Focused Wealth Management
$1.2B 13F equity value
251 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Focused Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 1,555,985 | $192M | 16.5% |
| VTV | VANGUARD INDEX FDS | 736,988 | $159M | 13.7% |
| QQQ | INVESCO QQQ TR | 191,866 | $142M | 12.2% |
| VCIT | VANGUARD SCOTTSDALE FDS | 708,824 | $56M | 4.8% |
| AAPL | APPLE INC | 114,313 | $38M | 3.3% |
| VWO | VANGUARD INTL EQUITY INDEX F | 608,587 | $36M | 3.1% |
| VYM | VANGUARD WHITEHALL FDS | 218,693 | $34M | 2.9% |
| VIGI | VANGUARD WHITEHALL FDS | 234,944 | $22M | 1.9% |
| NVDA | NVIDIA CORPORATION | 92,705 | $21M | 1.8% |
| GOOGL | ALPHABET INC | 57,239 | $20M | 1.7% |
Track Focused Wealth Management's 13F portfolio: $1.2B in reported holdings, 251 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}