Focused Wealth Management, Inc Portfolio Holdings

Focused Wealth Management, Inc

  • $906 Million
  • Q3 2025

Focused Wealth Management, Inc has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $906 Million distributed in 208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $150M, Vanguard Value ETF with a value of $122M, Invesco Qqq Trust, Series 1 with a value of $106M, Vanguard Intermediate Term Cor with a value of $41.7M, and Vanguard Whitehall Fds (Vangua with a value of $28.9M.

Examining the 13F form we can see an increase of $85.5M in the current position value, from $820M to 906M.

Below you can find more details about Focused Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $906 Million
ETFs: $685 Million
Technology: $63.5 Million
Financial Services: $57.4 Million
Communication Services: $29.1 Million
Consumer Cyclical: $21.9 Million
Industrials: $12.9 Million
Healthcare: $11.9 Million
Consumer Defensive: $7.56 Million
Other: $16.9 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.9 Million 1.32% of portfolio
717,764
Q3 2025 Added 8.27%
$0
$5.01 Million 0.55% of portfolio
550,720
Q3 2025 Added 0.35%
$0
$1.14 Million 0.13% of portfolio
112,650
Q3 2025 Added 1.59%
$0
$1.03 Million 0.11% of portfolio
63,874
Q3 2025 Reduced 0.8%
$0
$672,000 0.07% of portfolio
65,782
Q3 2025 Reduced 22.42%
$0
$607,000 0.07% of portfolio
42,093
Q3 2025 Reduced 87.39%
$38.2M
$393,000 0.04% of portfolio
570,900
Q2 2025 Added 21.24%
$0
$296,000 0.03% of portfolio
18,310
Q3 2025 Added 0.53%
$0
$169,000 0.02% of portfolio
10,678
Q3 2025 Reduced 6.77%
$0
$172,000 0.02% of portfolio
12,136
Q3 2025 Reduced 2.53%
$0
$109,000 0.01% of portfolio
11,477
Q3 2025 Reduced 1.31%

Summary

  • Portfolio
  • No. of Stocks 208
  • Current Value $906 Million
  • Prior Value $820 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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