Finer Wealth Management, Inc. Top Holdings and 13F Report (2026) About Finer Wealth Management, Inc.Investment ActivityFiner Wealth Management, Inc. has $252.86 million in total holdings as of September 30, 2026.Finer Wealth Management, Inc. owns shares of 92 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 9.81% of the portfolio was purchased this quarter.About 3.33% of the portfolio was sold this quarter.This quarter, Finer Wealth Management, Inc. has purchased 88 new stocks and bought additional shares in 32 stocks.Finer Wealth Management, Inc. sold shares of 42 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $21,851,122NVIDIA $18,277,012Microsoft $16,420,840Eli Lilly and Company $14,230,489Advanced Micro Devices $12,720,225 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $10,209,068 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $4,103,957 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $3,464,864 Holding922908652 - Vanguard Extended Market ETF $1,951,721 Holding22788C105 - CrowdStrike $330,673 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 14,566 shares (about $10.21M)EXXONMOBIL HOLDINGS CORP 25,216 shares (about $4.10M)Vanguard Short-Term Corporate Bond ETF 44,853 shares (about $3.46M)Vanguard Extended Market ETF 8,426 shares (about $1.95M)Costco Wholesale 496 shares (about $451.53K) Largest Sales this Quarter Advanced Micro Devices 1,187 shares (about $726.15K)iShares Biotechnology ETF 1,819 shares (about $382.95K)NVIDIA 1,584 shares (about $361.75K)Salesforce 1,528 shares (about $350.76K)Eli Lilly and Company 293 shares (about $339.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFiner Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,851,122$300,051 ▼-1.4%65,6158.6%TechnologyNVDANVIDIA$18,277,012$361,754 ▼-1.9%80,0297.2%TechnologyMSFTMicrosoft$16,420,840$23,593 ▼-0.1%32,0166.5%TechnologyLLYEli Lilly and Company$14,230,489$339,014 ▼-2.3%12,2995.6%HealthcareAMDAdvanced Micro Devices$12,720,225$726,153 ▼-5.4%20,7935.0%TechnologyGOOGLAlphabet$11,695,317$290,060 ▼-2.4%33,9904.6%Communication ServicesAMZNAmazon.com$10,834,855$66,025 ▼-0.6%43,4874.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$10,209,068$10,209,068 ▲New Holding14,5664.0%ETFMETAMeta Platforms$9,927,604$111,676 ▲1.1%13,6903.9%Communication ServicesCATCaterpillar$7,693,583$265,128 ▼-3.3%9,4893.0%IndustrialsJPMJPMorgan Chase & Co.$7,039,750$24,151 ▼-0.3%21,2792.8%FinanceMRKMerck & Co., Inc.$6,470,255$122,206 ▼-1.9%44,5272.6%HealthcareWALMART INC$5,095,593$35,956 ▲0.7%49,0342.0%COMTSMTaiwan Semiconductor Manufacturing$4,957,417$113,135 ▼-2.2%10,8672.0%TechnologyISHARES BITCOIN TRUST ETF$4,186,939$268,939 ▲6.9%88,4441.7%SHS BEN INTEXXONMOBIL HOLDINGS CORP$4,103,957$4,103,957 ▲New Holding25,2161.6%COM SHSPGProcter & Gamble$4,084,532$190,316 ▲4.9%28,1151.6%Consumer StaplesPALANTIR TECHNOLOGIES INC$3,804,036$270,100 ▲7.6%20,3371.5%CL ATAT&T$3,719,389$410,579 ▲12.4%152,4341.5%Communication ServicesVZVerizon Communications$3,465,983$200,406 ▲6.1%75,5611.4%Communication ServicesVCSHVanguard Short-Term Corporate Bond ETF$3,464,864$3,464,864 ▲New Holding44,8531.4%ETFSCHWCharles Schwab$3,223,755$31,081 ▲1.0%32,9831.3%FinanceCVXChevron$3,158,312$30,632 ▲1.0%15,4661.2%EnergyASMLASML$3,001,937$18,117 ▲0.6%1,6571.2%TechnologyTSLATesla$2,779,048$194,448 ▲7.5%7,8321.1%Consumer DiscretionaryMCDMcDonald's$2,656,150$156,122 ▲6.2%11,5011.1%Consumer DiscretionaryKOCoca-Cola$2,374,224$4,820 ▼-0.2%27,5820.9%Consumer StaplesMOAltria Group$2,361,820$384,175 ▲19.4%35,0730.9%Consumer StaplesGLDSPDR Gold Shares$2,204,302$142,815 ▲6.9%5,7880.9%ETFMUMicron Technology$2,168,908$98,006 ▲4.7%2,0360.9%TechnologyRTXRTX$2,016,483$332,677 ▲19.8%10,8620.8%IndustrialsGOOGAlphabet$1,996,9060.0%5,8600.8%Communication ServicesVXFVanguard Extended Market ETF$1,951,721$1,951,721 ▲New Holding8,4260.8%ETFEIRLiShares MSCI Ireland ETF$1,794,500$86,163 ▲5.0%21,8890.7%ETFINTCIntel$1,769,293$4,929 ▼-0.3%14,7160.7%TechnologyCSCOCisco Systems$1,757,943$108 ▼0.0%16,3330.7%TechnologyPEPPepsiCo$1,696,377$52,081 ▼-3.0%13,3870.7%Consumer StaplesCRMSalesforce$1,573,614$350,763 ▼-18.2%6,8550.6%TechnologyCOSTCostco Wholesale$1,434,704$451,531 ▲45.9%1,5760.6%Consumer StaplesGRAYSCALE BITCOIN TRUST ETF$1,361,363$44,825 ▼-3.2%21,0770.5%SHS REP COM UTLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,315,772$3,781 ▼-0.3%12,8770.5%ETFAVGOBroadcom$1,281,734$2,458 ▲0.2%3,6500.5%TechnologySHYiShares 1-3 Year Treasury Bond ETF$1,194,614$7,876 ▼-0.7%14,7120.5%ETFGRAYSCALE ETHEREUM STAKING E$1,141,169$150,567 ▲15.2%53,2510.5%SHSIBBiShares Biotechnology ETF$1,036,441$382,955 ▼-27.0%4,9230.4%ETFJNJJohnson & Johnson$1,005,091$59,030 ▼-5.5%3,7970.4%HealthcareSPYSPDR S&P 500 ETF Trust$995,603$19,836 ▼-2.0%1,3050.4%ETFMSTRStrategy$907,977$3,521 ▼-0.4%5,9310.4%TechnologyBTIBritish American Tobacco$905,7600.0%16,6500.4%Consumer StaplesUNHUnitedHealth Group$887,628$89,203 ▲11.2%2,4180.4%HealthcareSLViShares Silver Trust$813,017$127,935 ▲18.7%14,9150.3%ETFBACBank of America$784,715$5,116 ▼-0.6%14,4170.3%FinanceXELXcel Energy$771,1920.0%10,9420.3%UtilitiesDEDeere & Company$715,010$14,099 ▼-1.9%1,0650.3%IndustrialsLMTLockheed Martin$666,106$285,692 ▼-30.0%1,3080.3%IndustrialsFFord Motor$636,187$378,647 ▲147.0%52,7520.3%Consumer DiscretionaryABBVAbbVie$632,873$2,355 ▲0.4%2,4190.3%HealthcareGSThe Goldman Sachs Group$602,741$1,802 ▼-0.3%6690.2%FinanceESEversource Energy$589,692$64 ▲0.0%9,1910.2%UtilitiesCMSCMS Energy$567,7200.0%9,0000.2%UtilitiesVIGVanguard Dividend Appreciation ETF$466,6200.0%2,0000.2%ETFSPACE EXPLORATION TECHN CORP$441,567$81,313 ▲22.6%2,9270.2%CLASS A COM STKIVViShares Core S&P 500 ETF$439,631$81,186 ▼-15.6%5740.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$436,372$10,743 ▼-2.4%12,1450.2%ETFBRK.BBerkshire Hathaway$424,751$1,494 ▼-0.4%8530.2%FinanceCNPCenterPoint Energy$406,6440.0%11,0500.2%UtilitiesSCCOSouthern Copper$381,401$811 ▲0.2%1,8820.2%MaterialsTXNTexas Instruments$373,920$52,657 ▼-12.3%1,3350.1%TechnologyHDHome Depot$364,910$1,422 ▲0.4%1,2830.1%Consumer DiscretionaryPFEPfizer$357,397$18,111 ▲5.3%12,5310.1%HealthcareNFLXNetflix$344,838$2,087 ▼-0.6%4,9560.1%Communication ServicesSCHASchwab US Small-Cap ETF$339,029$97,238 ▼-22.3%10,3900.1%ETFENERGY TRANSFER L P$330,916$38,730 ▼-10.5%16,7380.1%COM UT LTD PTNCRWDCrowdStrike$330,673$330,673 ▲New Holding1,2490.1%TechnologyPANWPalo Alto Networks$312,286$397 ▲0.1%7860.1%TechnologyUSOUnited States Oil Fund$307,019$36,411 ▼-10.6%2,1080.1%ETFKHCKraft Heinz$297,681$56,710 ▼-16.0%13,1020.1%Consumer StaplesWISEKEY INTERNATIONAL HLDS L$290,0520.0%49,4970.1%SPON ADRBMYBristol Myers Squibb$278,738$33,696 ▼-10.8%4,4670.1%HealthcareSCHDSchwab US Dividend Equity ETF$267,451$878 ▲0.3%8,2220.1%ETFIYWiShares U.S. Technology ETF$260,6620.0%9840.1%ETFDISWalt Disney$259,054$64,082 ▼-19.8%2,4700.1%Communication ServicesAPDAir Products and Chemicals$249,143$27,559 ▼-10.0%8950.1%MaterialsGRAYSCALE BITCOIN MINI TR ET$245,976$245,976 ▲New Holding6,6570.1%SHS NEWPMPhilip Morris International$240,0520.0%1,2580.1%Consumer StaplesLAESSEALSQ$234,000$1,055 ▼-0.4%100,0000.1%TechnologySOSouthern$230,517$49,817 ▼-17.8%2,7810.1%UtilitiesSPLGSPDR Portfolio S&P 500 ETF$223,1430.0%2,4860.1%ETFIBMInternational Business Machines$220,8400.0%1,0040.1%TechnologyVVisa$217,464$28,756 ▼-11.7%6050.1%FinanceKIMBERLY-CLARK CORP$206,748$206,748 ▲New Holding2,1220.1%COMUAMYUnited States Antimony$94,526$25,020 ▲36.0%22,6680.0%MaterialsXOMExxonMobil$0$3,470,237 ▼-100.0%00.0%EnergyWFCWells Fargo & Company$0$263,360 ▼-100.0%00.0%FinanceAMATApplied Materials$0$232,083 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
