Finer Wealth Management, Inc.
Sector Allocation
- Technology45.6%$115.4M
- Other9.7%$24.4M
- Healthcare9.4%$23.9M
- Financials9.3%$23.5M
- Consumer Staples7.3%$18.5M
- Consumer Discretionary6.8%$17.3M
- Industrials4.4%$11.1M
- Communication Services3.1%$7.8M
- Energy3.0%$7.6M
- Utilities1.0%$2.6M
AUM History
13fpro.ai/research/fund/finer-wealth-management-inc-1929071
Conviction and streaks
Diversifying · top 10 = 52.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$21.9MNVDA
$18.3MMSFT
$16.4MLLY
$14.2MAMD
$12.7MGOOGL
$11.7MAMZN
$10.8M- VANGUARD$10.2M
META
$9.9MCAT
$7.7MJPM
$7.0MMRK
$6.5MWMT
$5.1MTSM
$5.0MIBIT
$4.2MXOM.R34088
$4.1MPG
$4.1MPLTR
$3.8MT
$3.7MVZ
$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/finer-wealth-management-inc-1929071
Finer Wealth Management, Inc. 13F holdings — Q3 2026
$252.9M portfolio (+13.0% QoQ) · 92 holdings · Q3 2026 13F · top 10 are 53% of the stock portfolio
$21.9M
8.6% of stocks
-1%This quarter+0.1%Since filed11+ qtrsHeld$18.3M
7.2% of stocks
-2%This quarter+0.9%Since filed11+ qtrsHeld$16.4M
6.5% of stocks
-0.1%This quarter+0.7%Since filed11+ qtrsHeld$14.2M
5.6% of stocks
-2%This quarter+1.8%Since filed11+ qtrsHeld$12.7M
5.0% of stocks
-5%This quarter+0.5%Since filed11+ qtrsHeld$11.7M
4.6% of stocks
-2%This quarter-6.7%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$10.8M
4.3% of stocks
-0.6%This quarter-0.4%Since filed11+ qtrsHeld- 8
VANGUARD INDEX FDS - S&P 500 ETF SHS
$10.2M
4.0% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $9.9M
3.9% of stocks
+1%This quarter-11.1%Since filed11+ qtrsHeld$7.7M
3.0% of stocks
-3%This quarter-5.3%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Finer Wealth Management, Inc. (Q3 2026)
92 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $7.0M | 2.8% | 21K | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Merck & Co., Inc. | Healthcare | $6.5M | 2.6% | 45K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Walmart Inc. | Consumer Staples | $5.1M | 2.0% | 49K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $5.0M | 2.0% | 11K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | iShares Bitcoin Trust ETFetf/fund | Financials | $4.2M | 1.7% | 88K | +7% | 8 qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | EXXON MOBIL CORP | Energy | $4.1M | 1.6% | 25K | -0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | PROCTER & GAMBLE Co | Consumer Staples | $4.1M | 1.6% | 28K | +5% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Palantir Technologies Inc. | Technology | $3.8M | 1.5% | 20K | +8% | 7 qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AT&T INC. | Communication Services | $3.7M | 1.5% | 152K | +12% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VERIZON COMMUNICATIONS INC | Communication Services | $3.5M | 1.4% | 76K | +6% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $3.5M | 1.4% | 45K | New | — | — | 13F |
| 22 | SCHWAB CHARLES CORP | Financials | $3.2M | 1.3% | 33K | +1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CHEVRON CORP | Energy | $3.2M | 1.3% | 15K | +1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ASML HOLDING NV | Technology | $3.0M | 1.2% | 1,657 | +0.6% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Tesla, Inc. | Consumer Discretionary | $2.8M | 1.1% | 7,832 | +8% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.7M | 1.1% | 12K | +6% | |||
| 27 | $KO | COCA COLA CO | Consumer Staples | $2.4M | 0.9% | 28K | -0.2% | |||
| 28 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.4M | 0.9% | 35K | +19% | |||
| 29 | $GLD | SPDR GOLD TRUST | Financials | $2.2M | 0.9% | 5,788 | +7% | |||
| 30 | $MU | MICRON TECHNOLOGY INC | Technology | $2.2M | 0.9% | 2,036 | +5% | |||
| 31 | $RTX | RTX Corp | Industrials | $2.0M | 0.8% | 11K | +20% | |||
| 32 | $GOOG | Alphabet Inc. | Technology | $2.0M | 0.8% | 5,860 | — | |||
| 33 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $2.0M | 0.8% | 8,426 | New | |||
| 34 | — | ISHARES TR - MSCI IRELAND ETF | — | $1.8M | 0.7% | 22K | +5% | |||
| 35 | $INTC | INTEL CORP | Technology | $1.8M | 0.7% | 15K | -0.3% | |||
| 36 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.8M | 0.7% | 16K | -0.0% | |||
| 37 | $PEP | PEPSICO INC | Consumer Staples | $1.7M | 0.7% | 13K | -3% | |||
| 38 | $CRM | Salesforce, Inc. | Technology | $1.6M | 0.6% | 6,855 | -18% | |||
| 39 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.6% | 1,576 | +46% | |||
| 40 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $1.4M | 0.5% | 21K | -3% | |||
| 41 | — | ISHARES TR - IBOXX INV CP ETF | — | $1.3M | 0.5% | 13K | -0.3% | |||
| 42 | $AVGO | Broadcom Inc. | Technology | $1.3M | 0.5% | 3,650 | +0.2% | |||
| 43 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.2M | 0.5% | 15K | -0.7% | |||
| 44 | $ETHE | Grayscale Ethereum Staking ETF | Financials | $1.1M | 0.5% | 53K | +15% | |||
| 45 | — | ISHARES TR - ISHARES BIOTECH | — | $1.0M | 0.4% | 4,923 | -27% | |||
| 46 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.0M | 0.4% | 3,797 | -6% | |||
| 47 | $SPY | SPDR S&P 500 ETF TRUST | — | $996K | 0.4% | 1,305 | -2% | |||
| 48 | $MSTR | Strategy Inc | Financials | $908K | 0.4% | 5,931 | -0.4% | |||
| 49 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $906K | 0.4% | 17K | — | |||
| 50 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $888K | 0.3% | 2,418 | +11% | |||
| 51 | $SLV | iShares Silver Trust | Financials | $813K | 0.3% | 15K | +19% | |||
| 52 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $785K | 0.3% | 14K | -0.6% | |||
| 53 | $XEL | XCEL ENERGY INC | Utilities | $771K | 0.3% | 11K | — | |||
| 54 | $DE | DEERE & CO | Industrials | $715K | 0.3% | 1,065 | -2% | |||
| 55 | $LMT | LOCKHEED MARTIN CORP | Industrials | $666K | 0.3% | 1,308 | -30% | |||
| 56 | $F | FORD MOTOR CO | Consumer Discretionary | $636K | 0.3% | 53K | +147% | |||
| 57 | $ABBV | AbbVie Inc. | Healthcare | $633K | 0.3% | 2,419 | +0.4% | |||
| 58 | $GS | GOLDMAN SACHS GROUP INC | Financials | $603K | 0.2% | 669 | -0.3% | |||
| 59 | $ES | EVERSOURCE ENERGY | Utilities | $590K | 0.2% | 9,191 | +0.0% | |||
| 60 | $CMS | CMS ENERGY CORP | Utilities | $568K | 0.2% | 9,000 | — | |||
| 61 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $467K | 0.2% | 2,000 | — | |||
| 62 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $442K | 0.2% | 2,927 | +23% | |||
| 63 | — | ISHARES TR - CORE S&P500 ETF | — | $440K | 0.2% | 574 | -16% | |||
| 64 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $436K | 0.2% | 12K | -2% | |||
| 65 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $425K | 0.2% | 853 | -0.4% | |||
| 66 | $CNP | CENTERPOINT ENERGY INC | Utilities | $407K | 0.2% | 11K | — | |||
| 67 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $381K | 0.1% | 1,882 | +0.2% | |||
| 68 | $TXN | TEXAS INSTRUMENTS INC | Technology | $374K | 0.1% | 1,335 | -12% | |||
| 69 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $365K | 0.1% | 1,283 | +0.4% | |||
| 70 | $PFE | PFIZER INC | Healthcare | $357K | 0.1% | 13K | +5% | |||
| 71 | $NFLX | NETFLIX INC | Communication Services | $345K | 0.1% | 4,956 | -0.6% | |||
| 72 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $339K | 0.1% | 10K | -22% | |||
| 73 | $ET | Energy Transfer LP | Energy | $331K | 0.1% | 17K | -10% | |||
| 74 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $331K | 0.1% | 1,249 | New | |||
| 75 | $PANW | Palo Alto Networks Inc | Technology | $312K | 0.1% | 786 | +0.1% | |||
| 76 | $USO | United States Oil Fund, LP | Financials | $307K | 0.1% | 2,108 | -11% | |||
| 77 | $KHC | Kraft Heinz Co | Consumer Staples | $298K | 0.1% | 13K | -16% | |||
| 78 | $WKEY | WISeQey Corp. | Technology | $290K | 0.1% | 49K | — | |||
| 79 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $279K | 0.1% | 4,467 | -11% | |||
| 80 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $267K | 0.1% | 8,222 | +0.3% | |||
| 81 | — | ISHARES TR - U.S. TECH ETF | — | $261K | 0.1% | 984 | — | |||
| 82 | $DIS | Walt Disney Co | Communication Services | $259K | 0.1% | 2,470 | -20% | |||
| 83 | $APD | Air Products & Chemicals, Inc. | Materials | $249K | 0.1% | 895 | -10% | |||
| 84 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $246K | 0.1% | 6,657 | New | |||
| 85 | $PM | Philip Morris International Inc. | Consumer Staples | $240K | 0.1% | 1,258 | — | |||
| 86 | $LAES | SEALSQ Corp | Technology | $234K | 0.1% | 100K | -0.4% | |||
| 87 | $SO | SOUTHERN CO | Utilities | $231K | 0.1% | 2,781 | -18% | |||
| 88 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $223K | 0.1% | 2,486 | — | |||
| 89 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $221K | 0.1% | 1,004 | — | |||
| 90 | $V | VISA INC. | Financials | $217K | 0.1% | 605 | -12% | |||
| 91 | $KMB | KIMBERLY CLARK CORP | Materials | $207K | 0.1% | 2,122 | New | |||
| 92 | $UAMY | UNITED STATES ANTIMONY CORP | Materials | $95K | 0.0% | 23K | +36% |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 32 added to, 43 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
- VANGUARD INDEX FDS - S&P 500 ETF SHS$10.2M
first bought this quarter
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$3.5M
first bought this quarter
- VANGUARD INDEX FDS - EXTEND MKT ETF$2.0M
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$331K
first bought this quarter
$BTCGrayscale Bitcoin Mini Trust ETF$246K
first bought this quarter
$KMBKIMBERLY CLARK CORP$207K
first bought this quarter
Added to (32)
$COSTCOSTCO WHOLESALE CORP /NEW+46%
now $1.4M · held 4 qtrs, 4 adds in a row
now $3.7M · held 11+ qtrs, 3 adds in a row
$MOALTRIA GROUP, INC.+19%
now $2.4M · held 11+ qtrs, 3 adds in a row
$FFORD MOTOR CO+147%
now $636K · held 3 qtrs, 3 adds in a row
$RTXRTX Corp+20%
now $2.0M · held 11+ qtrs, 3 adds in a row
now $3.8M · held 7 qtrs, 7 adds in a row
+26 more in the Excel export
Trimmed (43)
now $12.7M · held 11+ qtrs, 3 trims in a row
- ISHARES TR - ISHARES BIOTECH-27%
now $1.0M
now $18.3M · held 11+ qtrs, 4 trims in a row
$CRMSalesforce, Inc.-18%
now $1.6M · held 11+ qtrs, 3 trims in a row
now $14.2M · held 11+ qtrs, 10 trims in a row
now $21.9M · held 11+ qtrs, 2 trims in a row
+37 more in the Excel export
Holdings by quarter
Every 13F Finer Wealth Management, Inc. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Finer Wealth Management?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Finer Wealth Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 12% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Finer Wealth Management, Inc. disclosed 92 positions worth $252.9M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 8.6% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 6 new positions and exited 2 and a full exit from $WFC. The portfolio is most concentrated in Technology (45.6% of disclosed assets). All figures are sourced directly from Finer Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1929071.
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AI-Powered Hedge Fund Analysis: Finer Wealth Management, Inc.
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Every holding in Finer Wealth Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (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.