Focused Wealth Management
$1.1B 13F equity value
247 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 1,531,390 | $182M | 16.1% |
| VTV | VANGUARD INDEX FDS | 719,710 | $157M | 13.9% |
| QQQ | INVESCO QQQ TR | 188,384 | $139M | 12.3% |
| VCIT | VANGUARD SCOTTSDALE FDS | 649,173 | $54M | 4.7% |
| VWO | VANGUARD INTL EQUITY INDEX F | 590,250 | $35M | 3.1% |
| VYM | VANGUARD WHITEHALL FDS | 216,445 | $34M | 3.0% |
| AAPL | APPLE INC | 114,902 | $33M | 2.9% |
| VIGI | VANGUARD WHITEHALL FDS | 233,837 | $22M | 1.9% |
| GOOGL | ALPHABET INC | 51,658 | $18M | 1.6% |
| NVDA | NVIDIA CORPORATION | 92,033 | $18M | 1.6% |
Track Focused Wealth Management's 13F portfolio: $1.1B in reported holdings, 247 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}