StockDriftsStockDriftsTop 50 Focused Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 16.09% | 1.53M | $182.2M | +1.93%(+28.95K) | $47.60(+158.12%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 13.85% | 719.7K | $156.8M | +3.29%(+22.92K) | $130.60(+74.20%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 12.25% | 188.4K | $138.7M | +1.20%(+2.23K) | $371.74(+97.05%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.74% | 649.2K | $53.7M | +11.94%(+69.24K) | $82.40(-1.52%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.11% | 590.3K | $35.2M | +2.99%(+17.11K) | $43.10(+40.11%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.02% | 216.4K | $34.2M | +1.64%(+3.49K) | $84.25(+97.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.94% | 114.9K | $33.2M | +0.74%(+839) | $79.33(+284.94%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 1.93% | 233.8K | $21.8M | +0.58%(+1.34K) | $75.65(+31.45%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.63% | 51.7K | $18.5M | +6.43%(+3.12K) | $151.56(+127.45%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.63% | 92.0K | $18.4M | +5.99%(+5.20K) | $126.19(+79.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.57% | +54.34% | +7.99% | +46.84% |
| Top 20 Holdings Unweighted | +12.37% | +41.87% | +6.06% | +34.21% |
Focused Wealth Management, Inc reports $1.15B in US-listed equity holdings across 228 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (16.1%), VTV (13.8%) and QQQ (12.3%). The top 20 holdings account for 74.91% of reported assets. Its disclosed equity book has returned +54.34% 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 Focused Wealth Management, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1586052). View Focused Wealth Management, Inc’s 13F filings on SEC