What Finer Wealth Management, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1929071 · Filed Aug 3, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 81.6K |
| −1.4% |
| $16.3M |
| 7.3% |
LLYELI LILLY & Co | 12.6K | −4.4% | $15.1M | 6.7% |
AMDAdvanced Micro Devices Inc | 22K | −1.3% | $12.8M | 5.7% |
GOOGLAlphabet Inc. | 34.8K | −2.6% | $12.4M | 5.6% |
MSFTMicrosoft Corp | 32.1K | −0.3% | $12M | 5.3% |
CATCaterpillar Inc | 9.8K | −1.4% | $10.5M | 4.7% |
AMZNAmazon Com Inc | 43.8K | −1.3% | $10.4M | 4.7% |
METAMeta Platforms, Inc. | 13.5K | −2.2% | $7.6M | 3.4% |
JPMJPMorgan Chase & Co | 21.4K | +0.9% | $7M | 3.1% |
MRKMerck & Co., Inc. | 45.4K | +0.0% | $5.8M | 2.6% |
WMTWalmart Inc. | 48.7K | −1.0% | $5.5M | 2.5% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 11.1K | +0.2% | $5.3M | 2.4% |
PGPROCTER & GAMBLE Co | 26.8K | +2.6% | $3.9M | 1.8% |
EXXON MOBIL CORPCOM | 25.4K | +0.0% | $3.5M | 1.6% |
ASMLASML Holding NV | 1.6K | +1.5% | $3.3M | 1.5% |
TSLATesla, Inc. | 7.3K | +4.1% | $3.1M | 1.4% |
VZVerizon Communications Inc | 71.2K | +2.2% | $3M | 1.3% |
SCHWSchwab Charles Corp | 32.7K | +0.8% | $3M | 1.3% |
MCDMcDonald's Corp | 10.8K | +1.3% | $2.9M | 1.3% |
TAT&T Inc. | 135.6K | +3.0% | $2.8M | 1.3% |
IBITiShares Bitcoin Trust ETF | 82.8K | +16.0% | $2.8M | 1.2% |
CVXChevron Corp | 15.3K | −0.7% | $2.5M | 1.1% |
KOCoca Cola Co | 27.6K | ±0% | $2.2M | 1% |
MUMicron Technology Inc | 1.9K | −29.6% | $2.2M | 1% |
PLTRPalantir Technologies Inc. | 18.9K | +6.9% | $2.2M | 1% |
MOAltria Group, Inc. | 29.4K | +12.4% | $2.1M | 0.9% |
GOOGAlphabet Inc. | 5.9K | +2.7% | $2.1M | 0.9% |
INTCIntel Corp | 14.8K | −9.5% | $2.1M | 0.9% |
GLDSPDR Gold Trust | 5.4K | +9.9% | $2M | 0.9% |
CSCOCisco Systems, Inc. | 16.3K | ±0% | $1.9M | 0.9% |
PEPPepsiCo Inc | 13.8K | −11.9% | $1.9M | 0.8% |
RTXRTX Corp | 9.1K | +19.0% | $1.7M | 0.8% |
ISHARES TRMSCI IRELAND ETF | 20.8K | +1.2% | $1.6M | 0.7% |
ISHARES TRIBOXX INV CP ETF | 12.9K | ±0% | $1.4M | 0.6% |
AVGOBroadcom Inc. | 3.6K | −11.3% | $1.4M | 0.6% |
CRMSalesforce, Inc. | 8.4K | −21.9% | $1.3M | 0.6% |
ISHARES TRISHARES BIOTECH | 6.7K | −15.6% | $1.3M | 0.6% |
ISHARES TR1 3 YR TREAS BD | 14.8K | −14.5% | $1.2M | 0.5% |
BTIBritish American Tobacco p.l.c. | 16.7K | +1.8% | $1M | 0.5% |
JNJJohnson & Johnson | 4K | −0.7% | $1M | 0.5% |
COSTCostco Wholesale Corp | 1.1K | +40.6% | $1M | 0.5% |
SPYSPDR S&P 500 ETF Trust | 1.3K | +0.8% | $994.1K | 0.4% |
GBTCGrayscale Bitcoin Trust ETF | 21.8K | ±0% | $991K | 0.4% |
LMTLockheed Martin Corp | 1.9K | −11.2% | $952.2K | 0.4% |
UNHUnitedHealth Group Inc | 2.2K | −0.9% | $904K | 0.4% |
XELXcel Energy Inc | 10.9K | ±0% | $878.6K | 0.4% |
BACBank of America Corp | 14.5K | −7.5% | $826.9K | 0.4% |
DEDeere & Co | 1.1K | −10.8% | $688.6K | 0.3% |
CMSCMS Energy Corp | 9K | ±0% | $688.5K | 0.3% |
GSGoldman Sachs Group Inc | 671 | −0.6% | $678.7K | 0.3% |
SLViShares Silver Trust | 12.6K | +1.4% | $672K | 0.3% |
ESEversource Energy | 9.2K | +4.0% | $664.1K | 0.3% |
ABBVAbbVie Inc. | 2.4K | +4.0% | $606.6K | 0.3% |
ETHEGrayscale Ethereum Staking ETF | 46.2K | +6.0% | $589.8K | 0.3% |
MSTRStrategy Inc | 6K | +0.4% | $517.6K | 0.2% |
ISHARES TRCORE S&P500 ETF | 680 | +0.1% | $509.3K | 0.2% |
CNPCenterpoint Energy Inc | 11.1K | ±0% | $486.6K | 0.2% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 13.4K | −13.6% | $483.1K | 0.2% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 2K | ±0% | $473.2K | 0.2% |
TXNTexas Instruments Inc | 1.5K | −21.8% | $454K | 0.2% |
HDHome Depot, Inc. | 1.3K | +0.3% | $450.8K | 0.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 856 | ±0% | $428.3K | 0.2% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 12.4K | +1.5% | $421.1K | 0.2% |
SPCXSpace Exploration Technologies Corp | 2.4K | New | $408K | 0.2% |
KHCKraft Heinz Co | 15.6K | +7.1% | $368.4K | 0.2% |
WKEYWISeQey Corp. | 49.5K | ±0% | $362.3K | 0.2% |
ETEnergy Transfer LP | 18.7K | −25.0% | $357.5K | 0.2% |
NFLXNetflix Inc | 5K | −2.8% | $356K | 0.2% |
SCCOSouthern Copper Corp | 1.9K | +0.2% | $327.2K | 0.1% |
SOSouthern Co | 3.4K | +0.3% | $323.7K | 0.1% |
LAESSEALSQ Corp | 100.5K | ±0% | $316.4K | 0.1% |
FFord Motor Co | 21.4K | +55.9% | $296.8K | 0.1% |
DISWalt Disney Co | 3.1K | −4.8% | $296.5K | 0.1% |
APDAir Products & Chemicals, Inc. | 994 | −0.2% | $291.5K | 0.1% |
BMYBristol Myers Squibb Co | 5K | +0.1% | $288.5K | 0.1% |
PFEPfizer Inc | 11.9K | +5.8% | $286.5K | 0.1% |
IBMInternational Business Machines Corp | 1K | ±0% | $282.4K | 0.1% |
PANWPalo Alto Networks Inc | 785 | New | $267.7K | 0.1% |
WFCWells Fargo & Company | 3.2K | ±0% | $263.4K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 8.2K | −1.0% | $259.9K | 0.1% |
USOUnited States Oil Fund, LP | 2.4K | −7.6% | $251K | 0.1% |
ISHARES TRU.S. TECH ETF | 984 | New | $248.2K | 0.1% |
VVisa Inc. | 685 | −9.2% | $235.1K | 0.1% |
AMATApplied Materials Inc | 321 | New | $232.1K | 0.1% |
PMPhilip Morris International Inc. | 1.3K | ±0% | $227.6K | 0.1% |
SPDR SERIES TRUSTST STR P500ETF | 2.5K | New | $218.5K | 0.1% |
UAMYUnited States Antimony Corp | 16.7K | +3.2% | $121K | 0.1% |
