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Filers›Holding Co.›Finer Wealth Management, Inc.
DOSSIER · 13F-HR · Q1 2026

Finer Wealth Management, Inc.

Finer Wealth's holding co. based in San Francisco, CA — $199M in tracked AUM across 87 positions as of Q1 2026.

FW
Finer Wealth·San Francisco, CA·Holding Co.
CIK 0001929071 · last filed Mar 31, 2026
Total AUM
$199M
▲ 2.0%
vs prior
Holdings
87
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Financials
20% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Finer
haiku-4-5 · 87 positions indexed
Sector mix
  • Financials20%
  • Cons. Disc.6%
  • Communications5%
  • Industrials11%
  • Energy43%
  • Other15%
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