Focused Wealth Management, Inc
All 13F Filings
- Location
- Newburgh, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 964,235
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7.21 K
(0.7% of total reported value)
· QoQ Δ:
-8.31 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 263.5 K | 27.5% | 0 | 459.5 K | -459.5 K |
| ETFs | 693 K | 72.4% | 475.3 K | 0 | 475.3 K |
| Debt | 523 | 0.1% | 0 | 444 | -444 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
964,235
Holdings
228
QoQ value change ($000)
7,025
(0.7%)
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.