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CIK: 0001929071
Total reported value
$223.8M
$223.8M
86 檔
29.5%
As reported in its official Q1 2026 Form 13F filing, Finer Wealth Management, Inc.'s tracked investment portfolio stood at $223.8M with 86 total positions.
In Q1 2026, Finer Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.70% | -0.10% | -0.89% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.24% | +0.06% | -1.28% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.08% | +0.67% | -3.23% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.97% | -0.63% | -0.81% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.16% | +0.40% | -2.89% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.63% | +0.03% | -1.18% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.97% | -0.56% | +0.04% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 3.54% | +1.13% | -0.80% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.12% | — | -1.94% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 3.06% | -0.60% | -1.06% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.74% | -0.13% | -0.49% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 2.27% | +3.44% | -1.59% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.16% | -0.61% | -0.13% | |
| 14 | T | At&t Inc | Stock-Comm Services | 1.91% | -0.66% | +4.29% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.89% | -0.13% | -1.56% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.88% | +0.49% | -2.27% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.75% | -0.40% | +2.28% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.67% | -0.36% | +0.55% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.60% | -0.47% | -0.59% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.53% | -0.18% | -0.87% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.38% | -0.15% | +26.49% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.30% | +0.07% | +0.85% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.30% | -0.32% | +7.09% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.22% | -0.39% | -17.45% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 1.07% | +0.39% | -4.19% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.06% | -0.17% | +5.08% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.05% | -0.05% | +3.64% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.00% | -0.41% | -19.71% | |
| 29 | MSTR | Strategy Inc | Stock-Tech | 1.00% | -0.77% | -0.12% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.86% | +0.08% | +25.83% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.11% | +6.57% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.74% | +0.03% | +34.44% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.18% | -14.89% | |
| 34 | EIRL | Ishares Msci Ireland ETF | ETF-Other | 0.71% | +0.02% | — | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.71% | -0.08% | -0.05% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.68% | -0.11% | -20.70% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.64% | -0.21% | -11.30% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | -0.02% | +0.79% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.22% | — | |
| 40 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.58% | -0.14% | -21.89% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.04% | -0.20% | |
| 42 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.48% | -0.02% | +5.27% | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.47% | +0.53% | — | |
| 44 | XEL | Xcel Energy Inc | Stock-Utilities | 0.44% | -0.05% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.01% | -0.60% | |
| 46 | SLV | Ishares Silver Trust | ETF-Commodities | 0.42% | -0.12% | +12.72% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | +0.07% | +146.95% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.38% | -0.01% | -4.11% | |
| 49 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.37% | -0.11% | +13.17% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.36% | +0.56% | -3.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.8% | -0.80% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -0.13% | Trim |
| 3 | CVX | Chevron CORP | +0.5% | -0.59% | Trim |
| 4 | MRK | Merck & Co. Inc. | +0.4% | -0.49% | Trim |
| 5 | VZ | Verizon Communications Inc | +0.4% | +2.28% | Add |
| 6 | T | At&t Inc | +0.4% | +4.29% | Add |
| 7 | WMT | Walmart Inc | +0.4% | -1.06% | Trim |
| 8 | MO | Altria Group Inc | +0.3% | +25.83% | Add |
| 9 | COST | Costco Wholesale CORP | +0.3% | +146.95% | Add |
| 10 | RTX | Rtx CORP | +0.2% | +34.44% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.27% | Trim |
| 12 | ASML | ASML Holding N.V. | +0.2% | -4.19% | Trim |
| 13 | GLD | Spdr Gold Shares | +0.2% | +5.08% | Add |
| 14 | KO | Coca-cola Co/the | +0.2% | +3.64% | Add |
| 15 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | +140.94% | Add |
| 16 | MCD | Mcdonald's CORP | +0.1% | +0.55% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.20% | Trim |
| 18 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 19 | SLV | Ishares Silver Trust | +0.1% | +12.72% | Add |
| 20 | LMT | Lockheed Martin CORP | +0.1% | -11.30% | Trim |
| 21 | DE | Deere & Co | +0.1% | -0.33% | Trim |
| 22 | PFE | Pfizer Inc | +0.1% | +39.63% | Add |
| 23 | INTC | Intel CORP | +0.1% | -3.98% | Trim |
| 24 | SO | Southern Co/the | +0.1% | +28.91% | Add |
| 25 | BTI | British American Tob-sp Adr | +0.1% | +5.27% | Add |
| 26 | CMS | Cms Energy CORP | +0.1% | — | Unchanged |
| 27 | XEL | Xcel Energy Inc | +0.1% | — | Unchanged |
| 28 | PG | Procter & Gamble Co/the | +0.1% | -1.56% | Trim |
| 29 | CNP | Centerpoint Energy Inc | 0% | +0.01% | Add |
| 30 | UAMY | United States Antimony CORP | 0% | — | Unchanged |
| 31 | APD | Air Products & Chemicals Inc | 0% | -1.39% | Trim |
| 32 | ES | Eversource Energy | 0% | +1.71% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 34 | IBIT | Ishares Bitcoin Trust ETF | 0% | +26.49% | Add |
| 35 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.88% | Add |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -0.05% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | 0% | +6.57% | Add |
| 38 | ET | Energy Transfer LP | 0% | -12.30% | Trim |
| 39 | BMY | Bristol-myers Squibb Co | 0% | -7.54% | Trim |
| 40 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 41 | NFLX | Netflix Inc | 0% | -1.59% | Trim |
| 42 | UNH | Unitedhealth Group Inc | — | +15.47% | Add |
| 43 | GS | Goldman Sachs Group Inc | — | -1.17% | Trim |
| 44 | DIS | Walt Disney Co/the | — | +14.26% | Add |
| 45 | PM | Philip Morris International | — | — | Unchanged |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.60% | Trim |
| 47 | HD | Home Depot Inc | 0% | -3.34% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | -2.02% | Trim |
| 49 | ABBV | Abbvie Inc | 0% | +0.39% | Add |
| 50 | HBR | Canary Hbar ETF | 0% | -0.50% | Trim |
According to official SEC Form 13F filings, Finer Wealth Management, Inc. reported a total U.S. public equity portfolio value of $223.8M across 86 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, LLY) accounted for 29.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
EIRL
市值: $1.4M
Top Position Liquidated / Trimmed
PFF
前期市值: $219.2K
During Q1 2026, Finer Wealth Management, Inc.'s top holdings by market value included AAPL (8.7%)、NVDA (7.2%)、LLY (6.1%). The largest single position, AAPL, represented 8.7% of total portfolio value.
In Q1 2026, Finer Wealth Management, Inc. made 76 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 43 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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