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FOCUS Wealth Advisors, LLC → DIA

FOCUS Wealth Advisors, LLC DIA Position History

State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services

Quarters held
4
Latest value
$12.1M
Q3 2026
Peak value
$12.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$12.1M
Q1 2026$11.2M
Q2 2026$12.7M
Q3 2026$12.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.1M23.8K——
Q2 2026$12.7M24.4K——
Q1 2026$11.2M24.2K——
Q4 2025$12.1M25.2K——

Other funds holding DIA

Other FOCUS Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$16.1M
VGES

VANGUARD BD INDEX FDS

$15.9M
VGES

VANGUARD BD INDEX FDS

$15.5M
VGES

VANGUARD BD INDEX FDS

$15.4M
ETHA

ISHARES TR

$14.3M
ETHA

ISHARES TR

$13.2M
ETHA

ISHARES TR

$12.9M
ETHA

ISHARES TR

$12.7M