Universe · entity
Focused Wealth Management, Inc
Institutional manager (13F) · CIK 1586052
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $868M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $147M | 1,502,441 |
| 2 | VANGUARD INDEX FDS | $137M | 696,791 |
| 3 | INVESCO QQQ TR | $107M | 186,155 |
| 4 | VANGUARD SCOTTSDALE FDS | $48M | 579,931 |
| 5 | VANGUARD WHITEHALL FDS | $32M | 212,958 |
| 6 | VANGUARD INTL EQUITY INDEX F | $31M | 573,138 |
| 7 | APPLE INC | $29M | 114,063 |
| 8 | VANGUARD WHITEHALL FDS | $21M | 232,500 |
| 9 | ISHARES TR | $19M | 186,532 |
| 10 | VANGUARD INDEX FDS | $15M | 58,073 |
| 11 | NVIDIA CORPORATION | $15M | 86,834 |
| 12 | SELECT SECTOR SPDR TR | $15M | 305,814 |
| 13 | VANGUARD BD INDEX FDS | $15M | 198,340 |
| 14 | JANUS DETROIT STR TR | $14M | 309,085 |
| 15 | ALPHABET INC | $14M | 48,537 |
| 16 | INVESCO EXCHANGE TRADED FD T | $14M | 71,800 |
| 17 | BLACKROCK TAX MUNICPAL BD TR | $13M | 812,411 |
| 18 | VANGUARD WORLD FD | $13M | 34,191 |
| 19 | ISHARES TR | $12M | 152,311 |
| 20 | AMAZON COM INC | $11M | 53,071 |
| 21 | ISHARES INC | $11M | 135,267 |
| 22 | VANGUARD WORLD FD | $10M | 14,973 |
| 23 | TESLA INC | $10M | 26,528 |
| 24 | MICROSOFT CORP | $8M | 20,825 |
| 25 | META PLATFORMS INC | $7M | 12,521 |
| 26 | BLACKSTONE INC | $6M | 55,800 |
| 27 | CITIGROUP INC | $6M | 49,888 |
| 28 | J P MORGAN EXCHANGE TRADED F | $6M | 98,107 |
| 29 | VANGUARD SCOTTSDALE FDS | $5M | 58,609 |
| 30 | CATERPILLAR INC | $5M | 7,518 |
| 31 | EATON VANCE TAX-MANAGED GLOB | $5M | 598,534 |
| 32 | BERKSHIRE HATHAWAY INC DEL | $5M | 10,603 |
| 33 | GOLDMAN SACHS GROUP INC | $5M | 5,694 |
| 34 | BANK AMERICA CORP | $5M | 94,494 |
| 35 | GOLDMAN SACHS ETF TR | $5M | 91,273 |
| 36 | JPMORGAN CHASE & CO | $5M | 15,485 |
| 37 | EXXON MOBIL CORP | $4M | 24,849 |
| 38 | ISHARES TR | $4M | 40,699 |
| 39 | INTERNATIONAL BUSINESS MACHS | $4M | 14,942 |
| 40 | WALMART INC | $4M | 28,755 |
| 41 | FIDELITY COMWLTH TR | $3M | 40,568 |
| 42 | CONSTELLATION ENERGY CORP | $3M | 12,258 |
| 43 | VANGUARD ADMIRAL FDS INC | $3M | 8,114 |
| 44 | PFIZER INC | $3M | 115,258 |
| 45 | GE AEROSPACE | $3M | 11,109 |
| 46 | ALPHABET INC | $3M | 10,849 |
| 47 | STARWOOD PPTY TR INC | $3M | 157,131 |
| 48 | KINDER MORGAN INC DEL | $2M | 70,752 |
| 49 | GE VERNOVA INC | $2M | 2,667 |
| 50 | ALTRIA GROUP INC | $2M | 34,304 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.