§ 13F · FUND PROFILE
Focused Wealth Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $825.8T (13F)Positions · 202Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 1.46M | $155.9T | 16.3% | +2% |
| 2 | VTV | VANGUARD INDEX FDS | 681K | $130.0T | 13.6% | +4% |
| 3 | QQQ | INVESCO QQQ TR | 180K | $110.6T | 11.6% | +2% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 547K | $45.8T | 4.8% | +10% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 212K | $30.5T | 3.2% | +3% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 560K | $30.1T | 3.1% | +5% |
| 7 | AAPL | APPLE INC | 107K | $29.1T | 3.0% | +478% |
| 8 | XLF | SELECT SECTOR SPDR TR | 481K | $26.4T | 2.8% | +3% |
| 9 | SGOV | ISHARES TR | 215K | $21.5T | 2.3% | −18% |
| 10 | VIGI | VANGUARD WHITEHALL FDS | 231K | $21.1T | 2.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOCUSED SIGNAL
AC read
Focused Wealth Management, Inc is a Other fund managing $825812.9 trillion in assets. The fund runs a broad portfolio of 202 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed