13F Insight
DOSSIER · 13F-HR · Q2 2026

Focused Wealth Management, Inc

$1.1B in tracked AUM across 266 positions as of Q2 2026.

FW
CIK 0001586052 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
266
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Focused Wealth Management, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$182M1.5M15.8%02
VTV
VANGUARD INDEX FDS
$157M720K13.6%03
QQQ
INVESCO QQQ TR
$139M188K12.1%04
VCIT
VANGUARD SCOTTSDALE FDS
$54M649K4.7%05
AAPL
APPLE INC
$36M124K3.1%06
VWO
VANGUARD INTL EQUITY INDEX F
$35M590K3.1%07
VYM
VANGUARD WHITEHALL FDS
$34M216K3.0%08
VIGI
VANGUARD WHITEHALL FDS
$22M234K1.9%09
GOOGL
ALPHABET INC
$18M52K1.6%10
NVDA
NVIDIA CORPORATION
$18M92K1.6%

Filing history

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 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 positionsLocked
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