Filed: 11/4/2025ACC: 0001929071-25-000002
📋 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 $200.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$200.68M
Total AUM (reported)
1.80M
Total Shares
Allocation by class
COM$144.66M72.1%
CL A$12.62M6.3%
CAP STK CL A$8.94M4.5%
CL A NEW$7.17M3.6%
SPONSORED ADS$3.23M1.6%
COM UT LTD PTN$3.04M1.5%
SHS BEN INT$2.90M1.4%
Portfolio Concentration
Top 3$48.64M24.2%
4–10$58.54M29.2%
11–25$49.20M24.5%
Rest$44.30M22.1%
Top 3 weight
24.2%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 1.80M
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
1.80M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
APPLE INC
SOLEShares68.20K
TypeSH
Market value$17.37M
8.65%
Sole
0.00
Shared
0.00
None
68.20K
NVIDIA CORPORATION
SOLEShares85.48K
TypeSH
Market value$15.95M
7.95%
Sole
0.00
Shared
0.00
None
85.48K
MICROSOFT CORP
SOLEShares29.59K
TypeSH
Market value$15.33M
7.64%
Sole
0.00
Shared
0.00
None
29.59K
ELI LILLY & CO
SOLEShares14.41K
TypeSH
Market value$11.00M
5.48%
Sole
0.00
Shared
0.00
None
14.41K
META PLATFORMS INC
SOLEShares13.67K
TypeSH
Market value$10.04M
5.00%
Sole
0.00
Shared
0.00
None
13.67K
AMAZON COM INC
SOLEShares44.10K
TypeSH
Market value$9.68M
4.83%
Sole
0.00
Shared
0.00
None
44.10K
ALPHABET INC
SOLEShares36.76K
TypeSH
Market value$8.94M
4.45%
Sole
0.00
Shared
0.00
None
36.76K
STRATEGY INC
SOLEShares22.25K
TypeSH
Market value$7.17M
3.57%
Sole
0.00
Shared
0.00
None
22.25K
JPMORGAN CHASE & CO.
SOLEShares21.20K
TypeSH
Market value$6.69M
3.33%
Sole
0.00
Shared
0.00
None
21.20K
WALMART INC
SOLEShares48.76K
TypeSH
Market value$5.02M
2.50%
Sole
0.00
Shared
0.00
None
48.76K
CATERPILLAR INC
SOLEShares10.16K
TypeSH
Market value$4.85M
2.42%
Sole
0.00
Shared
0.00
None
10.16K
PROCTER AND GAMBLE CO
SOLEShares25.33K
TypeSH
Market value$3.89M
1.94%
Sole
0.00
Shared
0.00
None
25.33K
MERCK & CO INC
SOLEShares43.83K
TypeSH
Market value$3.68M
1.83%
Sole
0.00
Shared
0.00
None
43.83K
AT&T INC
SOLEShares129.41K
TypeSH
Market value$3.65M
1.82%
Sole
0.00
Shared
0.00
None
129.41K
ADVANCED MICRO DEVICES INC
SOLEShares22.57K
TypeSH
Market value$3.65M
1.82%
Sole
0.00
Shared
0.00
None
22.57K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.55K
TypeSH
Market value$3.23M
1.61%
Sole
0.00
Shared
0.00
None
11.55K
VERIZON COMMUNICATIONS INC
SOLEShares69.93K
TypeSH
Market value$3.07M
1.53%
Sole
0.00
Shared
0.00
None
69.93K
SCHWAB CHARLES CORP
SOLEShares32K
TypeSH
Market value$3.06M
1.52%
Sole
0.00
Shared
0.00
None
32K
ENERGY TRANSFER L P
SOLEShares176.91K
TypeSH
Market value$3.04M
1.51%
Sole
0.00
Shared
0.00
None
176.91K
MCDONALDS CORP
SOLEShares9.99K
TypeSH
Market value$3.04M
1.51%
Sole
0.00
Shared
0.00
None
9.99K
SALESFORCE INC
SOLEShares12.72K
TypeSH
Market value$3.01M
1.50%
Sole
0.00
Shared
0.00
None
12.72K
ISHARES BITCOIN TRUST ETF
SOLEShares44.62K
TypeSH
Market value$2.90M
1.45%
Sole
0.00
Shared
0.00
None
44.62K
EXXON MOBIL CORP
SOLEShares25.13K
TypeSH
Market value$2.83M
1.41%
Sole
0.00
Shared
0.00
None
25.13K
TESLA INC
SOLEShares6.12K
TypeSH
Market value$2.72M
1.36%
Sole
0.00
Shared
0.00
None
6.12K
PALANTIR TECHNOLOGIES INC
SOLEShares14.14K
TypeSH
Market value$2.58M
1.29%
Sole
0.00
Shared
0.00
None
14.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 68.20K | SH | $17.37M 8.65% | 0.00 | 0.00 | 68.20K |
NVIDIA CORPORATIONSOLE | COM | 85.48K | SH | $15.95M 7.95% | 0.00 | 0.00 | 85.48K |
MICROSOFT CORPSOLE | COM | 29.59K | SH | $15.33M 7.64% | 0.00 | 0.00 | 29.59K |
ELI LILLY & COSOLE | COM | 14.41K | SH | $11.00M 5.48% | 0.00 | 0.00 | 14.41K |
META PLATFORMS INCSOLE | CL A | 13.67K | SH | $10.04M 5.00% | 0.00 | 0.00 | 13.67K |
AMAZON COM INCSOLE | COM | 44.10K | SH | $9.68M 4.83% | 0.00 | 0.00 | 44.10K |
ALPHABET INCSOLE | CAP STK CL A | 36.76K | SH | $8.94M 4.45% | 0.00 | 0.00 | 36.76K |
STRATEGY INCSOLE | CL A NEW | 22.25K | SH | $7.17M 3.57% | 0.00 | 0.00 | 22.25K |
JPMORGAN CHASE & CO.SOLE | COM | 21.20K | SH | $6.69M 3.33% | 0.00 | 0.00 | 21.20K |
WALMART INCSOLE | COM | 48.76K | SH | $5.02M 2.50% | 0.00 | 0.00 | 48.76K |
CATERPILLAR INCSOLE | COM | 10.16K | SH | $4.85M 2.42% | 0.00 | 0.00 | 10.16K |
PROCTER AND GAMBLE COSOLE | COM | 25.33K | SH | $3.89M 1.94% | 0.00 | 0.00 | 25.33K |
MERCK & CO INCSOLE | COM | 43.83K | SH | $3.68M 1.83% | 0.00 | 0.00 | 43.83K |
AT&T INCSOLE | COM | 129.41K | SH | $3.65M 1.82% | 0.00 | 0.00 | 129.41K |
ADVANCED MICRO DEVICES INCSOLE | COM | 22.57K | SH | $3.65M 1.82% | 0.00 | 0.00 | 22.57K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.55K | SH | $3.23M 1.61% | 0.00 | 0.00 | 11.55K |
VERIZON COMMUNICATIONS INCSOLE | COM | 69.93K | SH | $3.07M 1.53% | 0.00 | 0.00 | 69.93K |
SCHWAB CHARLES CORPSOLE | COM | 32K | SH | $3.06M 1.52% | 0.00 | 0.00 | 32K |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 176.91K | SH | $3.04M 1.51% | 0.00 | 0.00 | 176.91K |
MCDONALDS CORPSOLE | COM | 9.99K | SH | $3.04M 1.51% | 0.00 | 0.00 | 9.99K |
SALESFORCE INCSOLE | COM | 12.72K | SH | $3.01M 1.50% | 0.00 | 0.00 | 12.72K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 44.62K | SH | $2.90M 1.45% | 0.00 | 0.00 | 44.62K |
EXXON MOBIL CORPSOLE | COM | 25.13K | SH | $2.83M 1.41% | 0.00 | 0.00 | 25.13K |
TESLA INCSOLE | COM | 6.12K | SH | $2.72M 1.36% | 0.00 | 0.00 | 6.12K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 14.14K | SH | $2.58M 1.29% | 0.00 | 0.00 | 14.14K |
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