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Finer Wealth Management, Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$199.4M

Reporting period: 2026-03-31 · Number of holdings: 87

Finer Wealth Management, Inc. disclosed 87 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $199.4M and a quarterly turnover rate of 16.4%.

Personality snowflake

Concentration
14.23
Portfolio Stability
16.37
Momentum/Contrarian
100
Sector conviction
58.13
Diversification
100
Sizing Uniformity
85.56

Recent moves

  • Trim MSFT

    -0.8%　-$3.8M

  • Trim LLY

    -3.2%　-$2.5M

  • Add CAT

    -0.8%　$1.3M

  • Trim CRM

    -19.7%　-$1.5M

  • Add XOM

    -0.1%　$1.2M

  • Add CVX

    -0.6%　$826.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 86 holdings (of 87 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech8.70%-0.37%-0.89%
2NVDANvidia CORPStock-Tech7.24%-0.33%-1.28%
3LLYEli Lilly & CoStock-Healthcare6.08%-1.00%-3.23%
4MSFTMicrosoft CORPStock-Tech5.97%-1.62%-0.81%
5GOOGLAlphabet Inc-cl AStock-Comm Services5.16%-0.42%-2.89%
6AMZNAmazon.com INCStock-Consumer Disc4.63%-0.38%-1.18%
7METAMeta Platforms Inc-class AStock-Comm Services3.97%-0.45%+0.04%
8CATCaterpillar INCStock-Industrials3.54%+0.76%-0.80%
9JPMJpmorgan Chase & CoStock-Financials3.12%-0.25%-1.94%
10WMTWalmart INCStock-Consumer Staples3.06%+0.38%-1.06%
11MRKMerck & Co. INC.Stock-Healthcare2.74%+0.42%-0.49%
12AMDAdvanced Micro DevicesStock-Tech2.27%-0.08%-1.59%
13XOMExxon Mobil CORPStock-Energy2.16%+0.68%-0.13%
14TAt&t INCStock-Comm Services1.91%+0.39%+4.29%
15PGProcter & Gamble Co/theStock-Consumer Staples1.89%—-1.56%
16TSMTaiwan Semiconductor-sp AdrStock-Tech1.88%+0.21%-2.27%
17VZVerizon Communications INCStock-Comm Services1.75%+0.41%+2.28%
18MCDMcdonald's CORPStock-Consumer Disc1.67%—+0.55%
19CVXChevron CORPStock-Energy1.60%+0.46%-0.59%
20SCHWSchwab (charles) CORPStock-Financials1.53%-0.05%-0.87%
21IBITIshares Bitcoin Trust ETFETF-Crypto1.38%—+26.49%
22TSLATesla INCStock-Consumer Disc1.30%-0.21%+0.85%
23PLTRPalantir Technologies Inc-aStock-Tech1.30%-0.12%+7.09%
24PEPPepsico INCStock-Consumer Staples1.22%-0.10%-17.45%
25ASMLASML Holding N.V.Stock-Tech1.07%+0.19%-4.19%
26GLDSpdr Gold SharesETF-Commodities1.06%+0.16%+5.08%
27KOCoca-cola Co/theStock-Consumer Staples1.05%+0.15%+3.64%
28CRMSalesforce INCStock-Tech1.00%-0.71%-19.71%
29MSTRStrategy INCStock-Tech1.00%-0.17%-0.12%
30MOAltria Group INCStock-Consumer Staples0.86%+0.28%+25.83%
31GOOGAlphabet Inc-cl CStock-Comm Services0.82%—+6.57%
32RTXRtx CORPStock-Industrials0.74%+0.24%+34.44%
33SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.72%-0.10%-14.89%
34EIRLIshares Msci Ireland ETFETF-Other0.71%+0.71%NEW
35LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds0.71%—-0.05%
36IBBIshares Biotechnology ETFETF-Tech0.68%-0.14%-20.70%
37LMTLockheed Martin CORPStock-Industrials0.64%+0.08%-11.30%
38AVGOBroadcom INCStock-Tech0.64%-0.04%+0.79%
39CSCOCisco Systems INCStock-Tech0.64%——
40GBTCGrayscale Bitcoin Trust ETFETF-Crypto0.58%-0.34%-21.89%
41JNJJohnson & JohnsonStock-Healthcare0.50%+0.09%-0.20%
42BTIBritish American Tob-sp AdrStock-Consumer Staples0.48%—+5.27%
43MUMicron Technology INCStock-Tech0.47%+0.09%—
44XELXcel Energy INCStock-Utilities0.44%——
45SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.43%—-0.60%
46SLVIshares Silver TrustETF-Commodities0.42%+0.08%+12.72%
47COSTCostco Wholesale CORPStock-Consumer Staples0.38%+0.25%+146.95%
48BACBank Of America CORPStock-Financials0.38%-0.06%-4.11%
49ETHEGrayscale Ethereum Staking EETF-Other0.37%-0.08%+13.17%
50INTCIntel CORPStock-Tech0.36%—-3.98%
1–50 of 86

Holding changes this quarter

Finer Wealth Management, Inc.'s most significant position changes for 2026-03-31: New buy: Ishares Msci Ireland ETF (EIRL); New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: United States Oil Fund LP (USO); New buy: Southern Copper CORP (SCCO); Sold out: Ishares Preferred & Income S (PFF).

Position changes disclosed by Finer Wealth Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CATCaterpillar INC+0.8%-0.80%Trim
2XOMExxon Mobil CORP+0.7%-0.13%Trim
3CVXChevron CORP+0.5%-0.59%Trim
4MRKMerck & Co. INC.+0.4%-0.49%Trim
5VZVerizon Communications INC+0.4%+2.28%Add
6TAt&t INC+0.4%+4.29%Add
7WMTWalmart INC+0.4%-1.06%Trim
8MOAltria Group INC+0.3%+25.83%Add
9COSTCostco Wholesale CORP+0.3%+146.95%Add
10RTXRtx CORP+0.2%+34.44%Add
11TSMTaiwan Semiconductor-sp Adr+0.2%-2.27%Trim
12ASMLASML Holding N.V.+0.2%-4.19%Trim
13GLDSpdr Gold Shares+0.2%+5.08%Add
14KOCoca-cola Co/the+0.2%+3.64%Add
15BTCGrayscale Bitcoin Mini ETF+0.1%+140.94%Add
16JNJJohnson & Johnson+0.1%-0.20%Trim
17MUMicron Technology INC+0.1%—Unchanged
18SLVIshares Silver Trust+0.1%+12.72%Add
19LMTLockheed Martin CORP+0.1%-11.30%Trim
20DEDeere & Co+0.1%-0.33%Trim
21AVGOBroadcom INC0%+0.79%Add
22SCHWSchwab (charles) CORP-0.1%-0.87%Trim
23✓ Sealsq CORP-0.1%—Unchanged
24SCHASchwab US Small-cap ETF-0.1%-25.81%Trim
25BACBank Of America CORP-0.1%-4.11%Trim
26AMDAdvanced Micro Devices-0.1%-1.59%Trim
27ETHEGrayscale Ethereum Staking E-0.1%+13.17%Add
28KHCKraft Heinz Co/the-0.1%-28.47%Trim
29PEPPepsico INC-0.1%-17.45%Trim
30SHYIshares 1-3 Year Treasury Bo-0.1%-14.89%Trim
31PLTRPalantir Technologies Inc-a-0.1%+7.09%Add
32IBBIshares Biotechnology ETF-0.1%-20.70%Trim
33MSTRStrategy INC-0.2%-0.12%Trim
34TSLATesla INC-0.2%+0.85%Add
35JPMJpmorgan Chase & Co-0.3%-1.94%Trim
36NVDANvidia CORP-0.3%-1.28%Trim
37GBTCGrayscale Bitcoin Trust ETF-0.3%-21.89%Trim
38AAPLApple INC-0.4%-0.89%Trim
39AMZNAmazon.com INC-0.4%-1.18%Trim
40GOOGLAlphabet Inc-cl A-0.4%-2.89%Trim
41METAMeta Platforms Inc-class A-0.5%+0.04%Add
42CRMSalesforce INC-0.7%-19.71%Trim
43LLYEli Lilly & Co-1%-3.23%Trim
44MSFTMicrosoft CORP-1.6%-0.81%Trim
45EIRLIshares Msci Ireland ETF—NEWNew buy
46BRK-BBerkshire Hathaway Inc-cl B—NEWNew buy
47USOUnited States Oil Fund LP—NEWNew buy
48SCCOSouthern Copper CORP—NEWNew buy
49PFFIshares Preferred & Income S—EXITSold out
50FFord Motor Co—NEWNew buy

FAQ

What is Finer Wealth Management, Inc. and what type of investor is it?
Finer Wealth Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $199.4M, spread across 87 disclosed positions.
What are Finer Wealth Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Finer Wealth Management, Inc.'s top holdings by market value are: 1. Apple INC (AAPL) — $17.3M (8.7%) 2. Nvidia CORP (NVDA) — $14.4M (7.2%) 3. Eli Lilly & Co (LLY) — $12.1M (6.1%) 4. Microsoft CORP (MSFT) — $11.9M (6.0%) 5. Alphabet Inc-cl A (GOOGL) — $10.3M (5.2%)
What changes did Finer Wealth Management, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Finer Wealth Management, Inc. made 48 notable position adjustments: 5 new positions were initiated, 14 existing holdings were added to, 28 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Ishares Msci Ireland ETF (EIRL); New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: United States Oil Fund LP (USO); New buy: Southern Copper CORP (SCCO); Sold out: Ishares Preferred & Income S (PFF)
What sectors does Finer Wealth Management, Inc. focus on?
Finer Wealth Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 36.1% • Communication Services: 15.4% • Health Care: 11.3% • Consumer Staples: 10.1% • Consumer Discretionary: 8.7% • Financials: 6.3%