Finer Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Finer Wealth Management, Inc.

Investment Activity

Finer Wealth Management, Inc. has $223.78 million in total holdings as of June 30, 2026.
Finer Wealth Management, Inc. owns shares of 88 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 1.69% of the portfolio was purchased this quarter.
About 3.32% of the portfolio was sold this quarter.
This quarter, Finer Wealth Management, Inc. has purchased 86 new stocks and bought additional shares in 35 stocks.
Finer Wealth Management, Inc. sold shares of 34 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple: $19,247,085
NVIDIA: $16,329,936
Eli Lilly and Company: $15,103,705
Advanced Micro Devices: $12,768,306
Alphabet: $12,448,276

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP: $408,014 Holding
697435105 - Palo Alto Networks: $267,701 Holding
464287721 - iShares U.S. Technology ETF: $248,194 Holding
038222105 - Applied Materials: $232,083 Holding
78464A854 - SPDR Portfolio S&P 500 ETF: $218,470 Holding

Largest Purchases this Quarter

SPACE EXPLORATION TECHN CORP: 2,388 shares (about $408.01K)
ISHARES BITCOIN TRUST ETF: 11,389 shares (about $379.14K)
Costco Wholesale: 312 shares (about $291.89K)
RTX: 1,450 shares (about $275.10K)
Palo Alto Networks: 785 shares (about $267.70K)

Largest Sales this Quarter

Micron Technology: 817 shares (about $943.20K)
Strategy: 9,975 shares (about $867.13K)
Eli Lilly and Company: 580 shares (about $695.69K)
Apple: 1,827 shares (about $528.66K)
Salesforce: 2,352 shares (about $368.47K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$19,247,085	$528,661 â–¼	-2.7%	66,516	8.6%	Technology
NVDA NVIDIA	$16,329,936	$231,504 â–¼	-1.4%	81,613	7.3%	Technology
LLY Eli Lilly and Company	$15,103,705	$695,692 â–¼	-4.4%	12,592	6.7%	Healthcare
AMD Advanced Micro Devices	$12,768,306	$169,624 â–¼	-1.3%	21,980	5.7%	Technology
GOOGL Alphabet	$12,448,276	$338,072 â–¼	-2.6%	34,833	5.6%	Communication Services
MSFT Microsoft	$11,959,720	$36,183 â–¼	-0.3%	32,062	5.3%	Technology
CAT Caterpillar	$10,453,440	$152,286 â–¼	-1.4%	9,816	4.7%	Industrials
AMZN Amazon.com	$10,427,888	$135,854 â–¼	-1.3%	43,752	4.7%	Consumer Discretionary
META Meta Platforms	$7,624,948	$174,062 â–¼	-2.2%	13,536	3.4%	Communication Services
JPM JPMorgan Chase & Co.	$6,989,223	$58,920 â–²	0.9%	21,352	3.1%	Finance
MRK Merck & Co., Inc.	$5,829,761	$1,670 â–²	0.0%	45,368	2.6%	Healthcare
WALMART INC	$5,514,439	$53,006 â–¼	-1.0%	48,688	2.5%	COM
TSM Taiwan Semiconductor Manufacturing	$5,308,191	$12,417 â–²	0.2%	11,115	2.4%	Technology
PG Procter & Gamble	$3,930,712	$98,543 â–²	2.6%	26,805	1.8%	Consumer Staples
XOM ExxonMobil	$3,470,237	$957 â–²	0.0%	25,382	1.6%	Energy
ASML ASML	$3,276,608	$49,736 â–²	1.5%	1,647	1.5%	Technology
TSLA Tesla	$3,063,859	$121,982 â–²	4.1%	7,284	1.4%	Consumer Discretionary
VZ Verizon Communications	$3,014,276	$66,305 â–²	2.2%	71,192	1.3%	Communication Services
SCHW Charles Schwab	$3,014,044	$22,699 â–²	0.8%	32,665	1.3%	Finance
MCD McDonald's	$2,926,143	$37,033 â–²	1.3%	10,825	1.3%	Consumer Discretionary
T AT&T	$2,807,068	$80,709 â–²	3.0%	135,607	1.3%	Communication Services
ISHARES BITCOIN TRUST ETF	$2,755,180	$379,140 â–²	16.0%	82,763	1.2%	SHS BEN INT
CVX Chevron	$2,538,734	$17,736 â–¼	-0.7%	15,316	1.1%	Energy
KO CocaCola	$2,246,178		0.0%	27,638	1.0%	Consumer Staples
MU Micron Technology	$2,244,291	$943,203 â–¼	-29.6%	1,944	1.0%	Technology
PALANTIR TECHNOLOGIES INC	$2,204,246	$142,571 â–²	6.9%	18,893	1.0%	CL A
MO Altria Group	$2,112,993	$233,546 â–²	12.4%	29,368	0.9%	Consumer Staples
GOOG Alphabet	$2,070,493	$54,412 â–²	2.7%	5,860	0.9%	Communication Services
INTC Intel	$2,060,506	$216,844 â–¼	-9.5%	14,757	0.9%	Technology
GLD SPDR Gold Shares	$1,994,041	$179,769 â–²	9.9%	5,413	0.9%	ETF
CSCO Cisco Systems	$1,918,605		0.0%	16,334	0.9%	Technology
PEP PepsiCo	$1,868,259	$253,199 â–¼	-11.9%	13,798	0.8%	Consumer Staples
RTX RTX	$1,720,818	$275,103 â–²	19.0%	9,070	0.8%	Industrials
EIRL iShares MSCI Ireland ETF	$1,632,572	$18,960 â–²	1.2%	20,838	0.7%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,408,530		0.0%	12,914	0.6%	ETF
AVGO Broadcom	$1,376,129	$174,519 â–¼	-11.3%	3,643	0.6%	Technology
CRM Salesforce	$1,313,298	$368,469 â–¼	-21.9%	8,383	0.6%	Technology
IBB iShares Biotechnology ETF	$1,282,262	$236,787 â–¼	-15.6%	6,742	0.6%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,215,967	$205,603 â–¼	-14.5%	14,809	0.5%	ETF
BTI British American Tobacco	$1,028,304	$18,528 â–²	1.8%	16,650	0.5%	Consumer Staples
JNJ Johnson & Johnson	$1,020,833	$7,110 â–¼	-0.7%	4,020	0.5%	Healthcare
COST Costco Wholesale	$1,010,383	$291,888 â–²	40.6%	1,080	0.5%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$994,065	$7,469 â–²	0.8%	1,331	0.4%	ETF
GRAYSCALE BITCOIN TRUST ETF	$991,016		0.0%	21,771	0.4%	SHS REP COM UT
LMT Lockheed Martin	$952,184	$119,724 â–¼	-11.2%	1,869	0.4%	Industrials
UNH UnitedHealth Group	$904,018	$7,897 â–¼	-0.9%	2,175	0.4%	Healthcare
XEL Xcel Energy	$878,643		0.0%	10,942	0.4%	Utilities
BAC Bank of America	$826,854	$66,668 â–¼	-7.5%	14,511	0.4%	Finance
DE Deere & Company	$688,599	$83,063 â–¼	-10.8%	1,086	0.3%	Industrials
CMS CMS Energy	$688,500		0.0%	9,000	0.3%	Utilities
GS The Goldman Sachs Group	$678,705	$4,046 â–¼	-0.6%	671	0.3%	Finance
SLV iShares Silver Trust	$672,011	$8,983 â–²	1.4%	12,568	0.3%	ETF
ES Eversource Energy	$664,134	$25,438 â–²	4.0%	9,190	0.3%	Utilities
ABBV AbbVie	$606,558	$23,155 â–²	4.0%	2,410	0.3%	Healthcare
GRAYSCALE ETHEREUM STAKING E	$589,831	$33,495 â–²	6.0%	46,225	0.3%	SHS
MSTR Strategy	$517,581	$867,126 â–¼	-62.6%	5,954	0.2%	Technology
IVV iShares Core S&P 500 ETF	$509,269	$749 â–²	0.1%	680	0.2%	ETF
CNP CenterPoint Energy	$486,634		0.0%	11,050	0.2%	Utilities
SCHA Schwab US Small-Cap ETF	$483,067	$76,019 â–¼	-13.6%	13,370	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$473,240		0.0%	2,000	0.2%	ETF
TXN Texas Instruments	$453,961	$126,680 â–¼	-21.8%	1,523	0.2%	Technology
HD Home Depot	$450,780	$1,411 â–²	0.3%	1,278	0.2%	Consumer Discretionary
BRK.B Berkshire Hathaway	$428,334		0.0%	856	0.2%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$421,107	$6,260 â–²	1.5%	12,444	0.2%	ETF
SPACE EXPLORATION TECHN CORP	$408,014	$408,014 â–²	New Holding	2,388	0.2%	CLASS A COM STK
KHC Kraft Heinz	$368,432	$24,424 â–²	7.1%	15,598	0.2%	Consumer Staples
WISEKEY INTERNATIONAL HLDS L	$362,318		0.0%	49,497	0.2%	SPON ADR
ET Energy Transfer	$357,490	$119,463 â–¼	-25.0%	18,697	0.2%	Energy
NFLX Netflix	$356,000	$10,282 â–¼	-2.8%	4,986	0.2%	Communication Services
SCCO Southern Copper	$327,218	$697 â–²	0.2%	1,878	0.1%	Materials
SO Southern	$323,678	$1,053 â–²	0.3%	3,382	0.1%	Utilities
LAES SEALSQ	$316,421		0.0%	100,451	0.1%	Technology
F Ford Motor	$296,835	$106,460 â–²	55.9%	21,355	0.1%	Consumer Discretionary
DIS Walt Disney	$296,539	$15,015 â–¼	-4.8%	3,081	0.1%	Communication Services
APD Air Products and Chemicals	$291,523	$587 â–¼	-0.2%	994	0.1%	Materials
BMY Bristol Myers Squibb	$288,483	$288 â–²	0.1%	5,007	0.1%	Healthcare
PFE Pfizer	$286,467	$15,725 â–²	5.8%	11,896	0.1%	Healthcare
IBM International Business Machines	$282,360		0.0%	1,004	0.1%	Technology
PANW Palo Alto Networks	$267,701	$267,701 â–²	New Holding	785	0.1%	Technology
WFC Wells Fargo & Company	$263,360		0.0%	3,187	0.1%	Finance
SCHD Schwab US Dividend Equity ETF	$259,853	$2,600 â–¼	-1.0%	8,195	0.1%	ETF
USO United States Oil Fund	$250,986	$20,756 â–¼	-7.6%	2,358	0.1%	ETF
IYW iShares U.S. Technology ETF	$248,194	$248,194 â–²	New Holding	984	0.1%	ETF
V Visa	$235,068	$23,678 â–¼	-9.2%	685	0.1%	Finance
AMAT Applied Materials	$232,083	$232,083 â–²	New Holding	321	0.1%	Technology
PM Philip Morris International	$227,585		0.0%	1,258	0.1%	Consumer Staples
SPLG SPDR Portfolio S&P 500 ETF	$218,470	$218,470 â–²	New Holding	2,486	0.1%	ETF
UAMY United States Antimony	$121,010	$3,703 â–²	3.2%	16,668	0.1%	Materials
GRAYSCALE BITCOIN MINI TR ET	$0	$501,913 â–¼	-100.0%	0	0.0%	SHS NEW
CANARY CAPITAL GROUP LLX	$0	$238,200 â–¼	-100.0%	0	0.0%	CANARY HBAR ETF
ISRG Intuitive Surgical	$0	$214,821 â–¼	-100.0%	0	0.0%	Healthcare

Showing largest 100 holdings. View all holdings.

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Finer Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Finer Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Finer Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Finer Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFiner Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools