Finer Wealth Management, Inc. holds a focused book of 88 stocks worth $223.8M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Palo Alto Networks Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 9% of the equity book.
Finer Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+3 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Finer Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 80 | $462.8M |
| Prospect Hill Management, LLC | 10 / 80 | $246.6M |
| Swiss Re Ltd | 49 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Howard Hughes Medical Institute | 20 / 80 | $409.7M |
| Draper Asset Management, LLC | 12 / 80 | $181.2M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Avenir Tech Ltd | 9 / 80 | $702.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Finer Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $19.2M | 66.5K | 8.6% | ▼−2.7% Reduced · −2K sh | |
| 2 | Nvidia Corporation COM | $16.3M | 81.6K | 7.3% | ▼−1.4% Reduced · −1K sh | |
| 3 | Eli Lilly & Co COM | $15.1M | 12.6K | 6.7% | ▼−4.4% Reduced · −580 sh | |
| 4 | Advanced Micro Devices Inc COM | $12.8M | 22.0K | 5.7% | ▼−1.3% Reduced · −292 sh | |
| 5 | Alphabet Inc CAP STK CL A | $12.4M | 34.8K | 5.6% | ▼−2.6% Reduced · −946 sh | |
| 6 | Microsoft Corp COM | $12.0M | 32.1K | 5.3% | ▼−0.3% Reduced · −97 sh | |
| 7 | Caterpillar Inc COM | $10.5M | 9.8K | 4.7% | ▼−1.4% Reduced · −143 sh | |
| 8 | Amazon Com Inc COM | $10.4M | 43.8K | 4.7% | ▼−1.3% Reduced · −570 sh | |
| 9 | Meta Platforms Inc CL A | $7.6M | 13.5K | 3.4% | ▼−2.2% Reduced · −309 sh | |
| 10 | JPMorgan Chase & Co COM | $7.0M | 21.4K | 3.1% | ▲+0.8% Added · +180 sh | |
| 11 | Merck & Co Inc COM | $5.8M | 45.4K | 2.6% | ▲~0% Added · +13 sh | |
| 12 | Walmart Inc COM | $5.5M | 48.7K | 2.5% | ▼−0.9% Reduced · −468 sh | |
| 13 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.3M | 11.1K | 2.4% | ▲+0.2% Added · +26 sh | |
| 14 | Procter & Gamble Co COM | $3.9M | 26.8K | 1.8% | ▲+2.6% Added · +672 sh | |
| 15 | Exxon Mobil Corp COM | $3.5M | 25.4K | 1.6% | ▲~0% Added · +7 sh | |
| 16 | ASML Hldg NV N Y REGISTRY SHS | $3.3M | 1.6K | 1.5% | ▲+1.5% Added · +25 sh | |
| 17 | Tesla Inc COM | $3.1M | 7.3K | 1.4% | ▲+4.1% Added · +290 sh | |
| 18 | Verizon Communications Inc COM | $3.0M | 71.2K | 1.3% | ▲+2.2% Added · +2K sh | |
| 19 | Schwab Charles Corp COM | $3.0M | 32.7K | 1.3% | ▲+0.8% Added · +246 sh | |
| 20 | McDonalds Corp COM | $2.9M | 10.8K | 1.3% | ▲+1.3% Added · +137 sh | |
| 21 | AT&T Inc COM | $2.8M | 135.6K | 1.3% | ▲+3.0% Added · +4K sh | |
| 22 | Ishares Bitcoin Trust ETF SHS BEN INT | $2.8M | 82.8K | 1.2% | ▲+16% Added · +11K sh | |
| 23 | Chevron Corporation COM | $2.5M | 15.3K | 1.1% | ▼−0.7% Reduced · −107 sh | |
| 24 | Coca Cola Co COM | $2.2M | 27.6K | 1.0% | —Held | |
| 25 | Micron Technology Inc COM | $2.2M | 1.9K | 1.0% | ▼−30% Reduced · −817 sh | |
| 26 | Palantir Technologies Inc CL A | $2.2M | 18.9K | 1.0% | ▲+6.9% Added · +1K sh | |
| 27 | Altria Group Inc COM | $2.1M | 29.4K | 0.9% | ▲+12% Added · +3K sh | |
| 28 | Alphabet Inc CAP STK CL C | $2.1M | 5.9K | 0.9% | ▲+2.7% Added · +154 sh | |
| 29 | Intel Corp COM | $2.1M | 14.8K | 0.9% | ▼−9.5% Reduced · −2K sh | |
| 30 | SPDR Gold TR GOLD SHS | $2.0M | 5.4K | 0.9% | ▲+9.9% Added · +488 sh | |
| 31 | Cisco Sys Inc COM | $1.9M | 16.3K | 0.9% | —Held | |
| 32 | Pepsico Inc COM | $1.9M | 13.8K | 0.8% | ▼−12% Reduced · −2K sh | |
| 33 | RTX Corporation COM | $1.7M | 9.1K | 0.8% | ▲+19% Added · +1K sh | |
| 34 | Ishares TR MSCI IRELAND ETF | $1.6M | 20.8K | 0.7% | ▲+1.2% Added · +242 sh | |
| 35 | Ishares TR IBOXX INV CP ETF | $1.4M | 12.9K | 0.6% | —Held | |
| 36 | Broadcom Inc COM | $1.4M | 3.6K | 0.6% | ▼−11% Reduced · −462 sh | |
| 37 | Salesforce Inc COM | $1.3M | 8.4K | 0.6% | ▼−22% Reduced · −2K sh | |
| 38 | Ishares TR ISHARES BIOTECH | $1.3M | 6.7K | 0.6% | ▼−16% Reduced · −1K sh | |
| 39 | Ishares TR 1 3 YR TREAS BD | $1.2M | 14.8K | 0.5% | ▼−14% Reduced · −3K sh | |
| 40 | British Amern Tob PLC SPONSORED ADR | $1.0M | 16.6K | 0.5% | ▲+1.8% Added · +300 sh | |
| 41 | Johnson & Johnson COM | $1.0M | 4.0K | 0.5% | ▼−0.7% Reduced · −28 sh | |
| 42 | Costco Wholesale Corporation COM | $1.0M | 1.1K | 0.5% | ▲+41% Added · +312 sh | |
| 43 | State STR SPDR S&P 500 ETF T TR UNIT | $994K | 1.3K | 0.4% | ▲+0.8% Added · +10 sh | |
| 44 | Grayscale Bitcoin Trust ETF SHS REP COM UT | $991K | 21.8K | 0.4% | —Held | |
| 45 | Lockheed Martin Corp COM | $952K | 1.9K | 0.4% | ▼−11% Reduced · −235 sh | |
| 46 | Unitedhealth Group Inc COM | $904K | 2.2K | 0.4% | ▼−0.9% Reduced · −19 sh | |
| 47 | Xcel Energy Inc COM | $879K | 10.9K | 0.4% | —Held | |
| 48 | Bank Of Amer Corp COM | $827K | 14.5K | 0.4% | ▼−7.5% Reduced · −1K sh | |
| 49 | Deere & Co COM | $689K | 1.1K | 0.3% | ▼−11% Reduced · −131 sh | |
| 50 | CMS Energy Corp COM | $689K | 9.0K | 0.3% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.