§ 13F · FUND PROFILE
Finer Wealth Management, Inc..
AUM · $224M (13F)Positions · 88Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 67K | $19M | 8.6% | −3% |
| 2 | NVDA | NVIDIA CORPORATION | 82K | $16M | 7.3% | −1% |
| 3 | LLY | ELI LILLY & CO | 13K | $15M | 6.7% | −4% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 22K | $13M | 5.7% | −1% |
| 5 | GOOGL | ALPHABET INC | 35K | $12M | 5.6% | −3% |
| 6 | MSFT | MICROSOFT CORP | 32K | $12M | 5.3% | ±0% |
| 7 | CAT | CATERPILLAR INC | 10K | $10M | 4.7% | −1% |
| 8 | AMZN | AMAZON COM INC | 44K | $10M | 4.7% | −1% |
| 9 | META | META PLATFORMS INC | 14K | $8M | 3.4% | −2% |
| 10 | JPM | JPMORGAN CHASE & CO | 21K | $7M | 3.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINER SIGNAL
AC read
Finer Wealth Management, Inc. is a Other fund managing $224 million in assets. The fund runs a portfolio of 88 positions.
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