Filed: 8/13/2025ACC: 0001221073-25-000078
📋 What this filing means
FINER WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $187.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$187.07M
Total AUM (reported)
1.84M
Total Shares
Allocation by class
COM$134.88M72.1%
CL A$11.62M6.2%
CL A NEW$8.99M4.8%
CAP STK CL A$6.50M3.5%
COM UT LTD PTN$3.34M1.8%
SPONSORED ADS$2.65M1.4%
SHS REP COM UT$2.43M1.3%
Portfolio Concentration
Top 3$42.07M22.5%
4–10$57.51M30.7%
11–25$46.29M24.7%
Rest$41.20M22.0%
Top 3 weight
22.5%
Top 10 weight
53.2%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.84M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
MICROSOFT CORP
SOLEShares29.51K
TypeSH
Market value$14.68M
7.85%
Sole
0.00
Shared
0.00
None
29.51K
APPLE INC
SOLEShares67.48K
TypeSH
Market value$13.84M
7.40%
Sole
0.00
Shared
0.00
None
67.48K
NVIDIA CORPORATION
SOLEShares85.77K
TypeSH
Market value$13.55M
7.24%
Sole
0.00
Shared
0.00
None
85.77K
ELI LILLY & CO
SOLEShares14.56K
TypeSH
Market value$11.35M
6.07%
Sole
0.00
Shared
0.00
None
14.56K
META PLATFORMS INC
SOLEShares13.69K
TypeSH
Market value$10.11M
5.40%
Sole
0.00
Shared
0.00
None
13.69K
AMAZON COM INC
SOLEShares43.98K
TypeSH
Market value$9.65M
5.16%
Sole
0.00
Shared
0.00
None
43.98K
MICROSTRATEGY INC
SOLEShares22.25K
TypeSH
Market value$8.99M
4.81%
Sole
0.00
Shared
0.00
None
22.25K
ALPHABET INC
SOLEShares36.86K
TypeSH
Market value$6.50M
3.47%
Sole
0.00
Shared
0.00
None
36.86K
JPMORGAN CHASE & CO.
SOLEShares21.14K
TypeSH
Market value$6.13M
3.28%
Sole
0.00
Shared
0.00
None
21.14K
WALMART INC
SOLEShares48.90K
TypeSH
Market value$4.78M
2.56%
Sole
0.00
Shared
0.00
None
48.90K
PROCTER AND GAMBLE CO
SOLEShares24.93K
TypeSH
Market value$3.97M
2.12%
Sole
0.00
Shared
0.00
None
24.93K
CATERPILLAR INC
SOLEShares10.04K
TypeSH
Market value$3.90M
2.08%
Sole
0.00
Shared
0.00
None
10.04K
AT&T INC
SOLEShares132.38K
TypeSH
Market value$3.83M
2.05%
Sole
0.00
Shared
0.00
None
132.38K
MERCK & CO INC
SOLEShares42.76K
TypeSH
Market value$3.39M
1.81%
Sole
0.00
Shared
0.00
None
42.76K
SALESFORCE INC
SOLEShares12.40K
TypeSH
Market value$3.38M
1.81%
Sole
0.00
Shared
0.00
None
12.40K
ENERGY TRANSFER L P
SOLEShares184.41K
TypeSH
Market value$3.34M
1.79%
Sole
0.00
Shared
0.00
None
184.41K
ADVANCED MICRO DEVICES INC
SOLEShares21.86K
TypeSH
Market value$3.10M
1.66%
Sole
0.00
Shared
0.00
None
21.86K
VERIZON COMMUNICATIONS INC
SOLEShares71.42K
TypeSH
Market value$3.09M
1.65%
Sole
0.00
Shared
0.00
None
71.42K
SCHWAB CHARLES CORP
SOLEShares31.94K
TypeSH
Market value$2.91M
1.56%
Sole
0.00
Shared
0.00
None
31.94K
MCDONALDS CORP
SOLEShares9.62K
TypeSH
Market value$2.81M
1.50%
Sole
0.00
Shared
0.00
None
9.62K
EXXON MOBIL CORP
SOLEShares25.45K
TypeSH
Market value$2.74M
1.47%
Sole
0.00
Shared
0.00
None
25.45K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.70K
TypeSH
Market value$2.65M
1.42%
Sole
0.00
Shared
0.00
None
11.70K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares28.65K
TypeSH
Market value$2.43M
1.30%
Sole
0.00
Shared
0.00
None
28.65K
ISHARES BITCOIN TRUST ETF
SOLEShares39.67K
TypeSH
Market value$2.43M
1.30%
Sole
0.00
Shared
0.00
None
39.67K
PEPSICO INC
SOLEShares17.46K
TypeSH
Market value$2.31M
1.23%
Sole
0.00
Shared
0.00
None
17.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 29.51K | SH | $14.68M 7.85% | 0.00 | 0.00 | 29.51K |
APPLE INCSOLE | COM | 67.48K | SH | $13.84M 7.40% | 0.00 | 0.00 | 67.48K |
NVIDIA CORPORATIONSOLE | COM | 85.77K | SH | $13.55M 7.24% | 0.00 | 0.00 | 85.77K |
ELI LILLY & COSOLE | COM | 14.56K | SH | $11.35M 6.07% | 0.00 | 0.00 | 14.56K |
META PLATFORMS INCSOLE | CL A | 13.69K | SH | $10.11M 5.40% | 0.00 | 0.00 | 13.69K |
AMAZON COM INCSOLE | COM | 43.98K | SH | $9.65M 5.16% | 0.00 | 0.00 | 43.98K |
MICROSTRATEGY INCSOLE | CL A NEW | 22.25K | SH | $8.99M 4.81% | 0.00 | 0.00 | 22.25K |
ALPHABET INCSOLE | CAP STK CL A | 36.86K | SH | $6.50M 3.47% | 0.00 | 0.00 | 36.86K |
JPMORGAN CHASE & CO.SOLE | COM | 21.14K | SH | $6.13M 3.28% | 0.00 | 0.00 | 21.14K |
WALMART INCSOLE | COM | 48.90K | SH | $4.78M 2.56% | 0.00 | 0.00 | 48.90K |
PROCTER AND GAMBLE COSOLE | COM | 24.93K | SH | $3.97M 2.12% | 0.00 | 0.00 | 24.93K |
CATERPILLAR INCSOLE | COM | 10.04K | SH | $3.90M 2.08% | 0.00 | 0.00 | 10.04K |
AT&T INCSOLE | COM | 132.38K | SH | $3.83M 2.05% | 0.00 | 0.00 | 132.38K |
MERCK & CO INCSOLE | COM | 42.76K | SH | $3.39M 1.81% | 0.00 | 0.00 | 42.76K |
SALESFORCE INCSOLE | COM | 12.40K | SH | $3.38M 1.81% | 0.00 | 0.00 | 12.40K |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 184.41K | SH | $3.34M 1.79% | 0.00 | 0.00 | 184.41K |
ADVANCED MICRO DEVICES INCSOLE | COM | 21.86K | SH | $3.10M 1.66% | 0.00 | 0.00 | 21.86K |
VERIZON COMMUNICATIONS INCSOLE | COM | 71.42K | SH | $3.09M 1.65% | 0.00 | 0.00 | 71.42K |
SCHWAB CHARLES CORPSOLE | COM | 31.94K | SH | $2.91M 1.56% | 0.00 | 0.00 | 31.94K |
MCDONALDS CORPSOLE | COM | 9.62K | SH | $2.81M 1.50% | 0.00 | 0.00 | 9.62K |
EXXON MOBIL CORPSOLE | COM | 25.45K | SH | $2.74M 1.47% | 0.00 | 0.00 | 25.45K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.70K | SH | $2.65M 1.42% | 0.00 | 0.00 | 11.70K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 28.65K | SH | $2.43M 1.30% | 0.00 | 0.00 | 28.65K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 39.67K | SH | $2.43M 1.30% | 0.00 | 0.00 | 39.67K |
PEPSICO INCSOLE | COM | 17.46K | SH | $2.31M 1.23% | 0.00 | 0.00 | 17.46K |
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