Finer Wealth Management, Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing, signed by Chief Compliance Officer Gary M. Coon, details the firm's equity portfolio as of the specified date.
The portfolio is heavily concentrated in technology and energy sectors. The largest position is in NVIDIA Corporation, with 80,029 shares. Other significant technology holdings include Microsoft Corporation (32,016 shares), Apple Inc. (65,615 shares), and Meta Platforms Inc. (13,690 shares). The firm also holds substantial stakes in Alphabet Inc. Class A and Class C stocks, totaling 39,850 shares, and Amazon.com Inc. with 43,487 shares.
Finer Wealth Management also disclosed significant positions in energy companies. ExxonMobil Holdings Corp. is held with 25,216 shares, while Chevron Corporation holds 15,466 shares. Other energy positions include Energy Transfer L.P. (16,738 shares) and Southern Co. (2,781 shares).
Additionally, the filing lists positions in financial services, including JPMorgan Chase & Co. (21,279 shares) and Berkshire Hathaway Inc. Class B (853 shares). The firm also holds various exchange-traded funds, including the iShares Bitcoin Trust ETF (88,444 shares) and the iShares Silver Trust (14,915 shares).
