Focused Wealth Management, Inc
CIK 0001586052 · NEWBURGH, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.15B
2026 Q2
Positions
266
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYG
SPDR SERIES TRUST
15.8%
VTV
VANGUARD INDEX FDS
13.6%
QQQ
INVESCO QQQ TR
12.1%
VCIT
VANGUARD SCOTTSDALE FDS
4.7%
VWO
VANGUARD INTL EQUITY INDEX F
3.1%
VYM
VANGUARD WHITEHALL FDS
3.0%
AAPL
APPLE INC
2.9%
VIGI
VANGUARD WHITEHALL FDS
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.