Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $19.2M | 8.6% |
| Nvidia CorporationCOM | COM | $16.3M | 7.3% |
| Eli Lilly & COCOM | COM | $15.1M | 6.7% |
| Advanced Micro Devices Inc.COM | COM | $12.8M | 5.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $12.4M | 5.6% |
| Microsoft Corp.COM | COM | $12M | 5.3% |
| Caterpillar Inc.COM | COM | $10.5M | 4.7% |
| Amazon Com Inc.COM | COM | $10.4M | 4.7% |
| Meta Platforms Inc.CL A | CL A | $7.62M | 3.4% |
| JPMORGAN Chase & COCOM | COM | $6.99M | 3.1% |
| Merck & CO Inc.COM | COM | $5.83M | 2.6% |
| Walmart Inc.COM | COM | $5.51M | 2.5% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $5.31M | 2.4% |
| Procter & Gamble COCOM | COM | $3.93M | 1.8% |
| Exxon Mobil Corp.COM | COM | $3.47M | 1.6% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $3.28M | 1.5% |
| Tesla Inc.COM | COM | $3.06M | 1.4% |
| Verizon Communications Inc.COM | COM | $3.01M | 1.3% |
| Schwab Charles Corp.COM | COM | $3.01M | 1.3% |
| Mcdonalds Corp.COM | COM | $2.93M | 1.3% |
| AT&T Inc.COM | COM | $2.81M | 1.3% |
| iShares Bitcoin Trust ETFSHS BEN INT | SHS BEN INT | $2.76M | 1.2% |
| Chevron CorporationCOM | COM | $2.54M | 1.1% |
| Coca Cola COCOM | COM | $2.25M | 1.0% |
| Micron Technology Inc.COM | COM | $2.24M | 1.0% |
| Palantir Technologies Inc.CL A | CL A | $2.2M | 1.0% |
| Altria Group Inc.COM | COM | $2.11M | 0.9% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2.07M | 0.9% |
| Intel Corp.COM | COM | $2.06M | 0.9% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $1.99M | 0.9% |
| Cisco Sys Inc.COM | COM | $1.92M | 0.9% |
| Pepsico Inc.COM | COM | $1.87M | 0.8% |
| Rtx CorporationCOM | COM | $1.72M | 0.8% |
| iShares TRMSCI IRELAND ETF | MSCI IRELAND ETF | $1.63M | 0.7% |
| iShares TRIBOXX INV CP ETF | IBOXX INV CP ETF | $1.41M | 0.6% |
| Broadcom Inc.COM | COM | $1.38M | 0.6% |
| Salesforce Inc.COM | COM | $1.31M | 0.6% |
| iShares TRISHARES BIOTECH | ISHARES BIOTECH | $1.28M | 0.6% |
| iShares TR1 3 YR TREAS BD | 1 3 YR TREAS BD | $1.22M | 0.5% |
| British Amern Tob PLCSPONSORED ADR | SPONSORED ADR | $1.03M | 0.5% |
| Johnson & JohnsonCOM | COM | $1.02M | 0.5% |
| Costco Wholesale CorporationCOM | COM | $1.01M | 0.5% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $994K | 0.4% |
| Grayscale Bitcoin Trust ETFSHS REP COM UT | SHS REP COM UT | $991K | 0.4% |
| Lockheed Martin Corp.COM | COM | $952K | 0.4% |
| Unitedhealth Group Inc.COM | COM | $904K | 0.4% |
| Xcel Energy Inc.COM | COM | $879K | 0.4% |
| Bank OF Amer Corp.COM | COM | $827K | 0.4% |
| Deere & COCOM | COM | $689K | 0.3% |
| Cms Energy Corp.COM | COM | $689K | 0.3% |
Apple Inc.COM$19.2M
- Class
- COM
- Share
- 8.6%
Nvidia CorporationCOM$16.3M
- Class
- COM
- Share
- 7.3%
Eli Lilly & COCOM$15.1M
- Class
- COM
- Share
- 6.7%
Advanced Micro Devices Inc.COM$12.8M
- Class
- COM
- Share
- 5.7%
Alphabet Inc.CAP STK CL A$12.4M
- Class
- CAP STK CL A
- Share
- 5.6%
Microsoft Corp.COM$12M
- Class
- COM
- Share
- 5.3%
Caterpillar Inc.COM$10.5M
- Class
- COM
- Share
- 4.7%
Amazon Com Inc.COM$10.4M
- Class
- COM
- Share
- 4.7%
Meta Platforms Inc.CL A$7.62M
- Class
- CL A
- Share
- 3.4%
JPMORGAN Chase & COCOM$6.99M
- Class
- COM
- Share
- 3.1%
Merck & CO Inc.COM$5.83M
- Class
- COM
- Share
- 2.6%
Walmart Inc.COM$5.51M
- Class
- COM
- Share
- 2.5%
Taiwan Semiconductor ManufacSPONSORED ADS$5.31M
- Class
- SPONSORED ADS
- Share
- 2.4%
Procter & Gamble COCOM$3.93M
- Class
- COM
- Share
- 1.8%
Exxon Mobil Corp.COM$3.47M
- Class
- COM
- Share
- 1.6%
ASML Hldg NVN Y REGISTRY SHS$3.28M
- Class
- N Y REGISTRY SHS
- Share
- 1.5%
Tesla Inc.COM$3.06M
- Class
- COM
- Share
- 1.4%
Verizon Communications Inc.COM$3.01M
- Class
- COM
- Share
- 1.3%
Schwab Charles Corp.COM$3.01M
- Class
- COM
- Share
- 1.3%
Mcdonalds Corp.COM$2.93M
- Class
- COM
- Share
- 1.3%
AT&T Inc.COM$2.81M
- Class
- COM
- Share
- 1.3%
iShares Bitcoin Trust ETFSHS BEN INT$2.76M
- Class
- SHS BEN INT
- Share
- 1.2%
Chevron CorporationCOM$2.54M
- Class
- COM
- Share
- 1.1%
Coca Cola COCOM$2.25M
- Class
- COM
- Share
- 1.0%
Micron Technology Inc.COM$2.24M
- Class
- COM
- Share
- 1.0%
Palantir Technologies Inc.CL A$2.2M
- Class
- CL A
- Share
- 1.0%
Altria Group Inc.COM$2.11M
- Class
- COM
- Share
- 0.9%
Alphabet Inc.CAP STK CL C$2.07M
- Class
- CAP STK CL C
- Share
- 0.9%
Intel Corp.COM$2.06M
- Class
- COM
- Share
- 0.9%
SPDR Gold TRGOLD SHS$1.99M
- Class
- GOLD SHS
- Share
- 0.9%
Cisco Sys Inc.COM$1.92M
- Class
- COM
- Share
- 0.9%
Pepsico Inc.COM$1.87M
- Class
- COM
- Share
- 0.8%
Rtx CorporationCOM$1.72M
- Class
- COM
- Share
- 0.8%
iShares TRMSCI IRELAND ETF$1.63M
- Class
- MSCI IRELAND ETF
- Share
- 0.7%
iShares TRIBOXX INV CP ETF$1.41M
- Class
- IBOXX INV CP ETF
- Share
- 0.6%
Broadcom Inc.COM$1.38M
- Class
- COM
- Share
- 0.6%
Salesforce Inc.COM$1.31M
- Class
- COM
- Share
- 0.6%
iShares TRISHARES BIOTECH$1.28M
- Class
- ISHARES BIOTECH
- Share
- 0.6%
iShares TR1 3 YR TREAS BD$1.22M
- Class
- 1 3 YR TREAS BD
- Share
- 0.5%
British Amern Tob PLCSPONSORED ADR$1.03M
- Class
- SPONSORED ADR
- Share
- 0.5%
Johnson & JohnsonCOM$1.02M
- Class
- COM
- Share
- 0.5%
Costco Wholesale CorporationCOM$1.01M
- Class
- COM
- Share
- 0.5%
State Str SPDR S&P 500 ETF TTR UNIT$994K
- Class
- TR UNIT
- Share
- 0.4%
Grayscale Bitcoin Trust ETFSHS REP COM UT$991K
- Class
- SHS REP COM UT
- Share
- 0.4%
Lockheed Martin Corp.COM$952K
- Class
- COM
- Share
- 0.4%
Unitedhealth Group Inc.COM$904K
- Class
- COM
- Share
- 0.4%
Xcel Energy Inc.COM$879K
- Class
- COM
- Share
- 0.4%
Bank OF Amer Corp.COM$827K
- Class
- COM
- Share
- 0.4%
Deere & COCOM$689K
- Class
- COM
- Share
- 0.3%
Cms Energy Corp.COM$689K
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 88 positions by value, with holdings of the same security combined. The 88 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1929071
- File number
- 028-22554
- Options
- 0 call, 0 put
- In the 25 largest
- 78.3%
- Prior quarter
- $199M at 31 March 2026
- Positions opened
- 5
- Positions closed
- 4
Common questions
What are Finer Wealth Management’s 13F holdings worth?
$224 million across 88 positions for the quarter ended 30 June 2026.
What is Finer Wealth Management’s largest 13F holding?
APPLE INC (COM) was the largest position at $19.2 million, or 8.6% of reported 13F value, as of 30 June 2026.
How concentrated is Finer Wealth Management’s 13F portfolio?
The ten largest positions accounted for 55.1% of reported value and the twenty-five largest for 78.3%, across 88 positions as of 30 June 2026.
Does Form 13F show everything Finer Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Finer Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.