Focused Wealth Management, Inc - Portfolio overview

Focused Wealth Management, Inc has 226 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 15.25%
2. VTV - VANGUARD INDEX FDS, 14.17%
3. QQQ - INVESCO QQQ TR, 11.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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