StockDriftsStockDriftsTop 50 Finer Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.64% | 65.6K | $21.9M | -1.35%(-901) | $162.64(+110.85%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 7.23% | 80.0K | $18.3M | -1.94%(-1.58K) | $40.49(+436.22%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.49% | 32.0K | $16.4M | -0.14%(-46) | $332.27(+60.57%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 5.63% | 12.3K | $14.2M | -2.33%(-293) | $253.64(+389.03%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.03% | 20.8K | $12.7M | -5.40%(-1.19K) | $122.64(+338.73%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.63% | 34.0K | $11.7M | -2.42%(-843) | $138.54(+148.43%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.28% | 43.5K | $10.8M | -0.61%(-265) | $158.19(+65.90%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 4.04% | 14.6K | $10.2M | new | $693.83(+1.55%) | 2026-09-30 | |
| META | META PLATFORMS INC | 3.93% | 13.7K | $9.9M | +1.14%(+154) | $338.62(+108.33%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 3.04% | 9.5K | $7.7M | -3.33%(-327) | $220.14(+229.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.98% | +81.50% | — | — | +72.35% |
| Top 20 Holdings Unweighted | +18.73% | +67.39% | — | — | +56.15% |
Finer Wealth Management INC reports $252.86M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.6%), NVDA (7.2%) and MSFT (6.5%). The top 20 holdings account for 71.25% of reported assets. Its disclosed equity book has returned +81.50% on a three-year cumulative basis. Figures reflect the Q3 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