Focused Wealth Management, Inc - Portfolio Stock Holdings
Focused Wealth Management, Inc disclosed 250 stock positions in a recent SEC 13F filing. $1,163,550,157 of stock holdings were filed, with the largest holdings including SPYG, VTV, and QQQ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,268,833,800 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
250Est. Stock Holding Value:
$1,163,550,157Top Stock Holdings By Sector
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Portfolio Stock Holdings - Focused Wealth Management, Inc
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Portfolio Options Holdings - Focused Wealth Management, Inc
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