Finer Wealth Management, Inc.

Finer Wealth Management, Inc. reported 92 holdings worth US$253M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 16, 2026

Finer Wealth Management, Inc. reported 92 holdings worth US$253M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Oct 16, 2026 (Form 13F).

Holdings
92
Value as reported
US$253M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc65,615US$21.9M8.6%
Nvidia Corporation80,029US$18.3M7.2%
Microsoft Corp.32,016US$16.4M6.5%
Eli Lilly And Company12,299US$14.2M5.6%
Alphabet Inc (google) Class C39,850US$13.7M5.4%
Advanced Micro Devices Inc20,793US$12.7M5.0%
Amazon.com, Inc.43,487US$10.8M4.3%
Vanguard S&P 500 ETF14,566US$10.2M4.0%
Meta Platforms, Inc.13,690US$9.93M3.9%
Caterpillar, Inc.9,489US$7.69M3.0%
Jp Morgan Chase & Co.21,279US$7.04M2.8%
Merck & Company, Inc.44,527US$6.47M2.6%
Walmart Inc.49,034US$5.1M2.0%
Taiwan Semiconductor Manufacturing Co., Ltd.10,867US$4.96M2.0%
iShares Bitcoin Trust ETF88,444US$4.19M1.7%
Procter & Gamble Company (the)28,115US$4.08M1.6%
Palantir Technologies Inc.20,337US$3.8M1.5%
At&t Inc.152KUS$3.72M1.5%
Verizon Communications Inc.75,561US$3.47M1.4%
Vanguard Short-Term Corporate Bond ETF44,853US$3.46M1.4%
Charles Schwab Corporation (the)32,983US$3.22M1.3%
Chevron Corporation15,466US$3.16M1.2%
Asml Holding Nv1,657US$3M1.2%
Tesla, Inc.7,832US$2.78M1.1%
Mcdonald's Corporation11,501US$2.66M1.1%
Coca-cola Company (the)27,582US$2.37M0.94%
Altria Group, Inc.35,073US$2.36M0.93%
SPDR Gold Shares5,788US$2.2M0.87%
Micron Technology, Inc.2,036US$2.17M0.86%
Rtx Corporation10,862US$2.02M0.80%
Vanguard Extended Market ETF8,426US$1.95M0.77%
iShares MSCI Ireland ETF21,889US$1.79M0.71%
Intel Corporation14,716US$1.77M0.70%
Cisco Systems, Inc.16,333US$1.76M0.70%
Pepsico, Inc.13,387US$1.7M0.67%
Salesforce, Inc.6,855US$1.57M0.62%
Costco Wholesale Corporation1,576US$1.43M0.57%
Grayscale Bitcoin Trust ETF21,077US$1.36M0.54%
iShares iBoxx $ Investment Grade Corporate Bond ETF12,877US$1.32M0.52%
Broadcom Inc.3,650US$1.28M0.51%
iShares 1-3 Year Treasury Bond ETF14,712US$1.19M0.47%
Grayscale Ethereum Staking ETF53,251US$1.14M0.45%
iShares Biotechnology ETF4,923US$1.04M0.41%
Johnson & Johnson3,797US$1.01M0.40%
State Street SPDR S&P 500 ETF1,305US$996K0.39%
Strategy Inc5,931US$908K0.36%
British American Tobacco P.l.c.16,650US$906K0.36%
Unitedhealth Group Incorporated2,418US$888K0.35%
iShares Silver Trust14,915US$813K0.32%
Bank Of America Corporation14,417US$785K0.31%
Xcel Energy Inc.10,942US$771K0.30%
Deere & Company1,065US$715K0.28%
Lockheed Martin Corporation1,308US$666K0.26%
Ford Mtr Co Del52,752US$636K0.25%
Abbvie Inc.2,419US$633K0.25%
Goldman Sachs Group, Inc. (the)669US$603K0.24%
Eversource Energy (d/b/a)9,191US$590K0.23%
Cms Energy Corporation9,000US$568K0.22%
Vanguard Dividend Appreciation ETF2,000US$467K0.18%
Space Exploration Technologies Corp2,927US$442K0.17%
iShares Core S&P 500 ETF574US$440K0.17%
Schwab U.S. Large-Cap Growth ETF12,145US$436K0.17%
Berkshire Hathaway Inc.853US$425K0.17%
Centerpoint Energy, Inc (holding Co)11,050US$407K0.16%
Southern Copper Corporation1,882US$381K0.15%
Texas Instruments Incorporated1,335US$374K0.15%
Home Depot, Inc. (the)1,283US$365K0.14%
Pfizer, Inc.12,531US$357K0.14%
Netflix, Inc.4,956US$345K0.14%
Schwab U.S. Small-Cap ETF10,390US$339K0.13%
Energy Transfer Lp16,738US$331K0.13%
Crowdstrike Holdings, Inc.1,249US$331K0.13%
Palo Alto Networks, Inc.786US$312K0.12%
United States Oil Fund LP2,108US$307K0.12%
The Kraft Heinz Company13,102US$298K0.12%
Wisekey International Holding Ltd. Class B49,497US$290K0.11%
Bristol-myers Squibb Company4,467US$279K0.11%
Schwab US Dividend Equity ETF8,222US$267K0.11%
iShares U.S. Technology ETF984US$261K0.10%
Walt Disney Company (the)2,470US$259K0.10%
Air Products And Chemicals, Inc.895US$249K0.10%
Grayscale Bitcoin Mini Trust ETF6,657US$246K0.10%
Philip Morris International Inc1,258US$240K0.09%
Sealsq Corp100KUS$234K0.09%
Southern Company (the)2,781US$231K0.09%
State Street SPDR Portfolio S&P 500 ETF2,486US$223K0.09%
International Business Machines Corporation1,004US$221K0.09%
Visa Inc.605US$217K0.09%
Kimberly-clark Corporation2,122US$207K0.08%
United States Antimony Corporation22,668US$94,5260.04%
Applied Materials, Inc.0US$00.00%
Exxon Mobil Corporation0US$00.00%
Wells Fargo & Company0US$00.00%

Source

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