13F Insight
DOSSIER · 13F-HR · Q3 2026

Focused Wealth Management, Inc

$1.2B in tracked AUM across 244 positions as of Q3 2026.

FW
CIK 0001586052 · last filed Sep 30, 2026
Total AUM
$1.2B
as of Q3 2026
Holdings
244
−2 QoQ
positions
Whale Score
67
67
tracked
Activity
249
+26 new, −28 sold
changes this Q
AI Analysis · Q3 2026

Focused Wealth Management, Inc filed its latest 13F-HR for Q3 2026. 249 position changes this quarter — 26 new, 28 exited, 121 added, 74 trimmed.

Quarter at a glance — Q3 2026

249 material changes this filing.

ADD
SPYGSPDR SERIES TRUST
+25K sh
+$9M
16.3%
ADD
AAPLAPPLE INC
+7K sh
+$8M
3.7%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+26K sh
+$4M
0.4%
EXIT
XOMEXXON MOBIL CORP
-26K sh
$-4M
—
ADD
QQQINVESCO QQQ TR
+3K sh
+$3M
12.1%
TRIM
MSFTMICROSOFT CORP
-220 sh
+$3M
1.0%
ADD
NVDANVIDIA CORPORATION
+672 sh
+$3M
1.8%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$192M1.6M16.3%02
VTV
VANGUARD INDEX FDS
$159M737K13.6%03
QQQ
INVESCO QQQ TR
$142M192K12.1%04
VCIT
VANGUARD SCOTTSDALE FDS
$56M709K4.7%05
AAPL
APPLE INC
$44M131K3.7%06
VWO
VANGUARD INTL EQUITY INDEX F
$36M609K3.1%07
VYM
VANGUARD WHITEHALL FDS
$34M219K2.9%08
VIGI
VANGUARD WHITEHALL FDS
$22M235K1.9%09
NVDA
NVIDIA CORPORATION
$21M93K1.8%10
GOOGL
ALPHABET INC
$20M57K1.7%

Filing history

2026Q3Sep 30
$1.2B▲ 2.1%
244 positionsView →2026Q2Jun 30
$1.1B▲ 19.3%
266 positionsView →2026Q1Mar 31
$964M▲ 0.7%
228 positionsView →2025Q4Dec 31
$957M▲ 1.9%
213 positionsView →2025Q3Sep 30
$939M▲ 13.7%
208 positionsLocked2025Q2Jun 30
$826M▲ 11.6%
202 positionsLocked2025Q1Mar 31
$740M▼ 0.2%
197 positionsLocked2024Q4Dec 31
$741M▼ 3.6%
185 positionsLocked2024Q3Sep 30
$769M▲ 9.9%
239 positionsLocked2024Q2Jun 30
$699M▲ 7.4%
229 positionsLocked2024Q1Mar 31
$651M▲ 7.0%
205 positionsLocked2023Q4Dec 31
$608M▲ 7.4%
1,024 positionsLocked
Showing 12 of 50