Finer Wealth Management, Inc.

CIK 0001929071 • 7 13F filings • May 13, 2025 – Oct 16, 2026

Import this data to Google Sheets with:

=jivedata("finer-wealth-management-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $200.7M86 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$237K	0.1%Prev: 0.3%	1,022 SH	Decreased-1,388 SH
ADVANCED MICRO DEVICES INC	COM	$3.7M	1.8%Prev: 5.7%	22,568 SH	Decreased+588 SH
AIR PRODS & CHEMS INC	COM	$282K	0.1%	1,035 SH	New
ALPHABET INC	CAP STK CL A	$8.9M	4.5%Prev: 5.6%	36,755 SH	Decreased+1,922 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.7%Prev: 0.9%	5,677 SH	Decreased-183 SH
ALTRIA GROUP INC	COM	$1.4M	0.7%Prev: 0.9%	20,760 SH	Decreased-8,608 SH
AMAZON COM INC	COM	$9.7M	4.8%Prev: 4.7%	44,099 SH	Decreased+347 SH
APPLE INC	COM	$17.4M	8.7%Prev: 8.6%	68,202 SH	Decreased+1,686 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.6M	0.8%	1,693 SH	New
AT&T INC	COM	$3.7M	1.8%Prev: 1.3%	129,407 SH	Increased-6,200 SH
BANK AMERICA CORP	COM	$888K	0.4%	17,209 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$289K	0.1%Prev: 0.1%	6,405 SH	Increased+1,398 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$827K	0.4%Prev: 0.5%	15,583 SH	Decreased-1,067 SH
BROADCOM INC	COM	$1.2M	0.6%Prev: 0.6%	3,723 SH	Decreased+80 SH
CATERPILLAR INC	COM	$4.8M	2.4%Prev: 4.7%	10,162 SH	Decreased+346 SH
CENTERPOINT ENERGY INC	COM	$429K	0.2%Prev: 0.2%	11,049 SH	Decreased-1 SH
CHEVRON CORP NEW	COM	$2.4M	1.2%	15,601 SH	New
CISCO SYS INC	COM	$1.1M	0.5%Prev: 0.9%	16,021 SH	Decreased-313 SH
CMS ENERGY CORP	COM	$659K	0.3%Prev: 0.3%	9,000 SH	Decreased
COCA COLA CO	COM	$1.8M	0.9%Prev: 1.0%	26,719 SH	Decreased-919 SH
COLUMBUS CIRCLE CAP CORP. I	SHS CL A	$101K	0.1%	10,000 SH	New
DEERE & CO	COM	$569K	0.3%Prev: 0.3%	1,245 SH	Decreased+159 SH
DEFI TECHNOLOGIES INC	COM	$215K	0.1%	102,000 SH	New
DISNEY WALT CO	COM	$325K	0.2%Prev: 0.1%	2,839 SH	Increased-242 SH
ELI LILLY & CO	COM	$11.0M	5.5%Prev: 6.7%	14,410 SH	Decreased+1,818 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$3.0M	1.5%Prev: 0.2%	176,913 SH	Increased+158,216 SH
ENTERPRISE PRODS PARTNERS L	COM	$319K	0.2%	10,204 SH	New
EVERSOURCE ENERGY	COM	$618K	0.3%Prev: 0.3%	8,689 SH	Decreased-501 SH
EXXON MOBIL CORP	COM	$2.8M	1.4%Prev: 1.6%	25,130 SH	Decreased-252 SH
GOLDMAN SACHS GROUP INC	COM	$638K	0.3%Prev: 0.3%	801 SH	Decreased+130 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$360K	0.2%	7,101 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$2.6M	1.3%Prev: 0.4%	28,652 SH	Increased+6,881 SH
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$263K	0.1%	6,705 SH	New
GRAYSCALE ETHEREUM TRUST ETF	SHS	$942K	0.5%	27,498 SH	New
HOME DEPOT INC	COM	$532K	0.3%Prev: 0.2%	1,314 SH	Increased+36 SH
INTEL CORP	COM	$531K	0.3%Prev: 0.9%	15,817 SH	Decreased+1,060 SH
INTERNATIONAL BUSINESS MACHS	COM	$283K	0.1%Prev: 0.1%	1,004 SH	Increased
INTUITIVE SURGICAL INC	COM NEW	$309K	0.2%	692 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.9M	1.4%Prev: 1.2%	44,624 SH	Increased-38,139 SH
ISHARES TR	CORE S&P500 ETF	$464K	0.2%Prev: 0.2%	693 SH	Decreased+13 SH
ISHARES TR	IBOXX INV CP ETF	$627K	0.3%Prev: 0.6%	5,625 SH	Decreased-7,289 SH
ISHARES TR	ISHARES BIOTECH	$1.4M	0.7%Prev: 0.6%	9,380 SH	Increased+2,638 SH
ISHARES TR	PFD AND INCM SEC	$273K	0.1%	8,620 SH	New
JOHNSON & JOHNSON	COM	$765K	0.4%Prev: 0.5%	4,125 SH	Decreased+105 SH
JPMORGAN CHASE & CO.	COM	$6.7M	3.3%	21,203 SH	New
KIMBERLY-CLARK CORP	COM	$390K	0.2%	3,135 SH	New
KRAFT HEINZ CO	COM	$909K	0.5%Prev: 0.2%	34,924 SH	Increased+19,326 SH
LOCKHEED MARTIN CORP	COM	$1.8M	0.9%Prev: 0.4%	3,695 SH	Increased+1,826 SH
MCDONALDS CORP	COM	$3.0M	1.5%Prev: 1.3%	9,990 SH	Increased-835 SH
MERCK & CO INC	COM	$3.7M	1.8%Prev: 2.6%	43,834 SH	Decreased-1,534 SH
META PLATFORMS INC	CL A	$10.0M	5.0%Prev: 3.4%	13,674 SH	Increased+138 SH
MICRON TECHNOLOGY INC	COM	$462K	0.2%Prev: 1.0%	2,761 SH	Decreased+817 SH
MICROSOFT CORP	COM	$15.3M	7.6%Prev: 5.3%	29,588 SH	Increased-2,474 SH
NETFLIX INC	COM	$554K	0.3%	462 SH	New
NVIDIA CORPORATION	COM	$15.9M	7.9%Prev: 7.3%	85,482 SH	Decreased+3,869 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.6M	1.3%Prev: 1.0%	14,138 SH	Increased-4,755 SH
PEPSICO INC	COM	$2.5M	1.3%Prev: 0.8%	17,921 SH	Increased+4,123 SH
PFIZER INC	COM	$205K	0.1%Prev: 0.1%	8,051 SH	Decreased-3,845 SH
PHILIP MORRIS INTL INC	COM	$204K	0.1%Prev: 0.1%	1,258 SH	Decreased
PROCTER AND GAMBLE CO	COM	$3.9M	1.9%	25,334 SH	New
RTX CORPORATION	COM	$947K	0.5%Prev: 0.8%	5,662 SH	Decreased-3,408 SH
SALESFORCE INC	COM	$3.0M	1.5%Prev: 0.6%	12,716 SH	Increased+4,333 SH
SCHWAB CHARLES CORP	COM	$3.1M	1.5%Prev: 1.3%	32,004 SH	Increased-661 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$269K	0.1%Prev: 0.1%	9,841 SH	Increased+1,646 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$406K	0.2%Prev: 0.2%	12,717 SH	Decreased+273 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$836K	0.4%Prev: 0.2%	29,953 SH	Increased+16,583 SH
SEALSQ CORP	ORD SHS	$374K	0.2%Prev: 0.1%	100,000 SH	Increased-451 SH
SOUTHERN CO	COM	$247K	0.1%Prev: 0.1%	2,604 SH	Decreased-778 SH
SPDR GOLD TR	GOLD SHS	$1.3M	0.6%Prev: 0.9%	3,590 SH	Decreased-1,823 SH
SPDR S&P 500 ETF TR	TR UNIT	$844K	0.4%	1,267 SH	New
STRATEGY INC	CL A NEW	$7.2M	3.6%Prev: 0.2%	22,248 SH	Increased+16,294 SH
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$1.5M	0.8%	30,780 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$3.2M	1.6%	11,550 SH	New
TESLA INC	COM	$2.7M	1.4%Prev: 1.4%	6,116 SH	Decreased-1,168 SH
TEXAS INSTRS INC	COM	$883K	0.4%Prev: 0.2%	4,807 SH	Increased+3,284 SH
TIDAL TRUST II	YIELDMAX MSTR OP	$233K	0.1%	16,666 SH	New
TILRAY BRANDS INC	COM	$25K	0.0%	14,647 SH	New
UNITED STS OIL FD LP	UNITS	$208K	0.1%Prev: 0.1%	2,825 SH	Decreased+467 SH
UNITEDHEALTH GROUP INC	COM	$359K	0.2%Prev: 0.4%	1,041 SH	Decreased-1,134 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$432K	0.2%Prev: 0.2%	2,000 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$3.1M	1.5%Prev: 1.3%	69,934 SH	Increased-1,258 SH
VISA INC	COM CL A	$288K	0.1%Prev: 0.1%	843 SH	Increased+158 SH
WALMART INC	COM	$5.0M	2.5%Prev: 2.5%	48,757 SH	Decreased+69 SH
WELLS FARGO CO NEW	COM	$271K	0.1%	3,230 SH	New
WISEKEY INTERNATIONAL HLDS L	SPON ADR	$315K	0.2%Prev: 0.2%	49,497 SH	Decreased
XCEL ENERGY INC	COM	$882K	0.4%Prev: 0.4%	10,942 SH	Increased

Sold (vs prior filing)

AIR PRODUCTS AND CHEMICALS I — $292K
APPLIED MATLS INC — $232K
ASML HLDG NV — $3.3M
BANK OF AMER CORP — $827K
BERKSHIRE HATHAWAY INC DEL — $428K
CHEVRON CORPORATION — $2.5M
COSTCO WHOLESALE CORPORATION — $1.0M
FORD MTR CO — $297K
GRAYSCALE ETHEREUM STAKING E — $590K
ISHARES SILVER TR — $672K
ISHARES TR — $1.2M
ISHARES TR — $1.6M
ISHARES TR — $248K
JPMORGAN CHASE & CO — $7.0M
NETFLIX INC. — $356K
PALO ALTO NETWORKS INC — $268K
PROCTER & GAMBLE CO — $3.9M
SOUTHERN COPPER CORP — $327K
SPACE EXPLORATION TECHN CORP — $408K
SPDR SERIES TRUST — $218K
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001929071-26-000006	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001929071-26-000001	$206.7M	View
Nov 4, 2025	Q3 2025