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Finer Wealth Management, Inc. Portfolio
$252.9M across 92 positions as of 2026-09-30, with 53% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+19.2%
+4.7% a year vs the S&P 500
3 years
+22.4%
+1.1% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
9 of 19
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +6.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +11.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +1.9% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $21.9M | 8.6% | 65,615 |
| NVDANVIDIA Corp | $18.3M | 7.2% | 80,029 |
| MSFTMicrosoft Corp | $16.4M | 6.5% | 32,016 |
| LLYEli Lilly and Co | $14.2M | 5.6% | 12,299 |
| AMDAdvanced Micro Devices Inc | $12.7M | 5.0% | 20,793 |
| GOOGLAlphabet Inc | $11.7M | 4.6% | 33,990 |
| AMZNAmazon.com Inc | $10.8M | 4.3% | 43,487 |
| VOOVanguard S&P 500 ETF | $10.2M | 4.0% | 14,566 |
| METAMeta Platforms Inc | $9.9M | 3.9% | 13,690 |
| CATCaterpillar Inc | $7.7M | 3.0% | 9,489 |
| JPMJPMorgan Chase & Co | $7M | 2.8% | 21,279 |
| MRKMerck & Co Inc | $6.5M | 2.6% | 44,527 |
| WMTWalmart Inc | $5.1M | 2.0% | 49,034 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $5M | 2.0% | 10,867 |
| IBITiShares Bitcoin Trust ETF | $4.2M | 1.7% | 88,444 |
| XOMExxonmobil Holdings Corp | $4.1M | 1.6% | 25,216 |
| PGProcter & Gamble Co | $4.1M | 1.6% | 28,115 |
| PLTRPalantir Technologies Inc | $3.8M | 1.5% | 20,337 |
| TAT&T Inc | $3.7M | 1.5% | 152,434 |
| VZVerizon Communications Inc | $3.5M | 1.4% | 75,561 |
| VCSHVanguard Short-Term Corporate Bond ETF | $3.5M | 1.4% | 44,853 |
| SCHWCharles Schwab Corp | $3.2M | 1.3% | 32,983 |
| CVXChevron Corp | $3.2M | 1.2% | 15,466 |
| ASML HLDG NV | $3M | 1.2% | 1,657 |
| TSLATesla Inc | $2.8M | 1.1% | 7,832 |
| MCDMcDonald's Corp | $2.7M | 1.1% | 11,501 |
| KOCoca-Cola Co | $2.4M | 0.9% | 27,582 |
| MOAltria Group Inc | $2.4M | 0.9% | 35,073 |
| GLDSPDR Gold Shares | $2.2M | 0.9% | 5,788 |
| MUMicron Technology Inc | $2.2M | 0.9% | 2,036 |
| RTXRTX Corp | $2M | 0.8% | 10,862 |
| GOOGAlphabet Inc | $2M | 0.8% | 5,860 |
| VXFVanguard Extended Market ETF | $2M | 0.8% | 8,426 |
| ISHARES TR | $1.8M | 0.7% | 21,889 |
| INTCIntel Corp | $1.8M | 0.7% | 14,716 |
| CSCOCisco Systems Inc | $1.8M | 0.7% | 16,333 |
| PEPPepsiCo Inc | $1.7M | 0.7% | 13,387 |
| CRMSalesforce Inc | $1.6M | 0.6% | 6,855 |
| COSTCostco Wholesale Corp | $1.4M | 0.6% | 1,576 |
| GBTCGrayscale Bitcoin Trust (Btc) | $1.4M | 0.5% | 21,077 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $1.3M | 0.5% | 12,877 |
| AVGOBroadcom Inc | $1.3M | 0.5% | 3,650 |
| SHYiShares 1-3 Year Treasury Bond ETF | $1.2M | 0.5% | 14,712 |
| ETHEGrayscale Ethereum Trust ETF | $1.1M | 0.5% | 53,251 |
| IBBiShares Nasdaq Biotechnology Index Fund | $1M | 0.4% | 4,923 |
| JNJJohnson & Johnson | $1M | 0.4% | 3,797 |
| SPYState Street SPDR S&P 500 ETF Trust | $995.6K | 0.4% | 1,305 |
| MSTRStrategy Inc | $908K | 0.4% | 5,931 |
| BTIBritish American Tobacco plc | $905.8K | 0.4% | 16,650 |
| UNHUnitedHealth Group Inc | $887.6K | 0.4% | 2,418 |
| SLViShares Silver Trust | $813K | 0.3% | 14,915 |
| BACBank of America Corp | $784.7K | 0.3% | 14,417 |
| XELXcel Energy Inc | $771.2K | 0.3% | 10,942 |
| DEDeere & Co | $715K | 0.3% | 1,065 |
| LMTLockheed Martin Corp | $666.1K | 0.3% | 1,308 |
| FFord Motor Co | $636.2K | 0.3% | 52,752 |
| ABBVAbbVie Inc | $632.9K | 0.3% | 2,419 |
| GSGoldman Sachs Group Inc | $602.7K | 0.2% | 669 |
| ESEversource Energy | $589.7K | 0.2% | 9,191 |
| CMSCMS Energy Corp | $567.7K | 0.2% | 9,000 |
| VIGVanguard Div Appreciation ETF | $466.6K | 0.2% | 2,000 |
| SPCXSpace Exploration Technologies Corp | $441.6K | 0.2% | 2,927 |
| IVViShares Core S&P 500 ETF | $439.6K | 0.2% | 574 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $436.4K | 0.2% | 12,145 |
| BRK.BBerkshire Hathaway Inc | $424.8K | 0.2% | 853 |
| CNPCenterPoint Energy Inc | $406.6K | 0.2% | 11,050 |
| SCCOSouthern Copper Corp | $381.4K | 0.2% | 1,882 |
| TXNTexas Instruments Inc | $373.9K | 0.1% | 1,335 |
| HDHome Depot Inc | $364.9K | 0.1% | 1,283 |
| PFEPfizer Inc | $357.4K | 0.1% | 12,531 |
| NFLXNetflix Inc | $344.8K | 0.1% | 4,956 |
| SCHASchwab U.S. Small-Cap ETF | $339K | 0.1% | 10,390 |
| ETEnergy Transfer LP | $330.9K | 0.1% | 16,738 |
| CRWDCrowdStrike Holdings Inc | $330.7K | 0.1% | 1,249 |
| PANWPalo Alto Networks Inc | $312.3K | 0.1% | 786 |
| USOUNITED STS OIL FD LP | $307K | 0.1% | 2,108 |
| KHCKraft Heinz Co | $297.7K | 0.1% | 13,102 |
| WISEKEY INTERNATIONAL HLDS L | $290.1K | 0.1% | 49,497 |
| BMYBristol-Myers Squibb Co | $278.7K | 0.1% | 4,467 |
| SCHDSchwab US Dividend Equity ETF | $267.5K | 0.1% | 8,222 |
| IYWiShares U.S. Technology ETF | $260.7K | 0.1% | 984 |
| DISWalt Disney Co | $259.1K | 0.1% | 2,470 |
| APDAir Products and Chemicals Inc | $249.1K | 0.1% | 895 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $246K | 0.1% | 6,657 |
| PMPhilip Morris International Inc | $240.1K | 0.1% | 1,258 |
| SEALSQ CORP | $234K | 0.1% | 100,000 |
| SOSouthern Co | $230.5K | 0.1% | 2,781 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $223.1K | 0.1% | 2,486 |
| IBMInternational Business Machines Corp | $220.8K | 0.1% | 1,004 |
| VVisa Inc | $217.5K | 0.1% | 605 |
| KMBKimberly-Clark Corp | $206.7K | 0.1% | 2,122 |
| UNITED STATES ANTIMONY CORP | $94.5K | 0.0% | 22,668 |
Quarter ending 2026-09-30.
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