Finer Wealth Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Finer Wealth Management, Inc. reported 88 stock positions worth $223.8 million. Its top holding was Apple (AAPL) at 8.6% of the portfolio, followed by Nvidia (NVDA, 7.3%) and Eli Lilly (LLY, 6.7%). Compared with Q1 2026, it opened 5 new positions, sold out of 3, added to 36 and reduced 33. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +0%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SALEM, MA
- CIK
- 0001929071
- Portfolio Value
- $223.8M (Q2 2026)
- SEC Filing
- 0001929071-26-000004 ↗ filed Aug 3, 2026
Holdings Value
Holdings 88 stocks · $223.8M
| AAPL Apple Inc. | 8.60% | 66,516 | $19.2M | Reduce -2.7% |
| NVDA Nvidia Corp. | 7.30% | 81,613 | $16.3M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 6.75% | 12,592 | $15.1M | Reduce -4.4% |
| AMD Advanced Micro Devices | 5.71% | 21,980 | $12.8M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 5.56% | 34,833 | $12.4M | Reduce -2.6% |
| MSFT Microsoft Corp. | 5.34% | 32,062 | $12.0M | Reduce -0.3% |
| CAT Caterpillar Inc. | 4.67% | 9,816 | $10.5M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 4.66% | 43,752 | $10.4M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 3.41% | 13,536 | $7.6M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 3.12% | 21,352 | $7.0M | Add +0.8% |
| MRK Merck & Co. Inc. | 2.61% | 45,368 | $5.8M | Add +0.0% |
| WMT Walmart Inc. | 2.46% | 48,688 | $5.5M | Reduce -0.9% |
| TSM Taiwan Semiconductor-SP ADR | 2.37% | 11,115 | $5.3M | Add +0.2% |
| PG The Procter & Gamble Co. | 1.76% | 26,805 | $3.9M | Add +2.6% |
| XOM Exxon Mobil Corp. | 1.55% | 25,382 | $3.5M | Add +0.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.46% | 1,647 | $3.3M | Add +1.5% |
| TSLA Tesla Inc. | 1.37% | 7,284 | $3.1M | Add +4.2% |
| VZ Verizon Communications Inc. | 1.35% | 71,192 | $3.0M | Add +2.3% |
| SCHW Schwab (charles) Corp. | 1.35% | 32,665 | $3.0M | Add +0.8% |
| MCD McDonald's Corp. | 1.31% | 10,825 | $2.9M | Add +1.3% |
| T AT&T Inc. | 1.25% | 135,607 | $2.8M | Add +3.0% |
| IBIT iShares Bitcoin Trust ETF | 1.23% | 82,763 | $2.8M | Add +16.0% |
| CVX Chevron Corp. | 1.13% | 15,316 | $2.5M | Reduce -0.7% |
| KO The Coca-Cola Co. | 1.00% | 27,638 | $2.2M | No change |
| MU Micron Technology Inc. | 1.00% | 1,944 | $2.2M | Reduce -29.6% |
| PLTR Palantir Technologies Inc. Class A | 0.98% | 18,893 | $2.2M | Add +6.9% |
| MO Altria Group Inc. | 0.94% | 29,368 | $2.1M | Add +12.4% |
| GOOG Alphabet Inc. Class C | 0.93% | 5,860 | $2.1M | Add +2.7% |
| INTC Intel Corp. | 0.92% | 14,757 | $2.1M | Reduce -9.5% |
| GLD SPDR Gold Shares | 0.89% | 5,413 | $2.0M | Add +9.9% |
| CSCO Cisco Systems Inc. | 0.86% | 16,334 | $1.9M | No change |
| PEP Pepsico Inc. | 0.83% | 13,798 | $1.9M | Reduce -11.9% |
| RTX RTX Corp. | 0.77% | 9,070 | $1.7M | Add +19.0% |
| EIRL iShares MSCI Ireland ETF | 0.73% | 20,838 | $1.6M | Add +1.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.63% | 12,914 | $1.4M | No change |
| AVGO Broadcom Inc. | 0.61% | 3,643 | $1.4M | Reduce -11.3% |
| CRM Salesforce Inc. | 0.59% | 8,383 | $1.3M | Reduce -21.9% |
| IBB iShares Biotechnology ETF | 0.57% | 6,742 | $1.3M | Reduce -15.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.54% | 14,809 | $1.2M | Reduce -14.5% |
| BTI British American Tob-SP ADR | 0.46% | 16,650 | $1.0M | Add +1.8% |
| JNJ Johnson & Johnson | 0.46% | 4,020 | $1.0M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 0.45% | 1,080 | $1.0M | Add +40.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 1,331 | $994K | Add +0.8% |
| GBTC Grayscale Bitcoin Trust ETF | 0.44% | 21,771 | $991K | No change |
| LMT Lockheed Martin Corp. | 0.43% | 1,869 | $952K | Reduce -11.2% |
| UNH Unitedhealth Group Inc. | 0.40% | 2,175 | $904K | Reduce -0.9% |
| XEL Xcel Energy Inc. | 0.39% | 10,942 | $879K | No change |
| BAC Bank of America Corp. | 0.37% | 14,511 | $827K | Reduce -7.5% |
| DE Deere & Co. | 0.31% | 1,086 | $689K | Reduce -10.8% |
| CMS CMS Energy Corp. | 0.31% | 9,000 | $689K | No change |
| GS Goldman Sachs Group Inc. | 0.30% | 671 | $679K | Reduce -0.6% |
| SLV iShares Silver Trust | 0.30% | 12,568 | $672K | Add +1.4% |
| ES Eversource Energy | 0.30% | 9,190 | $664K | Add +4.0% |
| ABBV Abbvie Inc. | 0.27% | 2,410 | $607K | Add +4.0% |
| ETHE Grayscale Ethereum Staking E | 0.26% | 46,225 | $590K | Add +6.0% |
| MSTR Strategy Inc. | 0.23% | 5,954 | $518K | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.23% | 680 | $509K | Add +0.1% |
| CNP Centerpoint Energy Inc. | 0.22% | 11,050 | $487K | No change |
| SCHA Schwab US Small-Cap ETF | 0.22% | 13,370 | $483K | Reduce -13.6% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 2,000 | $473K | No change |
| TXN Texas Instruments Inc. | 0.20% | 1,523 | $454K | Reduce -21.8% |
| HD Home Depot Inc. | 0.20% | 1,278 | $451K | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 856 | $428K | No change |
| SCHG Schwab US Large-Cap Growth | 0.19% | 12,444 | $421K | Add +1.5% |
| SPCX Space Exploration Techn Class A | 0.18% | 2,388 | $408K | New |
| KHC The Kraft Heinz Co. | 0.16% | 15,598 | $368K | Add +7.1% |
| WKEY Wisekey Intl Holdings-ADR | 0.16% | 49,497 | $362K | No change |
| ET Energy Transfer LP | 0.16% | 18,697 | $357K | Reduce -25.1% |
| NFLX Netflix Inc. | 0.16% | 4,986 | $356K | Reduce -2.8% |
| SCCO Southern Copper Corp. | 0.15% | 1,878 | $327K | Add +0.2% |
| SO The Southern Co. | 0.14% | 3,382 | $324K | Add +0.3% |
| LAES Sealsq Corp. | 0.14% | 100,451 | $316K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.13% | 21,355 | $297K | Add +55.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 3,081 | $297K | Reduce -4.8% |
| APD Air Products & Chemicals Inc. | 0.13% | 994 | $292K | Reduce -0.2% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 5,007 | $288K | Add +0.1% |
| PFE Pfizer Inc. | 0.13% | 11,896 | $286K | Add +5.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 1,004 | $282K | No change |
| PANW Palo Alto Networks Inc. | 0.12% | 785 | $268K | New |
| WFC Wells Fargo & Co. | 0.12% | 3,187 | $263K | No change |
| SCHD Schwab US DVD Equity ETF | 0.12% | 8,195 | $260K | Reduce -1.0% |
| USO United States Oil Fund LP | 0.11% | 2,358 | $251K | Reduce -7.6% |
| IYW iShares Ustechnology ETF | 0.11% | 984 | $248K | New |
| V Visa Inc. Class A | 0.10% | 685 | $235K | Reduce -9.2% |
| AMAT Applied Materials Inc. | 0.10% | 321 | $232K | New |
| PM Philip Morris International | 0.10% | 1,258 | $228K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 2,486 | $218K | New |
| UAMY United States Antimony Corp. | 0.05% | 16,668 | $121K | Add +3.2% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -0.3% | 5.34% | −0.66 |
| WMT Walmart Inc. | Reduce -0.9% | 2.46% | −0.62 |
| META Meta Platforms Inc. Class A | Reduce -2.2% | 3.41% | −0.59 |
| CVX Chevron Corp. | Reduce -0.7% | 1.13% | −0.48 |
| CRM Salesforce Inc. | Reduce -21.9% | 0.59% | −0.42 |
| PEP Pepsico Inc. | Reduce -11.9% | 0.83% | −0.39 |
| BTC Grayscale Bitcoin Mini ETF | Sold out | 0.00% | −0.25 |
| LMT Lockheed Martin Corp. | Reduce -11.2% | 0.43% | −0.22 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -14.5% | 0.54% | −0.18 |
| AAPL Apple Inc. | Reduce -2.7% | 8.60% | −0.15 |
| HBR Canary Hbar ETF | Sold out | 0.00% | −0.12 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.11 |
| IBB iShares Biotechnology ETF | Reduce -15.6% | 0.57% | −0.11 |
| NFLX Netflix Inc. | Reduce -2.8% | 0.16% | −0.09 |
| ET Energy Transfer LP | Reduce -25.1% | 0.16% | −0.08 |
| USO United States Oil Fund LP | Reduce -7.6% | 0.11% | −0.05 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.46% | −0.04 |
| DE Deere & Co. | Reduce -10.8% | 0.31% | −0.04 |
| AVGO Broadcom Inc. | Reduce -11.3% | 0.61% | −0.03 |
| DIS The Walt Disney Co. | Reduce -4.8% | 0.13% | −0.02 |
| BAC Bank of America Corp. | Reduce -7.5% | 0.37% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -0.2% | 0.13% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.0% | 0.12% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -13.6% | 0.22% | −0.01 |
| V Visa Inc. Class A | Reduce -9.2% | 0.10% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 4.66% | +0.00 |
| TXN Texas Instruments Inc. | Reduce -21.8% | 0.20% | +0.01 |
| NVDA Nvidia Corp. | Reduce -1.4% | 7.30% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.6% | 0.30% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.40% | +0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 5.56% | +0.37 |
| MU Micron Technology Inc. | Reduce -29.6% | 1.00% | +0.53 |
| INTC Intel Corp. | Reduce -9.5% | 0.92% | +0.56 |
| LLY Eli Lilly & Co. | Reduce -4.4% | 6.75% | +0.64 |
| CAT Caterpillar Inc. | Reduce -1.4% | 4.67% | +1.11 |
| AMD Advanced Micro Devices | Reduce -1.3% | 5.71% | +3.42 |
Portfolio Buys Q1 2026 → Q2 2026
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 2.37% | +0.48 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.5% | 1.46% | +0.38 |
| SPCX Space Exploration Techn Class A | New | 0.18% | +0.18 |
| PANW Palo Alto Networks Inc. | New | 0.12% | +0.12 |
| IYW iShares Ustechnology ETF | New | 0.11% | +0.11 |
| AMAT Applied Materials Inc. | New | 0.10% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +2.7% | 0.93% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.10% | +0.10 |
| MO Altria Group Inc. | Add +12.4% | 0.94% | +0.07 |
| COST Costco Wholesale Corp. | Add +40.6% | 0.45% | +0.07 |
| TSLA Tesla Inc. | Add +4.2% | 1.37% | +0.06 |
| F Ford Motor Co. | Add +55.9% | 0.13% | +0.05 |
| RTX RTX Corp. | Add +19.0% | 0.77% | +0.03 |
| ABBV Abbvie Inc. | Add +4.0% | 0.27% | +0.02 |
| EIRL iShares MSCI Ireland ETF | Add +1.2% | 0.73% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 0.44% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +1.5% | 0.19% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.23% | +0.00 |
| KHC The Kraft Heinz Co. | Add +7.1% | 0.16% | −0.00 |
| HD Home Depot Inc. | Add +0.3% | 0.20% | −0.01 |
| ES Eversource Energy | Add +4.0% | 0.30% | −0.01 |
| SCCO Southern Copper Corp. | Add +0.2% | 0.15% | −0.02 |
| UAMY United States Antimony Corp. | Add +3.2% | 0.05% | −0.02 |
| SO The Southern Co. | Add +0.3% | 0.14% | −0.02 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 3.12% | −0.02 |
| BTI British American Tob-SP ADR | Add +1.8% | 0.46% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.13% | −0.02 |
| PFE Pfizer Inc. | Add +5.8% | 0.13% | −0.03 |
| ETHE Grayscale Ethereum Staking E | Add +6.0% | 0.26% | −0.11 |
| SLV iShares Silver Trust | Add +1.4% | 0.30% | −0.13 |
| MSTR Strategy Inc. | Add +0.4% | 0.23% | −0.14 |
| MRK Merck & Co. Inc. | Add +0.0% | 2.61% | −0.15 |
| PG The Procter & Gamble Co. | Add +2.6% | 1.76% | −0.15 |
| IBIT iShares Bitcoin Trust ETF | Add +16.0% | 1.23% | −0.15 |
| GLD SPDR Gold Shares | Add +9.9% | 0.89% | −0.18 |
| SCHW Schwab (charles) Corp. | Add +0.8% | 1.35% | −0.19 |
| PLTR Palantir Technologies Inc. Class A | Add +6.9% | 0.98% | −0.32 |
| MCD McDonald's Corp. | Add +1.3% | 1.31% | −0.37 |
| VZ Verizon Communications Inc. | Add +2.3% | 1.35% | −0.42 |
| XOM Exxon Mobil Corp. | Add +0.0% | 1.55% | −0.62 |
| T AT&T Inc. | Add +3.0% | 1.25% | −0.67 |
Options Activity Q1 2026 → Q2 2026
| MSTR Strategy Inc. | call | Sold out | 10,000 | $1.2Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $223.8M | AAPL, NVDA, LLY, AMD, GOOGL |
| Q1 2026 | 86 | $198.2M | AAPL, NVDA, LLY, MSFT, GOOGL |
| Q4 2025 | 83 | $206.7M | AAPL, MSFT, NVDA, LLY, GOOGL |
| Q3 2025 | 86 | $200.7M | AAPL, NVDA, MSFT, LLY, META |
| Q2 2025 | 86 | $187.1M | MSFT, AAPL, NVDA, LLY, META |
| Q1 2025 | 86 | $166.9M | AAPL, LLY, MSFT, NVDA, AMZN |
| Q4 2024 | 82 | $174.5M | AAPL, MSFT, LLY, NVDA, AMZN |
| Q3 2024 | 79 | $162.0M | AAPL, LLY, MSFT, NVDA, AMZN |
| Q2 2024 | 73 | $155.0M | LLY, AAPL, MSFT, NVDA, AMZN |
| Q1 2024 | 77 | $152.3M | LLY, MSFT, AAPL, AMZN, NVDA |