13F Insight
DOSSIER · 13F-HR · Q1 2026

FOCUS Wealth Advisors, LLC

FOCUS Wealth's pension fund based in New York, NY — $205M in tracked AUM across 59 positions as of Q1 2026.

FW
FOCUS Wealth·New York, NY·Pension Fund
CIK 0001845643 · last filed Mar 31, 2026
Total AUM
$205M
▼ 18.4%
vs prior
Holdings
59
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

FOCUS Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FMAY
FIRST TR EXCHNG TRADED FD VI
$25M480K12.4%
02
BND
VANGUARD BD INDEX FDS
$16M211K7.6%
03
IVV
ISHARES TR
$13M20K6.2%
04
NAPR
INNOVATOR ETFS TRUST
$12M221K5.9%
05
DIA
STATE STR SPDR DOW JONES IND
$11M24K5.5%
06
ITM
VANECK ETF TRUST
$8M183K4.1%
07
XME
SPDR SERIES TRUST
$8M71K3.7%
08
ITA
ISHARES TR
$7M34K3.6%
09
FTLS
FIRST TR EXCH TRADED FD III
$6M89K3.1%
10
BUFQ
FIRST TR EXCHNG TRADED FD VI
$6M167K2.9%

Filing history

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