Holders — by stockHoldings — by fund
Finer Wealth Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1929071
$223.8M
disclosed book value
88
positions
8.6%
largest position share
Positions, as of 2026-06-30
top 88 of 88 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 66,516 | $19.2M | 8.6% |
| 2 | NVDANVIDIA CORPORATION | 81,613 | $16.3M | 7.3% |
| 3 | LLYELI LILLY & CO | 12,592 | $15.1M | 6.7% |
| 4 | AMDADVANCED MICRO DEVICES INC | 21,980 | $12.8M | 5.7% |
| 5 | GOOGLALPHABET INC | 34,833 | $12.4M | 5.6% |
| 6 | MSFTMICROSOFT CORP | 32,062 | $12.0M | 5.3% |
| 7 | CATCATERPILLAR INC | 9,816 | $10.5M | 4.7% |
| 8 | AMZNAMAZON COM INC | 43,752 | $10.4M | 4.7% |
| 9 | METAMETA PLATFORMS INC | 13,536 | $7.6M | 3.4% |
| 10 | JPMJPMORGAN CHASE & CO | 21,352 | $7.0M | 3.1% |
| 11 | MRKMERCK & CO INC | 45,368 | $5.8M | 2.6% |
| 12 | WMTWALMART INC | 48,688 | $5.5M | 2.5% |
| 13 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 11,115 | $5.3M | 2.4% |
| 14 | PGPROCTER & GAMBLE CO | 26,805 | $3.9M | 1.8% |
| 15 | EXMOCEXXON MOBIL CORP | 25,382 | $3.5M | 1.6% |
| 16 | ASML HLDG NV | 1,647 | $3.3M | 1.5% |
| 17 | TSLATESLA INC | 7,284 | $3.1M | 1.4% |
| 18 | VZVERIZON COMMUNICATIONS INC | 71,192 | $3.0M | 1.3% |
| 19 | SCHWSCHWAB CHARLES CORP | 32,665 | $3.0M | 1.3% |
| 20 | MCDMCDONALDS CORP | 10,825 | $2.9M | 1.3% |
| 21 | TAT&T INC | 135,607 | $2.8M | 1.3% |
| 22 | IBITISHARES BITCOIN TRUST ETF | 82,763 | $2.8M | 1.2% |
| 23 | CVXCHEVRON CORPORATION | 15,316 | $2.5M | 1.1% |
| 24 | KOCOCA COLA CO | 27,638 | $2.2M | 1% |
| 25 | MUMICRON TECHNOLOGY INC | 1,944 | $2.2M | 1% |
| 26 | PLTRPALANTIR TECHNOLOGIES INC | 18,893 | $2.2M | 1% |
| 27 | MOALTRIA GROUP INC | 29,368 | $2.1M | 0.9% |
| 28 | GOOGALPHABET INC | 5,860 | $2.1M | 0.9% |
| 29 | INTCINTEL CORP | 14,757 | $2.1M | 0.9% |
| 30 | GLDSPDR GOLD TR | 5,413 | $2.0M | 0.9% |
| 31 | CSCOCISCO SYS INC | 16,334 | $1.9M | 0.9% |
| 32 | PEPPEPSICO INC | 13,798 | $1.9M | 0.8% |
| 33 | RTXRTX CORPORATION | 9,070 | $1.7M | 0.8% |
| 34 | EIRLISHARES TR | 20,838 | $1.6M | 0.7% |
| 35 | LQDISHARES TR | 12,914 | $1.4M | 0.6% |
| 36 | AVGOBROADCOM INC | 3,643 | $1.4M | 0.6% |
| 37 | CRMSALESFORCE INC | 8,383 | $1.3M | 0.6% |
| 38 | IBBISHARES TR | 6,742 | $1.3M | 0.6% |
| 39 | SHYISHARES TR | 14,809 | $1.2M | 0.5% |
| 40 | BTIBRITISH AMERN TOB PLC | 16,650 | $1.0M | 0.5% |
| 41 | JNJJOHNSON & JOHNSON | 4,020 | $1.0M | 0.5% |
| 42 | COSTCOSTCO WHOLESALE CORPORATION | 1,080 | $1.0M | 0.5% |
| 43 | SPYSTATE STR SPDR S&P 500 ETF T | 1,331 | $994,065 | 0.4% |
| 44 | GBTCGRAYSCALE BITCOIN TRUST ETF | 21,771 | $991,016 | 0.4% |
| 45 | LMTLOCKHEED MARTIN CORP | 1,869 | $952,184 | 0.4% |
| 46 | UNHUNITEDHEALTH GROUP INC | 2,175 | $904,018 | 0.4% |
| 47 | XELXCEL ENERGY INC | 10,942 | $878,643 | 0.4% |
| 48 | BACBANK OF AMER CORP | 14,511 | $826,854 | 0.4% |
| 49 | DEDEERE & CO | 1,086 | $688,599 | 0.3% |
| 50 | CMSCMS ENERGY CORP | 9,000 | $688,500 | 0.3% |
| 51 | GSGOLDMAN SACHS GROUP INC | 671 | $678,705 | 0.3% |
| 52 | SLVISHARES SILVER TR | 12,568 | $672,011 | 0.3% |
| 53 | ESEVERSOURCE ENERGY | 9,190 | $664,134 | 0.3% |
| 54 | ABBVABBVIE INC | 2,410 | $606,558 | 0.3% |
| 55 | ETHEGRAYSCALE ETHEREUM STAKING E | 46,225 | $589,831 | 0.3% |
| 56 | MSTRSTRATEGY INC | 5,954 | $517,581 | 0.2% |
| 57 | IVVISHARES TR | 680 | $509,269 | 0.2% |
| 58 | CNPCENTERPOINT ENERGY INC | 11,050 | $486,634 | 0.2% |
| 59 | SCHASCHWAB STRATEGIC TR | 13,370 | $483,067 | 0.2% |
| 60 | VIGVANGUARD SPECIALIZED FUNDS | 2,000 | $473,240 | 0.2% |
| 61 | TXNTEXAS INSTRS INC | 1,523 | $453,961 | 0.2% |
| 62 | HDHOME DEPOT INC | 1,278 | $450,780 | 0.2% |
| 63 | BRK/BBERKSHIRE HATHAWAY INC DEL | 856 | $428,334 | 0.2% |
| 64 | SCHGSCHWAB STRATEGIC TR | 12,444 | $421,107 | 0.2% |
| 65 | SPCXSPACE EXPLORATION TECHN CORP | 2,388 | $408,014 | 0.2% |
| 66 | KHCKRAFT HEINZ CO | 15,598 | $368,432 | 0.2% |
| 67 | WKEYWISEKEY INTERNATIONAL HLDS L | 49,497 | $362,318 | 0.2% |
| 68 | ETENERGY TRANSFER L P | 18,697 | $357,490 | 0.2% |
| 69 | NFLXNETFLIX INC. | 4,986 | $356,000 | 0.2% |
| 70 | SCCOSOUTHERN COPPER CORP | 1,878 | $327,218 | 0.1% |
| 71 | SOSOUTHERN CO | 3,382 | $323,678 | 0.1% |
| 72 | SEALSQ CORP | 100,451 | $316,421 | 0.1% |
| 73 | FFORD MTR CO | 21,355 | $296,835 | 0.1% |
| 74 | DISDISNEY WALT CO | 3,081 | $296,539 | 0.1% |
| 75 | APDAIR PRODUCTS AND CHEMICALS I | 994 | $291,523 | 0.1% |
| 76 | BMYBRISTOL-MYERS SQUIBB CO | 5,007 | $288,483 | 0.1% |
| 77 | PFEPFIZER INC | 11,896 | $286,467 | 0.1% |
| 78 | IBMINTERNATIONAL BUSINESS MACHS | 1,004 | $282,360 | 0.1% |
| 79 | PANWPALO ALTO NETWORKS INC | 785 | $267,701 | 0.1% |
| 80 | WFCWELLS FARGO & CO | 3,187 | $263,360 | 0.1% |
| 81 | SCHDSCHWAB STRATEGIC TR | 8,195 | $259,853 | 0.1% |
| 82 | USOUNITED STS OIL FD LP | 2,358 | $250,986 | 0.1% |
| 83 | IYWISHARES TR | 984 | $248,194 | 0.1% |
| 84 | VVISA INC | 685 | $235,068 | 0.1% |
| 85 | AMATAPPLIED MATLS INC | 321 | $232,083 | 0.1% |
| 86 | PMPHILIP MORRIS INTL INC | 1,258 | $227,585 | 0.1% |
| 87 | SPYMSPDR SERIES TRUST | 2,486 | $218,470 | 0.1% |
| 88 | UAMYUNITED STATES ANTIMONY CORP | 16,668 | $121,010 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.