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Focused Wealth Management, Inc

All holdings · as of Jun 30, 2026

228 positions

CompanyClassValueShares% of portfolio
SPDR SERIES TRUST$182.22M1,531,39016.1%
VANGUARD INDEX FDS$156.85M719,71013.9%
INVESCO QQQ TR$138.73M188,38412.3%
VANGUARD SCOTTSDALE FDS$53.65M649,1734.7%
VANGUARD INTL EQUITY INDEX F$35.23M590,2503.1%
VANGUARD WHITEHALL FDS$34.20M216,4453.0%
Apple Inc.$33.25M114,9022.9%
VANGUARD WHITEHALL FDS$21.84M233,8371.9%
Alphabet Inc.$18.46M51,6581.6%
NVIDIA Corp$18.41M92,0331.6%
VANGUARD INDEX FDS$18.15M59,8681.6%
SELECT SECTOR SPDR TR$17.04M317,8631.5%
VANGUARD BD INDEX FDS$16.25M221,2921.4%
JANUS DETROIT STR TR$15.63M347,4761.4%
INVESCO EXCHANGE TRADED FD T$15.33M72,0731.4%
ISHARES TR$15.22M151,1541.3%
VANGUARD WORLD FD$14.98M170,3721.3%
BLACKROCK ETF TRUST II$14.62M293,4871.3%
VANGUARD WORLD FD$14.20M118,8251.3%
ISHARES INC$14.11M137,9311.2%
ISHARES TR$13.96M154,0981.2%
Amazon.com Inc$12.84M53,8691.1%
Tesla Inc$11.45M27,2341.0%
MICROSOFT CORP$8.50M22,7790.8%
Meta Platforms Inc$7.14M12,6810.6%
CITIGROUP INC$7.05M50,3390.6%
CATERPILLAR INC$6.85M6,4320.6%
Blackstone Inc$6.70M56,9440.6%
VANGUARD SCOTTSDALE FDS$6.19M58,2270.5%
EATON VANCE TAX-MANAGED GLOB$5.89M600,4890.5%
INTERNATIONAL BUSINESS MACHINES CORP$5.75M20,4330.5%
J P MORGAN EXCHANGE TRADED F$5.59M98,9340.5%
Warren E. Buffett$5.56M11,1020.5%
BANK OF AMERICA CORP /DE$5.33M93,4660.5%
JPMORGAN CHASE & CO$5.23M15,9730.5%
GOLDMAN SACHS ETF TR$5.09M91,6100.4%
THE GOLDMAN SACHS GROUP, INC.$4.72M4,6690.4%
Alphabet Inc.$4.70M13,3010.4%
INTEL CORP$4.31M30,8780.4%
FIDELITY COMWLTH TR$4.10M39,7180.4%
ISHARES TR$4.10M43,3050.4%
GENERAL ELECTRIC CO$4.07M10,8800.4%
VANGUARD ADMIRAL FDS INC$4.01M48,5310.4%
UNITEDHEALTH GROUP INC$3.59M8,6400.3%
EXXON MOBIL CORP$3.50M25,6060.3%
Walmart Inc.$3.30M29,1140.3%
GE Vernova Inc.$3.17M2,7010.3%
Constellation Energy Corp$2.95M11,8770.3%
PFIZER INC$2.89M119,8330.3%
ALTRIA GROUP, INC.$2.69M37,3810.2%
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