Finer Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Finer Wealth Management, Inc. reported 86 stock positions worth $198.2 million. Its top holding was Apple (AAPL) at 8.8% of the portfolio, followed by Nvidia (NVDA, 7.3%) and Eli Lilly (LLY, 6.1%). Compared with Q4 2025, it opened 5 new positions, sold out of 2, added to 26 and reduced 43. The biggest buy was a new position in iShares MSCI Ireland ETF (EIRL) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SALEM, MA
- CIK
- 0001929071
- Portfolio Value
- $198.2M (Q1 2026)
- SEC Filing
- 0001929071-26-000002 ↗ filed May 12, 2026
Holdings Value
Holdings 86 stocks · $198.2M
| AAPL Apple Inc. | 8.75% | 68,343 | $17.3M | Reduce -0.9% |
| NVDA Nvidia Corp. | 7.28% | 82,770 | $14.4M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 6.11% | 13,172 | $12.1M | Reduce -3.2% |
| MSFT Microsoft Corp. | 6.01% | 32,159 | $11.9M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 5.19% | 35,779 | $10.3M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 4.66% | 44,322 | $9.2M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 4.00% | 13,845 | $7.9M | Add +0.0% |
| CAT Caterpillar Inc. | 3.56% | 9,959 | $7.1M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 3.14% | 21,172 | $6.2M | Reduce -1.9% |
| WMT Walmart Inc. | 3.08% | 49,156 | $6.1M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 2.75% | 45,355 | $5.5M | Reduce -0.5% |
| AMD Advanced Micro Devices | 2.29% | 22,272 | $4.5M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 2.17% | 25,375 | $4.3M | Reduce -0.1% |
| T AT&T Inc. | 1.93% | 131,708 | $3.8M | Add +4.3% |
| PG The Procter & Gamble Co. | 1.90% | 26,133 | $3.8M | Reduce -1.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.89% | 11,089 | $3.7M | Reduce -2.3% |
| VZ Verizon Communications Inc. | 1.76% | 69,626 | $3.5M | Add +2.3% |
| MCD McDonald's Corp. | 1.68% | 10,688 | $3.3M | Add +0.6% |
| CVX Chevron Corp. | 1.61% | 15,423 | $3.2M | Reduce -0.6% |
| SCHW Schwab (charles) Corp. | 1.54% | 32,419 | $3.0M | Reduce -0.9% |
| IBIT iShares Bitcoin Trust ETF | 1.38% | 71,374 | $2.7M | Add +26.5% |
| TSLA Tesla Inc. | 1.31% | 6,994 | $2.6M | Add +0.8% |
| PLTR Palantir Technologies Inc. Class A | 1.30% | 17,671 | $2.6M | Add +7.1% |
| PEP Pepsico Inc. | 1.23% | 15,668 | $2.4M | Reduce -17.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.08% | 1,622 | $2.1M | Reduce -4.2% |
| GLD SPDR Gold Shares | 1.07% | 4,925 | $2.1M | Add +5.1% |
| KO The Coca-Cola Co. | 1.06% | 27,638 | $2.1M | Add +3.6% |
| CRM Salesforce Inc. | 1.01% | 10,735 | $2.0M | Reduce -19.7% |
| MO Altria Group Inc. | 0.87% | 26,122 | $1.7M | Add +25.8% |
| GOOG Alphabet Inc. Class C | 0.83% | 5,706 | $1.6M | Add +6.6% |
| RTX RTX Corp. | 0.74% | 7,620 | $1.5M | Add +34.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.72% | 17,313 | $1.4M | Reduce -14.9% |
| EIRL iShares MSCI Ireland ETF | 0.72% | 20,596 | $1.4M | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.71% | 12,914 | $1.4M | Reduce -0.1% |
| IBB iShares Biotechnology ETF | 0.68% | 7,987 | $1.3M | Reduce -20.7% |
| LMT Lockheed Martin Corp. | 0.64% | 2,104 | $1.3M | Reduce -11.3% |
| AVGO Broadcom Inc. | 0.64% | 4,105 | $1.3M | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.64% | 16,334 | $1.3M | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.58% | 21,771 | $1.1M | Reduce -21.9% |
| JNJ Johnson & Johnson | 0.50% | 4,048 | $990K | Reduce -0.2% |
| BTI British American Tob-SP ADR | 0.48% | 16,350 | $956K | Add +5.3% |
| MU Micron Technology Inc. | 0.47% | 2,761 | $933K | No change |
| XEL Xcel Energy Inc. | 0.44% | 10,942 | $869K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 1,321 | $859K | Reduce -0.6% |
| SLV iShares Silver Trust | 0.43% | 12,400 | $845K | Add +12.7% |
| COST Costco Wholesale Corp. | 0.39% | 768 | $765K | Add +146.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.39% | 15,681 | $764K | Reduce -4.1% |
| ETHE Grayscale Ethereum Staking E | 0.38% | 43,600 | $744K | Add +13.2% |
| MSTR Strategy Inc. | 0.37% | 5,929 | $740K | Reduce -62.8% |
| INTC Intel Corp. | 0.36% | 16,310 | $720K | Reduce -4.0% |
| CMS CMS Energy Corp. | 0.35% | 9,000 | $698K | No change |
| DE Deere & Co. | 0.35% | 1,217 | $686K | Reduce -0.3% |
| ES Eversource Energy | 0.31% | 8,838 | $612K | Add +1.7% |
| UNH Unitedhealth Group Inc. | 0.30% | 2,194 | $594K | Add +15.5% |
| GS Goldman Sachs Group Inc. | 0.29% | 675 | $571K | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.25% | 2,318 | $504K | Add +0.4% |
| BTC Grayscale Bitcoin Mini ETF | 0.25% | 16,736 | $502K | Add +140.9% |
| NFLX Netflix Inc. | 0.25% | 5,130 | $493K | Reduce -1.6% |
| ET Energy Transfer LP | 0.24% | 24,945 | $481K | Reduce -12.3% |
| CNP Centerpoint Energy Inc. | 0.24% | 11,050 | $477K | Add +0.0% |
| SCHA Schwab US Small-Cap ETF | 0.23% | 15,474 | $450K | Reduce -25.8% |
| IVV iShares Core S&P 500 ETF | 0.22% | 679 | $444K | Reduce -2.0% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 2,000 | $430K | No change |
| HD Home Depot Inc. | 0.21% | 1,274 | $419K | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 856 | $410K | New |
| TXN Texas Instruments Inc. | 0.19% | 1,948 | $378K | Reduce -29.2% |
| SCHG Schwab US Large-Cap Growth | 0.18% | 12,259 | $357K | Reduce -2.4% |
| KHC The Kraft Heinz Co. | 0.17% | 14,564 | $328K | Reduce -28.5% |
| SO The Southern Co. | 0.16% | 3,371 | $325K | Add +28.9% |
| USO United States Oil Fund LP | 0.16% | 2,553 | $325K | New |
| SCCO Southern Copper Corp. | 0.16% | 1,874 | $322K | New |
| PFE Pfizer Inc. | 0.16% | 11,243 | $316K | Add +39.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 3,237 | $312K | Add +14.3% |
| WKEY Wisekey Intl Holdings-ADR | 0.15% | 49,497 | $304K | No change |
| BMY Bristol-Myers Squibb Co. | 0.15% | 5,002 | $303K | Reduce -7.5% |
| APD Air Products & Chemicals Inc. | 0.15% | 996 | $289K | Reduce -1.4% |
| LAES Sealsq Corp. | 0.13% | 100,451 | $263K | No change |
| SCHD Schwab US DVD Equity ETF | 0.13% | 8,277 | $254K | Add +2.9% |
| WFC Wells Fargo & Co. | 0.13% | 3,187 | $254K | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,004 | $243K | No change |
| HBR Canary Hbar ETF | 0.12% | 20,000 | $238K | Reduce -0.5% |
| V Visa Inc. Class A | 0.12% | 754 | $228K | No change |
| ISRG Intuitive Surgical Inc. | 0.11% | 466 | $215K | No change |
| PM Philip Morris International | 0.10% | 1,258 | $208K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.08% | 13,696 | $158K | New |
| UAMY United States Antimony Corp. | 0.07% | 16,158 | $141K | No change |
Options reported separately and not counted above: MSTR calls ($1.2M).
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.8% | 6.01% | −1.58 |
| LLY Eli Lilly & Co. | Reduce -3.2% | 6.11% | −0.96 |
| MSTR Strategy Inc. | Reduce -62.8% | 0.37% | −0.80 |
| CRM Salesforce Inc. | Reduce -19.7% | 1.01% | −0.70 |
| GOOGL Alphabet Inc. Class A | Reduce -2.9% | 5.19% | −0.39 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 4.66% | −0.35 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -21.9% | 0.58% | −0.34 |
| AAPL Apple Inc. | Reduce -0.9% | 8.75% | −0.32 |
| NVDA Nvidia Corp. | Reduce -1.3% | 7.28% | −0.28 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 3.14% | −0.22 |
| IBB iShares Biotechnology ETF | Reduce -20.7% | 0.68% | −0.14 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.11 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -14.9% | 0.72% | −0.09 |
| PEP Pepsico Inc. | Reduce -17.4% | 1.23% | −0.09 |
| KHC The Kraft Heinz Co. | Reduce -28.5% | 0.17% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Reduce -25.8% | 0.23% | −0.06 |
| AMD Advanced Micro Devices | Reduce -1.6% | 2.29% | −0.06 |
| BAC Bank of America Corp. | Reduce -4.1% | 0.39% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -0.9% | 1.54% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -29.2% | 0.19% | −0.04 |
| SVIA Silvia Inc. | Sold out | 0.00% | −0.03 |
| HBR Canary Hbar ETF | Reduce -0.5% | 0.12% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.4% | 0.18% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -1.3% | 0.13% | −0.02 |
| HD Home Depot Inc. | Reduce -3.3% | 0.21% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -2.0% | 0.22% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.43% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -1.2% | 0.29% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -7.5% | 0.15% | +0.01 |
| NFLX Netflix Inc. | Reduce -1.6% | 0.25% | +0.01 |
| ET Energy Transfer LP | Reduce -12.3% | 0.24% | +0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.1% | 0.71% | +0.02 |
| APD Air Products & Chemicals Inc. | Reduce -1.4% | 0.15% | +0.03 |
| INTC Intel Corp. | Reduce -4.0% | 0.36% | +0.06 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 1.90% | +0.06 |
| DE Deere & Co. | Reduce -0.3% | 0.35% | +0.07 |
| LMT Lockheed Martin Corp. | Reduce -11.3% | 0.64% | +0.09 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.50% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -4.2% | 1.08% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.3% | 1.89% | +0.22 |
| WMT Walmart Inc. | Reduce -1.1% | 3.08% | +0.40 |
| MRK Merck & Co. Inc. | Reduce -0.5% | 2.75% | +0.43 |
| CVX Chevron Corp. | Reduce -0.6% | 1.61% | +0.47 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 2.17% | +0.69 |
| CAT Caterpillar Inc. | Reduce -0.8% | 3.56% | +0.78 |
Portfolio Buys Q4 2025 → Q1 2026
| EIRL iShares MSCI Ireland ETF | New | 0.72% | +0.72 |
| VZ Verizon Communications Inc. | Add +2.3% | 1.76% | +0.42 |
| T AT&T Inc. | Add +4.3% | 1.93% | +0.41 |
| MO Altria Group Inc. | Add +25.8% | 0.87% | +0.29 |
| COST Costco Wholesale Corp. | Add +146.9% | 0.39% | +0.26 |
| RTX RTX Corp. | Add +34.4% | 0.74% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.21% | +0.21 |
| GLD SPDR Gold Shares | Add +5.1% | 1.07% | +0.17 |
| USO United States Oil Fund LP | New | 0.16% | +0.16 |
| SCCO Southern Copper Corp. | New | 0.16% | +0.16 |
| KO The Coca-Cola Co. | Add +3.6% | 1.06% | +0.16 |
| BTC Grayscale Bitcoin Mini ETF | Add +140.9% | 0.25% | +0.12 |
| MCD McDonald's Corp. | Add +0.6% | 1.68% | +0.10 |
| SLV iShares Silver Trust | Add +12.7% | 0.43% | +0.08 |
| F Ford Motor Co. | New | 0.08% | +0.08 |
| PFE Pfizer Inc. | Add +39.6% | 0.16% | +0.06 |
| BTI British American Tob-SP ADR | Add +5.3% | 0.48% | +0.06 |
| SO The Southern Co. | Add +28.9% | 0.16% | +0.05 |
| CNP Centerpoint Energy Inc. | Add +0.0% | 0.24% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +26.5% | 1.38% | +0.03 |
| ES Eversource Energy | Add +1.7% | 0.31% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +2.9% | 0.13% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +6.6% | 0.83% | +0.01 |
| DIS The Walt Disney Co. | Add +14.3% | 0.16% | +0.00 |
| ABBV Abbvie Inc. | Add +0.4% | 0.25% | −0.00 |
| UNH Unitedhealth Group Inc. | Add +15.5% | 0.30% | −0.00 |
| AVGO Broadcom Inc. | Add +0.8% | 0.64% | −0.04 |
| ETHE Grayscale Ethereum Staking E | Add +13.2% | 0.38% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +7.1% | 1.30% | −0.11 |
| TSLA Tesla Inc. | Add +0.8% | 1.31% | −0.20 |
| META Meta Platforms Inc. Class A | Add +0.0% | 4.00% | −0.42 |
Options Activity Q4 2025 → Q1 2026
| MSTR Strategy Inc. | call | New | 10,000 | $1.2M |
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 |