Finer Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 3, 2026, Finer Wealth Management, Inc. disclosed 88 stock positions valued at approximately $223.78M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ELI LILLY & CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 88
- Portfolio Value
- $223.78M
Holdings by Sector
Finer Wealth Management, Inc. Portfolio Holdings in Q2 2026
85 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 8.60% | 66,516 | -1,827 | -2.67% | $19,247,085 |
| NVIDIA CORPORATION | NVDA | Technology | 7.30% | 81,613 | -1,157 | -1.40% | $16,329,936 |
| ELI LILLY & CO | LLY | Healthcare | 6.75% | 12,592 | -580 | -4.40% | $15,103,705 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 5.71% | 21,980 | -292 | -1.31% | $12,768,306 |
| ALPHABET INC | GOOGL | Communication Services | 5.56% | 34,833 | -946 | -2.64% | $12,448,276 |
| MICROSOFT CORP | MSFT | Technology | 5.34% | 32,062 | -97 | -0.30% | $11,959,720 |
| CATERPILLAR INC | CAT | Industrials | 4.67% | 9,816 | -143 | -1.44% | $10,453,440 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.66% | 43,752 | -570 | -1.29% | $10,427,888 |
| META PLATFORMS INC | META | Communication Services | 3.41% | 13,536 | -309 | -2.23% | $7,624,948 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.12% | 21,352 | +180 | +0.85% | $6,989,223 |
| MERCK & CO INC | MRK | Healthcare | 2.61% | 45,368 | +13 | +0.03% | $5,829,761 |
| WALMART INC | WMT | Consumer Defensive | 2.46% | 48,688 | -468 | -0.95% | $5,514,439 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.37% | 11,115 | +26 | +0.23% | $5,308,191 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.76% | 26,805 | +672 | +2.57% | $3,930,712 |
| EXXON MOBIL CORP | XOM | Energy | 1.55% | 25,382 | +7 | +0.03% | $3,470,237 |
| ASML HLDG NV | ASML | Other | 1.46% | 1,647 | +25 | +1.54% | $3,276,608 |
| TESLA INC | TSLA | Consumer Cyclical | 1.37% | 7,284 | +290 | +4.15% | $3,063,859 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.35% | 71,192 | +1,566 | +2.25% | $3,014,276 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.35% | 32,665 | +246 | +0.76% | $3,014,044 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.31% | 10,825 | +137 | +1.28% | $2,926,143 |
| AT&T INC | T | Communication Services | 1.25% | 135,607 | +3,899 | +2.96% | $2,807,068 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 1.23% | 82,763 | +11,389 | +15.96% | $2,755,180 |
| CHEVRON CORPORATION | CVX | Energy | 1.13% | 15,316 | -107 | -0.69% | $2,538,734 |
| COCA COLA CO | KO | Consumer Defensive | 1.00% | 27,638 | - | - | $2,246,178 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.00% | 1,944 | -817 | -29.59% | $2,244,291 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.99% | 18,893 | +1,222 | +6.92% | $2,204,246 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.94% | 29,368 | +3,246 | +12.43% | $2,112,993 |
| ALPHABET INC | GOOG | Communication Services | 0.93% | 5,860 | +154 | +2.70% | $2,070,493 |
| INTEL CORP | INTC | Technology | 0.92% | 14,757 | -1,553 | -9.52% | $2,060,506 |
| SPDR GOLD TR | GLD | Other | 0.89% | 5,413 | +488 | +9.91% | $1,994,041 |
| CISCO SYS INC | CSCO | Technology | 0.86% | 16,334 | - | - | $1,918,605 |
| PEPSICO INC | PEP | Consumer Defensive | 0.83% | 13,798 | -1,870 | -11.94% | $1,868,259 |
| RTX CORPORATION | RTX | Industrials | 0.77% | 9,070 | +1,450 | +19.03% | $1,720,818 |
| ISHARES TR | EIRL | Other | 0.73% | 20,838 | +242 | +1.17% | $1,632,572 |
| ISHARES TR | LQD | Other | 0.63% | 12,914 | - | - | $1,408,530 |
| BROADCOM INC | AVGO | Technology | 0.61% | 3,643 | -462 | -11.25% | $1,376,129 |
| SALESFORCE INC | CRM | Technology | 0.59% | 8,383 | -2,352 | -21.91% | $1,313,298 |
| ISHARES TR | IBB | Other | 0.57% | 6,742 | -1,245 | -15.59% | $1,282,262 |
| ISHARES TR | SHY | Other | 0.54% | 14,809 | -2,504 | -14.46% | $1,215,967 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 0.46% | 16,650 | +300 | +1.83% | $1,028,304 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.46% | 4,020 | -28 | -0.69% | $1,020,833 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.45% | 1,080 | +312 | +40.63% | $1,010,383 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.44% | 1,331 | +10 | +0.76% | $994,065 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.44% | 21,771 | - | - | $991,016 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.43% | 1,869 | -235 | -11.17% | $952,184 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.40% | 2,175 | -19 | -0.87% | $904,018 |
| XCEL ENERGY INC | XEL | Utilities | 0.39% | 10,942 | - | - | $878,643 |
| BANK OF AMER CORP | BAC | Financial Services | 0.37% | 14,511 | -1,170 | -7.46% | $826,854 |
| DEERE & CO | DE | Industrials | 0.31% | 1,086 | -131 | -10.76% | $688,599 |
| CMS ENERGY CORP | CMS | Utilities | 0.31% | 9,000 | - | - | $688,500 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.30% | 671 | -4 | -0.59% | $678,705 |
| ISHARES SILVER TR | SLV | Other | 0.30% | 12,568 | +168 | +1.35% | $672,011 |
| EVERSOURCE ENERGY | ES | Utilities | 0.30% | 9,190 | +352 | +3.98% | $664,134 |
| ABBVIE INC | ABBV | Healthcare | 0.27% | 2,410 | +92 | +3.97% | $606,558 |
| GRAYSCALE ETHEREUM STAKING E | ETHE | Other | 0.26% | 46,225 | +2,625 | +6.02% | $589,831 |
| STRATEGY INC | MSTR | Technology | 0.23% | 5,954 | +25 | +0.42% | $517,581 |
| ISHARES TR | IVV | Other | 0.23% | 680 | +1 | +0.15% | $509,269 |
| CENTERPOINT ENERGY INC | CNP | Utilities | 0.22% | 11,050 | - | - | $486,634 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.22% | 13,370 | -2,104 | -13.60% | $483,067 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.21% | 2,000 | - | - | $473,240 |
| TEXAS INSTRS INC | TXN | Technology | 0.20% | 1,523 | -425 | -21.82% | $453,961 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.20% | 1,278 | +4 | +0.31% | $450,780 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.19% | 856 | - | - | $428,334 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.19% | 12,444 | +185 | +1.51% | $421,107 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 0.16% | 15,598 | +1,034 | +7.10% | $368,432 |
| ENERGY TRANSFER L P | ET | Energy | 0.16% | 18,697 | -6,248 | -25.05% | $357,490 |
| NETFLIX INC. | NFLX | Communication Services | 0.16% | 4,986 | -144 | -2.81% | $356,000 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 0.15% | 1,878 | +4 | +0.21% | $327,218 |
| SOUTHERN CO | SO | Utilities | 0.14% | 3,382 | +11 | +0.33% | $323,678 |
| FORD MTR CO | F | Consumer Cyclical | 0.13% | 21,355 | +7,659 | +55.92% | $296,835 |
| DISNEY WALT CO | DIS | Communication Services | 0.13% | 3,081 | -156 | -4.82% | $296,539 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.13% | 994 | -2 | -0.20% | $291,523 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.13% | 5,007 | +5 | +0.10% | $288,483 |
| PFIZER INC | PFE | Healthcare | 0.13% | 11,896 | +653 | +5.81% | $286,467 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.13% | 1,004 | - | - | $282,360 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.12% | 785 | +785 | +100.00% | $267,701 |
| WELLS FARGO & CO | WFC | Financial Services | 0.12% | 3,187 | - | - | $263,360 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.12% | 8,195 | -82 | -0.99% | $259,853 |
| UNITED STS OIL FD LP | USO | Other | 0.11% | 2,358 | -195 | -7.64% | $250,986 |
| ISHARES TR | IYW | Other | 0.11% | 984 | +984 | +100.00% | $248,194 |
| VISA INC | V | Financial Services | 0.11% | 685 | -69 | -9.15% | $235,068 |
| APPLIED MATLS INC | AMAT | Technology | 0.10% | 321 | +321 | +100.00% | $232,083 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.10% | 1,258 | - | - | $227,585 |
| SPDR SERIES TRUST | SPLG | Other | 0.10% | 2,486 | +2,486 | +100.00% | $218,470 |
| UNITED STATES ANTIMONY CORP | UAMY | Basic Materials | 0.05% | 16,668 | +510 | +3.16% | $121,010 |