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Finer Wealth Management, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $252,859,253
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $21,851,122
- NVIDIA CORPORATION · COM · 67066G104 · shares: $18,277,012
- MICROSOFT CORP · COM · 594918104 · shares: $16,420,840
- ELI LILLY & CO · COM · 532457108 · shares: $14,230,489
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $12,720,225
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $11,695,317
- AMAZON COM INC · COM · 023135106 · shares: $10,834,855
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $10,209,068
- META PLATFORMS INC · CL A · 30303M102 · shares: $9,927,604
- CATERPILLAR INC · COM · 149123101 · shares: $7,693,583
Reported holdings
92 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 65,615 shares | $21,851,122 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 80,029 shares | $18,277,012 |
| MICROSOFT CORP | COM | 594918104 | — | 32,016 shares | $16,420,840 |
| ELI LILLY & CO | COM | 532457108 | — | 12,299 shares | $14,230,489 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 20,793 shares | $12,720,225 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 33,990 shares | $11,695,317 |
| AMAZON COM INC | COM | 023135106 | — | 43,487 shares | $10,834,855 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 14,566 shares | $10,209,068 |
| META PLATFORMS INC | CL A | 30303M102 | — | 13,690 shares | $9,927,604 |
| CATERPILLAR INC | COM | 149123101 | — | 9,489 shares | $7,693,583 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 21,279 shares | $7,039,750 |
| MERCK & CO INC | COM | 58933Y105 | — | 44,527 shares | $6,470,255 |
| WALMART INC | COM | 931142103 | — | 49,034 shares | $5,095,593 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 10,867 shares | $4,957,417 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 88,444 shares | $4,186,939 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 25,216 shares | $4,103,957 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 28,115 shares | $4,084,532 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 20,337 shares | $3,804,036 |
| AT&T INC | COM | 00206R102 | — | 152,434 shares | $3,719,389 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 75,561 shares | $3,465,983 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 44,853 shares | $3,464,864 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 32,983 shares | $3,223,755 |
| CHEVRON CORPORATION | COM | 166764100 | — | 15,466 shares | $3,158,312 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 1,657 shares | $3,001,937 |
| TESLA INC | COM | 88160R101 | — | 7,832 shares | $2,779,048 |
| MCDONALDS CORP | COM | 580135101 | — | 11,501 shares | $2,656,150 |
| COCA COLA CO | COM | 191216100 | — | 27,582 shares | $2,374,224 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 35,073 shares | $2,361,820 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 5,788 shares | $2,204,302 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 2,036 shares | $2,168,908 |
| RTX CORPORATION | COM | 75513E101 | — | 10,862 shares | $2,016,483 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 5,860 shares | $1,996,906 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 8,426 shares | $1,951,721 |
| ISHARES TR | MSCI IRELAND ETF | 46429B507 | — | 21,889 shares | $1,794,500 |
| INTEL CORP | COM | 458140100 | — | 14,716 shares | $1,769,293 |
| CISCO SYS INC | COM | 17275R102 | — | 16,333 shares | $1,757,943 |
| PEPSICO INC | COM | 713448108 | — | 13,387 shares | $1,696,377 |
| SALESFORCE INC | COM | 79466L302 | — | 6,855 shares | $1,573,614 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,576 shares | $1,434,704 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 21,077 shares | $1,361,363 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 12,877 shares | $1,315,772 |
| BROADCOM INC | COM | 11135F101 | — | 3,650 shares | $1,281,734 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 14,712 shares | $1,194,614 |
| GRAYSCALE ETHEREUM STAKING E | SHS | 389638107 | — | 53,251 shares | $1,141,169 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 4,923 shares | $1,036,441 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 3,797 shares | $1,005,091 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,305 shares | $995,603 |
| STRATEGY INC | CL A NEW | 594972408 | — | 5,931 shares | $907,977 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | — | 16,650 shares | $905,760 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 2,418 shares | $887,628 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 14,915 shares | $813,017 |
| BANK OF AMER CORP | COM | 060505104 | — | 14,417 shares | $784,715 |
| XCEL ENERGY INC | COM | 98389B100 | — | 10,942 shares | $771,192 |
| DEERE & CO | COM | 244199105 | — | 1,065 shares | $715,010 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 1,308 shares | $666,106 |
| FORD MTR CO | COM | 345370860 | — | 52,752 shares | $636,187 |
| ABBVIE INC | COM | 00287Y109 | — | 2,419 shares | $632,873 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 669 shares | $602,741 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 9,191 shares | $589,692 |
| CMS ENERGY CORP | COM | 125896100 | — | 9,000 shares | $567,720 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 2,000 shares | $466,620 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,927 shares | $441,567 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 574 shares | $439,631 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 12,145 shares | $436,372 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 853 shares | $424,751 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 11,050 shares | $406,644 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 1,882 shares | $381,401 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,335 shares | $373,920 |
| HOME DEPOT INC | COM | 437076102 | — | 1,283 shares | $364,910 |
| PFIZER INC | COM | 717081103 | — | 12,531 shares | $357,397 |
| NETFLIX INC. | COM | 64110L106 | — | 4,956 shares | $344,838 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 10,390 shares | $339,029 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 16,738 shares | $330,916 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,249 shares | $330,673 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 786 shares | $312,286 |
| UNITED STS OIL FD LP | UNITS | 91232N207 | — | 2,108 shares | $307,019 |
| KRAFT HEINZ CO | COM | 500754106 | — | 13,102 shares | $297,681 |
| WISEKEY INTERNATIONAL HLDS L | SPON ADR | 97727L408 | — | 49,497 shares | $290,052 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 4,467 shares | $278,738 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 8,222 shares | $267,451 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 984 shares | $260,662 |
| DISNEY WALT CO | COM | 254687106 | — | 2,470 shares | $259,054 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 895 shares | $249,143 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | — | 6,657 shares | $245,976 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,258 shares | $240,052 |
| SEALSQ CORP | ORD SHS | G79483106 | — | 100,000 shares | $234,000 |
| SOUTHERN CO | COM | 842587107 | — | 2,781 shares | $230,517 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 2,486 shares | $223,143 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,004 shares | $220,840 |
| VISA INC | COM CL A | 92826C839 | — | 605 shares | $217,464 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 2,122 shares | $206,748 |
| UNITED STATES ANTIMONY CORP | COM | 911549103 | — | 22,668 shares | $94,526 |