Finer Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$199.4M
Q ending 2026-03-31
Prior quarter
$206.7M
Q ending 2025-12-31
Change
-3.5% QoQ · +19.5% YoY
Positions
87
reported holdings
Largest positions
All 87 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $17.3M | 68K |
| Nvidia Corporation | NVDA | Shares | $14.4M | 83K |
| Eli Lilly & Co | LLY | Shares | $12.1M | 13K |
| Microsoft Corp | MSFT | Shares | $11.9M | 32K |
| Alphabet Inc | GOOGL | Shares | $10.3M | 36K |
| Amazon Com Inc | AMZN | Shares | $9.2M | 44K |
| Meta Platforms Inc | META | Shares | $7.9M | 14K |
| Caterpillar Inc | CAT | Shares | $7.1M | 10K |
| Jpmorgan Chase & Co | JPM | Shares | $6.2M | 21K |
| Walmart Inc | WMT | Shares | $6.1M | 49K |
| Merck & Co Inc | MRK | Shares | $5.5M | 45K |
| Advanced Micro Devices Inc | AMD | Shares | $4.5M | 22K |
| Exxon Mobil Corp | XOM | Shares | $4.3M | 25K |
| At&T Inc | T | Shares | $3.8M | 132K |
| Procter & Gamble Co | PG | Shares | $3.8M | 26K |
| Taiwan Semiconductor Manufac | TSM | Shares | $3.7M | 11K |
| Verizon Communications Inc | VZ | Shares | $3.5M | 70K |
| Mcdonalds Corp | MCD | Shares | $3.3M | 11K |
| Chevron Corporation | CVX | Shares | $3.2M | 15K |
| Schwab Charles Corp | SCHW | Shares | $3.0M | 32K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $2.7M | 71K |
| Tesla Inc | TSLA | Shares | $2.6M | 7K |
| Palantir Technologies Inc | PLTR | Shares | $2.6M | 18K |
| Pepsico Inc | PEP | Shares | $2.4M | 16K |
| Asml Hldg Nv | Shares | $2.1M | 2K | |
| Spdr Gold Tr | GLD | Shares | $2.1M | 5K |
| Coca Cola Co | KO | Shares | $2.1M | 28K |
| Salesforce Inc | CRM | Shares | $2.0M | 11K |
| Altria Group Inc | MO | Shares | $1.7M | 26K |
| Alphabet Inc | GOOG | Shares | $1.6M | 6K |
| Rtx Corporation | RTX | Shares | $1.5M | 8K |
| Ishares Tr | SHY | Shares | $1.4M | 17K |
| Ishares Tr | EIRL | Shares | $1.4M | 21K |
| Ishares Tr | LQD | Shares | $1.4M | 13K |
| Ishares Tr | IBB | Shares | $1.3M | 8K |
| Lockheed Martin Corp | LMT | Shares | $1.3M | 2K |
| Broadcom Inc | AVGO | Shares | $1.3M | 4K |
| Cisco Sys Inc | CSCO | Shares | $1.3M | 16K |
| Strategy Inc | MSTR | Call | $1.2M | 10K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $1.1M | 22K |
| Johnson & Johnson | JNJ | Shares | $990K | 4K |
| British Amern Tob Plc | BTI | Shares | $956K | 16K |
| Micron Technology Inc | MU | Shares | $933K | 3K |
| Xcel Energy Inc | XEL | Shares | $869K | 11K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $859K | 1K |
| Ishares Silver Tr | SLV | Shares | $845K | 12K |
| Costco Wholesale Corporation | COST | Shares | $765K | 768 |
| Bank America Corp | BAC | Shares | $764K | 16K |
| Grayscale Ethereum Staking E | ETHE | Shares | $744K | 44K |
| Strategy Inc | MSTR | Shares | $740K | 6K |
| Intel Corp | INTC | Shares | $720K | 16K |
| Cms Energy Corp | CMS | Shares | $698K | 9K |
| Deere & Co | DE | Shares | $686K | 1K |
| Eversource Energy | ES | Shares | $612K | 9K |
| Unitedhealth Group Inc | UNH | Shares | $594K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $571K | 675 |
| Abbvie Inc | ABBV | Shares | $504K | 2K |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $502K | 17K |
| Netflix Inc. | NFLX | Shares | $493K | 5K |
| Energy Transfer L P | ET | Shares | $481K | 25K |
| Centerpoint Energy Inc | CNP | Shares | $477K | 11K |
| Schwab Strategic Tr | SCHA | Shares | $450K | 15K |
| Ishares Tr | IVV | Shares | $444K | 679 |
| Vanguard Specialized Funds | VIG | Shares | $430K | 2K |
| Home Depot Inc | HD | Shares | $419K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $410K | 856 |
| Texas Instrs Inc | TXN | Shares | $378K | 2K |
| Schwab Strategic Tr | SCHG | Shares | $357K | 12K |
| Kraft Heinz Co | KHC | Shares | $328K | 15K |
| Southern Co | SO | Shares | $325K | 3K |
| United Sts Oil Fd Lp | USO | Shares | $325K | 3K |
| Southern Copper Corp | SCCO | Shares | $322K | 2K |
| Pfizer Inc | PFE | Shares | $316K | 11K |
| Disney Walt Co | DIS | Shares | $312K | 3K |
| Wisekey International Hlds L | WKEY | Shares | $304K | 49K |
| Bristol-Myers Squibb Co | BMY | Shares | $303K | 5K |
| Air Products And Chemicals I | APD | Shares | $289K | 996 |
| Sealsq Corp | Shares | $263K | 100K | |
| Schwab Strategic Tr | SCHD | Shares | $254K | 8K |
| Wells Fargo & Co | WFC | Shares | $254K | 3K |
| International Business Machs | IBM | Shares | $243K | 1K |
| Canary Capital Group Llx | HBR | Shares | $238K | 20K |
| Visa Inc | V | Shares | $228K | 754 |
| Intuitive Surgical Inc | ISRG | Shares | $215K | 466 |
| Philip Morris Intl Inc | PM | Shares | $208K | 1K |
| Ford Mtr Co | F | Shares | $158K | 14K |
| United States Antimony Corp | UAMY | Shares | $141K | 16K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.