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

About Finer Wealth Management, Inc.

Investment Activity

Finer Wealth Management, Inc. has $199.41 million in total holdings as of March 31, 2026.
Finer Wealth Management, Inc. owns shares of 86 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 2.99% of the portfolio was purchased this quarter.
About 2.48% of the portfolio was sold this quarter.
This quarter, Finer Wealth Management, Inc. has purchased 83 new stocks and bought additional shares in 26 stocks.
Finer Wealth Management, Inc. sold shares of 43 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $17,344,859
NVIDIA: $14,435,043
Eli Lilly and Company: $12,115,403
Microsoft: $11,904,271
Alphabet: $10,288,550

Largest New Holdings this Quarter

46429B507 - iShares MSCI Ireland ETF: $1,418,175 Holding
084670702 - Berkshire Hathaway: $410,195 Holding
91232N207 - United States Oil Fund: $324,869 Holding
84265V105 - Southern Copper: $322,495 Holding
345370860 - Ford Motor: $158,052 Holding

Largest Purchases this Quarter

iShares MSCI Ireland ETF: 20,596 shares (about $1.42M)
ISHARES BITCOIN TRUST ETF: 14,948 shares (about $574.30K)
Costco Wholesale: 457 shares (about $455.41K)
Berkshire Hathaway: 856 shares (about $410.20K)
RTX: 1,952 shares (about $376.53K)

Largest Sales this Quarter

PepsiCo: 3,311 shares (about $514.16K)
Salesforce: 2,636 shares (about $492.05K)
Eli Lilly and Company: 440 shares (about $404.71K)
iShares Biotechnology ETF: 2,085 shares (about $352.05K)
GRAYSCALE BITCOIN TRUST ETF: 6,100 shares (about $321.84K)

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	$17,344,859	$155,066 â–¼	-0.9%	68,343	8.7%	Computer and Technology
NVDA NVIDIA	$14,435,043	$187,654 â–¼	-1.3%	82,770	7.2%	Computer and Technology
LLY Eli Lilly and Company	$12,115,403	$404,705 â–¼	-3.2%	13,172	6.1%	Medical
MSFT Microsoft	$11,904,271	$97,354 â–¼	-0.8%	32,159	6.0%	Computer and Technology
GOOGL Alphabet	$10,288,550	$306,537 â–¼	-2.9%	35,779	5.2%	Computer and Technology
AMZN Amazon.com	$9,230,858	$110,590 â–¼	-1.2%	44,322	4.6%	Retail/Wholesale
META Meta Platforms	$7,921,345	$2,861 â–²	0.0%	13,845	4.0%	Computer and Technology
CAT Caterpillar	$7,055,493	$56,676 â–¼	-0.8%	9,959	3.5%	Industrials
JPM JPMorgan Chase & Co.	$6,228,007	$123,254 â–¼	-1.9%	21,172	3.1%	Finance
WALMART INC	$6,109,112	$65,496 â–¼	-1.1%	49,156	3.1%	COM
MRK Merck & Co., Inc.	$5,455,760	$27,065 â–¼	-0.5%	45,355	2.7%	Medical
AMD Advanced Micro Devices	$4,530,759	$73,234 â–¼	-1.6%	22,272	2.3%	Computer and Technology
XOM ExxonMobil	$4,305,164	$5,599 â–¼	-0.1%	25,375	2.2%	Energy
T AT&T	$3,818,208	$157,010 â–²	4.3%	131,708	1.9%	Computer and Technology
PG Procter & Gamble	$3,774,593	$59,653 â–¼	-1.6%	26,133	1.9%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$3,747,528	$86,853 â–¼	-2.3%	11,089	1.9%	Computer and Technology
VZ Verizon Communications	$3,495,242	$77,861 â–²	2.3%	69,626	1.8%	Computer and Technology
MCD McDonald's	$3,321,722	$18,026 â–²	0.5%	10,688	1.7%	Retail/Wholesale
CVX Chevron	$3,191,015	$19,035 â–¼	-0.6%	15,423	1.6%	Energy
SCHW Charles Schwab	$3,046,750	$26,596 â–¼	-0.9%	32,419	1.5%	Finance
ISHARES BITCOIN TRUST ETF	$2,742,189	$574,302 â–²	26.5%	71,374	1.4%	SHS BEN INT
TSLA Tesla	$2,600,204	$21,935 â–²	0.9%	6,994	1.3%	Auto/Tires/Trucks
PALANTIR TECHNOLOGIES INC	$2,584,914	$171,148 â–²	7.1%	17,671	1.3%	CL A
PEP PepsiCo	$2,433,042	$514,156 â–¼	-17.4%	15,668	1.2%	Consumer Staples
ASML ASML	$2,142,386	$93,779 â–¼	-4.2%	1,622	1.1%	Computer and Technology
GLD SPDR Gold Shares	$2,119,178	$102,409 â–²	5.1%	4,925	1.1%	Finance
KO CocaCola	$2,101,894	$73,769 â–²	3.6%	27,638	1.1%	Consumer Staples
CRM Salesforce	$2,003,852	$492,050 â–¼	-19.7%	10,735	1.0%	Computer and Technology
MSTR Strategy	$1,987,939	$2,371 â–¼	-0.1%	15,929	1.0%	Computer and Technology
MO Altria Group	$1,723,791	$353,838 â–²	25.8%	26,122	0.9%	Consumer Staples
GOOG Alphabet	$1,636,961	$100,983 â–²	6.6%	5,706	0.8%	Computer and Technology
RTX RTX	$1,469,860	$376,531 â–²	34.4%	7,620	0.7%	Aerospace
SHY iShares 1-3 Year Treasury Bond ETF	$1,429,534	$250,022 â–¼	-14.9%	17,313	0.7%	Manufacturing
EIRL iShares MSCI Ireland ETF	$1,418,175	$1,418,175 â–²	New Holding	20,596	0.7%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,407,497	$654 â–¼	0.0%	12,914	0.7%	Finance
IBB iShares Biotechnology ETF	$1,348,606	$352,053 â–¼	-20.7%	7,987	0.7%	Finance
LMT Lockheed Martin	$1,271,637	$161,977 â–¼	-11.3%	2,104	0.6%	Aerospace
AVGO Broadcom	$1,270,625	$9,905 â–²	0.8%	4,105	0.6%	Computer and Technology
CSCO Cisco Systems	$1,267,355		0.0%	16,334	0.6%	Computer and Technology
GRAYSCALE BITCOIN TRUST ETF	$1,148,638	$321,836 â–¼	-21.9%	21,771	0.6%	SHS REP COM UT
JNJ Johnson & Johnson	$989,577	$1,956 â–¼	-0.2%	4,048	0.5%	Medical
BTI British American Tobacco	$955,985	$47,887 â–²	5.3%	16,350	0.5%	Consumer Staples
MU Micron Technology	$932,866		0.0%	2,761	0.5%	Computer and Technology
XEL Xcel Energy	$869,232		0.0%	10,942	0.4%	Utilities
SPY SPDR S&P 500 ETF Trust	$858,987	$5,202 â–¼	-0.6%	1,321	0.4%	Finance
SLV iShares Silver Trust	$844,936	$95,328 â–²	12.7%	12,400	0.4%	ETF
COST Costco Wholesale	$765,336	$455,415 â–²	146.9%	768	0.4%	Retail/Wholesale
BAC Bank of America	$764,460	$32,760 â–¼	-4.1%	15,681	0.4%	Finance
GRAYSCALE ETHEREUM STAKING E	$744,252	$86,630 â–²	13.2%	43,600	0.4%	SHS
INTC Intel	$719,756	$29,832 â–¼	-4.0%	16,310	0.4%	Computer and Technology
CMS CMS Energy	$698,220		0.0%	9,000	0.4%	Utilities
DE Deere & Company	$685,751	$2,254 â–¼	-0.3%	1,217	0.3%	Industrials
ES Eversource Energy	$612,328	$10,323 â–²	1.7%	8,838	0.3%	Utilities
UNH UnitedHealth Group	$593,683	$79,555 â–²	15.5%	2,194	0.3%	Medical
GS The Goldman Sachs Group	$571,026	$6,768 â–¼	-1.2%	675	0.3%	Finance
ABBV AbbVie	$504,177	$1,958 â–²	0.4%	2,318	0.3%	Medical
GRAYSCALE BITCOIN MINI TR ET	$501,913	$293,602 â–²	140.9%	16,736	0.3%	SHS NEW
NFLX Netflix	$493,250	$7,980 â–¼	-1.6%	5,130	0.2%	Consumer Discretionary
ET Energy Transfer	$481,439	$67,550 â–¼	-12.3%	24,945	0.2%	Energy
CNP CenterPoint Energy	$476,898	$43 â–²	0.0%	11,050	0.2%	Utilities
SCHA Schwab US Small-Cap ETF	$449,976	$156,535 â–¼	-25.8%	15,474	0.2%	ETF
IVV iShares Core S&P 500 ETF	$443,544	$9,145 â–¼	-2.0%	679	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$430,120		0.0%	2,000	0.2%	ETF
HD Home Depot	$419,030	$14,472 â–¼	-3.3%	1,274	0.2%	Retail/Wholesale
BRK.B Berkshire Hathaway	$410,195	$410,195 â–²	New Holding	856	0.2%	Finance
TXN Texas Instruments	$378,185	$155,895 â–¼	-29.2%	1,948	0.2%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$357,105	$8,797 â–¼	-2.4%	12,259	0.2%	ETF
KHC Kraft Heinz	$327,540	$130,395 â–¼	-28.5%	14,564	0.2%	Consumer Staples
SO Southern	$325,344	$72,964 â–²	28.9%	3,371	0.2%	Utilities
USO United States Oil Fund	$324,869	$324,869 â–²	New Holding	2,553	0.2%	ETF
SCCO Southern Copper	$322,495	$322,495 â–²	New Holding	1,874	0.2%	Basic Materials
PFE Pfizer	$315,709	$89,605 â–²	39.6%	11,243	0.2%	Medical
DIS Walt Disney	$311,975	$38,937 â–²	14.3%	3,237	0.2%	Consumer Discretionary
WISEKEY INTERNATIONAL HLDS L	$303,912		0.0%	49,497	0.2%	SPON ADR
BMY Bristol Myers Squibb	$303,375	$24,746 â–¼	-7.5%	5,002	0.2%	Medical
APD Air Products and Chemicals	$289,398	$4,068 â–¼	-1.4%	996	0.1%	Basic Materials
LAES SEALSQ	$263,182		0.0%	100,451	0.1%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$253,924	$7,117 â–²	2.9%	8,277	0.1%	ETF
WFC Wells Fargo & Company	$253,681	$3,423 â–¼	-1.3%	3,187	0.1%	Finance
IBM International Business Machines	$243,371		0.0%	1,004	0.1%	Computer and Technology
CANARY CAPITAL GROUP LLX	$238,200	$1,191 â–¼	-0.5%	20,000	0.1%	CANARY HBAR ETF
V Visa	$227,918		0.0%	754	0.1%	Business Services
ISRG Intuitive Surgical	$214,821		0.0%	466	0.1%	Medical
PM Philip Morris International	$207,998		0.0%	1,258	0.1%	Consumer Staples
F Ford Motor	$158,052	$158,052 â–²	New Holding	13,696	0.1%	Auto/Tires/Trucks
UAMY United States Antimony	$141,059		0.0%	16,158	0.1%	Basic Materials
PFF iShares Preferred and Income Securities ETF	$0	$219,152 â–¼	-100.0%	0	0.0%	ETF
PROCAP FINL INC	$0	$70,600 â–¼	-100.0%	0	0.0%	COM SHS

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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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