Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Finer Wealth Management, Inc. (CIK 1929071) reported $199.4M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($17.3M, 8.70%), NVDA ($14.4M, 7.24%), LLY ($12.1M, 6.08%), MSFT ($11.9M, 5.97%), GOOGL ($10.3M, 5.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $17.3M | 8.70% | 68,343 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $14.4M | 7.24% | 82,770 | Trimmed |
| 3 | LLY | ELI LILLY & CO | $12.1M | 6.08% | 13,172 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $11.9M | 5.97% | 32,159 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $10.3M | 5.16% | 35,779 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $9.2M | 4.63% | 44,322 | Trimmed |
| 7 | META | META PLATFORMS INC | $7.9M | 3.97% | 13,845 | Added |
| 8 | CAT | CATERPILLAR INC | $7.1M | 3.54% | 9,959 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $6.2M | 3.12% | 21,172 | Trimmed |
| 10 | WMT | WALMART INC | $6.1M | 3.06% | 49,156 | Trimmed |
| 11 | MRK | MERCK & CO INC | $5.5M | 2.74% | 45,355 | Trimmed |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $4.5M | 2.27% | 22,272 | Trimmed |
| 13 | XOM | EXXON MOBIL CORP | $4.3M | 2.16% | 25,375 | Trimmed |
| 14 | T | AT&T INC | $3.8M | 1.91% | 131,708 | Added |
| 15 | PG | PROCTER & GAMBLE CO | $3.8M | 1.89% | 26,133 | Trimmed |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.7M | 1.88% | 11,089 | Trimmed |
| 17 | VZ | VERIZON COMMUNICATIONS INC | $3.5M | 1.75% | 69,626 | Added |
| 18 | MCD | MCDONALDS CORP | $3.3M | 1.67% | 10,688 | Added |
| 19 | CVX | CHEVRON CORPORATION | $3.2M | 1.60% | 15,423 | Trimmed |
| 20 | SCHW | SCHWAB CHARLES CORP | $3.0M | 1.53% | 32,419 | Trimmed |
| 21 | IBIT | ISHARES BITCOIN TRUST ETF | $2.7M | 1.38% | 71,374 | Added |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | $2.6M | 1.30% | 17,671 | Added |
| 23 | TSLA | TESLA INC | $2.6M | 1.30% | 6,994 | Added |
| 24 | PEP | PEPSICO INC | $2.4M | 1.22% | 15,668 | Trimmed |
| 25 | ASML | ASML HLDG NV | $2.1M | 1.07% | 1,622 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31