Finer Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Finer Wealth Management, Inc. reported 83 stock positions worth $206.7 million. Its top holding was Apple (AAPL) at 9.1% of the portfolio, followed by Microsoft (MSFT, 7.6%) and Nvidia (NVDA, 7.6%). Compared with Q3 2025, it opened 6 new positions, sold out of 9, added to 34 and reduced 30. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Strategy (MSTR, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- SALEM, MA
- CIK
- 0001929071
- Portfolio Value
- $206.7M (Q4 2025)
- SEC Filing
- 0001929071-26-000001 ↗ filed Jan 21, 2026
Holdings Value
Holdings 83 stocks · $206.7M
| AAPL Apple Inc. | 9.07% | 68,954 | $18.7M | Add +1.1% |
| MSFT Microsoft Corp. | 7.59% | 32,422 | $15.7M | Add +9.6% |
| NVDA Nvidia Corp. | 7.57% | 83,846 | $15.6M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 7.08% | 13,612 | $14.6M | Reduce -5.5% |
| GOOGL Alphabet Inc. Class A | 5.58% | 36,845 | $11.5M | Add +0.2% |
| AMZN Amazon.com Inc. | 5.01% | 44,853 | $10.4M | Add +1.7% |
| META Meta Platforms Inc. Class A | 4.42% | 13,840 | $9.1M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 3.37% | 21,591 | $7.0M | Add +1.8% |
| CAT Caterpillar Inc. | 2.78% | 10,039 | $5.8M | Reduce -1.2% |
| WMT Walmart Inc. | 2.68% | 49,683 | $5.5M | Add +1.9% |
| AMD Advanced Micro Devices | 2.35% | 22,632 | $4.8M | Add +0.3% |
| MRK Merck & Co. Inc. | 2.32% | 45,580 | $4.8M | Add +4.0% |
| PG The Procter & Gamble Co. | 1.84% | 26,546 | $3.8M | Add +4.8% |
| CRM Salesforce Inc. | 1.71% | 13,371 | $3.5M | Add +5.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.67% | 11,346 | $3.4M | Reduce -1.8% |
| SCHW Schwab (charles) Corp. | 1.58% | 32,702 | $3.3M | Add +2.2% |
| MCD McDonald's Corp. | 1.57% | 10,630 | $3.2M | Add +6.4% |
| T AT&T Inc. | 1.52% | 126,292 | $3.1M | Reduce -2.4% |
| TSLA Tesla Inc. | 1.51% | 6,935 | $3.1M | Add +13.4% |
| XOM Exxon Mobil Corp. | 1.48% | 25,408 | $3.1M | Add +1.1% |
| PLTR Palantir Technologies Inc. Class A | 1.42% | 16,501 | $2.9M | Add +16.7% |
| IBIT iShares Bitcoin Trust ETF | 1.36% | 56,426 | $2.8M | Add +26.4% |
| VZ Verizon Communications Inc. | 1.34% | 68,075 | $2.8M | Reduce -2.7% |
| PEP Pepsico Inc. | 1.32% | 18,979 | $2.7M | Add +5.9% |
| MSTR Strategy Inc. | 1.17% | 15,948 | $2.4M | Reduce -28.3% |
| CVX Chevron Corp. | 1.14% | 15,515 | $2.4M | Reduce -0.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.92% | 27,871 | $1.9M | Reduce -2.7% |
| KO The Coca-Cola Co. | 0.90% | 26,668 | $1.9M | Reduce -0.2% |
| GLD SPDR Gold Shares | 0.90% | 4,687 | $1.9M | Add +30.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.88% | 1,693 | $1.8M | No change |
| IBB iShares Biotechnology ETF | 0.82% | 10,072 | $1.7M | Add +7.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.82% | 20,341 | $1.7M | New |
| GOOG Alphabet Inc. Class C | 0.81% | 5,354 | $1.7M | Reduce -5.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.69% | 12,920 | $1.4M | Add +129.7% |
| AVGO Broadcom Inc. | 0.68% | 4,073 | $1.4M | Add +9.4% |
| CSCO Cisco Systems Inc. | 0.61% | 16,334 | $1.3M | Add +1.9% |
| MO Altria Group Inc. | 0.58% | 20,760 | $1.2M | No change |
| LMT Lockheed Martin Corp. | 0.56% | 2,372 | $1.1M | Reduce -35.8% |
| RTX RTX Corp. | 0.50% | 5,668 | $1.0M | Add +0.1% |
| ETHE Grayscale Ethereum Staking E | 0.45% | 38,525 | $939K | Add +40.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 1,329 | $906K | Add +4.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 16,353 | $899K | Reduce -5.0% |
| BTI British American Tob-SP ADR | 0.43% | 15,531 | $879K | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.41% | 4,056 | $839K | Reduce -1.7% |
| XEL Xcel Energy Inc. | 0.39% | 10,942 | $808K | No change |
| MU Micron Technology Inc. | 0.38% | 2,761 | $788K | No change |
| SLV iShares Silver Trust | 0.34% | 11,001 | $709K | New |
| CMS CMS Energy Corp. | 0.30% | 9,000 | $629K | No change |
| UNH Unitedhealth Group Inc. | 0.30% | 1,900 | $627K | Add +82.5% |
| INTC Intel Corp. | 0.30% | 16,986 | $627K | Add +7.4% |
| GS Goldman Sachs Group Inc. | 0.29% | 683 | $600K | Reduce -14.7% |
| SCHA Schwab US Small-Cap ETF | 0.29% | 20,857 | $594K | Reduce -30.4% |
| ES Eversource Energy | 0.28% | 8,689 | $585K | No change |
| DE Deere & Co. | 0.28% | 1,221 | $569K | Reduce -1.9% |
| ABBV Abbvie Inc. | 0.26% | 2,309 | $528K | Add +125.9% |
| KHC The Kraft Heinz Co. | 0.24% | 20,362 | $494K | Reduce -41.7% |
| NFLX Netflix Inc. | 0.24% | 5,213 | $489K | Add +12.8% |
| TXN Texas Instruments Inc. | 0.23% | 2,751 | $477K | Reduce -42.8% |
| IVV iShares Core S&P 500 ETF | 0.23% | 693 | $475K | No change |
| ET Energy Transfer LP | 0.23% | 28,445 | $469K | Reduce -83.9% |
| HD Home Depot Inc. | 0.22% | 1,318 | $454K | Add +0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 2,000 | $440K | No change |
| CNP Centerpoint Energy Inc. | 0.20% | 11,049 | $424K | No change |
| SCHG Schwab US Large-Cap Growth | 0.20% | 12,561 | $410K | Reduce -1.2% |
| WKEY Wisekey Intl Holdings-ADR | 0.19% | 49,497 | $389K | No change |
| LAES Sealsq Corp. | 0.18% | 100,451 | $380K | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 2,833 | $322K | Reduce -0.2% |
| WFC Wells Fargo & Co. | 0.15% | 3,230 | $301K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,004 | $297K | No change |
| HBR Canary Hbar ETF | 0.14% | 20,100 | $294K | New |
| BMY Bristol-Myers Squibb Co. | 0.14% | 5,410 | $292K | Reduce -15.5% |
| BTC Grayscale Bitcoin Mini ETF | 0.13% | 6,946 | $269K | Reduce -2.2% |
| COST Costco Wholesale Corp. | 0.13% | 311 | $268K | New |
| V Visa Inc. Class A | 0.13% | 754 | $264K | Reduce -10.6% |
| ISRG Intuitive Surgical Inc. | 0.13% | 466 | $264K | Reduce -32.7% |
| APD Air Products & Chemicals Inc. | 0.12% | 1,010 | $250K | Reduce -2.4% |
| SO The Southern Co. | 0.11% | 2,615 | $228K | Add +0.4% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 8,045 | $221K | Reduce -18.3% |
| PFF iShares Preferred & Income S | 0.11% | 7,079 | $219K | Reduce -17.9% |
| PM Philip Morris International | 0.10% | 1,258 | $202K | No change |
| PFE Pfizer Inc. | 0.10% | 8,052 | $200K | Add +0.0% |
| UAMY United States Antimony Corp. | 0.04% | 16,158 | $81K | New |
| SVIA Silvia Inc. filed as PROCAP FINL INC | 0.03% | 20,000 | $71K | New |
Portfolio Sells Q3 2025 → Q4 2025
| MSTR Strategy Inc. | Reduce -28.3% | 1.17% | −2.40 |
| ET Energy Transfer LP | Reduce -83.9% | 0.23% | −1.29 |
| SUN Sunoco LP | Sold out | 0.00% | −0.77 |
| NVDA Nvidia Corp. | Reduce -1.9% | 7.57% | −0.38 |
| LMT Lockheed Martin Corp. | Reduce -35.8% | 0.56% | −0.36 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -2.7% | 0.92% | −0.36 |
| T AT&T Inc. | Reduce -2.4% | 1.52% | −0.30 |
| KHC The Kraft Heinz Co. | Reduce -41.7% | 0.24% | −0.21 |
| TXN Texas Instruments Inc. | Reduce -42.8% | 0.23% | −0.21 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.19 |
| VZ Verizon Communications Inc. | Reduce -2.7% | 1.34% | −0.19 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.16 |
| ETH Grayscale Ethereum Staking M | Sold out | 0.00% | −0.13 |
| SCHA Schwab US Small-Cap ETF | Reduce -30.4% | 0.29% | −0.13 |
| TIDAL TRUST II | Sold out | 0.00% | −0.12 |
| DEFT Defi Technologies Inc. | Sold out | 0.00% | −0.11 |
| USO United States Oil Fund LP | Sold out | 0.00% | −0.10 |
| CVX Chevron Corp. | Reduce -0.6% | 1.14% | −0.06 |
| BRR Columbus Circle Capital Co. Class A | Sold out | 0.00% | −0.05 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -2.2% | 0.13% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -17.9% | 0.11% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -14.7% | 0.29% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -18.3% | 0.11% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -32.7% | 0.13% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -2.4% | 0.12% | −0.02 |
| V Visa Inc. Class A | Reduce -10.6% | 0.13% | −0.02 |
| TLRY Tilray Brands Inc. | Sold out | 0.00% | −0.01 |
| DE Deere & Co. | Reduce -1.9% | 0.28% | −0.01 |
| BAC Bank of America Corp. | Reduce -5.0% | 0.44% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.2% | 0.16% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.2% | 0.20% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -15.5% | 0.14% | −0.00 |
| BTI British American Tob-SP ADR | Reduce -0.3% | 0.43% | +0.01 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.90% | +0.02 |
| JNJ Johnson & Johnson | Reduce -1.7% | 0.41% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.8% | 1.67% | +0.06 |
| GOOG Alphabet Inc. Class C | Reduce -5.7% | 0.81% | +0.12 |
| CAT Caterpillar Inc. | Reduce -1.2% | 2.78% | +0.37 |
| LLY Eli Lilly & Co. | Reduce -5.5% | 7.08% | +1.60 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +0.2% | 5.58% | +1.13 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.82% | +0.82 |
| AMD Advanced Micro Devices | Add +0.3% | 2.35% | +0.53 |
| MRK Merck & Co. Inc. | Add +4.0% | 2.32% | +0.49 |
| AAPL Apple Inc. | Add +1.1% | 9.07% | +0.42 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +129.7% | 0.69% | +0.38 |
| SLV iShares Silver Trust | New | 0.34% | +0.34 |
| GLD SPDR Gold Shares | Add +30.6% | 0.90% | +0.26 |
| CRM Salesforce Inc. | Add +5.2% | 1.71% | +0.21 |
| AMZN Amazon.com Inc. | Add +1.7% | 5.01% | +0.18 |
| WMT Walmart Inc. | Add +1.9% | 2.68% | +0.17 |
| TSLA Tesla Inc. | Add +13.4% | 1.51% | +0.15 |
| IBB iShares Biotechnology ETF | Add +7.4% | 0.82% | +0.15 |
| HBR Canary Hbar ETF | New | 0.14% | +0.14 |
| ABBV Abbvie Inc. | Add +125.9% | 0.26% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Add +16.7% | 1.42% | +0.13 |
| COST Costco Wholesale Corp. | New | 0.13% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +82.5% | 0.30% | +0.12 |
| AVGO Broadcom Inc. | Add +9.4% | 0.68% | +0.07 |
| XOM Exxon Mobil Corp. | Add +1.1% | 1.48% | +0.07 |
| PEP Pepsico Inc. | Add +5.9% | 1.32% | +0.06 |
| CSCO Cisco Systems Inc. | Add +1.9% | 0.61% | +0.06 |
| MCD McDonald's Corp. | Add +6.4% | 1.57% | +0.06 |
| SCHW Schwab (charles) Corp. | Add +2.2% | 1.58% | +0.06 |
| UAMY United States Antimony Corp. | New | 0.04% | +0.04 |
| INTC Intel Corp. | Add +7.4% | 0.30% | +0.04 |
| SVIA Silvia Inc. | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 3.37% | +0.03 |
| RTX RTX Corp. | Add +0.1% | 0.50% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.9% | 0.44% | +0.02 |
| LAES Sealsq Corp. | Add +0.5% | 0.18% | −0.00 |
| PFE Pfizer Inc. | Add +0.0% | 0.10% | −0.01 |
| SO The Southern Co. | Add +0.4% | 0.11% | −0.01 |
| ETHE Grayscale Ethereum Staking E | Add +40.1% | 0.45% | −0.02 |
| NFLX Netflix Inc. | Add +12.8% | 0.24% | −0.04 |
| HD Home Depot Inc. | Add +0.3% | 0.22% | −0.05 |
| MSFT Microsoft Corp. | Add +9.6% | 7.59% | −0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +26.4% | 1.36% | −0.09 |
| PG The Procter & Gamble Co. | Add +4.8% | 1.84% | −0.10 |
| META Meta Platforms Inc. Class A | Add +1.2% | 4.42% | −0.58 |
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 |