Finer Wealth Management, Inc.
CIK: 1929071
Holdings (92)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 16, 2026
- AAPL
APPLE INC
$21.85M
65,615 sh8.64%-1.4% - NVDA
NVIDIA CORPORATION
$18.28M
80,029 sh7.23%-1.9% - MSFT
MICROSOFT CORP
$16.42M
32,016 sh6.49%-0.1% - LLY
ELI LILLY & CO
$14.23M
12,299 sh5.63%-2.3% - AMD
ADVANCED MICRO DEVICES INC
$12.72M
20,793 sh5.03%-5.4% - GOOGL
ALPHABET INC
$11.7M
33,990 sh4.63%-2.4% - AMZN
AMAZON COM INC
$10.83M
43,487 sh4.28%-0.6% - VOO
VANGUARD INDEX FDS
$10.21M
14,566 sh4.04%New - META
META PLATFORMS INC
$9.93M
13,690 sh3.93%+1.1% - CAT
CATERPILLAR INC
$7.69M
9,489 sh3.04%-3.3% - JPM
JPMORGAN CHASE & CO
$7.04M
21,279 sh2.78%-0.3% - MRK
MERCK & CO INC
$6.47M
44,527 sh2.56%-1.9% - WMT
WALMART INC
$5.1M
49,034 sh2.02%+0.7% - TSM
TAIWAN SEMICONDUCTOR MANUFAC
$4.96M
10,867 sh1.96%-2.2% - IBIT
ISHARES BITCOIN TRUST ETF
$4.19M
88,444 sh1.66%+6.9% - XOM
EXXONMOBIL HOLDINGS CORP
$4.1M
25,216 sh1.62%-0.7% - PG
PROCTER & GAMBLE CO
$4.08M
28,115 sh1.62%+4.9% - PLTR
PALANTIR TECHNOLOGIES INC
$3.8M
20,337 sh1.50%+7.6% - T
AT&T INC
$3.72M
152,434 sh1.47%+12.4% - VZ
VERIZON COMMUNICATIONS INC
$3.47M
75,561 sh1.37%+6.1% - VCSH
VANGUARD SCOTTSDALE FDS
$3.46M
44,853 sh1.37%New - SCHW
CHARLES SCHWAB CORP (THE)
$3.22M
32,983 sh1.27%+1.0% - CVX
CHEVRON CORPORATION
$3.16M
15,466 sh1.25%+1.0% - ASML
ASML HLDG NV
$3M
1,657 sh1.19%+0.6% - TSLA
TESLA INC
$2.78M
7,832 sh1.10%+7.5% - MCD
MCDONALDS CORP
$2.66M
11,501 sh1.05%+6.2% - KO
COCA COLA CO
$2.37M
27,582 sh0.94%-0.2% - MO
ALTRIA GROUP INC
$2.36M
35,073 sh0.93%+19.4% - GLD
SPDR GOLD TR
$2.2M
5,788 sh0.87%+6.9% - MU
MICRON TECHNOLOGY INC
$2.17M
2,036 sh0.86%+4.7% - RTX
RTX CORPORATION
$2.02M
10,862 sh0.80%+19.8% - GOOG
ALPHABET INC
$2M
5,860 sh0.79%+0.0% - VXF
VANGUARD INDEX FDS
$1.95M
8,426 sh0.77%New - EIRL
ISHARES TR
$1.79M
21,889 sh0.71%+5.0% - INTC
INTEL CORP
$1.77M
14,716 sh0.70%-0.3% - CSCO
CISCO SYS INC
$1.76M
16,333 sh0.70%-0.0% - PEP
PEPSICO INC
$1.7M
13,387 sh0.67%-3.0% - CRM
SALESFORCE INC
$1.57M
6,855 sh0.62%-18.2% - COST
COSTCO WHOLESALE CORPORATION
$1.43M
1,576 sh0.57%+45.9% - GBTC
GRAYSCALE BITCOIN TRUST ETF
$1.36M
21,077 sh0.54%-3.2% - LQD
ISHARES TR
$1.32M
12,877 sh0.52%-0.3% - AVGO
BROADCOM INC
$1.28M
3,650 sh0.51%+0.2% - SHY
ISHARES TR
$1.19M
14,712 sh0.47%-0.7% - ETHE
GRAYSCALE ETHEREUM STAKING E
$1.14M
53,251 sh0.45%+15.2% - IBB
ISHARES TR
$1.04M
4,923 sh0.41%-27.0% - JNJ
JOHNSON & JOHNSON
$1.01M
3,797 sh0.40%-5.5% - SPY
STATE STR SPDR S&P 500 ETF T
$996K
1,305 sh0.39%-1.9% - MSTR
STRATEGY INC
$908K
5,931 sh0.36%-0.4% - BTI
BRITISH AMERN TOB PLC
$906K
16,650 sh0.36%+0.0% - UNH
UNITEDHEALTH GROUP INC
$888K
2,418 sh0.35%+11.2%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 AAPL APPLE INC | 65,615 | $21.85M | -1.4% | 8.64% | Q3 2026 |
 NVDA NVIDIA CORPORATION | 80,029 | $18.28M | -1.9% | 7.23% | Q3 2026 |
 MSFT MICROSOFT CORP | 32,016 | $16.42M | -0.1% | 6.49% | Q3 2026 |
 LLY ELI LILLY & CO | 12,299 | $14.23M | -2.3% | 5.63% | Q3 2026 |
 AMD ADVANCED MICRO DEVICES INC | 20,793 | $12.72M | -5.4% | 5.03% | Q3 2026 |
 GOOGL ALPHABET INC | 33,990 | $11.7M | -2.4% | 4.63% | Q3 2026 |
 AMZN AMAZON COM INC | 43,487 | $10.83M | -0.6% | 4.28% | Q3 2026 |
 VOO VANGUARD INDEX FDS | 14,566 | $10.21M | New | 4.04% | Q3 2026 |
 META META PLATFORMS INC | 13,690 | $9.93M | +1.1% | 3.93% | Q3 2026 |
 CAT CATERPILLAR INC | 9,489 | $7.69M | -3.3% | 3.04% | Q3 2026 |
 JPM JPMORGAN CHASE & CO | 21,279 | $7.04M | -0.3% | 2.78% | Q3 2026 |
 MRK MERCK & CO INC | 44,527 | $6.47M | -1.9% | 2.56% | Q3 2026 |
 WMT WALMART INC | 49,034 | $5.1M | +0.7% | 2.02% | Q3 2026 |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 10,867 | $4.96M | -2.2% | 1.96% | Q3 2026 |
 IBIT ISHARES BITCOIN TRUST ETF | 88,444 | $4.19M | +6.9% | 1.66% | Q3 2026 |
 XOM EXXONMOBIL HOLDINGS CORP | 25,216 | $4.1M | -0.7% | 1.62% | Q3 2026 |
 PG PROCTER & GAMBLE CO | 28,115 | $4.08M | +4.9% | 1.62% | Q3 2026 |
 PLTR PALANTIR TECHNOLOGIES INC | 20,337 | $3.8M | +7.6% | 1.50% | Q3 2026 |
 T AT&T INC | 152,434 | $3.72M | +12.4% | 1.47% | Q3 2026 |
 VZ VERIZON COMMUNICATIONS INC | 75,561 | $3.47M | +6.1% | 1.37% | Q3 2026 |
 VCSH VANGUARD SCOTTSDALE FDS | 44,853 | $3.46M | New | 1.37% | Q3 2026 |
 SCHW CHARLES SCHWAB CORP (THE) | 32,983 | $3.22M | +1.0% | 1.27% | Q3 2026 |
 CVX CHEVRON CORPORATION | 15,466 | $3.16M | +1.0% | 1.25% | Q3 2026 |
 ASML ASML HLDG NV | 1,657 | $3M | +0.6% | 1.19% | Q3 2026 |
 TSLA TESLA INC | 7,832 | $2.78M | +7.5% | 1.10% | Q3 2026 |
 MCD MCDONALDS CORP | 11,501 | $2.66M | +6.2% | 1.05% | Q3 2026 |
 KO COCA COLA CO | 27,582 | $2.37M | -0.2% | 0.94% | Q3 2026 |
 MO ALTRIA GROUP INC | 35,073 | $2.36M | +19.4% | 0.93% | Q3 2026 |
 GLD SPDR GOLD TR | 5,788 | $2.2M | +6.9% | 0.87% | Q3 2026 |
 MU MICRON TECHNOLOGY INC | 2,036 | $2.17M | +4.7% | 0.86% | Q3 2026 |
 RTX RTX CORPORATION | 10,862 | $2.02M | +19.8% | 0.80% | Q3 2026 |
 GOOG ALPHABET INC | 5,860 | $2M | +0.0% | 0.79% | Q3 2026 |
 VXF VANGUARD INDEX FDS | 8,426 | $1.95M | New | 0.77% | Q3 2026 |
 EIRL ISHARES TR | 21,889 | $1.79M | +5.0% | 0.71% | Q3 2026 |
 INTC INTEL CORP | 14,716 | $1.77M | -0.3% | 0.70% | Q3 2026 |
 CSCO CISCO SYS INC | 16,333 | $1.76M | -0.0% | 0.70% | Q3 2026 |
 PEP PEPSICO INC | 13,387 | $1.7M | -3.0% | 0.67% | Q3 2026 |
 CRM SALESFORCE INC | 6,855 | $1.57M | -18.2% | 0.62% | Q3 2026 |
 COST COSTCO WHOLESALE CORPORATION | 1,576 | $1.43M | +45.9% | 0.57% | Q3 2026 |
 GBTC GRAYSCALE BITCOIN TRUST ETF | 21,077 | $1.36M | -3.2% | 0.54% | Q3 2026 |
 LQD ISHARES TR | 12,877 | $1.32M | -0.3% | 0.52% | Q3 2026 |
 AVGO BROADCOM INC | 3,650 | $1.28M | +0.2% | 0.51% | Q3 2026 |
 SHY ISHARES TR | 14,712 | $1.19M | -0.7% | 0.47% | Q3 2026 |
 ETHE GRAYSCALE ETHEREUM STAKING E | 53,251 | $1.14M | +15.2% | 0.45% | Q3 2026 |
 IBB ISHARES TR | 4,923 | $1.04M | -27.0% | 0.41% | Q3 2026 |
 JNJ JOHNSON & JOHNSON | 3,797 | $1.01M | -5.5% | 0.40% | Q3 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 1,305 | $996K | -1.9% | 0.39% | Q3 2026 |
 MSTR STRATEGY INC | 5,931 | $908K | -0.4% | 0.36% | Q3 2026 |
 BTI BRITISH AMERN TOB PLC | 16,650 | $906K | +0.0% | 0.36% | Q3 2026 |
 UNH UNITEDHEALTH GROUP INC | 2,418 | $888K | +11.2% | 0.35% | Q3 2026 |
1-50 of 92 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Finer Wealth Management, Inc.
Finer Wealth Management, Inc. is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1929071). Signal8 holds 22 13F filings from it. Its SEC filings list Massachusetts as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 16, 2026. That report lists 92 securities, not counting options, up from 88 in Q2 2026.
Its five largest reported positions, in order, are APPLE INC (AAPL), NVIDIA CORPORATION (NVDA), MICROSOFT CORP (MSFT), ELI LILLY & CO (LLY) and ADVANCED MICRO DEVICES INC (AMD). The next five are ALPHABET INC (GOOGL), AMAZON COM INC (AMZN), VANGUARD INDEX FDS (VOO), META PLATFORMS INC (META) and CATERPILLAR INC (CAT).
Recent 13F filings by Finer Wealth Management, Inc.
- Q3 2026: 13F-HR filed Oct 16, 2026, listing 92 securities.
- Q2 2026: 13F-HR filed Aug 3, 2026, listing 88 securities.
- Q1 2026: 13F-HR filed May 12, 2026, listing 86 securities.
- Q4 2025: 13F-HR filed Jan 21, 2026, listing 83 securities.
- Q3 2025: 13F-HR filed Nov 4, 2025, listing 86 securities.
- Q2 2025: 13F-HR filed Aug 13, 2025, listing 86 securities.