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

Focused Wealth Management, Inc

$964M in tracked AUM across 228 positions as of Q1 2026.

FW
CIK 0001586052 · last filed Mar 31, 2026
Total AUM
$964M
as of Q1 2026
Holdings
228
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Focused Wealth Management, Inc 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
SPYG
SPDR SERIES TRUST
$147M1.5M15.3%02
VTV
VANGUARD INDEX FDS
$137M697K14.2%03
QQQ
INVESCO QQQ TR
$108M187K11.2%04
VCIT
VANGUARD SCOTTSDALE FDS
$48M580K5.0%05
VYM
VANGUARD WHITEHALL FDS
$32M213K3.3%06
VWO
VANGUARD INTL EQUITY INDEX F
$31M573K3.2%07
AAPL
APPLE INC
$29M116K3.0%08
VIGI
VANGUARD WHITEHALL FDS
$21M233K2.1%09
SGOV
ISHARES TR
$19M187K1.9%10
VB
VANGUARD INDEX FDS
$15M58K1.6%

Filing history

2026Q1Mar 31
$964M▲ 0.7%
228 positionsView →2025Q4Dec 31
$957M▲ 1.9%
213 positionsView →2025Q3Sep 30
$939M▲ 13.7%
208 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$566M▲ 1.9%
1,032 positionsLocked2023Q2Jun 30
$556M▲ 12.4%
1,064 positionsLocked
Showing 12 of 48