13F Insight
DOSSIER · 13F-HR · Q1 2026

Finer Wealth Management, Inc.

$199M in tracked AUM across 87 positions as of Q1 2026.

FW
CIK 0001929071 · last filed Mar 31, 2026
Total AUM
$199M
as of Q1 2026
Holdings
87
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Finer Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$17M68K8.7%02
NVDA
NVIDIA CORPORATION
$14M83K7.2%03
LLY
ELI LILLY & CO
$12M13K6.1%04
MSFT
MICROSOFT CORP
$12M32K6.0%05
GOOGL
ALPHABET INC
$10M36K5.2%06
AMZN
AMAZON COM INC
$9M44K4.6%07
META
META PLATFORMS INC
$8M14K4.0%08
CAT
CATERPILLAR INC
$7M10K3.5%09
JPM
JPMORGAN CHASE & CO
$6M21K3.1%10
WMT
WALMART INC
$6M49K3.1%

Filing history

2026Q1Mar 31
$199M▼ 3.5%
87 positionsView →2025Q4Dec 31
$207M▲ 3.0%
83 positionsView →2025Q3Sep 30
$201M▲ 7.3%
86 positionsView →2025Q2Jun 30
$187M▲ 12.1%
86 positionsLocked2025Q1Mar 31
$167M▼ 4.3%
86 positionsLocked2024Q4Dec 31
$174M▲ 7.7%
82 positionsLocked2024Q3Sep 30
$162M▲ 4.5%
79 positionsLocked2024Q2Jun 30
$155M▲ 1.8%
73 positionsLocked2024Q1Mar 31
$152M▲ 13.4%
77 positionsLocked2023Q4Dec 31
$134M▲ 7.4%
79 positionsLocked2023Q3Sep 30
$125M▼ 2.3%
80 positionsLocked2023Q2Jun 30
$128M▲ 8.2%
82 positionsLocked
Showing 12 of 18