Focused Wealth Management, Inc
CIK 1586052
13F filing for Q2 2026・No. 2,348
- Holdings
- US$1.15B
- Quarter change
- +US$185.76M
- Entries
- 266
- Net bought (estimate)
- +US$36.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 48
- Sold out 20
- Cut 47
- Added 128
- Corporate actions 2
- Unchanged 5
Largest holdings
228 stocks worth US$1.13B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500GRW | Added | 1,531,390 | US$182.22M | 16.09% |
| VANGUARD INDEX FDSVALUE ETF | Added | 719,710 | US$156.85M | 13.85% |
| QQQInvesco QQQUNIT SER 1 | Added | 188,384 | US$138.73M | 12.25% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 649,173 | US$53.65M | 4.74% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 590,250 | US$35.23M | 3.11% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 216,445 | US$34.2M | 3.02% |
| AAPLAppleCOM | Added | 114,902 | US$33.25M | 2.94% |
| VANGUARD WHITEHALL FDSINTL DVD ETF | Added | 233,837 | US$21.84M | 1.93% |
| GOOGLAlphabetCAP STK CL A | Added | 51,658 | US$18.46M | 1.63% |
| NVDANvidiaCOM | Added | 92,033 | US$18.41M | 1.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.