FOCUS Wealth Advisors, LLC - Portfolio Stock Holdings

FOCUS Wealth Advisors, LLC disclosed 62 stock positions in a recent SEC 13F filing. $208,667,047 of stock holdings were filed, with the largest holdings including FMAY, BND, and IVV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $247,601,728 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.