Finer Wealth Management, Inc. reported 75 positions worth $227.03M for the quarter ended Sep 30, 2026, up 6.3% on the prior quarter. It opened 3 new positions, added to 29, trimmed 36 and exited 2. Its largest holding is Apple Inc. at 9.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| COST Costco Wholesale Corp | +496 | +45.9% | $451.53K | 0.632% |
| T At&T Inc. | +16.8K | +12.4% | $410.58K | 1.64% |
| MO Altria Group, Inc. | +5,705 | +19.4% | $384.18K | 1.04% |
| F Ford Motor Co | +31.4K | +147.0% | $378.65K | 0.28% |
| RTX RTX Corp | +1,792 | +19.8% | $332.68K | 0.888% |
| CRWD CrowdStrike Holdings, Inc. | +1,249 | – | $330.67K | 0.146% |
| PLTR Palantir Technologies Inc. | +1,444 | +7.6% | $270.10K | 1.68% |
| IBIT iShares Bitcoin Trust ETF | +5,681 | +6.9% | $268.94K | 1.84% |
| BTC Grayscale Bitcoin Mini Trust ETF | +6,657 | – | $245.98K | 0.108% |
| KMB Kimberly Clark Corp | +2,122 | – | $206.75K | 0.091% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -1,187 | -5.4% | $726.15K | 5.6% |
| NVDA Nvidia Corp | -1,584 | -1.9% | $361.75K | 8.05% |
| CRM Salesforce, Inc. | -1,528 | -18.2% | $350.76K | 0.693% |
| LLY ELI LILLY & Co | -293 | -2.3% | $339.01K | 6.27% |
| AAPL Apple Inc. | -901 | -1.4% | $300.05K | 9.62% |
| GOOGL Alphabet Inc. | -843 | -2.4% | $290.06K | 5.15% |
| LMT Lockheed Martin Corp | -561 | -30.0% | $285.69K | 0.293% |
| CAT Caterpillar Inc | -327 | -3.3% | $265.13K | 3.39% |
| WFC Wells Fargo & Company | -3,187 | -100.0% | $263.36K | Exited |
| AMAT Applied Materials Inc | -321 | -100.0% | $232.08K | Exited |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 65.6K | $21.85M | 9.62% | -901 | -1.4% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 80.0K | $18.28M | 8.05% | -1,584 | -1.9% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 32.0K | $16.42M | 7.23% | -46 | -0.1% | Reduced | 0% |
| 4 | LLY ELI LILLY & Co | Healthcare | 12.3K | $14.23M | 6.27% | -293 | -2.3% | Reduced | 0% |
| 5 | AMD Advanced Micro Devices Inc | Technology | 20.8K | $12.72M | 5.6% | -1,187 | -5.4% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 34.0K | $11.70M | 5.15% | -843 | -2.4% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 43.5K | $10.83M | 4.77% | -265 | -0.6% | Reduced | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 13.7K | $9.93M | 4.37% | +154 | +1.1% | Added | 0% |
| 9 | CAT Caterpillar Inc | Industrials | 9,489 | $7.69M | 3.39% | -327 | -3.3% | Reduced | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 21.3K | $7.04M | 3.1% | -73 | -0.3% | Reduced | 0% |
| 11 | MRK Merck & Co., Inc. | Healthcare | 44.5K | $6.47M | 2.85% | -841 | -1.9% | Reduced | 0% |
| 12 | WMT Walmart Inc. | Consumer Staples | 49.0K | $5.10M | 2.24% | +346 | +0.7% | Added | 0% |
| 13 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 10.9K | $4.96M | 2.18% | -248 | -2.2% | Reduced | 0% |
| 14 | IBIT iShares Bitcoin Trust ETF | Others | 88.4K | $4.19M | 1.84% | +5,681 | +6.9% | Added | 0.01% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 25.2K | $4.10M | 1.81% | -166 | -0.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Finer Wealth Management.
As of its Q3 2026 13F filing, Finer Wealth Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 9.6%, Nvidia Corp (NVDA) at 8.1%, Microsoft Corp (MSFT) at 7.2%, ELI LILLY & Co (LLY) at 6.3%, Advanced Micro Devices Inc (AMD) at 5.6% of the reported portfolio.
Finer Wealth Management, Inc. reported a 13F portfolio worth $227.03M across 75 positions for Q3 2026. That is up 6.3% from the previous quarter.
Its largest purchases by value were Costco Wholesale Corp ($451.53K), At&T Inc. ($410.58K), Altria Group, Inc. ($384.18K). It opened 3 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($726.15K), Nvidia Corp ($361.75K), Salesforce, Inc. ($350.76K). It exited 2 positions entirely.
From the Form 13F-HR reports Finer Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.