Filed: 5/12/2026ACC: 0001929071-26-000002
📋 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 $199.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$199.41M
Total AUM (reported)
1.57M
Total Shares
Allocation by class
COM$149.18M74.8%
CL A$10.51M5.3%
CAP STK CL A$10.29M5.2%
SPONSORED ADS$3.75M1.9%
SHS BEN INT$2.74M1.4%
N Y REGISTRY SHS$2.14M1.1%
GOLD SHS$2.12M1.1%
Portfolio Concentration
Top 3$43.90M22.0%
4–10$58.74M29.5%
11–25$51.19M25.7%
Rest$45.58M22.9%
Top 3 weight
22.0%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 1.57M
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
1.57M
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
SOLEShares68.34K
TypeSH
Market value$17.34M
8.70%
Sole
0.00
Shared
0.00
None
68.34K
NVIDIA CORPORATION
SOLEShares82.77K
TypeSH
Market value$14.44M
7.24%
Sole
0.00
Shared
0.00
None
82.77K
ELI LILLY & CO
SOLEShares13.17K
TypeSH
Market value$12.12M
6.08%
Sole
0.00
Shared
0.00
None
13.17K
MICROSOFT CORP
SOLEShares32.16K
TypeSH
Market value$11.90M
5.97%
Sole
0.00
Shared
0.00
None
32.16K
ALPHABET INC
SOLEShares35.78K
TypeSH
Market value$10.29M
5.16%
Sole
0.00
Shared
0.00
None
35.78K
AMAZON COM INC
SOLEShares44.32K
TypeSH
Market value$9.23M
4.63%
Sole
0.00
Shared
0.00
None
44.32K
META PLATFORMS INC
SOLEShares13.85K
TypeSH
Market value$7.92M
3.97%
Sole
0.00
Shared
0.00
None
13.85K
CATERPILLAR INC
SOLEShares9.96K
TypeSH
Market value$7.06M
3.54%
Sole
0.00
Shared
0.00
None
9.96K
JPMORGAN CHASE & CO
SOLEShares21.17K
TypeSH
Market value$6.23M
3.12%
Sole
0.00
Shared
0.00
None
21.17K
WALMART INC
SOLEShares49.16K
TypeSH
Market value$6.11M
3.06%
Sole
0.00
Shared
0.00
None
49.16K
MERCK & CO INC
SOLEShares45.35K
TypeSH
Market value$5.46M
2.74%
Sole
0.00
Shared
0.00
None
45.35K
ADVANCED MICRO DEVICES INC
SOLEShares22.27K
TypeSH
Market value$4.53M
2.27%
Sole
0.00
Shared
0.00
None
22.27K
EXXON MOBIL CORP
SOLEShares25.38K
TypeSH
Market value$4.31M
2.16%
Sole
0.00
Shared
0.00
None
25.38K
AT&T INC
SOLEShares131.71K
TypeSH
Market value$3.82M
1.91%
Sole
0.00
Shared
0.00
None
131.71K
PROCTER & GAMBLE CO
SOLEShares26.13K
TypeSH
Market value$3.77M
1.89%
Sole
0.00
Shared
0.00
None
26.13K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares11.09K
TypeSH
Market value$3.75M
1.88%
Sole
0.00
Shared
0.00
None
11.09K
VERIZON COMMUNICATIONS INC
SOLEShares69.63K
TypeSH
Market value$3.50M
1.75%
Sole
0.00
Shared
0.00
None
69.63K
MCDONALDS CORP
SOLEShares10.69K
TypeSH
Market value$3.32M
1.67%
Sole
0.00
Shared
0.00
None
10.69K
CHEVRON CORPORATION
SOLEShares15.42K
TypeSH
Market value$3.19M
1.60%
Sole
0.00
Shared
0.00
None
15.42K
SCHWAB CHARLES CORP
SOLEShares32.42K
TypeSH
Market value$3.05M
1.53%
Sole
0.00
Shared
0.00
None
32.42K
ISHARES BITCOIN TRUST ETF
SOLEShares71.37K
TypeSH
Market value$2.74M
1.38%
Sole
0.00
Shared
0.00
None
71.37K
TESLA INC
SOLEShares6.99K
TypeSH
Market value$2.60M
1.30%
Sole
0.00
Shared
0.00
None
6.99K
PALANTIR TECHNOLOGIES INC
SOLEShares17.67K
TypeSH
Market value$2.58M
1.30%
Sole
0.00
Shared
0.00
None
17.67K
PEPSICO INC
SOLEShares15.67K
TypeSH
Market value$2.43M
1.22%
Sole
0.00
Shared
0.00
None
15.67K
ASML HLDG NV
SOLEShares1.62K
TypeSH
Market value$2.14M
1.07%
Sole
0.00
Shared
0.00
None
1.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 68.34K | SH | $17.34M 8.70% | 0.00 | 0.00 | 68.34K |
NVIDIA CORPORATIONSOLE | COM | 82.77K | SH | $14.44M 7.24% | 0.00 | 0.00 | 82.77K |
ELI LILLY & COSOLE | COM | 13.17K | SH | $12.12M 6.08% | 0.00 | 0.00 | 13.17K |
MICROSOFT CORPSOLE | COM | 32.16K | SH | $11.90M 5.97% | 0.00 | 0.00 | 32.16K |
ALPHABET INCSOLE | CAP STK CL A | 35.78K | SH | $10.29M 5.16% | 0.00 | 0.00 | 35.78K |
AMAZON COM INCSOLE | COM | 44.32K | SH | $9.23M 4.63% | 0.00 | 0.00 | 44.32K |
META PLATFORMS INCSOLE | CL A | 13.85K | SH | $7.92M 3.97% | 0.00 | 0.00 | 13.85K |
CATERPILLAR INCSOLE | COM | 9.96K | SH | $7.06M 3.54% | 0.00 | 0.00 | 9.96K |
JPMORGAN CHASE & COSOLE | COM | 21.17K | SH | $6.23M 3.12% | 0.00 | 0.00 | 21.17K |
WALMART INCSOLE | COM | 49.16K | SH | $6.11M 3.06% | 0.00 | 0.00 | 49.16K |
MERCK & CO INCSOLE | COM | 45.35K | SH | $5.46M 2.74% | 0.00 | 0.00 | 45.35K |
ADVANCED MICRO DEVICES INCSOLE | COM | 22.27K | SH | $4.53M 2.27% | 0.00 | 0.00 | 22.27K |
EXXON MOBIL CORPSOLE | COM | 25.38K | SH | $4.31M 2.16% | 0.00 | 0.00 | 25.38K |
AT&T INCSOLE | COM | 131.71K | SH | $3.82M 1.91% | 0.00 | 0.00 | 131.71K |
PROCTER & GAMBLE COSOLE | COM | 26.13K | SH | $3.77M 1.89% | 0.00 | 0.00 | 26.13K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 11.09K | SH | $3.75M 1.88% | 0.00 | 0.00 | 11.09K |
VERIZON COMMUNICATIONS INCSOLE | COM | 69.63K | SH | $3.50M 1.75% | 0.00 | 0.00 | 69.63K |
MCDONALDS CORPSOLE | COM | 10.69K | SH | $3.32M 1.67% | 0.00 | 0.00 | 10.69K |
CHEVRON CORPORATIONSOLE | COM | 15.42K | SH | $3.19M 1.60% | 0.00 | 0.00 | 15.42K |
SCHWAB CHARLES CORPSOLE | COM | 32.42K | SH | $3.05M 1.53% | 0.00 | 0.00 | 32.42K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 71.37K | SH | $2.74M 1.38% | 0.00 | 0.00 | 71.37K |
TESLA INCSOLE | COM | 6.99K | SH | $2.60M 1.30% | 0.00 | 0.00 | 6.99K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 17.67K | SH | $2.58M 1.30% | 0.00 | 0.00 | 17.67K |
PEPSICO INCSOLE | COM | 15.67K | SH | $2.43M 1.22% | 0.00 | 0.00 | 15.67K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 1.62K | SH | $2.14M 1.07% | 0.00 | 0.00 | 1.62K |
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