§ 13F · FUND PROFILE
Focused Wealth Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $939M (13F)Positions · 208Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 1.50M | $147M | 15.3% | +3% |
| 2 | VTV | VANGUARD INDEX FDS | 697K | $137M | 14.2% | +2% |
| 3 | QQQ | INVESCO QQQ TR | 186K | $107M | 11.1% | +4% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 580K | $48M | 5.0% | +6% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 213K | $32M | 3.3% | ±0% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 573K | $31M | 3.2% | +2% |
| 7 | AAPL | APPLE INC | 114K | $29M | 3.0% | −7% |
| 8 | VIGI | VANGUARD WHITEHALL FDS | 233K | $21M | 2.1% | +1% |
| 9 | SGOV | ISHARES TR | 187K | $19M | 1.9% | −13% |
| 10 | VB | VANGUARD INDEX FDS | 58K | $15M | 1.6% | +7% |
§ 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 $939 million in assets. The fund runs a broad portfolio of 208 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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