Focused Wealth Management
$1.1B 13F equity value
247 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Focused Wealth Management covers the quarter ended June 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 | 1,531,390 | $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}