Filed: 1/21/2026ACC: 0001929071-26-000001
📋 What this filing means
FINER WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $206.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$206.69M
Total AUM (reported)
1.55M
Total Shares
Allocation by class
COM$154.16M74.6%
CL A$12.07M5.8%
CAP STK CL A$11.53M5.6%
SPONSORED ADS$3.45M1.7%
SHS BEN INT$2.80M1.4%
CL A NEW$2.42M1.2%
SHS REP COM UT$1.91M0.9%
Portfolio Concentration
Top 3$50.06M24.2%
4–10$63.89M30.9%
11–25$49.92M24.2%
Rest$42.81M20.7%
Top 3 weight
24.2%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 1.55M
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
1.55M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:
APPLE INC
SOLEShares68.95K
TypeSH
Market value$18.75M
9.07%
Sole
0.00
Shared
0.00
None
68.95K
MICROSOFT CORP
SOLEShares32.42K
TypeSH
Market value$15.68M
7.59%
Sole
0.00
Shared
0.00
None
32.42K
NVIDIA CORPORATION
SOLEShares83.85K
TypeSH
Market value$15.64M
7.57%
Sole
0.00
Shared
0.00
None
83.85K
ELI LILLY & CO
SOLEShares13.61K
TypeSH
Market value$14.63M
7.08%
Sole
0.00
Shared
0.00
None
13.61K
ALPHABET INC
SOLEShares36.84K
TypeSH
Market value$11.53M
5.58%
Sole
0.00
Shared
0.00
None
36.84K
AMAZON COM INC
SOLEShares44.85K
TypeSH
Market value$10.35M
5.01%
Sole
0.00
Shared
0.00
None
44.85K
META PLATFORMS INC
SOLEShares13.84K
TypeSH
Market value$9.14M
4.42%
Sole
0.00
Shared
0.00
None
13.84K
JPMORGAN CHASE & CO.
SOLEShares21.59K
TypeSH
Market value$6.96M
3.37%
Sole
0.00
Shared
0.00
None
21.59K
CATERPILLAR INC
SOLEShares10.04K
TypeSH
Market value$5.75M
2.78%
Sole
0.00
Shared
0.00
None
10.04K
WALMART INC
SOLEShares49.68K
TypeSH
Market value$5.54M
2.68%
Sole
0.00
Shared
0.00
None
49.68K
ADVANCED MICRO DEVICES INC
SOLEShares22.63K
TypeSH
Market value$4.85M
2.34%
Sole
0.00
Shared
0.00
None
22.63K
MERCK & CO INC
SOLEShares45.58K
TypeSH
Market value$4.80M
2.32%
Sole
0.00
Shared
0.00
None
45.58K
PROCTER AND GAMBLE CO
SOLEShares26.55K
TypeSH
Market value$3.80M
1.84%
Sole
0.00
Shared
0.00
None
26.55K
SALESFORCE INC
SOLEShares13.37K
TypeSH
Market value$3.54M
1.71%
Sole
0.00
Shared
0.00
None
13.37K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.35K
TypeSH
Market value$3.45M
1.67%
Sole
0.00
Shared
0.00
None
11.35K
SCHWAB CHARLES CORP
SOLEShares32.70K
TypeSH
Market value$3.27M
1.58%
Sole
0.00
Shared
0.00
None
32.70K
MCDONALDS CORP
SOLEShares10.63K
TypeSH
Market value$3.25M
1.57%
Sole
0.00
Shared
0.00
None
10.63K
AT&T INC
SOLEShares126.29K
TypeSH
Market value$3.14M
1.52%
Sole
0.00
Shared
0.00
None
126.29K
TESLA INC
SOLEShares6.93K
TypeSH
Market value$3.12M
1.51%
Sole
0.00
Shared
0.00
None
6.93K
EXXON MOBIL CORP
SOLEShares25.41K
TypeSH
Market value$3.06M
1.48%
Sole
0.00
Shared
0.00
None
25.41K
PALANTIR TECHNOLOGIES INC
SOLEShares16.50K
TypeSH
Market value$2.93M
1.42%
Sole
0.00
Shared
0.00
None
16.50K
ISHARES BITCOIN TRUST ETF
SOLEShares56.43K
TypeSH
Market value$2.80M
1.36%
Sole
0.00
Shared
0.00
None
56.43K
VERIZON COMMUNICATIONS INC
SOLEShares68.08K
TypeSH
Market value$2.77M
1.34%
Sole
0.00
Shared
0.00
None
68.08K
PEPSICO INC
SOLEShares18.98K
TypeSH
Market value$2.72M
1.32%
Sole
0.00
Shared
0.00
None
18.98K
STRATEGY INC
SOLEShares15.95K
TypeSH
Market value$2.42M
1.17%
Sole
0.00
Shared
0.00
None
15.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 68.95K | SH | $18.75M 9.07% | 0.00 | 0.00 | 68.95K |
MICROSOFT CORPSOLE | COM | 32.42K | SH | $15.68M 7.59% | 0.00 | 0.00 | 32.42K |
NVIDIA CORPORATIONSOLE | COM | 83.85K | SH | $15.64M 7.57% | 0.00 | 0.00 | 83.85K |
ELI LILLY & COSOLE | COM | 13.61K | SH | $14.63M 7.08% | 0.00 | 0.00 | 13.61K |
ALPHABET INCSOLE | CAP STK CL A | 36.84K | SH | $11.53M 5.58% | 0.00 | 0.00 | 36.84K |
AMAZON COM INCSOLE | COM | 44.85K | SH | $10.35M 5.01% | 0.00 | 0.00 | 44.85K |
META PLATFORMS INCSOLE | CL A | 13.84K | SH | $9.14M 4.42% | 0.00 | 0.00 | 13.84K |
JPMORGAN CHASE & CO.SOLE | COM | 21.59K | SH | $6.96M 3.37% | 0.00 | 0.00 | 21.59K |
CATERPILLAR INCSOLE | COM | 10.04K | SH | $5.75M 2.78% | 0.00 | 0.00 | 10.04K |
WALMART INCSOLE | COM | 49.68K | SH | $5.54M 2.68% | 0.00 | 0.00 | 49.68K |
ADVANCED MICRO DEVICES INCSOLE | COM | 22.63K | SH | $4.85M 2.34% | 0.00 | 0.00 | 22.63K |
MERCK & CO INCSOLE | COM | 45.58K | SH | $4.80M 2.32% | 0.00 | 0.00 | 45.58K |
PROCTER AND GAMBLE COSOLE | COM | 26.55K | SH | $3.80M 1.84% | 0.00 | 0.00 | 26.55K |
SALESFORCE INCSOLE | COM | 13.37K | SH | $3.54M 1.71% | 0.00 | 0.00 | 13.37K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.35K | SH | $3.45M 1.67% | 0.00 | 0.00 | 11.35K |
SCHWAB CHARLES CORPSOLE | COM | 32.70K | SH | $3.27M 1.58% | 0.00 | 0.00 | 32.70K |
MCDONALDS CORPSOLE | COM | 10.63K | SH | $3.25M 1.57% | 0.00 | 0.00 | 10.63K |
AT&T INCSOLE | COM | 126.29K | SH | $3.14M 1.52% | 0.00 | 0.00 | 126.29K |
TESLA INCSOLE | COM | 6.93K | SH | $3.12M 1.51% | 0.00 | 0.00 | 6.93K |
EXXON MOBIL CORPSOLE | COM | 25.41K | SH | $3.06M 1.48% | 0.00 | 0.00 | 25.41K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 16.50K | SH | $2.93M 1.42% | 0.00 | 0.00 | 16.50K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 56.43K | SH | $2.80M 1.36% | 0.00 | 0.00 | 56.43K |
VERIZON COMMUNICATIONS INCSOLE | COM | 68.08K | SH | $2.77M 1.34% | 0.00 | 0.00 | 68.08K |
PEPSICO INCSOLE | COM | 18.98K | SH | $2.72M 1.32% | 0.00 | 0.00 | 18.98K |
STRATEGY INCSOLE | CL A NEW | 15.95K | SH | $2.42M 1.17% | 0.00 | 0.00 | 15.95K |
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