Latest Finer Wealth Management, Inc. Stock Portfolio

$199Million– No. of Holdings #86

Finer Wealth Management, Inc. Performance:

2026 Q1: -3.8%YTD: -3.8%2025: 16.39%

Performance for 2026 Q1 is -3.8%, and YTD is -3.8%, and 2025 is 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.

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.

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

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 tr	1,418,180
berkshire hathaway inc del	410,195
united sts oil fd lp	324,869
southern copper corp	322,495
ford mtr co	158,052

New stocks bought by Finer Wealth Management, Inc.

Additions

Ticker	% Inc.
costco wholesale corporation	146
grayscale bitcoin mini tr et	140
pfizer inc	39.63
rtx corporation	34.44
southern co	28.91
ishares bitcoin trust etf	26.49
altria group inc	25.83
unitedhealth group inc	15.47

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	%
Technology	29.4
Communication Services	14.1
Others	11.8
Healthcare	10.3
Consumer Defensive	8.8
Consumer Cyclical	7.9
Financial Services	5.6
Industrials	5.3
Energy	4
Utilities	2.2

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-CAP	79.7
UNALLOCATED	11.8
LARGE-CAP	7.7

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 500	85.3
Others	13.6
RUSSELL 2000	1.1

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.

Last Reported on: 12 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.70	68,343	17,344,900	reduced	-0.89

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.25	2,318	504,177	added	0.39

AMD	advanced micro devices inc	2.27	22,272	4,530,760	reduced	-1.59

AMPS	ishares tr	0.71	20,596	1,418,180	new

AMZN	amazon com inc	4.63	44,322	9,230,860	reduced	-1.18

APD	air products and chemicals i	0.14	996	289,398	reduced	-1.39

ASML	asml hldg nv	1.07	1,622	2,142,390	reduced	-4.19

AVGO	broadcom inc	0.64	4,105	1,270,620	added	0.79

BAC	bank america corp	0.38	15,681	764,460	reduced	-4.11

BMY	bristol-myers squibb co	0.15	5,002	303,375	reduced	-7.54

BTI	british amern tob plc	0.48	16,350	955,985	added	5.27

CAT	caterpillar inc	3.54	9,959	7,055,490	reduced	-0.8

CMS	cms energy corp	0.35	9,000	698,220	unchanged	0.00

CNP	centerpoint energy inc	0.24	11,050	476,898	added	0.01

COST	costco wholesale corporation	0.38	768	765,336	added	146

CRM	salesforce inc	1.00	10,735	2,003,850	reduced	-19.71

CSCO	cisco sys inc	0.64	16,334	1,267,360	unchanged	0.00

CVX	chevron corporation	1.60	15,423	3,191,020	reduced	-0.59

DE	deere & co	0.34	1,217	685,751	reduced	-0.33