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Focused Wealth Management - Q3 2026 13F Filings

FO

Focused Wealth Management, INC

CIK: 0001586052
Address: New York Newburgh 11 Balmville Rd Suite 2 North
$1.17 B
Portfolio Value
244
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/30/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$4.67 M
2. VTV Vanguard Value Etf
+$3.73 M
3. SPYG Spdr Portfolio S&P 500 Growth Etf
+$3.03 M
4. QQQ Invesco Qqq Trust Series I
+$2.58 M
5. GOOGL Alphabet
+$1.92 M

Top Sells

Q3 2026
1. MSFT Microsoft Corporation
−$1.04 M
2. BX Blackstone
−$609,317.89
3. OKLO Oklo
−$590,335
4. PULS Pgim Ultra Short Bond Etf
−$466,027
5. VBIL Vanguard 0-3 Month Treasury Bill Etf
−$450,270.42

Asset Allocation

Stocks/ETFs
+2.75%
$1.16 B 99.10%
Options
-41.56%
$10.37 M 0.88%
Debt
$0 0.00%
Other
+100.00%
$180,684 0.02%

Sector Allocation (Stocks)

Focused Wealth Management Q3 2026 Filing Summary

Focused Wealth Management, INC filed its 13F report for Q3 2026 on October 30, 2026. The portfolio totaled 1.17 B reflecting a +2.08% change from the prior quarter, spanning 244 assets. The top 10 holdings comprised 61.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 22 new positions and 25 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Focused Wealth Management’s Q3 2026 Filing

Focused Wealth Management submitted their Form 13F-HR for the Q3 2026 period on 10/30/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Focused Wealth Management reported a managed portfolio value of 1.17 B, consisting of 244 individual positions.

This page displays the raw filing documents. To see which stocks Focused Wealth Management bought or sold during Q3 2026, please visit Focused Wealth Management's Portfolio Analysis page.