Finer Wealth Management, Inc.
13F Reported Value
ⓘ$199.4M
incl. option notional
Equity Holdings
ⓘ$198.2M
Option Notional
ⓘ$1.2M
$0 puts / $1.2M calls
Holdings
87
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Finer Wealth Management, Inc. disclosed 87 positions worth $199.4M in its Form 13F-HR for Q1 2026 — $198.2M in common stock plus $1.2M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 8.8% of the equity portfolio, followed by $NVDA and $LLY. During the quarter the fund opened 5 new positions and exited 1 — including a new stake in $MSTR and a full exit from $BRR. The portfolio is most concentrated in Technology (41.1% of disclosed assets). All figures are sourced directly from Finer Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1929071.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$17.3M68,343 sh - 90.2#1
Quality
$14.4M82,770 sh - 89.3#2
Quality
$12.1M13,172 sh - 83.7
Quality
$11.9M32,159 sh - 80.2
Quality
$10.3M35,779 sh - 74.6
Quality
$9.2M44,322 sh - 80.9
Quality
$7.9M13,845 sh - 67.8
Quality
$7.1M9,959 sh - 35.6
Quality
$6.2M21,172 sh - 63.2
Quality
$6.1M49,156 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $17.3M | 68,343 |
 NVIDIA CORP$NVDA | 90.2#1 | $14.4M | 82,770 |
 ELI LILLY & Co$LLY | 89.3#2 | $12.1M | 13,172 |
 MICROSOFT CORP$MSFT | 83.7 | $11.9M | 32,159 |
 Alphabet Inc.$GOOG | 80.2 | $10.3M | 35,779 |
 AMAZON COM INC$AMZN | 74.6 | $9.2M | 44,322 |
 Meta Platforms, Inc.$META | 80.9 | $7.9M | 13,845 |
 CATERPILLAR INC$CAT | 67.8 | $7.1M | 9,959 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $6.2M | 21,172 |
 Walmart Inc.$WMT | 63.2 | $6.1M | 49,156 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Finer Wealth Management, Inc.'s 87 positions.
Showing top 10 of 87 holdings.
Sector Allocation
Technology
$81.5M
Financials
$20.7M
Healthcare
$20.5M
Consumer Discretionary
$19.8M
Industrials
$15.6M
Consumer Staples
$11.5M
Other
$8.6M
Communication Services
$8.1M
Full Holdings — Finer Wealth Management, Inc. (Q1 2026)
All 87 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $17.3M | 8.8% | -1% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $14.4M | 7.3% | -1% | 90.2 |
| 3 | $LLY | ELI LILLY & Co | $12.1M | 6.1% | -3% | 89.3 |
| 4 | $MSFT | MICROSOFT CORP | $11.9M | 6.0% | -1% | 83.7 |
| 5 | $GOOG | Alphabet Inc. | $10.3M | 5.2% | -3% | 80.2 |
| 6 | $AMZN | AMAZON COM INC | $9.2M | 4.7% | -1% | 74.6 |
| 7 | $META | Meta Platforms, Inc. | $7.9M | 4.0% | +0% | 80.9 |
| 8 | $CAT | CATERPILLAR INC | $7.1M | 3.6% | -1% | 67.8 |
| 9 | $JPM | JPMORGAN CHASE & CO | $6.2M | 3.1% | -2% | 35.6 |
| 10 | $WMT | Walmart Inc. | $6.1M | 3.1% | -1% | 63.2 |
| 11 |  $MRK | Merck & Co., Inc. | $5.5M | 2.8% | -0% | 70.9 |
| 12 |  $AMD | ADVANCED MICRO DEVICES INC | $4.5M | 2.3% | -2% | 78.8 |
| 13 |  $XOM | EXXON MOBIL CORP | $4.3M | 2.2% | -0% | 61.8 |
| 14 |  $T | AT&T INC. | $3.8M | 1.9% | +4% | 71.9 |
| 15 |  $PG | PROCTER & GAMBLE Co | $3.8M | 1.9% | -2% | 72.9 |
| 16 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.7M | 1.9% | -2% | — |
| 17 |  $VZ | VERIZON COMMUNICATIONS INC | $3.5M | 1.8% | +2% | 71.6 |
| 18 |  $MCD | MCDONALDS CORP | $3.3M | 1.7% | +1% | 73.9 |
| 19 |  $CVX | CHEVRON CORP | $3.2M | 1.6% | -1% | 54.7 |
| 20 |  $SCHW | SCHWAB CHARLES CORP | $3.0M | 1.5% | -1% | 77.2 |
| 21 |  $IBIT | iShares Bitcoin Trust ETF | $2.7M | 1.4% | +26% | — |
| 22 |  $TSLA | Tesla, Inc. | $2.6M | 1.3% | +1% | 50.1 |
| 23 |  $PLTR | Palantir Technologies Inc. | $2.6M | 1.3% | +7% | 85.8 |
| 24 |  $PEP | PEPSICO INC | $2.4M | 1.2% | -17% | 62.7 |
| 25 |  $ASML | ASML HOLDING NV | $2.1M | 1.1% | -4% | — |
| 26 |  $GLD | SPDR GOLD TRUST | $2.1M | 1.1% | +5% | — |
| 27 |  $KO | COCA COLA CO | $2.1M | 1.1% | +4% | 74 |
| 28 |  $CRM | Salesforce, Inc. | $2.0M | 1.0% | -20% | 75.2 |
| 29 |  $MO | ALTRIA GROUP, INC. | $1.7M | 0.9% | +26% | 72.1 |
| 30 |  $GOOGL | Alphabet Inc. | $1.6M | 0.8% | +7% | 80.2 |
| 31 |  $RTX | RTX Corp | $1.5M | 0.7% | +34% | 70 |
| 32 | — | ISHARES TR | $1.4M | 0.7% | -15% | — |
| 33 | — | ISHARES TR | $1.4M | 0.7% | +191% | — |
| 34 | — | ISHARES TR | $1.4M | 0.7% | -0% | — |
| 35 | — | ISHARES TR | $1.3M | 0.7% | -21% | — |
| 36 |  $LMT | LOCKHEED MARTIN CORP | $1.3M | 0.6% | -11% | 65 |
| 37 |  $AVGO | Broadcom Inc. | $1.3M | 0.6% | +1% | 86.4 |
| 38 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.6% | +0% | 72.3 |
| 39 |  $MSTRCALL | Strategy Inc | $1.2M | — | NEW | 25.4 |
| 40 |  $GBTC | Grayscale Bitcoin Trust ETF | $1.1M | 0.6% | -22% | — |
| 41 |  $JNJ | JOHNSON & JOHNSON | $989,577 | 0.5% | -0% | 72.8 |
| 42 |  $BTI | British American Tobacco p.l.c. | $955,985 | 0.5% | +5% | — |
| 43 |  $MU | MICRON TECHNOLOGY INC | $932,866 | 0.5% | +0% | 88.4 |
| 44 |  $XEL | XCEL ENERGY INC | $869,232 | 0.4% | +0% | — |
| 45 |  $SPY | SPDR S&P 500 ETF TRUST | $858,987 | 0.4% | -1% | — |
| 46 |  $SLV | iShares Silver Trust | $844,936 | 0.4% | +13% | — |
| 47 |  $COST | COSTCO WHOLESALE CORP /NEW | $765,336 | 0.4% | +147% | 67 |
| 48 |  $BAC | BANK OF AMERICA CORP /DE/ | $764,460 | 0.4% | -4% | 68.4 |
| 49 |  $ETHE | Grayscale Ethereum Staking ETF | $744,252 | 0.4% | +13% | — |
| 50 | $MSTR | Strategy Inc | $739,939 | 0.4% | -63% | 25.4 |
| 51 |  $INTC | INTEL CORP | $719,756 | 0.4% | -4% | 41.5 |
| 52 |  $CMS | CMS ENERGY CORP | $698,220 | 0.3% | +0% | 61.5 |
| 53 |  $DE | DEERE & CO | $685,751 | 0.3% | -0% | 57.4 |
| 54 |  $ES | EVERSOURCE ENERGY | $612,328 | 0.3% | +2% | 67 |
| 55 |  $UNH | UNITEDHEALTH GROUP INC | $593,683 | 0.3% | +15% | 66.8 |
| 56 |  $GS | GOLDMAN SACHS GROUP INC | $571,026 | 0.3% | -1% | — |
| 57 |  $ABBV | AbbVie Inc. | $504,177 | 0.3% | +0% | 59.3 |
| 58 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $501,913 | 0.3% | +141% | — |
| 59 |  $NFLX | NETFLIX INC | $493,250 | 0.3% | -2% | 86.7 |
| 60 |  $ET | Energy Transfer LP | $481,439 | 0.2% | -12% | 64.5 |
| 61 |  $CNP | CENTERPOINT ENERGY INC | $476,898 | 0.2% | +0% | 55.9 |
| 62 | — | SCHWAB STRATEGIC TR | $449,976 | 0.2% | -26% | — |
| 63 | — | ISHARES TR | $443,544 | 0.2% | -2% | — |
| 64 | — | VANGUARD SPECIALIZED FUNDS | $430,120 | 0.2% | +0% | — |
| 65 |  $HD | HOME DEPOT, INC. | $419,030 | 0.2% | -3% | 69.2 |
| 66 |  $BRK.B | BERKSHIRE HATHAWAY INC | $410,195 | 0.2% | NEW | 64.5 |
| 67 |  $TXN | TEXAS INSTRUMENTS INC | $378,185 | 0.2% | -29% | 70.4 |
| 68 | — | SCHWAB STRATEGIC TR | $357,105 | 0.2% | -2% | — |
| 69 |  $KHC | Kraft Heinz Co | $327,540 | 0.2% | -28% | 42.5 |
| 70 |  $SO | SOUTHERN CO | $325,344 | 0.2% | +29% | 65.1 |
| 71 |  $USO | United States Oil Fund, LP | $324,869 | 0.2% | NEW | — |
| 72 |  $SCCO | SOUTHERN COPPER CORP/ | $322,495 | 0.2% | NEW | 86.6 |
| 73 |  $PFE | PFIZER INC | $315,709 | 0.2% | +40% | 69 |
| 74 |  $DIS | Walt Disney Co | $311,975 | 0.2% | +14% | 68.9 |
| 75 |  $WKEY | Wisekey International Holding S.A. | $303,912 | 0.1% | +0% | — |
| 76 |  $BMY | BRISTOL MYERS SQUIBB CO | $303,375 | 0.1% | -8% | 70.1 |
| 77 |  $APD | Air Products & Chemicals, Inc. | $289,398 | 0.1% | -1% | 41.2 |
| 78 |  $LAES | SEALSQ Corp | $263,182 | 0.1% | +0% | — |
| 79 | — | SCHWAB STRATEGIC TR | $253,924 | 0.1% | +3% | — |
| 80 |  $WFC | WELLS FARGO & COMPANY/MN | $253,681 | 0.1% | -1% | — |
| 81 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $243,371 | 0.1% | +0% | 66.7 |
| 82 | — | CANARY CAPITAL GROUP LLX | $238,200 | 0.1% | -0% | — |
| 83 |  $V | VISA INC. | $227,918 | 0.1% | +0% | 83.5 |
| 84 |  $ISRG | INTUITIVE SURGICAL INC | $214,821 | 0.1% | +0% | 81.4 |
| 85 |  $PM | Philip Morris International Inc. | $207,998 | 0.1% | +0% | 80.5 |
| 86 |  $F | FORD MOTOR CO | $158,052 | 0.1% | NEW | 58.5 |
| 87 |  $UAMY | UNITED STATES ANTIMONY CORP | $141,059 | 0.1% | +0% | 32.2 |
New Positions (5)
Exited Positions (1)
$BRR ProCap Financial, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Finer Wealth Management, Inc. including:
Track Finer Wealth Management, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Finer Wealth Management, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Finer Wealth Management, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Finer Wealth Management, Inc. (SEC CIK: 1929071), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Finer Wealth Management, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.