Finer Wealth Management, Inc.

Est. AUM

$199.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$17.3M	68343	8.70%	SOLE
2	NVIDIA CORPORATION	COM	$14.4M	82770	7.24%	SOLE
3	ELI LILLY & CO	COM	$12.1M	13172	6.08%	SOLE
4	MICROSOFT CORP	COM	$11.9M	32159	5.97%	SOLE
5	ALPHABET INC	CAP STK CL A	$10.3M	35779	5.16%	SOLE
6	AMAZON COM INC	COM	$9.2M	44322	4.63%	SOLE
7	META PLATFORMS INC	CL A	$7.9M	13845	3.97%	SOLE
8	CATERPILLAR INC	COM	$7.1M	9959	3.54%	SOLE
9	JPMORGAN CHASE & CO	COM	$6.2M	21172	3.12%	SOLE
10	WALMART INC	COM	$6.1M	49156	3.06%	SOLE
11	MERCK & CO INC	COM	$5.5M	45355	2.74%	SOLE
12	ADVANCED MICRO DEVICES INC	COM	$4.5M	22272	2.27%	SOLE
13	EXXON MOBIL CORP	COM	$4.3M	25375	2.16%	SOLE
14	AT&T INC	COM	$3.8M	131708	1.91%	SOLE
15	PROCTER & GAMBLE CO	COM	$3.8M	26133	1.89%	SOLE
16	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.7M	11089	1.88%	SOLE
17	VERIZON COMMUNICATIONS INC	COM	$3.5M	69626	1.75%	SOLE
18	MCDONALDS CORP	COM	$3.3M	10688	1.67%	SOLE
19	CHEVRON CORPORATION	COM	$3.2M	15423	1.60%	SOLE
20	SCHWAB CHARLES CORP	COM	$3.0M	32419	1.53%	SOLE
21	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.7M	71374	1.38%	SOLE
22	TESLA INC	COM	$2.6M	6994	1.30%	SOLE
23	PALANTIR TECHNOLOGIES INC	CL A	$2.6M	17671	1.30%	SOLE
24	PEPSICO INC	COM	$2.4M	15668	1.22%	SOLE
25	ASML HLDG NV	N Y REGISTRY SHS	$2.1M	1622	1.07%	SOLE
26	SPDR GOLD TR	GOLD SHS	$2.1M	4925	1.06%	SOLE
27	COCA COLA CO	COM	$2.1M	27638	1.05%	SOLE
28	SALESFORCE INC	COM	$2.0M	10735	1.00%	SOLE
29	ALTRIA GROUP INC	COM	$1.7M	26122	0.86%	SOLE
30	ALPHABET INC	CAP STK CL C	$1.6M	5706	0.82%	SOLE
31	RTX CORPORATION	COM	$1.5M	7620	0.74%	SOLE
32	ISHARES TR	1 3 YR TREAS BD	$1.4M	17313	0.72%	SOLE
33	ISHARES TR	MSCI IRELAND ETF	$1.4M	20596	0.71%	SOLE
34	ISHARES TR	IBOXX INV CP ETF	$1.4M	12914	0.71%	SOLE
35	ISHARES TR	ISHARES BIOTECH	$1.3M	7987	0.68%	SOLE
36	LOCKHEED MARTIN CORP	COM	$1.3M	2104	0.64%	SOLE
37	BROADCOM INC	COM	$1.3M	4105	0.64%	SOLE
38	CISCO SYS INC	COM	$1.3M	16334	0.64%	SOLE
39	STRATEGY INCCALL	CL A NEW	$1.2M	10000	0.63%	SOLE
40	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$1.1M	21771	0.58%	SOLE
41	JOHNSON & JOHNSON	COM	$990K	4048	0.50%	SOLE
42	BRITISH AMERN TOB PLC	SPONSORED ADR	$956K	16350	0.48%	SOLE
43	MICRON TECHNOLOGY INC	COM	$933K	2761	0.47%	SOLE
44	XCEL ENERGY INC	COM	$869K	10942	0.44%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$859K	1321	0.43%	SOLE
46	ISHARES SILVER TR	ISHARES	$845K	12400	0.42%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$765K	768	0.38%	SOLE
48	BANK AMERICA CORP	COM	$764K	15681	0.38%	SOLE
49	GRAYSCALE ETHEREUM STAKING E	SHS	$744K	43600	0.37%	SOLE
50	STRATEGY INC	CL A NEW	$740K	5929	0.37%	SOLE

1–50 of 87

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.