Focused Wealth Management, Inc: 13F holdings
CIK 15860522026Q2
| Positions | 228 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 228 (+28 vs prior quarter) |
|---|
| Reported value | $1.1bn (+19.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYG SPDR SERIES TRUST | 1,531,390 | $182.2m | 15.8% |
| VTV VANGUARD INDEX FDS | 719,710 | $156.8m | 13.6% |
| QQQ INVESCO QQQ TR | 188,384 | $138.7m | 12.1% |
| VCIT VANGUARD SCOTTSDALE FDS | 649,173 | $53.7m | 4.7% |
| VWO VANGUARD INTL EQUITY INDEX F | 590,250 | $35.2m | 3.1% |
| VYM VANGUARD WHITEHALL FDS | 216,445 | $34.2m | 3.0% |
| AAPL APPLE INC | 114,902 | $33.2m | 2.9% |
| VIGI VANGUARD WHITEHALL FDS | 233,837 | $21.8m | 1.9% |
| GOOGL ALPHABET INC | 51,658 | $18.5m | 1.6% |
| NVDA NVIDIA CORPORATION | 92,033 | $18.4m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1586052")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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