Finer Wealth Management, Inc.

SALEM, MA · CIK 1929071 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySalem, MA

$223.8m reported value +12.9% vs Q1 2026

88positions

55.1%in top 10

5 new 36 added 33 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	66,516	$19.2m8.60%	8.60%	Reduced -1.8k	-1,827 -2.7%
2	NVIDIA CORPORATION COM NVDA	NVDA	81,613	$16.3m7.30%	7.30%	Reduced -1.2k	-1,157 -1.4%
3	ELI LILLY & CO COM LLY	LLY	12,592	$15.1m6.75%	6.75%	Reduced -580	-580 -4.4%
4	ADVANCED MICRO DEVICES INC COM AMD	AMD	21,980	$12.8m5.71%	5.71%	Reduced -292	-292 -1.3%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	34,833	$12.4m5.56%	5.56%	Reduced -946	-946 -2.6%
6	MICROSOFT CORP COM MSFT	MSFT	32,062	$12.0m5.34%	5.34%	Reduced -97	-97 -0.3%
7	CATERPILLAR INC COM CAT	CAT	9,816	$10.5m4.67%	4.67%	Reduced -143	-143 -1.4%
8	AMAZON COM INC COM AMZN	AMZN	43,752	$10.4m4.66%	4.66%	Reduced -570	-570 -1.3%
9	META PLATFORMS INC CL A META	META	13,536	$7.6m3.41%	3.41%	Reduced -309	-309 -2.2%
10	JPMORGAN CHASE & CO COM JPM	JPM	21,352	$7.0m3.12%	3.12%	Added +180	+180 0.8%
11	MERCK & CO INC COM MRK	MRK	45,368	$5.8m2.61%	2.61%	Added +13	+13 0.0%
12	WALMART INC COM WMT	WMT	48,688	$5.5m2.46%	2.46%	Reduced -468	-468 -0.9%
13	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	11,115	$5.3m2.37%	2.37%	Added +26	+26 0.2%
14	PROCTER AND GAMBLE CO COM PG	PG	26,805	$3.9m1.76%	1.76%	Added +672	+672 2.6%
15	EXXON MOBIL CORP COM XOM	XOM	25,382	$3.5m1.55%	1.55%	Added +7	+7 0.0%
16	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,647	$3.3m1.46%	1.46%	Added +25	+25 1.5%
17	TESLA INC COM TSLA	TSLA	7,284	$3.1m1.37%	1.37%	Added +290	+290 4.2%
18	VERIZON COMMUNICATIONS INC COM VZ	VZ	71,192	$3.0m1.35%	1.35%	Added +1.6k	+1,566 2.2%
19	SCHWAB CHARLES CORP COM SCHW	SCHW	32,665	$3.0m1.35%	1.35%	Added +246	+246 0.8%
20	MCDONALDS CORP COM MCD	MCD	10,825	$2.9m1.31%	1.31%	Added +137	+137 1.3%
21	AT&T INC COM T	T	135,607	$2.8m1.25%	1.25%	Added +3.9k	+3,899 3.0%
22	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	82,763	$2.8m1.23%	1.23%	Added +11.4k	+11,389 16.0%
23	CHEVRON CORP NEW COM CVX	CVX	15,316	$2.5m1.13%	1.13%	Reduced -107	-107 -0.7%
24	COCA COLA CO COM KO	KO	27,638	$2.2m1.00%	1.00%	Unchanged
25	MICRON TECHNOLOGY INC COM MU	MU	1,944	$2.2m1.00%	1.00%	Reduced -817	-817 -29.6%
26	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	18,893	$2.2m0.99%	0.99%	Added +1.2k	+1,222 6.9%
27	ALTRIA GROUP INC COM MO	MO	29,368	$2.1m0.94%	0.94%	Added +3.2k	+3,246 12.4%
28	ALPHABET INC CAP STK CL C GOOG	GOOG	5,860	$2.1m0.93%	0.93%	Added +154	+154 2.7%
29	INTEL CORP COM INTC	INTC	14,757	$2.1m0.92%	0.92%	Reduced -1.6k	-1,553 -9.5%
30	SPDR GOLD TR GOLD SHS GLD	GLD	5,413	$2.0m0.89%	0.89%	Added +488	+488 9.9%
31	CISCO SYS INC COM CSCO	CSCO	16,334	$1.9m0.86%	0.86%	Unchanged
32	PEPSICO INC COM PEP	PEP	13,798	$1.9m0.83%	0.83%	Reduced -1.9k	-1,870 -11.9%
33	RTX CORPORATION COM RTX	RTX	9,070	$1.7m0.77%	0.77%	Added +1.4k	+1,450 19.0%
34	ISHARES TR MSCI IRELAND ETF EIRL	EIRL	20,838	$1.6m0.73%	0.73%	Added +242	+242 1.2%
35	ISHARES TR IBOXX INV CP ETF LQD	LQD	12,914	$1.4m0.63%	0.63%	Unchanged
36	BROADCOM INC COM AVGO	AVGO	3,643	$1.4m0.61%	0.61%	Reduced -462	-462 -11.2%
37	SALESFORCE INC COM CRM	CRM	8,383	$1.3m0.59%	0.59%	Reduced -2.4k	-2,352 -21.9%
38	ISHARES TR ISHARES BIOTECH IBB	IBB	6,742	$1.3m0.57%	0.57%	Reduced -1.2k	-1,245 -15.6%
39	ISHARES TR 1 3 YR TREAS BD SHY	SHY	14,809	$1.2m0.54%	0.54%	Reduced -2.5k	-2,504 -14.5%
40	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	16,650	$1.0m0.46%	0.46%	Added +300	+300 1.8%
41	JOHNSON & JOHNSON COM JNJ	JNJ	4,020	$1.0m0.46%	0.46%	Reduced -28	-28 -0.7%
42	COSTCO WHSL CORP NEW COM COST	COST	1,080	$1.0m0.45%	0.45%	Added +312	+312 40.6%
43	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,331	$994.1k0.44%	0.44%	Added +10	+10 0.8%
44	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	21,771	$991.0k0.44%	0.44%	Unchanged
45	LOCKHEED MARTIN CORP COM LMT	LMT	1,869	$952.2k0.43%	0.43%	Reduced -235	-235 -11.2%
46	UNITEDHEALTH GROUP INC COM UNH	UNH	2,175	$904.0k0.40%	0.40%	Reduced -19	-19 -0.9%
47	XCEL ENERGY INC COM XEL	XEL	10,942	$878.6k0.39%	0.39%	Unchanged
48	BANK AMERICA CORP COM BAC	BAC	14,511	$826.9k0.37%	0.37%	Reduced -1.2k	-1,170 -7.5%
49	DEERE & CO COM DE	DE	1,086	$688.6k0.31%	0.31%	Reduced -131	-131 -10.8%
50	CMS ENERGY CORP COM CMS	CMS	9,000	$688.5k0.31%	0.31%	Unchanged
51	GOLDMAN SACHS GROUP INC COM GS	GS	671	$678.7k0.30%	0.30%	Reduced -4	-4 -0.6%
52	ISHARES SILVER TR ISHARES SLV	SLV	12,568	$672.0k0.30%	0.30%	Added +168	+168 1.4%
53	EVERSOURCE ENERGY COM ES	ES	9,190	$664.1k0.30%	0.30%	Added +352	+352 4.0%
54	ABBVIE INC COM ABBV	ABBV	2,410	$606.6k0.27%	0.27%	Added +92	+92 4.0%
55	GRAYSCALE ETHEREUM TRUST ETF SHS ETHE	ETHE	46,225	$589.8k0.26%	0.26%	Added +2.6k	+2,625 6.0%
56	MICROSTRATEGY INC CL A NEW MSTR	MSTR	5,954	$517.6k0.23%	0.23%	Added +25	+25 0.4%
57	ISHARES TR CORE S&P500 ETF IVV	IVV	680	$509.3k0.23%	0.23%	Added +1	+1 0.1%
58	CENTERPOINT ENERGY INC COM CNP	CNP	11,050	$486.6k0.22%	0.22%	Unchanged
59	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	13,370	$483.1k0.22%	0.22%	Reduced -2.1k	-2,104 -13.6%
60	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,000	$473.2k0.21%	0.21%	Unchanged
61	TEXAS INSTRS INC COM TXN	TXN	1,523	$454.0k0.20%	0.20%	Reduced -425	-425 -21.8%
62	HOME DEPOT INC COM HD	HD	1,278	$450.8k0.20%	0.20%	Added +4	+4 0.3%
63	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	856	$428.3k0.19%	0.19%	Unchanged
64	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	12,444	$421.1k0.19%	0.19%	Added +185	+185 1.5%
65	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	2,388	$408.0k0.18%	0.18%	New
66	KRAFT HEINZ CO COM KHC	KHC	15,598	$368.4k0.16%	0.16%	Added +1.0k	+1,034 7.1%
67	WISEKEY INTERNATIONAL HLDS L SPON ADR SPON ADR		49,497	$362.3k0.16%	0.16%	Unchanged
68	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	18,697	$357.5k0.16%	0.16%	Reduced -6.2k	-6,248 -25.1%
69	NETFLIX INC COM NFLX	NFLX	4,986	$356.0k0.16%	0.16%	Reduced -144	-144 -2.8%
70	SOUTHERN COPPER CORP COM SCCO	SCCO	1,878	$327.2k0.15%	0.15%	Added +4	+4 0.2%
71	SOUTHERN CO COM SO	SO	3,382	$323.7k0.14%	0.14%	Added +11	+11 0.3%
72	SEALSQ CORP ORD SHS LAES	LAES	100,451	$316.4k0.14%	0.14%	Unchanged
73	FORD MTR CO COM F	F	21,355	$296.8k0.13%	0.13%	Added +7.7k	+7,659 55.9%
74	DISNEY WALT CO COM DIS	DIS	3,081	$296.5k0.13%	0.13%	Reduced -156	-156 -4.8%
75	AIR PRODS & CHEMS INC COM APD	APD	994	$291.5k0.13%	0.13%	Reduced -2	-2 -0.2%
76	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	5,007	$288.5k0.13%	0.13%	Added +5	+5 0.1%
77	PFIZER INC COM PFE	PFE	11,896	$286.5k0.13%	0.13%	Added +653	+653 5.8%
78	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,004	$282.4k0.13%	0.13%	Unchanged
79	PALO ALTO NETWORKS INC COM PANW	PANW	785	$267.7k0.12%	0.12%	New
80	WELLS FARGO CO NEW COM WFC	WFC	3,187	$263.4k0.12%	0.12%	Unchanged
81	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	8,195	$259.9k0.12%	0.12%	Reduced -82	-82 -1.0%
82	UNITED STS OIL FD LP UNITS USO	USO	2,358	$251.0k0.11%	0.11%	Reduced -195	-195 -7.6%
83	ISHARES TR U.S. TECH ETF IYW	IYW	984	$248.2k0.11%	0.11%	New
84	VISA INC COM CL A V	V	685	$235.1k0.11%	0.11%	Reduced -69	-69 -9.2%
85	APPLIED MATLS INC COM AMAT	AMAT	321	$232.1k0.10%	0.10%	New
86	PHILIP MORRIS INTL INC COM PM	PM	1,258	$227.6k0.10%	0.10%	Unchanged
87	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	2,486	$218.5k0.10%	0.10%	New
88	UNITED STATES ANTIMONY CORP COM UAMY	UAMY	16,668	$121.0k0.05%	0.05%	Added +510	+510 3.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
GRAYSCALE BITCOIN MINI TR ET BTC	BTC	16,736	$501.9k16.7k shares
CANARY CAPITAL GROUP LLX HBR	HBR	20,000	$238.2k20.0k shares
INTUITIVE SURGICAL INC ISRG	ISRG	466	$214.8k466 shares