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Focused Wealth Management, Inc

Focused Wealth Management, Inc is an Investment Adviser institutional filer with the SEC under CIK 1586052, reporting 228 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: NY
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-06

Top 10 portfolio positions

The largest reported holdings in Focused Wealth Management, Inc's most recent 13F filing, ranked by reported market value.

  1. SPDR SERIES TRUST (SPYG)
  2. VANGUARD INDEX FDS (VTV)
  3. INVESCO QQQ TR (QQQ)
  4. VANGUARD SCOTTSDALE FDS (VCIT)
  5. VANGUARD INTL EQUITY INDEX F (VWO)
  6. VANGUARD WHITEHALL FDS (VYM)
  7. APPLE INC (AAPL)
  8. VANGUARD WHITEHALL FDS (VIGI)
  9. ALPHABET INC (GOOGL)
  10. NVIDIA CORPORATION (NVDA)
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