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CIK: 0001929071
Total reported value
$252.9M
$252.9M
88 檔
30.0%
In Q2 2026, Finer Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $252.9M, distributed across 88 disclosed stock positions.
Finer Wealth Management, Inc. executed strategic sector rebalancing during Q2 2026, establishing 5 new positions while fully exiting 3 holdings and trimming 34 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.60% | +0.04% | -2.67% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.30% | -0.07% | -1.40% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.75% | -1.12% | -4.40% | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 5.71% | -0.68% | -1.31% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.56% | -0.93% | -2.64% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.34% | +1.15% | -0.30% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 4.67% | -1.63% | -1.44% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.66% | -0.38% | -1.29% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.41% | +0.52% | -2.23% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.12% | -0.34% | +0.85% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.61% | -0.05% | +0.03% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.46% | -0.44% | -0.95% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.37% | -0.41% | +0.23% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.76% | -0.14% | +2.57% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.55% | -1.55% | EXIT | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 1.46% | -0.27% | +1.54% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.37% | -0.27% | +4.15% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.35% | +0.02% | +2.25% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.35% | -0.08% | +0.76% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.31% | -0.26% | +1.28% | |
| 21 | T | At&t Inc | Stock-Comm Services | 1.25% | +0.22% | +2.96% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.23% | +0.43% | +15.96% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.13% | +0.12% | -0.69% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.00% | -0.06% | — | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 1.00% | -0.14% | -29.59% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.99% | +0.52% | +6.92% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.94% | -0.01% | +12.43% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | -0.14% | +2.70% | |
| 29 | INTC | Intel CORP | Stock-Tech | 0.92% | -0.22% | -9.52% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.89% | -0.02% | +9.91% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | -0.16% | — | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.16% | -11.94% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.77% | +0.03% | +19.03% | |
| 34 | EIRL | Ishares Msci Ireland ETF | ETF-Other | 0.73% | -0.02% | +1.18% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.63% | -0.11% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | -0.11% | -11.25% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.59% | +0.03% | -21.91% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.57% | -0.16% | -15.59% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.07% | -14.46% | |
| 40 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.46% | -0.10% | +1.83% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.06% | -0.69% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | +0.12% | +40.63% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.05% | +0.76% | |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.44% | +0.10% | — | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.43% | -0.17% | -11.17% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | -0.05% | -0.87% | |
| 47 | XEL | Xcel Energy Inc | Stock-Utilities | 0.39% | -0.09% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | -0.06% | -7.46% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.31% | -0.03% | -10.76% | |
| 50 | CMS | Cms Energy CORP | Stock-Utilities | 0.31% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +3.4% | -1.31% | Trim |
| 2 | CAT | Caterpillar Inc | +1.1% | -1.44% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.7% | -4.40% | Trim |
| 4 | INTC | Intel CORP | +0.6% | -9.52% | Trim |
| 5 | MU | Micron Technology Inc | +0.5% | -29.59% | Trim |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +0.23% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.64% | Trim |
| 8 | ASML | ASML Holding N.V. | +0.4% | +1.54% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.2% | — | Unchanged |
| 10 | ✓ | +0.2% | NEW | New buy | |
| 11 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +2.70% | Add |
| 13 | IYW | Ishares Ustechnology ETF | +0.1% | NEW | New buy |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | -0.87% | Trim |
| 15 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | New buy |
| 17 | MO | Altria Group Inc | +0.1% | +12.43% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +4.15% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | +40.63% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | -1.40% | Trim |
| 21 | F | Ford Motor Co | +0.1% | +55.92% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | -1.29% | Trim |
| 23 | RTX | Rtx CORP | 0% | +19.03% | Add |
| 24 | EIRL | Ishares Msci Ireland ETF | 0% | +1.18% | Add |
| 25 | ABBV | Abbvie Inc | 0% | +3.97% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.76% | Add |
| 27 | GS | Goldman Sachs Group Inc | 0% | -0.59% | Trim |
| 28 | TXN | Texas Instruments Inc | 0% | -21.82% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +0.15% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | 0% | +1.51% | Add |
| 31 | WKEY | Wisekey Intl Holdings-adr | 0% | — | Unchanged |
| 32 | ✓ | Sealsq CORP | 0% | — | Unchanged |
| 33 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 34 | JPM | Jpmorgan Chase & Co | — | +0.85% | Add |
| 35 | KHC | Kraft Heinz Co/the | — | +7.10% | Add |
| 36 | PM | Philip Morris International | — | — | Unchanged |
| 37 | BAC | Bank Of America CORP | 0% | -7.46% | Trim |
| 38 | ES | Eversource Energy | 0% | +3.98% | Add |
| 39 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 40 | SCHA | Schwab US Small-cap ETF | 0% | -13.60% | Trim |
| 41 | HD | Home Depot Inc | 0% | +0.31% | Add |
| 42 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 43 | V | Visa Inc-class A Shares | 0% | -9.15% | Trim |
| 44 | SCHD | Schwab US Dvd Equity ETF | 0% | -0.99% | Trim |
| 45 | SCCO | Southern Copper CORP | 0% | +0.21% | Add |
| 46 | AVGO | Broadcom Inc | 0% | -11.25% | Trim |
| 47 | BTI | British American Tob-sp Adr | 0% | +1.83% | Add |
| 48 | UAMY | United States Antimony CORP | 0% | +3.16% | Add |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 50 | BMY | Bristol-myers Squibb Co | 0% | +0.10% | Add |
According to official SEC Form 13F filings, Finer Wealth Management, Inc. reported a total U.S. public equity portfolio value of $252.9M across 88 disclosed positions in Q2 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 30.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $408.0K
Top Position Liquidated / Trimmed
BTC
前期市值: $501.9K
During Q2 2026, Finer Wealth Management, Inc.'s top holdings by market value included AAPL (8.6%)、NVDA (7.3%)、LLY (6.8%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q2 2026, Finer Wealth Management, Inc. made 77 total portfolio adjustments, initiating 5 new buys, adding to 35 positions, trimming 34 holdings, and fully liquidating 3 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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