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Latest Finer Wealth Management, Inc. Stock Portfolio

$223Million | No. of Holdings #88

Finer Wealth Management, Inc. Performance

2026 Q2+13.77%
YTD+9.45%
2025+16.39%

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

On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Finer Wealth Management, Inc. reported an equity portfolio of $223.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Finer Wealth Management, Inc. are AAPL, NVDA, LLY. The fund has invested 8.6% of it's portfolio in APPLE INC and 7.3% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off GRAYSCALE BITCOIN MINI TR ET and INTUITIVE SURGICAL INC (ISRG) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), ENERGY TRANSFER L P (ET) and SALESFORCE INC (CRM). Finer Wealth Management, Inc. opened new stock positions in SPACE EXPLORATION TECHN CORP, PALO ALTO NETWORKS INC (PANW) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to FORD MTR CO (F), COSTCO WHOLESALE CORPORATION (COST) and RTX CORPORATION (RTX).
Finer Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$223Million
  as of Aug 03, 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 13.77% in the last quarter. In trailing 12 months, it's portfolio return was 21.14%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp408,014
palo alto networks inc267,701
ishares tr248,194
applied matls inc232,083
spdr series trust218,470
New stocks bought by Finer Wealth Management, Inc.

Additions

Ticker% Inc.
ford mtr co55.92
costco wholesale corporation40.62
rtx corporation19.03
ishares bitcoin trust etf15.96
altria group inc12.43
spdr gold tr9.91
kraft heinz co7.1
palantir technologies inc6.92
Additions to existing portfolio by Finer Wealth Management, Inc.

Reductions

Ticker% Reduced
micron technology inc-29.59
energy transfer l p-25.05
salesforce inc-21.91
texas instrs inc-21.82
ishares tr-15.59
ishares tr-14.46
schwab strategic tr-13.6
pepsico inc-11.94
Finer Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
canary capital group llx-238,200
grayscale bitcoin mini tr et-501,913
intuitive surgical inc-214,821
Finer Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Finer Wealth Management, Inc. has about 32.7% of it's holdings in Technology sector.

  • Technology
  • Communication Services
  • Others
  • Healthcare
  • Consumer Defensive
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Energy
  • Utilities
Sector%
Technology32.7
Communication Services12.8
Others11.6
Healthcare10.7
Consumer Defensive7.7
Consumer Cyclical7.7
Industrials6.2
Financial Services5.4
Energy2.8
Utilities2.1

Market Cap. Distribution

Finer Wealth Management, Inc. has about 88.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP77.3
UNALLOCATED11.6
LARGE-CAP11.1

Stocks belong to which Index?

About 86.1% of the stocks held by Finer Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50086.1
Others12.9
Top 5 Winners (%)%
INTC
intel corp
206.1 %
MU
micron technology inc
205.9 %
AMD
advanced micro devices inc
184.3 %
UNH
unitedhealth group inc
53.4 %
CSCO
cisco sys inc
51.4 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
8.4 M
LLY
eli lilly & co
3.6 M
CAT
caterpillar inc
3.5 M
GOOG
alphabet inc
2.5 M
AAPL
apple inc
2.4 M
Top 5 Losers (%)%
MSTR
strategy inc
-30.3 %
T
at&t inc
-28.3 %
NFLX
netflix inc.
-25.4 %
grayscale ethereum staking e
-24.7 %
SLV
ishares silver tr
-21.4 %
Top 5 Losers ($)$
T
at&t inc
-1.1 M
XOM
exxon mobil corp
-0.8 M
CVX
chevron corporation
-0.6 M
VZ
verizon communications inc
-0.6 M
PLTR
palantir technologies inc
-0.5 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 88 stocks in it's portfolio. About 55.1% of the portfolio is in top 10 stocks. T proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for Finer Wealth Management, Inc. last quarter.

$223.78MTotal Value
91.00Positions
03 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Finer Wealth Management, Inc., last reported on 03 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Finer Wealth Management, Inc.'s holding in Asml Hldg Nv over time
1.46%1,647
$3.28M
1.46%
increased 1.54 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Finer Wealth Management, Inc.'s holding in Spdr Series Trust over time
0.1%2,486
$218.5K
0.1%
new position
BTI
British Amern Tob Plc

British Amern Tob Plc

BTI
Finer Wealth Management, Inc.'s holding in British Amern Tob Plc over time
0.46%16,650
$1.03M
0.46%
increased 1.83 percentadded