FOCUS Wealth Advisors, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 204,634
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 | 4/8/2026 | 59 | 204,634 | 13F-HR | FOCUS Wealth Advisors, LLC |
| Q4 2025 | 1/9/2026 | 58 | 214,898 | 13F-HR | FOCUS Wealth Advisors, LLC |
| Q3 2025 | 10/7/2025 | 58 | 208,073 | 13F-HR | FOCUS Wealth Advisors, LLC |
| Q2 2025 | 7/9/2025 | 56 | 192,444 | 13F-HR | FOCUS Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 96.53 K | 47.2% | 0 | 66.61 K | -66.61 K |
| ETFs | 108.1 K | 52.8% | 58.4 K | 0 | 58.4 K |
| Other | 0 | 0.0% | 0 | 2.047 K | -2.047 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
204,634
Holdings
59
QoQ value change ($000)
-10,264
(-4.8%)
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.