Finer Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Finer Wealth Management, Inc. disclosed 92 stock positions valued at approximately $252.86M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 92
- Portfolio Value
- $252.86M
Holdings by Sector
Finer Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 8.64% | 65,615 | -901 | -1.35% | $21,851,122 |
| NVIDIA CORPORATION | NVDA | Technology | 7.23% | 80,029 | -1,584 | -1.94% | $18,277,012 |
| MICROSOFT CORP | MSFT | Technology | 6.49% | 32,016 | -46 | -0.14% | $16,420,840 |
| ELI LILLY & CO | LLY | Healthcare | 5.63% | 12,299 | -293 | -2.33% | $14,230,489 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 5.03% | 20,793 | -1,187 | -5.40% | $12,720,225 |
| ALPHABET INC | GOOGL | Communication Services | 4.63% | 33,990 | -843 | -2.42% | $11,695,317 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.28% | 43,487 | -265 | -0.61% | $10,834,855 |
| VANGUARD INDEX FDS | VOO | Other | 4.04% | 14,566 | +14,566 | +100.00% | $10,209,068 |
| META PLATFORMS INC | META | Communication Services | 3.93% | 13,690 | +154 | +1.14% | $9,927,604 |
| CATERPILLAR INC | CAT | Industrials | 3.04% | 9,489 | -327 | -3.33% | $7,693,583 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.78% | 21,279 | -73 | -0.34% | $7,039,750 |
| MERCK & CO INC | MRK | Healthcare | 2.56% | 44,527 | -841 | -1.85% | $6,470,255 |
| WALMART INC | WMT | Consumer Defensive | 2.02% | 49,034 | +346 | +0.71% | $5,095,593 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.96% | 10,867 | -248 | -2.23% | $4,957,417 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 1.66% | 88,444 | +5,681 | +6.86% | $4,186,939 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.62% | 25,216 | -166 | -0.65% | $4,103,957 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.62% | 28,115 | +1,310 | +4.89% | $4,084,532 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.50% | 20,337 | +1,444 | +7.64% | $3,804,036 |
| AT&T INC | T | Communication Services | 1.47% | 152,434 | +16,827 | +12.41% | $3,719,389 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.37% | 75,561 | +4,369 | +6.14% | $3,465,983 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.37% | 44,853 | +44,853 | +100.00% | $3,464,864 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 1.27% | 32,983 | +318 | +0.97% | $3,223,755 |
| CHEVRON CORPORATION | CVX | Energy | 1.25% | 15,466 | +150 | +0.98% | $3,158,312 |
| ASML HLDG NV | ASML | Technology | 1.19% | 1,657 | +10 | +0.61% | $3,001,937 |
| TESLA INC | TSLA | Consumer Cyclical | 1.10% | 7,832 | +548 | +7.52% | $2,779,048 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.05% | 11,501 | +676 | +6.24% | $2,656,150 |
| COCA COLA CO | KO | Consumer Defensive | 0.94% | 27,582 | -56 | -0.20% | $2,374,224 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.93% | 35,073 | +5,705 | +19.43% | $2,361,820 |
| SPDR GOLD TR | GLD | Other | 0.87% | 5,788 | +375 | +6.93% | $2,204,302 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.86% | 2,036 | +92 | +4.73% | $2,168,908 |
Showing 30 of 92 holdings in the latest reporting period.