Q2 2026 13F · SEC CIK 1929071

Finer Wealth Management, Inc.

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $223.8M
Reported positions: 88
Top holdings a year, 3 yrs: +20.1%
Assets under management: $305.8M

Finer Wealth Management, Inc. is a wealth manager that reported 88 positions worth $223.8M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Apple Inc (AAPL, 8.6%), Nvidia Corporation Com (NVDA, 7.3%), Lilly Eli & Co (LLY, 6.7%). A portfolio copying its top holdings returned 20.1% a year over the last 3 years, against 20.4% for the S&P 500.

Finer Wealth Management, Inc. holdings largest 50 of 88 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Finer Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	8.6%	8.8%	66,516	-2.7%	$19.2M
NVDANvidia Corporation Com	7.3%	7.3%	81,613	-1.4%	$16.3M
LLYLilly Eli & Co	6.7%	6.1%	12,592	-4.4%	$15.1M
AMDAdvanced Micro Devices Inc	5.7%	2.3%	21,980	-1.3%	$12.8M
GOOGLAlphabet Inc	5.6%	5.2%	34,833	-2.6%	$12.4M
MSFTMicrosoft Corp	5.3%	6.0%	32,062	-0.3%	$12.0M
CATCaterpillar Inc Com	4.7%	3.6%	9,816	-1.4%	$10.5M
AMZNAmazon Com Inc Com	4.7%	4.7%	43,752	-1.3%	$10.4M
METAMeta Platforms Inc Class A	3.4%	4.0%	13,536	-2.2%	$7.6M
JPMJpmorgan Chase & Co	3.1%	3.1%	21,352	+0.9%	$7.0M
MRKMerck & Co. Inc	2.6%	2.8%	45,368	+0.0%	$5.8M
WMTWalmart Inc	2.5%	3.1%	48,688	-1.0%	$5.5M
TSMTaiwan Semiconductor Manufac	2.4%	1.9%	11,115	+0.2%	$5.3M
PGProcter & Gamble Co Com	1.8%	1.9%	26,805	+2.6%	$3.9M
XOMExxon Mobil Corp	1.6%	2.2%	25,382	+0.0%	$3.5M
ASMLAsml Hldg NV	1.5%	1.1%	1,647	+1.5%	$3.3M
TSLATesla Inc Com	1.4%	1.3%	7,284	+4.1%	$3.1M
VZVerizon Communications Inc Com	1.3%	1.8%	71,192	+2.2%	$3.0M
SCHWSchwab Charles Corp	1.3%	1.5%	32,665	+0.8%	$3.0M
MCDMcdonalds Corp Com	1.3%	1.7%	10,825	+1.3%	$2.9M
TAt&t Inc Com	1.3%	1.9%	135,607	+3.0%	$2.8M
IBITIshares Bitcoin Trust ETF	1.2%	1.4%	82,763	+16.0%	$2.8M
CVXChevron Corp New	1.1%	1.6%	15,316	-0.7%	$2.5M
KOCoca Cola Co	1.0%	1.1%	27,638	+0.0%	$2.2M
MUMicron Technology Inc	1.0%	0.5%	1,944	-29.6%	$2.2M
PLTRPalantir Technologies Inclass Class A	1.0%	1.3%	18,893	+6.9%	$2.2M
MOAltria Group Inc	0.9%	0.9%	29,368	+12.4%	$2.1M
GOOGAlphabet Inc	0.9%	0.8%	5,860	+2.7%	$2.1M
INTCIntel Corp	0.9%	0.4%	14,757	-9.5%	$2.1M
GLDSpdr Gold Shares	0.9%	1.1%	5,413	+9.9%	$2.0M
CSCOCisco Sys Inc	0.9%	0.6%	16,334	+0.0%	$1.9M
PEPPepsico Inc	0.8%	1.2%	13,798	-11.9%	$1.9M
RTXRtx Corporation Com	0.8%	0.7%	9,070	+19.0%	$1.7M
EIRLIshares Tr	0.7%	0.7%	20,838	+1.2%	$1.6M
LQDIshares Tr	0.6%	0.7%	12,914	+0.0%	$1.4M
AVGOBroadcom Inc	0.6%	0.6%	3,643	-11.3%	$1.4M
CRMSalesforce Inc Com	0.6%	1.0%	8,383	-21.9%	$1.3M
IBBIshares Tr	0.6%	0.7%	6,742	-15.6%	$1.3M
SHYiShs Lehman 1-3Tsy	0.5%	0.7%	14,809	-14.5%	$1.2M
BTIBritish Amern Tob PLC	0.5%	0.5%	16,650	+1.8%	$1.0M
JNJJohnson & Johnson	0.5%	0.5%	4,020	-0.7%	$1.0M
COSTCostco Whsl Corp New	0.5%	0.4%	1,080	+40.6%	$1.0M
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	1,331	+0.8%	$994K
GBTCGrayscale Bitcoin Trust ETF	0.4%	0.6%	21,771	+0.0%	$991K
LMTLockheed Martin Corp Com	0.4%	0.6%	1,869	-11.2%	$952K
UNHUnitedhealth Group Inc Com	0.4%	—	2,175	—	$904K
XELXcel Energy Inc	0.4%	0.4%	10,942	+0.0%	$879K
BACBank of Amer Corp	0.4%	0.4%	14,511	-7.5%	$827K
DEDeere & Co Com	0.3%	—	1,086	—	$689K
CMSCms Energy Corp	0.3%	—	9,000	—	$689K

What Finer Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.6% /yr; S&P 500 +20.1%
3 years: +20.1% /yr; S&P 500 +20.4%
5 years: +16.4% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$223.8M	88
Q1 2026	$198.2M	86
Q4 2025	$206.7M	83
Q3 2025	$200.7M	86
Q2 2025	$187.1M	86
Q1 2025	$166.9M	86
Q4 2024	$174.5M	82
Q3 2024	$162.0M	79
Q2 2024	$155.0M	73
Q1 2024	$152.3M	77
Q4 2023	$134.3M	79
Q3 2023	$125.0M	80

Questions about Finer Wealth Management, Inc.'s portfolio

What stocks does Finer Wealth Management, Inc. own?

Finer Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 88 positions worth $223.8M. The largest are Apple Inc (AAPL) at 8.6%, Nvidia Corporation Com (NVDA) at 7.3%, Lilly Eli & Co (LLY) at 6.7%, Advanced Micro Devices Inc (AMD) at 5.7% and Alphabet Inc (GOOGL) at 5.6%.

What did Finer Wealth Management, Inc. buy last quarter?

In Q2 2026, Finer Wealth Management, Inc. added Costco Whsl Corp New (COST) (+40.6% shares), Rtx Corporation Com (RTX) (+19.0% shares) and Ishares Bitcoin Trust ETF (IBIT) (+16.0% shares), compared with its Q1 2026 filing.

What did Finer Wealth Management, Inc. sell last quarter?

In Q2 2026, Finer Wealth Management, Inc. cut from its top 50 Ishares Silver Tr (SLV), cut from its top 50 Grayscale Ethereum Staking E (ETHE), cut from its top 50 Strategy Inc (MSTR), Micron Technology Inc (MU) (-29.6% shares), Salesforce Inc Com (CRM) (-21.9% shares) and Ishares Tr (IBB) (-15.6% shares), compared with its Q1 2026 filing.

How has Finer Wealth Management, Inc.'s portfolio performed?

A portfolio copying Finer Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.6% against +20.1%. Over 5 years: +16.4% a year against +15.9%.

When is Finer Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Finer Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Finer Wealth Management, Inc. manage?

Finer Wealth Management, Inc. reported $305.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $223.8M.