Co Del | 21,355 | US$297K | 0.13% |
| Walt Disney Company (the) | 3,081 | US$297K | 0.13% |
| Air Products And Chemicals, Inc. | 994 | US$292K | 0.13% |
| Bristol-myers Squibb Company | 5,007 | US$288K | 0.13% |
| Pfizer, Inc. | 11,896 | US$286K | 0.13% |
| International Business Machines Corporation | 1,004 | US$282K | 0.13% |
| Palo Alto Networks, Inc. | 785 | US$268K | 0.12% |
| Wells Fargo & Company | 3,187 | US$263K | 0.12% |
| Visa Inc. | 685 | US$235K | 0.11% |
| Applied Materials, Inc. | 321 | US$232K | 0.10% |
| Philip Morris International Inc | 1,258 | US$228K | 0.10% |
| United States Antimony Corporation | 16,668 | US$121K | 0.05% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related