StockDriftsStockDriftsTop 50 FOCUS Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FMAY | FIRST TR EXCHNG TRADED FD VI | 12.74% | 488.8K | $27.5M | +1.77%(+8.50K) | $39.59(+45.78%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 7.38% | 216.7K | $15.9M | +2.95%(+6.22K) | $84.47(-14.46%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.99% | 17.3K | $12.9M | -11.49%(-2.24K) | $367.54(+111.93%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 5.9% | 24.4K | $12.7M | +0.87%(+211) | $361.56(+48.47%) | 2026-06-30 | |
| ONEQ | FIDELITY COMWLTH TR | 5.46% | 114.1K | $11.8M | new | $92.52(+13.53%) | 2026-06-30 | |
| ITM | VANECK ETF TRUST | 4.02% | 184.4K | $8.7M | +1.00%(+1.83K) | $48.49(-4.55%) | 2026-06-30 | |
| ITA | ISHARES TR | 3.78% | 33.7K | $8.2M | -1.03%(-351) | $116.76(+115.20%) | 2026-06-30 | |
| XME | SPDR SERIES TRUST | 3.22% | 64.9K | $6.9M | -8.61%(-6.11K) | $44.23(+163.46%) | 2026-06-30 | |
| FTLS | FIRST TR EXCH TRADED FD III | 3.12% | 91.2K | $6.7M | +2.69%(+2.38K) | $50.93(+50.00%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.02% | 21.5K | $6.5M | new | $266.42(+13.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.43% | +45.93% | +5.68% | +31.80% |
| Top 20 Holdings Unweighted | +14.88% | +51.59% | +6.28% | +35.60% |
FOCUS Wealth Advisors, LLC reports $215.72M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are FMAY (12.7%), BND (7.4%) and IVV (6.0%). The top 20 holdings account for 77.43% of reported assets. Its disclosed equity book has returned +45.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from FOCUS Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845643). View FOCUS Wealth Advisors, LLC’s 13F filings on SEC