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: $223.8M88 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$607K	0.3%	2,410 SH	New
ADVANCED MICRO DEVICES INC	COM	$12.8M	5.7%Prev: 1.7%	21,980 SH	Increased+123 SH
AIR PRODUCTS AND CHEMICALS I	COM	$292K	0.1%	994 SH	New
ALPHABET INC	CAP STK CL A	$12.4M	5.6%Prev: 3.5%	34,833 SH	Increased-2,029 SH
ALPHABET INC	CAP STK CL C	$2.1M	0.9%Prev: 0.5%	5,860 SH	Increased+165 SH
ALTRIA GROUP INC	COM	$2.1M	0.9%Prev: 0.7%	29,368 SH	Increased+7,947 SH
AMAZON COM INC	COM	$10.4M	4.7%Prev: 5.2%	43,752 SH	Increased-223 SH
APPLE INC	COM	$19.2M	8.6%Prev: 7.4%	66,516 SH	Increased-961 SH
APPLIED MATLS INC	COM	$232K	0.1%	321 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$3.3M	1.5%	1,647 SH	New
AT&T INC	COM	$2.8M	1.3%Prev: 2.0%	135,607 SH	Decreased+3,223 SH
BANK OF AMER CORP	COM	$827K	0.4%	14,511 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$428K	0.2%	856 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$288K	0.1%Prev: 0.3%	5,007 SH	Decreased-5,991 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.0M	0.5%Prev: 0.4%	16,650 SH	Increased+804 SH
BROADCOM INC	COM	$1.4M	0.6%Prev: 0.5%	3,643 SH	Increased-79 SH
CATERPILLAR INC	COM	$10.5M	4.7%Prev: 2.1%	9,816 SH	Increased-225 SH
CENTERPOINT ENERGY INC	COM	$487K	0.2%Prev: 0.2%	11,050 SH	Increased+1 SH
CHEVRON CORPORATION	COM	$2.5M	1.1%	15,316 SH	New
CISCO SYS INC	COM	$1.9M	0.9%Prev: 0.6%	16,334 SH	Increased+313 SH
CMS ENERGY CORP	COM	$689K	0.3%Prev: 0.3%	9,000 SH	Increased
COCA COLA CO	COM	$2.2M	1.0%Prev: 1.0%	27,638 SH	Increased+919 SH
COSTCO WHOLESALE CORPORATION	COM	$1.0M	0.5%	1,080 SH	New
DEERE & CO	COM	$689K	0.3%Prev: 0.4%	1,086 SH	Increased-229 SH
DISNEY WALT CO	COM	$297K	0.1%Prev: 0.2%	3,081 SH	Decreased+242 SH
ELI LILLY & CO	COM	$15.1M	6.7%Prev: 6.1%	12,592 SH	Increased-1,972 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$357K	0.2%Prev: 1.8%	18,697 SH	Decreased-165,716 SH
EVERSOURCE ENERGY	COM	$664K	0.3%Prev: 0.3%	9,190 SH	Increased+478 SH
EXXON MOBIL CORP	COM	$3.5M	1.6%Prev: 1.5%	25,382 SH	Increased-73 SH
FORD MTR CO	COM	$297K	0.1%	21,355 SH	New
GOLDMAN SACHS GROUP INC	COM	$679K	0.3%Prev: 0.3%	671 SH	Increased-136 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$991K	0.4%Prev: 1.3%	21,771 SH	Decreased-6,881 SH
GRAYSCALE ETHEREUM STAKING E	SHS	$590K	0.3%	46,225 SH	New
HOME DEPOT INC	COM	$451K	0.2%Prev: 0.3%	1,278 SH	Decreased-44 SH
INTEL CORP	COM	$2.1M	0.9%Prev: 0.2%	14,757 SH	Increased-3,445 SH
INTERNATIONAL BUSINESS MACHS	COM	$282K	0.1%Prev: 0.2%	1,004 SH	Decreased+7 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.8M	1.2%Prev: 1.3%	82,763 SH	Increased+43,095 SH
ISHARES SILVER TR	ISHARES	$672K	0.3%	12,568 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.2M	0.5%	14,809 SH	New
ISHARES TR	CORE S&P500 ETF	$509K	0.2%Prev: 0.2%	680 SH	Increased-11 SH
ISHARES TR	IBOXX INV CP ETF	$1.4M	0.6%Prev: 0.3%	12,914 SH	Increased+7,151 SH
ISHARES TR	ISHARES BIOTECH	$1.3M	0.6%Prev: 0.6%	6,742 SH	Increased-2,393 SH
ISHARES TR	MSCI IRELAND ETF	$1.6M	0.7%	20,838 SH	New
ISHARES TR	U.S. TECH ETF	$248K	0.1%	984 SH	New
JOHNSON & JOHNSON	COM	$1.0M	0.5%Prev: 0.4%	4,020 SH	Increased-472 SH
JPMORGAN CHASE & CO	COM	$7.0M	3.1%	21,352 SH	New
KRAFT HEINZ CO	COM	$368K	0.2%Prev: 0.6%	15,598 SH	Decreased-25,512 SH
LOCKHEED MARTIN CORP	COM	$952K	0.4%Prev: 0.9%	1,869 SH	Decreased-1,894 SH
MCDONALDS CORP	COM	$2.9M	1.3%Prev: 1.5%	10,825 SH	Increased+1,203 SH
MERCK & CO INC	COM	$5.8M	2.6%Prev: 1.8%	45,368 SH	Increased+2,606 SH
META PLATFORMS INC	CL A	$7.6M	3.4%Prev: 5.4%	13,536 SH	Decreased-158 SH
MICRON TECHNOLOGY INC	COM	$2.2M	1.0%Prev: 0.2%	1,944 SH	Increased-817 SH
MICROSOFT CORP	COM	$12.0M	5.3%Prev: 7.8%	32,062 SH	Decreased+2,553 SH
NETFLIX INC.	COM	$356K	0.2%	4,986 SH	New
NVIDIA CORPORATION	COM	$16.3M	7.3%Prev: 7.2%	81,613 SH	Increased-4,161 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.2M	1.0%Prev: 0.8%	18,893 SH	Increased+7,764 SH
PALO ALTO NETWORKS INC	COM	$268K	0.1%	785 SH	New
PEPSICO INC	COM	$1.9M	0.8%Prev: 1.2%	13,798 SH	Decreased-3,659 SH
PFIZER INC	COM	$286K	0.1%	11,896 SH	New
PHILIP MORRIS INTL INC	COM	$228K	0.1%Prev: 0.1%	1,258 SH	Decreased
PROCTER & GAMBLE CO	COM	$3.9M	1.8%	26,805 SH	New
RTX CORPORATION	COM	$1.7M	0.8%Prev: 0.5%	9,070 SH	Increased+3,280 SH
SALESFORCE INC	COM	$1.3M	0.6%Prev: 1.8%	8,383 SH	Decreased-4,015 SH
SCHWAB CHARLES CORP	COM	$3.0M	1.3%Prev: 1.6%	32,665 SH	Increased+726 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$260K	0.1%Prev: 0.2%	8,195 SH	Decreased-2,639 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$421K	0.2%Prev: 0.2%	12,444 SH	Increased-1,178 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$483K	0.2%Prev: 0.5%	13,370 SH	Decreased-21,861 SH
SEALSQ CORP	ORD SHS	$316K	0.1%Prev: 0.2%	100,451 SH	Decreased+451 SH
SOUTHERN CO	COM	$324K	0.1%Prev: 0.1%	3,382 SH	Increased+748 SH
SOUTHERN COPPER CORP	COM	$327K	0.1%	1,878 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$408K	0.2%	2,388 SH	New
SPDR GOLD TR	GOLD SHS	$2.0M	0.9%Prev: 0.6%	5,413 SH	Increased+1,941 SH
SPDR SERIES TRUST	ST STR P500ETF	$218K	0.1%	2,486 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$994K	0.4%	1,331 SH	New
STRATEGY INC	CL A NEW	$518K	0.2%	5,954 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.3M	2.4%	11,115 SH	New
TESLA INC	COM	$3.1M	1.4%Prev: 0.9%	7,284 SH	Increased+1,787 SH
TEXAS INSTRS INC	COM	$454K	0.2%Prev: 0.6%	1,523 SH	Decreased-3,776 SH
UNITED STATES ANTIMONY CORP	COM	$121K	0.1%	16,668 SH	New
UNITED STS OIL FD LP	UNITS	$251K	0.1%Prev: 0.1%	2,358 SH	Increased-486 SH
UNITEDHEALTH GROUP INC	COM	$904K	0.4%Prev: 0.1%	2,175 SH	Increased+1,401 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$473K	0.2%Prev: 0.2%	2,000 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$3.0M	1.3%Prev: 1.7%	71,192 SH	Decreased-233 SH
VISA INC	COM CL A	$235K	0.1%Prev: 0.2%	685 SH	Decreased-223 SH
WALMART INC	COM	$5.5M	2.5%Prev: 2.6%	48,688 SH	Increased-216 SH
WELLS FARGO & CO	COM	$263K	0.1%	3,187 SH	New
WISEKEY INTERNATIONAL HLDS L	SPON ADR	$362K	0.2%Prev: 0.2%	49,497 SH	Increased
XCEL ENERGY INC	COM	$879K	0.4%Prev: 0.4%	10,942 SH	Increased

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $406K
ASML HOLDING N V — $1.4M
BANK AMERICA CORP — $914K
CHEVRON CORP NEW — $2.3M
COLUMBUS CIRCLE CAP CORP. I — $106K
DDC ENTERPRISE LTD — $109K
DEFI TECHNOLOGIES INC — $299K
EASTERN BANKSHARES INC — $409K
ENTERPRISE PRODS PARTNERS L — $316K
GRAYSCALE BITCOIN MINI TR ET — $271K
GRAYSCALE ETHEREUM TRUST ETF — $509K
INTUITIVE SURGICAL INC — $409K
ISHARES TR — $289K
JPMORGAN CHASE & CO. — $6.1M
KIMBERLY-CLARK CORP — $565K
MICROSTRATEGY INC — $9.0M
NETFLIX INC — $626K
PROCTER AND GAMBLE CO — $4.0M
ROYAL CARIBBEAN GROUP — $266K
SPDR S&P 500 ETF TR — $796K
… and 5 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