Focused Wealth Management, Inc
All 13F Filings
- Location
- Newburgh, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,149,993
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 266 | 1,149,993 | 13F-HR | Focused Wealth Management, Inc |
| Q1 2026 | 4/20/2026 | 228 | 964,235 | 13F-HR | Focused Wealth Management, Inc |
| Q4 2025 | 1/29/2026 | 213 | 957,210 | 13F-HR | Focused Wealth Management, Inc |
| Q3 2025 | 10/10/2025 | 208 | 939,327 | 13F-HR | Focused Wealth Management, Inc |
| Q2 2025 | 7/15/2025 | 202 | 825,813 | 13F-HR | Focused Wealth Management, Inc |
| Q2 2014 | 7/30/2014 | 721 | 127,870 | 13F-HR | Focused Wealth Management, Inc |
| Q1 2014 | 5/5/2014 | 669 | 119,599 | 13F-HR | Focused Wealth Management, Inc |
| Q4 2013 | 2/6/2014 | 671 | 119,489 | 13F-HR | Focused Wealth Management, Inc |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
17.75 K
(1.5% of total reported value)
· QoQ Δ:
+10.54 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 303.1 K | 26.8% | 39.6 K | 0 | 39.6 K |
| ETFs | 828.6 K | 73.2% | 135.6 K | 0 | 135.6 K |
| Debt | 559 | 0.0% | 36 | 0 | 36 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,149,993
Holdings
266
QoQ value change ($000)
185,758
(19.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.