Finer Wealth Management, Inc.

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

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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: $199.4M86 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$504K	0.3%Prev: 0.1%	2,318 SH	Increased+1,296 SH
ADVANCED MICRO DEVICES INC	COM	$4.5M	2.3%Prev: 1.2%	22,272 SH	Increased+2,193 SH
AIR PRODUCTS AND CHEMICALS I	COM	$289K	0.1%	996 SH	New
ALPHABET INC	CAP STK CL A	$10.3M	5.2%Prev: 3.4%	35,779 SH	Increased-728 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.8%Prev: 0.5%	5,706 SH	Increased+141 SH
ALTRIA GROUP INC	COM	$1.7M	0.9%Prev: 0.8%	26,122 SH	Increased+5,059 SH
AMAZON COM INC	COM	$9.2M	4.6%Prev: 5.0%	44,322 SH	Increased+807 SH
APPLE INC	COM	$17.3M	8.7%Prev: 9.0%	68,343 SH	Increased+837 SH
ASML HLDG NV	N Y REGISTRY SHS	$2.1M	1.1%	1,622 SH	New
AT&T INC	COM	$3.8M	1.9%Prev: 1.8%	131,708 SH	Increased+26,271 SH
BANK AMERICA CORP	COM	$764K	0.4%Prev: 0.5%	15,681 SH	Decreased-5,398 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$410K	0.2%	856 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$303K	0.2%Prev: 0.5%	5,002 SH	Decreased-8,045 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$956K	0.5%Prev: 0.4%	16,350 SH	Increased+504 SH
BROADCOM INC	COM	$1.3M	0.6%Prev: 0.4%	4,105 SH	Increased+452 SH
CANARY CAPITAL GROUP LLX	CANARY HBAR ETF	$238K	0.1%	20,000 SH	New
CATERPILLAR INC	COM	$7.1M	3.5%Prev: 1.9%	9,959 SH	Increased+279 SH
CENTERPOINT ENERGY INC	COM	$477K	0.2%Prev: 0.2%	11,050 SH	Increased+1 SH
CHEVRON CORPORATION	COM	$3.2M	1.6%	15,423 SH	New
CISCO SYS INC	COM	$1.3M	0.6%Prev: 0.6%	16,334 SH	Increased-46 SH
CMS ENERGY CORP	COM	$698K	0.4%Prev: 0.4%	9,000 SH	Increased
COCA COLA CO	COM	$2.1M	1.1%Prev: 1.1%	27,638 SH	Increased+849 SH
COSTCO WHOLESALE CORPORATION	COM	$765K	0.4%	768 SH	New
DEERE & CO	COM	$686K	0.3%Prev: 0.4%	1,217 SH	Increased-238 SH
DISNEY WALT CO	COM	$312K	0.2%Prev: 0.2%	3,237 SH	Decreased-304 SH
ELI LILLY & CO	COM	$12.1M	6.1%Prev: 7.4%	13,172 SH	Decreased-1,826 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$481K	0.2%Prev: 2.0%	24,945 SH	Decreased-150,825 SH
EVERSOURCE ENERGY	COM	$612K	0.3%Prev: 0.3%	8,838 SH	Increased+126 SH
EXXON MOBIL CORP	COM	$4.3M	2.2%Prev: 1.8%	25,375 SH	Increased-282 SH
FORD MTR CO	COM	$158K	0.1%Prev: 0.1%	13,696 SH	Decreased-3,369 SH
GOLDMAN SACHS GROUP INC	COM	$571K	0.3%Prev: 0.3%	675 SH	Increased-316 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$502K	0.3%Prev: 0.1%	16,736 SH	Increased+10,952 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$1.1M	0.6%Prev: 1.1%	21,771 SH	Decreased-7,243 SH
GRAYSCALE ETHEREUM STAKING E	SHS	$744K	0.4%	43,600 SH	New
HOME DEPOT INC	COM	$419K	0.2%Prev: 0.3%	1,274 SH	Decreased-166 SH
INTEL CORP	COM	$720K	0.4%Prev: 1.3%	16,310 SH	Decreased-77,317 SH
INTERNATIONAL BUSINESS MACHS	COM	$243K	0.1%Prev: 0.1%	1,004 SH	Decreased+7 SH
INTUITIVE SURGICAL INC	COM NEW	$215K	0.1%Prev: 0.2%	466 SH	Decreased-287 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.7M	1.4%Prev: 0.5%	71,374 SH	Increased+54,578 SH
ISHARES SILVER TR	ISHARES	$845K	0.4%	12,400 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.4M	0.7%	17,313 SH	New
ISHARES TR	CORE S&P500 ETF	$444K	0.2%Prev: 0.2%	679 SH	Increased-61 SH
ISHARES TR	IBOXX INV CP ETF	$1.4M	0.7%Prev: 0.4%	12,914 SH	Increased+7,033 SH
ISHARES TR	ISHARES BIOTECH	$1.3M	0.7%Prev: 0.7%	7,987 SH	Increased-1,374 SH
ISHARES TR	MSCI IRELAND ETF	$1.4M	0.7%	20,596 SH	New
JOHNSON & JOHNSON	COM	$990K	0.5%Prev: 0.5%	4,048 SH	Increased-809 SH
JPMORGAN CHASE & CO	COM	$6.2M	3.1%	21,172 SH	New
KRAFT HEINZ CO	COM	$328K	0.2%Prev: 0.8%	14,564 SH	Decreased-26,664 SH
LOCKHEED MARTIN CORP	COM	$1.3M	0.6%Prev: 0.9%	2,104 SH	Decreased-1,243 SH
MCDONALDS CORP	COM	$3.3M	1.7%Prev: 1.7%	10,688 SH	Increased+1,501 SH
MERCK & CO INC	COM	$5.5M	2.7%Prev: 2.3%	45,355 SH	Increased+3,023 SH
META PLATFORMS INC	CL A	$7.9M	4.0%Prev: 4.7%	13,845 SH	Increased+263 SH
MICRON TECHNOLOGY INC	COM	$933K	0.5%Prev: 0.1%	2,761 SH	Increased
MICROSOFT CORP	COM	$11.9M	6.0%Prev: 6.7%	32,159 SH	Increased+2,523 SH
NETFLIX INC.	COM	$493K	0.2%	5,130 SH	New
NVIDIA CORPORATION	COM	$14.4M	7.2%Prev: 5.5%	82,770 SH	Increased-2,418 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.6M	1.3%Prev: 0.4%	17,671 SH	Increased+10,167 SH
PEPSICO INC	COM	$2.4M	1.2%Prev: 1.5%	15,668 SH	Decreased-656 SH
PFIZER INC	COM	$316K	0.2%Prev: 0.1%	11,243 SH	Increased+1,801 SH
PHILIP MORRIS INTL INC	COM	$208K	0.1%	1,258 SH	New
PROCTER & GAMBLE CO	COM	$3.8M	1.9%	26,133 SH	New
RTX CORPORATION	COM	$1.5M	0.7%Prev: 0.5%	7,620 SH	Increased+1,691 SH
SALESFORCE INC	COM	$2.0M	1.0%Prev: 2.0%	10,735 SH	Decreased-1,504 SH
SCHWAB CHARLES CORP	COM	$3.0M	1.5%Prev: 1.4%	32,419 SH	Increased+1,686 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$254K	0.1%Prev: 0.2%	8,277 SH	Decreased-4,513 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$357K	0.2%Prev: 0.2%	12,259 SH	Decreased-2,603 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$450K	0.2%Prev: 0.6%	15,474 SH	Decreased-23,801 SH
SEALSQ CORP	ORD SHS	$263K	0.1%Prev: 0.2%	100,451 SH	Increased+451 SH
SOUTHERN CO	COM	$325K	0.2%Prev: 0.2%	3,371 SH	Increased+563 SH
SOUTHERN COPPER CORP	COM	$322K	0.2%	1,874 SH	New
SPDR GOLD TR	GOLD SHS	$2.1M	1.1%Prev: 0.6%	4,925 SH	Increased+1,285 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$859K	0.4%	1,321 SH	New
STRATEGY INC	CL A NEW	$2.0M	1.0%	15,929 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.7M	1.9%	11,089 SH	New
TESLA INC	COM	$2.6M	1.3%Prev: 0.8%	6,994 SH	Increased+2,104 SH
TEXAS INSTRS INC	COM	$378K	0.2%Prev: 0.6%	1,948 SH	Decreased-3,646 SH
UNITED STATES ANTIMONY CORP	COM	$141K	0.1%	16,158 SH	New
UNITED STS OIL FD LP	UNITS	$325K	0.2%Prev: 0.1%	2,553 SH	Increased-537 SH
UNITEDHEALTH GROUP INC	COM	$594K	0.3%	2,194 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$430K	0.2%Prev: 0.2%	2,000 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$3.5M	1.8%Prev: 1.5%	69,626 SH	Increased+14,882 SH
VISA INC	COM CL A	$228K	0.1%Prev: 0.2%	754 SH	Decreased-361 SH
WALMART INC	COM	$6.1M	3.1%Prev: 2.5%	49,156 SH	Increased+927 SH
WELLS FARGO & CO	COM	$254K	0.1%	3,187 SH	New
WISEKEY INTERNATIONAL HLDS L	SPON ADR	$304K	0.2%Prev: 0.1%	49,497 SH	Increased
XCEL ENERGY INC	COM	$869K	0.4%Prev: 0.5%	10,942 SH	Increased

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $649K
BITFARMS LTD — $10K
CHEVRON CORP NEW — $2.7M
EASTERN BANKSHARES INC — $437K
ENTERPRISE PRODS PARTNERS L — $356K
GRAYSCALE ETHEREUM TRUST ETF — $374K
ISHARES TR — $375K
JPMORGAN CHASE & CO. — $5.1M
KIMBERLY-CLARK CORP — $642K
MICROSTRATEGY INC — $6.6M
NEBIUS GROUP N.V. — $211K
NETFLIX INC — $435K
PROCTER AND GAMBLE CO — $4.1M
ROYAL CARIBBEAN GROUP — $270K
SPDR S&P 500 ETF TR — $720K
SUNCOKE ENERGY INC — $205K
SUNOCO LP/SUNOCO FIN CORP — $1.9M
TAIWAN SEMICONDUCTOR MFG LTD — $2.0M
THERMO FISHER SCIENTIFIC INC — $1.1M
TILRAY BRANDS INC — $10K
… and 1 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