Focused Wealth Management, Inc
CIK: 1586052SEC EDGAR →
Portfolio Value
$411.2B
Holdings
200
As of
Q1 2026
New Positions
200
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 1,502,441 | $147.1B | 35.78% |
| 2 | VANGUARD SCOTTSDALE FDS | 579,931 | $48.0B | 11.67% |
| 3 | VANGUARD INTL EQUITY INDEX F | 573,138 | $31.0B | 7.53% |
| 4 | VANGUARD WHITEHALL FDS | 232,500 | $20.6B | 5.00% |
| 5 | SELECT SECTOR SPDR TR | 305,814 | $15.1B | 3.67% |
| 6 | VANGUARD BD INDEX FDS | 198,340 | $14.6B | 3.55% |
| 7 | JANUS DETROIT STR TR | 309,085 | $14.0B | 3.40% |
| 8 | BLACKROCK TAX MUNICPAL BD TR | 812,411 | $13.1B | 3.20% |
| 9 | ISHARES TR | 152,311 | $12.2B | 2.97% |
| 10 | ISHARES INC | 135,267 | $10.6B | 2.59% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $360.1B | 87.6% |
| Technology | 34 | $20.3B | 4.9% |
| Unknown | 11 | $7.1B | 1.7% |
| Healthcare | 16 | $6.1B | 1.5% |
| Real Estate | 5 | $4.3B | 1.0% |
| Communication Services | 9 | $4.2B | 1.0% |
| Consumer Defensive | 7 | $3.2B | 0.8% |
| Energy | 4 | $2.7B | 0.7% |
| Utilities | 7 | $1.3B | 0.3% |
| Industrials | 15 | $925.0M | 0.2% |
| Basic Materials | 3 | $723.4M | 0.2% |
| Consumer Cyclical | 9 | $177.5M | 0.0% |