account_balance

Investment manager · 13F filer · SEC CIK 1586052

Focused Wealth Management, Inc

Reported value$1.16Bas of Sep 30, 2026
Positions226 23 new, 25 sold out
Top 10 weight61.8%SPYG alone is 16%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYG SPDR Series Trust 16.5% Held
VTV Vanguard Index FDS 13.7% Added +2%
QQQ Invesco QQQ Tr 12.2% Held
VCIT Vanguard Scottsdale FDS 4.8% Added +9%
AAPL Apple Inc 3.3% Held
VWO Vanguard Intl Equity Index F 3.1% Added +3%
VYM Vanguard Whitehall FDS 2.9% Held
VIGI Vanguard Whitehall FDS 1.9% Held
NVDA Nvidia Corporation 1.8% HeldGOOGL Alphabet Inc 1.7% Added +11%
VB Vanguard Index FDS 1.5% Added +4%
XLF Select Sector SPDR Tr 1.5% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Aug 7, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast