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Focused Wealth Management - Q1 2026 13F Filings

FO

Focused Wealth Management, INC

CIK: 0001586052
Address: New York Newburgh 11 Balmville Rd Suite 2 North
$964.23 M
Portfolio Value
228
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IGV Ishares Expanded Tech-Software Sector Etf
+$12.19 M
2. EMXC Ishares Msci Emerging Markets Ex China Etf
+$10.64 M
3. NVDA Nvidia Corporation
+$6.04 M
4. SPYG Spdr Portfolio S&P 500 Growth Etf
+$4.08 M
5. QQQ Invesco Qqq Trust Series I
+$3.52 M

Top Sells

Q1 2026
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
−$12.18 M
2. XLF Financial Select Sector Spdr Fund
−$8.67 M
3. SGOV Ishares 0-3 Month Treasury Bond Etf
−$2.83 M
4. INTC Intel Corporation
−$1.38 M
5. MORT Vaneck Mortgage Reit Income Etf
−$1.15 M

Asset Allocation

Stocks/ETFs
+1.75%
$957.02 M 99.25%
Options
-53.54%
$7.21 M 0.75%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Focused Wealth Management Q1 2026 Filing Summary

Focused Wealth Management, INC filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 964.23 M reflecting a +0.73% change from the prior quarter, spanning 228 assets. The top 10 holdings comprised 61.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 34 new positions and 24 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Focused Wealth Management’s Q1 2026 Filing

Focused Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Focused Wealth Management reported a managed portfolio value of 964.23 M, consisting of 228 individual positions.

This page displays the raw filing documents. To see which stocks Focused Wealth Management bought or sold during Q1 2026, please visit Focused Wealth Management's Portfolio Analysis page.