Institutions / Focused Wealth Management, Inc
Focused Wealth Management, Inc
CIK 1586052 · Institution · as of Jun 30, 2026
Portfolio value
$1.13B
Positions
228
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.13B+20.2%Positions
228+19.4%Top holdings
Jun 30, 2026View all 228 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $182.22M | 16.1% |
| Vanguard Index Fds | $156.85M | 13.9% |
| Invesco Qqq Tr | $138.73M | 12.3% |
| Vanguard Scottsdale Fds | $53.65M | 4.7% |
| Vanguard Intl Equity Index F | $35.23M | 3.1% |
| Vanguard Whitehall Fds | $34.20M | 3.0% |
| Apple Inc. | $33.25M | 2.9% |
| Vanguard Whitehall Fds | $21.84M | 1.9% |
| Alphabet Inc. | $18.46M | 1.6% |
| NVIDIA Corp | $18.41M | 1.6% |
| Vanguard Index Fds | $18.15M | 1.6% |
| Select Sector SPDR Tr | $17.04M | 1.5% |
| Vanguard Bd Index Fds | $16.25M | 1.4% |
| Janus Detroit Str Tr | $15.63M | 1.4% |
| Invesco Exchange Traded Fd T | $15.33M | 1.4% |
| iShares Tr | $15.22M | 1.3% |
| Vanguard World Fd | $14.98M | 1.3% |
| BlackRock ETF Trust II | $14.62M | 1.3% |
| Vanguard World Fd | $14.20M | 1.3% |
| iShares Inc | $14.11M | 1.2% |
| iShares Tr | $13.96M | 1.2% |
| Amazon.com Inc | $12.84M | 1.1% |
| Tesla Inc | $11.45M | 1.0% |
| Microsoft Corp | $8.50M | 0.8% |
| Meta Platforms Inc | $7.14M | 0.6% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 092528843 Common stock | $14.62M | +293K | 293,487 1.29% of portfolio | medium |
| Q2 2026 as of | New | 46434G764 Common stock | $14.11M | +138K | 137,931 1.25% of portfolio | medium |
| Q2 2026 as of | New | 464287515 Common stock | $13.96M | +154K | 154,098 1.23% of portfolio | medium |
| Q2 2026 as of | Add | 92204A702 Common stock | $12.40M | +104K +686.87% | 118,825 1.25% of portfolio | medium |
| Q2 2026 as of | Trim | BBN BlackRock Taxable Municipal Bond Trust Closed-End Fund | $-12.39M | -766K -98.68% | 10,249 0.01% of portfolio | medium |
| Q2 2026 as of | Trim | 78468R663 Common stock | $-12.25M | -134K -91.05% | 13,136 0.11% of portfolio | medium |
| Q2 2026 as of | Add | 921910816 Common stock | $11.94M | +136K +393.55% | 170,372 1.32% of portfolio | medium |
| Q2 2026 as of | Trim | 81369Y605 Common stock | $-8.77M | -164K -33.98% | 317,863 1.51% of portfolio | medium |
| Q2 2026 as of | Add | 922908744 Common stock | $8.46M | +39K +5.70% | 719,710 13.85% of portfolio | medium |
| Q2 2026 as of | Add | 92206C870 Common stock | $8.43M | +102K +18.65% | 649,173 4.74% of portfolio | medium |