Finer Wealth Management, Inc.: 13F holdings
CIK 19290712026Q2
| Positions | 88 |
|---|
| Reported value | $223.8m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 88 (+2 vs prior quarter) |
|---|
| Reported value | $223.8m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 66,516 | $19.2m | 8.6% |
| NVDA NVIDIA CORPORATION | 81,613 | $16.3m | 7.3% |
| LLY ELI LILLY & CO | 12,592 | $15.1m | 6.7% |
| AMD ADVANCED MICRO DEVICES INC | 21,980 | $12.8m | 5.7% |
| GOOGL ALPHABET INC | 34,833 | $12.4m | 5.6% |
| MSFT MICROSOFT CORP | 32,062 | $12.0m | 5.3% |
| CAT CATERPILLAR INC | 9,816 | $10.5m | 4.7% |
| AMZN AMAZON COM INC | 43,752 | $10.4m | 4.7% |
| META META PLATFORMS INC | 13,536 | $7.6m | 3.4% |
| JPM JPMORGAN CHASE & CO | 21,352 | $7.0m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1929071")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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