Back to Focused Wealth Management, Inc

Focused Wealth Management, Inc

Q2 2026 13F filing

Updated 37 days ago

266 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
266
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

S

SPDR SERIES TRUST

Value
$182.2M
Shares
1.53M
% Port
15.85%
V

VANGUARD INDEX FDS

Value
$156.8M
Shares
719.7K
% Port
13.64%
Q
3.QQQ

INVESCO QQQ TR

Value
$138.7M
Shares
188.4K
% Port
12.06%
V

VANGUARD SCOTTSDALE FDS

Value
$53.7M
Shares
649.2K
% Port
4.67%
V

VANGUARD INTL EQUITY INDEX F

Value
$35.2M
Shares
590.3K
% Port
3.06%
V

VANGUARD WHITEHALL FDS

Value
$34.2M
Shares
216.4K
% Port
2.97%
A

APPLE INC

Value
$33.2M
Shares
114.9K
% Port
2.89%
V

VANGUARD WHITEHALL FDS

Value
$21.8M
Shares
233.8K
% Port
1.90%
G

ALPHABET INC

Value
$18.5M
Shares
51.7K
% Port
1.61%
N
10.NVDA

NVIDIA CORPORATION

Value
$18.4M
Shares
92.0K
% Port
1.60%
V
11.VGES

VANGUARD INDEX FDS

Value
$18.1M
Shares
59.9K
% Port
1.58%
S

SELECT SECTOR SPDR TR

Value
$17M
Shares
317.9K
% Port
1.48%
V
13.VGES

VANGUARD BD INDEX FDS

Value
$16.2M
Shares
221.3K
% Port
1.41%
?
14.N/A

JANUS DETROIT STR TR

Value
$15.6M
Shares
347.5K
% Port
1.36%
I
15.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$15.3M
Shares
72.1K
% Port
1.33%
E
16.ETHA

ISHARES TR

Value
$15.2M
Shares
151.2K
% Port
1.32%
V
17.VGES

VANGUARD WORLD FD

Value
$15M
Shares
170.4K
% Port
1.30%
E
18.ETHA

BLACKROCK ETF TRUST II

Value
$14.6M
Shares
293.5K
% Port
1.27%
V
19.VGES

VANGUARD WORLD FD

Value
$14.2M
Shares
118.8K
% Port
1.24%
E
20.ETHA

ISHARES INC

Value
$14.1M
Shares
137.9K
% Port
1.23%
E
21.ETHA

ISHARES TR

Value
$14M
Shares
154.1K
% Port
1.21%
A
22.AMZN

AMAZON COM INC

Value
$12.8M
Shares
53.9K
% Port
1.12%
T
23.TSLA

TESLA INC

Value
$11.5M
Shares
27.2K
% Port
1.00%
M
24.MSFT

MICROSOFT CORP

Value
$8.5M
Shares
22.8K
% Port
0.74%
M
25.META

META PLATFORMS INC

Value
$7.1M
Shares
12.7K
% Port
0.62%
C
26.C-PR

CITIGROUP INC

Value
$7M
Shares
50.3K
% Port
0.61%
C
27.CAT

CATERPILLAR INC

Value
$6.8M
Shares
6.4K
% Port
0.60%
B
28.BX

BLACKSTONE INC

Value
$6.7M
Shares
56.9K
% Port
0.58%
V
29.VGES

VANGUARD SCOTTSDALE FDS

Value
$6.2M
Shares
58.2K
% Port
0.54%
E
30.EXG

EATON VANCE TAX-MANAGED GLOB

Value
$5.9M
Shares
600.5K
% Port
0.51%
I
31.IBM

INTERNATIONAL BUSINESS MACHS

Value
$5.7M
Shares
20.4K
% Port
0.50%
J

J P MORGAN EXCHANGE TRADED F

Value
$5.6M
Shares
98.9K
% Port
0.49%
B

BERKSHIRE HATHAWAY INC DEL

Value
$5.6M
Shares
11.1K
% Port
0.48%
B

BANK OF AMER CORP

Value
$5.3M
Shares
93.5K
% Port
0.46%
J

JPMORGAN CHASE & CO

Value
$5.2M
Shares
16.0K
% Port
0.45%
G

GOLDMAN SACHS ETF TR

Value
$5.1M
Shares
91.6K
% Port
0.44%
G

GOLDMAN SACHS GROUP INC

Value
$4.7M
Shares
4.7K
% Port
0.41%
G

ALPHABET INC

Value
$4.7M
Shares
13.3K
% Port
0.41%
I
39.INTC

INTEL CORP

Value
$4.3M
Shares
30.9K
% Port
0.37%
?
40.N/A

FIDELITY COMWLTH TR

Value
$4.1M
Shares
39.7K
% Port
0.36%
E
41.ETHA

ISHARES TR

Value
$4.1M
Shares
43.3K
% Port
0.36%
G
42.GE

GE AEROSPACE

Value
$4.1M
Shares
10.9K
% Port
0.35%
?
43.N/A

VANGUARD ADMIRAL FDS INC

Value
$4M
Shares
48.5K
% Port
0.35%
U
44.UNH

UNITEDHEALTH GROUP INC

Value
$3.6M
Shares
8.6K
% Port
0.31%
X
45.XOM

EXXON MOBIL CORP

Value
$3.5M
Shares
25.6K
% Port
0.30%
W
46.WMT

WALMART INC

Value
$3.3M
Shares
29.1K
% Port
0.29%
G
47.GEV

GE VERNOVA INC

Value
$3.2M
Shares
2.7K
% Port
0.28%
C
48.CEG

CONSTELLATION ENERGY CORP

Value
$2.9M
Shares
11.9K
% Port
0.26%
P
49.PFE

PFIZER INC

Value
$2.9M
Shares
119.8K
% Port
0.25%
M
50.MO

ALTRIA GROUP INC

Value
$2.7M
Shares
37.4K
% Port
0.23%