Finer Wealth Management, Inc.
Reported holdings as of Q2 2026, from 19 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | $19.2M | 66,516 | -0.10pp | 19q | -2.7%-$528.7K | |
| NVIDIA CORPORATION | NVDA | $16.3M | 81,613 | +0.06pp | 19q | -1.4%-$231.5K | |
| ELI LILLY & CO | LLY | $15.1M | 12,592 | +0.67pp | 19q | -4.4%-$695.7K | |
| ADVANCED MICRO DEVICES INC | AMD | $12.8M | 21,980 | +3.43pp | 18q | -1.3%-$169.6K | |
| ALPHABET INC | GOOGL | $12.4M | 34,833 | +0.40pp | 19q | -2.6%-$338.1K | |
| MICROSOFT CORP | MSFT | $12.0M | 32,062 | -0.63pp | 19q | HELD | |
| CATERPILLAR INC | CAT | $10.5M | 9,816 | +1.13pp | 19q | -1.4%-$152.3K | |
| AMAZON COM INC | AMZN | $10.4M | 43,752 | +0.03pp | 19q | -1.3%-$135.9K | |
| META PLATFORMS INC | META | $7.6M | 13,536 | -0.57pp | 19q | -2.2%-$174.1K | |
| JPMORGAN CHASE & CO | JPM | $7.0M | 21,352 | flat | 19q | +0.9%+$58.9K | |
| MERCK & CO INC | MRK | $5.8M | 45,368 | -0.13pp | 19q | HELD | |
| WALMART INC | WMT | $5.5M | 48,688 | -0.60pp | 19q | -1.0%-$53.0K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $5.3M | 11,115 | +0.49pp | 19q | HELD | |
| PROCTER & GAMBLE CO | PG | $3.9M | 26,805 | -0.14pp | 19q | +2.6%+$98.5K | |
| EXXON MOBIL CORP | XOMXXXX | $3.5M | 25,382 | -0.61pp | 19q | HELD | |
| ASML HLDG NV | ASML | $3.3M | 1,647 | +0.39pp | 5q | +1.5%+$49.7K | |
| TESLA INC | TSLA | $3.1M | 7,284 | +0.07pp | 19q | +4.1%+$122.0K | |
| VERIZON COMMUNICATIONS INC | VZ | $3.0M | 71,192 | -0.41pp | 19q | +2.2%+$66.3K | |
| SCHWAB CHARLES CORP | SCHW | $3.0M | 32,665 | -0.18pp | 12q | +0.8%+$22.7K | |
| MCDONALDS CORP | MCD | $2.9M | 10,825 | -0.36pp | 19q | +1.3%+$37.0K | |
| AT&T INC | T | $2.8M | 135,607 | -0.66pp | 19q | +3.0%+$80.7K | |
| ISHARES BITCOIN TRUST ETF | IBIT | $2.8M | 82,763 | -0.14pp | 7q | +16.0%+$379.1K | |
| CHEVRON CORPORATION | CVX | $2.5M | 15,316 | -0.47pp | 19q | -0.7%-$17.7K | |
| COCA COLA CO | KO | $2.2M | 27,638 | -0.05pp | 19q | HELD | |
| MICRON TECHNOLOGY INC | MU | $2.2M | 1,944 | +0.54pp | 19q | -29.6%-$943.2K | |
| PALANTIR TECHNOLOGIES INC | PLTR | $2.2M | 18,893 | -0.31pp | 6q | +6.9%+$142.6K | |
| ALTRIA GROUP INC | MO | $2.1M | 29,368 | +0.08pp | 19q | +12.4%+$233.5K | |
| ALPHABET INC | GOOG | $2.1M | 5,860 | +0.10pp | 19q | +2.7%+$54.4K | |
| INTEL CORP | INTC | $2.1M | 14,757 | +0.56pp | 19q | -9.5%-$216.8K | |
| SPDR GOLD TR | GLD | $2.0M | 5,413 | -0.17pp | 19q | +9.9%+$179.8K | |
| CISCO SYS INC | CSCO | $1.9M | 16,334 | +0.22pp | 19q | HELD | |
| PEPSICO INC | PEP | $1.9M | 13,798 | -0.39pp | 19q | -11.9%-$253.2K | |
| RTX CORPORATION | RTX | $1.7M | 9,070 | +0.03pp | 19q | +19.0%+$275.1K | |
| ISHARES TR | EIRL | $1.6M | 20,838 | +0.02pp | 2q | +1.2%+$19.0K | |
| ISHARES TR | LQD | $1.4M | 12,914 | -0.08pp | 7q | HELD | |
| BROADCOM INC | AVGO | $1.4M | 3,643 | -0.02pp | 15q | -11.3%-$174.5K | |
| SALESFORCE INC | CRM | $1.3M | 8,383 | -0.42pp | 19q | -21.9%-$368.5K | |
| ISHARES TR | IBB | $1.3M | 6,742 | -0.10pp | 10q | -15.6%-$236.8K | |
| ISHARES TR | SHY | $1.2M | 14,809 | -0.17pp | 3q | -14.5%-$205.6K | |
| BRITISH AMERN TOB PLC | BTI | $1.0M | 16,650 | -0.02pp | 17q | +1.8%+$18.5K | |
| JOHNSON & JOHNSON | JNJ | $1.0M | 4,020 | -0.04pp | 19q | -0.7%-$7.1K | |
| COSTCO WHOLESALE CORPORATION | COST | $1.0M | 1,080 | +0.07pp | 3q | +40.6%+$291.9K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $994.1K | 1,331 | +0.01pp | 19q | +0.8%+$7.5K | |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | $991.0K | 21,771 | -0.13pp | 10q | HELD | |
| LOCKHEED MARTIN CORP | LMT | $952.2K | 1,869 | -0.21pp | 12q | -11.2%-$119.7K | |
| UNITEDHEALTH GROUP INC | UNH | $904.0K | 2,175 | +0.11pp | 5q | -0.9%-$7.9K | |
| XCEL ENERGY INC | XEL | $878.6K | 10,942 | -0.04pp | 8q | HELD | |
| BANK OF AMER CORP | BAC | $826.9K | 14,511 | -0.01pp | 19q | -7.5%-$66.7K | |
| DEERE & CO | DE | $688.6K | 1,086 | -0.04pp | 19q | -10.8%-$83.1K | |
| CMS ENERGY CORP | CMS | $688.5K | 9,000 | -0.04pp | 8q | HELD | |
| GOLDMAN SACHS GROUP INC | GS | $678.7K | 671 | +0.02pp | 19q | -0.6%-$4.0K | |
| ISHARES SILVER TR | SLV | $672.0K | 12,568 | -0.12pp | 3q | +1.4%+$9.0K | |
| EVERSOURCE ENERGY | ES | $664.1K | 9,190 | -0.01pp | 19q | +4.0%+$25.4K | |
| ABBVIE INC | ABBV | $606.6K | 2,410 | +0.02pp | 4q | +4.0%+$23.2K | |
| GRAYSCALE ETHEREUM STAKING E | ETHE | $589.8K | 46,225 | -0.11pp | 8q | +6.0%+$33.5K | |
| STRATEGY INC | MSTR | $517.6K | 5,954 | -0.77pp | 7q | HELD | |
| ISHARES TR | IVV | $509.3K | 680 | +0.01pp | 19q | HELD | |
| CENTERPOINT ENERGY INC | CNP | $486.6K | 11,050 | -0.02pp | 19q | HELD | |
| SCHWAB STRATEGIC TR | SCHA | $483.1K | 13,370 | -0.01pp | 10q | -13.6%-$76.0K | |
| VANGUARD SPECIALIZED FUNDS | VIG | $473.2K | 2,000 | flat | 19q | HELD | |
| TEXAS INSTRS INC | TXN | $454.0K | 1,523 | +0.01pp | 12q | -21.8%-$126.7K | |
| HOME DEPOT INC | HD | $450.8K | 1,278 | -0.01pp | 19q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $428.3K | 856 | -0.01pp | 2q | HELD | |
| SCHWAB STRATEGIC TR | SCHG | $421.1K | 12,444 | +0.01pp | 19q | +1.5%+$6.3K | |
| SPACE EXPLORATION TECHN CORP | SPCX | $408.0K | 2,388 | - | new | NEW | |
| KRAFT HEINZ CO | KHC | $368.4K | 15,598 | flat | 19q | +7.1%+$24.4K | |
| WISEKEY INTERNATIONAL HLDS L | WKEY | $362.3K | 49,497 | +0.01pp | 7q | HELD | |
| ENERGY TRANSFER L P | ET | $357.5K | 18,697 | -0.08pp | 18q | -25.0%-$119.5K | |
| NETFLIX INC | NFLX | $356.0K | 4,986 | -0.09pp | 11q | -2.8%-$10.3K | |
| SOUTHERN COPPER CORP | SCCO | $327.2K | 1,878 | -0.02pp | 2q | HELD | |
| SOUTHERN CO | SO | $323.7K | 3,382 | -0.02pp | 10q | HELD | |
| SEALSQ CORP | LAES | $316.4K | 100,451 | +0.01pp | 7q | HELD | |
| FORD MTR CO | F | $296.8K | 21,355 | +0.05pp | 2q | +55.9%+$106.5K | |
| DISNEY WALT CO | DIS | $296.5K | 3,081 | -0.02pp | 19q | -4.8%-$15.0K | |
| AIR PRODUCTS AND CHEMICALS I | APD | $291.5K | 994 | -0.01pp | 19q | HELD | |
| BRISTOL-MYERS SQUIBB CO | BMY | $288.5K | 5,007 | -0.02pp | 19q | HELD | |
| PFIZER INC | PFE | $286.5K | 11,896 | -0.03pp | 4q | +5.8%+$15.7K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $282.4K | 1,004 | flat | 8q | HELD | |
| PALO ALTO NETWORKS INC | PANW | $267.7K | 785 | - | new | NEW | |
| WELLS FARGO & CO | WFC | $263.4K | 3,187 | -0.01pp | 7q | HELD | |
| SCHWAB STRATEGIC TR | SCHD | $259.9K | 8,195 | -0.01pp | 19q | -1.0%-$2.6K | |
| UNITED STS OIL FD LP | USO | $251.0K | 2,358 | -0.05pp | 2q | -7.6%-$20.8K | |
| ISHARES TR | IYW | $248.2K | 984 | - | new | NEW | |
| VISA INC | V | $235.1K | 685 | -0.01pp | 19q | -9.2%-$23.7K | |
| APPLIED MATLS INC | AMAT | $232.1K | 321 | - | new | NEW | |
| PHILIP MORRIS INTL INC | PM | $227.6K | 1,258 | flat | 5q | HELD | |
| SPDR SERIES TRUST | SPYM | $218.5K | 2,486 | - | new | NEW | |
| UNITED STATES ANTIMONY CORP | UAMY | $121.0K | 16,668 | -0.02pp | 3q | +3.2%+$3.7K |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $41.1M | 18.4% |
| Software & IT Services | $38.0M | 17.0% |
| Biotech & Pharma | $23.1M | 10.3% |
| Computer Hardware | $21.7M | 9.7% |
| Retail & Consumer | $20.3M | 9.1% |
| Industrials | $14.4M | 6.4% |
| Capital Markets | $10.9M | 4.9% |
| Banks & Lending | $8.6M | 3.8% |
| Food, Drink & Tobacco | $7.9M | 3.5% |
| Telecom & Media | $6.5M | 2.9% |
| Autos & Aerospace | $6.0M | 2.7% |
| Chemicals | $4.2M | 1.9% |
| Other sectors | $8.9M | 4.0% |
| Not classified | $12.0M | 5.4% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $223.8M | 88 | 5 | 27 | 31 | 3 | 55.1% | 34 |
| Q1 2026 | $199.4M | 86 | 5 | 23 | 37 | 2 | 51.5% | 42 |
| Q4 2025 | $206.7M | 83 | 6 | 27 | 27 | 9 | 55.1% | 21 |
| Q3 2025 | $200.7M | 86 | 3 | 18 | 35 | 3 | 53.4% | 35 |
| Q2 2025 | $187.1M | 86 | 7 | 25 | 35 | 7 | 53.2% | 44 |
| Q1 2025 | $166.9M | 86 | 4 | 25 | 31 | 0 | 51.2% | 43 |
| Q4 2024 | $174.5M | 82 | 7 | 23 | 27 | 4 | 53.2% | 44 |
| Q3 2024 | $162.0M | 79 | 8 | 21 | 30 | 2 | 53.9% | 45 |
| Q2 2024 | $155.0M | 73 | 3 | 20 | 38 | 7 | 56.2% | 44 |
| Q1 2024 | $152.3M | 77 | 4 | 28 | 29 | 6 | 51.0% | 26 |
| Q4 2023 | $134.3M | 79 | 1 | 20 | 39 | 2 | 48.1% | 44 |
| Q3 2023 | $125.0M | 80 | 3 | 32 | 28 | 5 | 46.2% | 45 |
| Q2 2023 | $128.0M | 82 | 1 | 29 | 28 | 2 | 45.4% | 45 |
| Q1 2023 | $118.3M | 83 | 7 | 36 | 21 | 1 | 42.5% | 39 |
| Q4 2022 | $106.9M | 77 | 3 | 27 | 27 | 3 | 42.4% | 44 |
| Q3 2022 | $101.6M | 77 | 0 | 27 | 19 | 1 | 43.1% | 45 |
| Q2 2022 | $109.6M | 78 | 4 | 35 | 26 | 7 | 43.0% | 41 |
| Q1 2022 | $122.5M | 81 | 7 | 34 | 24 | 2 | 43.0% | 67 |
| Q4 2021 | $120.5M | 76 | 0 | 0 | 0 | 0 | 43.7% | 152 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.