StockDriftsStockDriftsTop 50 Finer Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.6% | 66.5K | $19.2M | -2.67%(-1.83K) | $162.64(+88.55%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.3% | 81.6K | $16.3M | -1.40%(-1.16K) | $40.49(+444.54%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 6.75% | 12.6K | $15.1M | -4.40%(-580) | $253.64(+384.52%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.71% | 22.0K | $12.8M | -1.31%(-292) | $122.64(+280.02%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.56% | 34.8K | $12.4M | -2.64%(-946) | $138.54(+153.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.34% | 32.1K | $12.0M | -0.30%(-97) | $332.27(+51.31%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 4.67% | 9.8K | $10.5M | -1.44%(-143) | $220.14(+288.75%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.66% | 43.8K | $10.4M | -1.29%(-570) | $158.19(+73.81%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.41% | 13.5K | $7.6M | -2.23%(-309) | $335.15(+78.06%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.12% | 21.4K | $7.0M | +0.85%(+180) | $159.63(+126.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.45% | +74.76% | — | — | +62.79% |
| Top 20 Holdings Unweighted | +17.79% | +63.42% | — | — | +50.95% |
Finer Wealth Management, Inc. reports $223.78M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.6%), NVDA (7.3%) and LLY (6.8%). The top 20 holdings account for 72.71% of reported assets. Its disclosed equity book has returned +74.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Finer Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1929071). View Finer Wealth Management, Inc.’s 13F filings on SEC