Investor
Finer Wealth Management, Inc.
CIK 0001929071 · filed 2026-05-12 · SEC filing
13F book
$199.4M
Positions
86
5 new · 2 sold
Largest name
8.7%
Apple Inc. · AAPL
Est. mark
−$7.68M
Price effect on 81 names still held. Flow −$846.9K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 68.3K | $17.3M | 8.7% | −$1.23M | Cut−$1.4M |
| Nvidia Corp | NVDA | 82.8K | $14.4M | 7.2% | −$1M | Cut−$1.2M |
| Eli Lilly & Co | LLY | 13.2K | $12.1M | 6.1% | −$2.04M | Cut−$2.51M |
| Microsoft Corp | MSFT | 32.2K | $11.9M | 6.0% | −$3.65M | Cut−$3.78M |
| Alphabet Inc | — | 35.8K | $10.3M | 5.2% | −$910.2K | Cut−$1.24M |
| Amazon Com Inc | AMZN | 44.3K | $9.23M | 4.6% | −$999.6K | Cut−$1.12M |
| Meta Platforms, Inc. | META | 13.8K | $7.92M | 4.0% | −$1.22M | Added−$1.21M |
| Caterpillar Inc | CAT | 9.96K | $7.06M | 3.5% | $1.35M | Cut$1.3M |
| Jpmorgan Chase & Co. | — | 21.2K | $6.23M | 3.1% | −$594.1K | Cut−$729.1K |
| Walmart Inc. | WMT | 49.2K | $6.11M | 3.1% | $632.7K | Cut$573.9K |
| Merck & Co., Inc. | MRK | 45.4K | $5.46M | 2.7% | $681.7K | Cut$658K |
| Advanced Micro Devices Inc | AMD | 22.3K | $4.53M | 2.3% | −$239K | Cut−$316.1K |
| Exxon Mobil Corp | — | 25.4K | $4.31M | 2.2% | $1.25M | Cut$1.25M |
| At&T Inc | — | 131.7K | $3.82M | 1.9% | $524.1K | Added$681.1K |
| Procter And Gamble Co | PG | 26.1K | $3.77M | 1.9% | $29.5K | Cut−$29.7K |
| Taiwan Semiconductor Mfg Ltd | — | 11.1K | $3.75M | 1.9% | $377.7K | Cut$299.6K |
| Verizon Communications Inc | VZ | 69.6K | $3.5M | 1.8% | $644.7K | Added$722.5K |
| Mcdonalds Corp | MCD | 10.7K | $3.32M | 1.7% | $54.8K | Added$72.9K |
| Chevron Corp New | CVX | 15.4K | $3.19M | 1.6% | $840.4K | Cut$826.3K |
| Schwab Charles Corp | — | 32.4K | $3.05M | 1.5% | −$192.2K | Cut−$220.5K |
| Ishares Bitcoin Trust Etf | IBIT | 71.4K | $2.74M | 1.4% | −$633.7K | Added−$59.4K |
| Tesla, Inc. | TSLA | 6.99K | $2.6M | 1.3% | −$540.3K | Added−$518.4K |
| Palantir Technologies Inc. | PLTR | 17.7K | $2.58M | 1.3% | −$519.3K | Added−$348.1K |
| Pepsico Inc | PEP | 15.7K | $2.43M | 1.2% | $184.4K | Cut−$290.8K |
| Asml Holding N V | — | 1.62K | $2.14M | 1.1% | $407.1K | Cut$331.1K |
| Spdr Gold Tr | — | 4.92K | $2.12M | 1.1% | $159.3K | Added$261.7K |
| Coca Cola Co | KO | 27.6K | $2.1M | 1.1% | $163.7K | Added$237.5K |
| Salesforce, Inc. | CRM | 10.7K | $2M | 1.0% | −$840K | Cut−$1.54M |
| Altria Group, Inc. | MO | 26.1K | $1.72M | 0.9% | $172.9K | Added$526.8K |
| Alphabet Inc | — | 5.71K | $1.64M | 0.8% | −$144K | Added−$43.1K |
| RTX Corp | RTX | 7.62K | $1.47M | 0.7% | $53.8K | Added$430.4K |
| Ishares Tr | — | 17.3K | $1.43M | 0.7% | −$4.33K | Cut−$255.1K |
| Ishares Tr | — | 20.6K | $1.42M | 0.7% | — | New |
| Ishares Tr | — | 12.9K | $1.41M | 0.7% | −$15.5K | Cut−$16.2K |
| Ishares Tr | — | 7.99K | $1.35M | 0.7% | $640 | Cut−$351.2K |
| Lockheed Martin Corp | LMT | 2.1K | $1.27M | 0.6% | $254K | Cut$124.4K |
| Broadcom Inc. | AVGO | 4.11K | $1.27M | 0.6% | −$149.1K | Added−$139.2K |
| Cisco Sys Inc | — | 16.3K | $1.27M | 0.6% | $9.15K | Held |
| Grayscale Bitcoin Trust Etf | GBTC | 21.8K | $1.15M | 0.6% | −$339.6K | Cut−$756.6K |
| Johnson & Johnson | JNJ | 4.05K | $989.6K | 0.5% | $151.8K | Cut$150.1K |
| British Amern Tob Plc | — | 16.4K | $956K | 0.5% | $28.7K | Added$76.6K |
| Micron Technology Inc | MU | 2.76K | $932.9K | 0.5% | $144.8K | Held |
| Xcel Energy Inc | — | 10.9K | $869.2K | 0.4% | $61.1K | Held |
| Spdr S&P 500 Etf Tr | — | 1.32K | $859K | 0.4% | −$41.7K | Cut−$47.2K |
| Ishares Silver Tr | — | 12.4K | $844.9K | 0.4% | $40.9K | Added$136.3K |
| Costco Whsl Corp New | — | 768 | $765.3K | 0.4% | $41.7K | Added$497.1K |
| Bank America Corp | — | 15.7K | $764.5K | 0.4% | −$98K | Cut−$134.9K |
| Grayscale Ethereum Trust Etf | — | 43.6K | $744.3K | 0.4% | −$281.2K | Added−$194.6K |
| Strategy Inc | — | 5.93K | $739.9K | 0.4% | −$161K | Cut−$1.68M |
| Intel Corp | INTC | 16.3K | $719.8K | 0.4% | $117.9K | Cut$93K |
| Cms Energy Corp | — | 9K | $698.2K | 0.4% | $68.8K | Held |
| Deere & Co | DE | 1.22K | $685.8K | 0.3% | $119.1K | Cut$117.2K |
| Eversource Energy | ES | 8.84K | $612.3K | 0.3% | $16.9K | Added$27.3K |
| Unitedhealth Group Inc | UNH | 2.19K | $593.7K | 0.3% | −$113.1K | Added−$33.5K |
| Goldman Sachs Group Inc | — | 675 | $571K | 0.3% | −$22K | Cut−$29K |
| AbbVie Inc. | ABBV | 2.32K | $504.2K | 0.3% | −$25.4K | Added−$23.4K |
| Grayscale Bitcoin Mini Tr Et | — | 16.7K | $501.9K | 0.3% | −$60.7K | Added$232.9K |
| Netflix Inc | NFLX | 5.13K | $493.3K | 0.2% | $12.2K | Cut$4.46K |
| Energy Transfer L P | — | 24.9K | $481.4K | 0.2% | $70.1K | Cut$12.4K |
| Centerpoint Energy Inc | CNP | 11.1K | $476.9K | 0.2% | $53.2K | Added$53.3K |
| Schwab Strategic Tr | — | 15.5K | $450K | 0.2% | $9.27K | Cut−$144K |
| Ishares Tr | — | 679 | $443.5K | 0.2% | −$21.5K | Cut−$31.1K |
| Vanguard Specialized Funds | — | 2K | $430.1K | 0.2% | −$9.44K | Held |
| Home Depot, Inc. | HD | 1.27K | $419K | 0.2% | −$19.4K | Cut−$34.5K |
| Berkshire Hathaway Inc Del | — | 856 | $410.2K | 0.2% | — | New |
| Texas Instrs Inc | — | 1.95K | $378.2K | 0.2% | $40.2K | Cut−$99.1K |
| Schwab Strategic Tr | — | 12.3K | $357.1K | 0.2% | −$42.8K | Cut−$52.6K |
| Kraft Heinz Co | KHC | 14.6K | $327.5K | 0.2% | −$25.6K | Cut−$166.2K |
| Southern Co | — | 3.37K | $325.3K | 0.2% | $24.3K | Added$97.3K |
| United Sts Oil Fd Lp | — | 2.55K | $324.9K | 0.2% | — | New |
| Southern Copper Corp/ | SCCO | 1.87K | $322.5K | 0.2% | — | New |
| Pfizer Inc | PFE | 11.2K | $315.7K | 0.2% | $25.6K | Added$115.2K |
| Disney Walt Co | — | 3.24K | $312K | 0.2% | −$49.3K | Added−$10.3K |
| Wisekey International Hlds L | — | 49.5K | $303.9K | 0.2% | −$84.6K | Held |
| Bristol-Myers Squibb Co | — | 5K | $303.4K | 0.2% | $33.5K | Cut$11.5K |
| Air Prods & Chems Inc | — | 996 | $289.4K | 0.1% | $43.3K | Cut$39.9K |
| Sealsq Corp | LAES | 100.5K | $263.2K | 0.1% | −$116.5K | Held |
| Schwab Strategic Tr | — | 8.28K | $253.9K | 0.1% | $26.1K | Added$33.3K |
| Wells Fargo Co New | — | 3.19K | $253.7K | 0.1% | −$43.4K | Cut−$47.4K |
| International Business Machs | — | 1K | $243.4K | 0.1% | −$54K | Held |
| Canary Capital Group Llx | — | 20K | $238.2K | 0.1% | −$54.3K | Cut−$55.8K |
| Visa Inc. | V | 754 | $227.9K | 0.1% | −$36.5K | Held |
| Intuitive Surgical Inc | ISRG | 466 | $214.8K | 0.1% | −$49.1K | Held |
| Philip Morris Intl Inc | — | 1.26K | $208K | 0.1% | $6.21K | Held |
| Ford Mtr Co | — | 13.7K | $158.1K | 0.1% | — | New |
| United States Antimony Corp | UAMY | 16.2K | $141.1K | 0.1% | $59.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.