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Latest Finer Wealth Management, Inc. Stock Portfolio

$199Million | No. of Holdings #86

Finer Wealth Management, Inc. Performance

2026 Q1-3.80%
YTD-3.80%
2025+16.39%

About Finer Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Finer Wealth Management, Inc. reported an equity portfolio of $199.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Finer Wealth Management, Inc. are AAPL, NVDA, LLY. The fund has invested 8.7% of it's portfolio in APPLE INC and 7.2% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off PROCAP FINL INC stocks. They significantly reduced their stock positions in STRATEGY INC (MSTR), TEXAS INSTRS INC (TXN) and KRAFT HEINZ CO (KHC). Finer Wealth Management, Inc. opened new stock positions in ISHARES TR (AMPS), BERKSHIRE HATHAWAY INC DEL and UNITED STS OIL FD LP (USO). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHOLESALE CORPORATION (COST), GRAYSCALE BITCOIN MINI TR ET and PFIZER INC (PFE).
Finer Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 12 May, 2026
$199Million
  as of May 12, 2026

Finer Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Finer Wealth Management, Inc. made a return of -3.8% in the last quarter. In trailing 12 months, it's portfolio return was 17.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr1,418,180
berkshire hathaway inc del410,195
united sts oil fd lp324,869
southern copper corp322,495
ford mtr co158,052
New stocks bought by Finer Wealth Management, Inc.

Additions

Ticker% Inc.
costco wholesale corporation146
grayscale bitcoin mini tr et140
pfizer inc39.63
rtx corporation34.44
southern co28.91
ishares bitcoin trust etf26.49
altria group inc25.83
unitedhealth group inc15.47
Additions to existing portfolio by Finer Wealth Management, Inc.

Reductions

Ticker% Reduced
strategy inc-62.82
texas instrs inc-29.19
kraft heinz co-28.47
schwab strategic tr-25.81
grayscale bitcoin trust etf-21.89
ishares tr-20.7
salesforce inc-19.71
pepsico inc-17.45
Finer Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
procap finl inc-70,600
ishares tr-219,152
Finer Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Finer Wealth Management, Inc. has about 29.4% of it's holdings in Technology sector.

  • Technology
  • Communication Services
  • Others
  • Healthcare
  • Consumer Defensive
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Energy
  • Utilities
Sector%
Technology29.4
Communication Services14.1
Others11.8
Healthcare10.3
Consumer Defensive8.8
Consumer Cyclical7.9
Financial Services5.6
Industrials5.3
Energy4
Utilities2.2

Market Cap. Distribution

Finer Wealth Management, Inc. has about 87.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP79.7
UNALLOCATED11.8
LARGE-CAP7.7

Stocks belong to which Index?

About 86.4% of the stocks held by Finer Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50085.3
Others13.6
RUSSELL 20001.1
Top 5 Winners (%)%
UAMY
united states antimony corp
73.9 %
XOM
exxon mobil corp
41.0 %
CVX
chevron corporation
35.6 %
CAT
caterpillar inc
23.6 %
LMT
lockheed martin corp
23.6 %
Top 5 Winners ($)$
CAT
caterpillar inc
1.4 M
XOM
exxon mobil corp
1.3 M
CVX
chevron corporation
0.8 M
MRK
merck & co inc
0.7 M
VZ
verizon communications inc
0.7 M
Top 5 Losers (%)%
sealsq corp
-30.7 %
grayscale ethereum staking e
-28.7 %
CRM
salesforce inc
-26.6 %
MSFT
microsoft corp
-23.4 %
WKEY
wisekey international hlds l
-21.8 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.7 M
LLY
eli lilly & co
-2.1 M
AAPL
apple inc
-1.2 M
META
meta platforms inc
-1.2 M
NVDA
nvidia corporation
-1.0 M

Finer Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Finer Wealth Management, Inc.

Finer Wealth Management, Inc. has 86 stocks in it's portfolio. About 51.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Finer Wealth Management, Inc. last quarter.

$198.16MTotal Value
88.00Positions
12 May, 2026Last Reported
Current holdings of Current Stock Holdings of Finer Wealth Management, Inc., last reported on 12 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Finer Wealth Management, Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Finer Wealth Management, Inc.'s holding in Asml Hldg Nv over time
1.07%1,622
$2.14M
1.07%
decreased 4.19 percentreduced
BTI
British Amern Tob Plc

British Amern Tob Plc

BTI
Finer Wealth Management, Inc.'s holding in British Amern Tob Plc over time
0.48%16,350
$956.0K
0.48%
increased 5.27 percentadded