Latest imported 13F data·Q1 2026 filings are being imported as managers file

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Showing Q4 2025 data

HedgeTrack has imported Q1 2026 data overall, but FOCUS Wealth Advisors, LLC's latest available filing here is Q4 2025.

FOCUS Wealth Advisors, LLC

•CIK: 1845643•Filing: Q4 2025

**FOCUS Wealth Advisors, LLC** manages $215M across a diversified portfolio of 58 positions. The strategy exhibits notable allocations to fixed income and broad market exposure, highlighted by the $16.1M holding in BND and $14.3M in IVV. Key concentrations include a significant $26.5M position in FMAY, alongside substantial allocations to NAPR ($12.4M) and DON ($12.1M). This structure suggests a tactical approach balancing core fixed income stability with targeted equity exposure.

Total AUM

$214.9M

QoQ Performance

+3.3%

Positions

38

Top 10 Concentration

55.2%

Latest Filing

Q4 2025

Top Holdings Allocation

FMAY

BND

IVV

NAPR

DON

FMAY12.4%

BND7.5%

IVV6.7%

NAPR5.8%

DON5.6%

ITM4.1%

XME3.6%

ITA*3.5%

📈 Biggest Buys

SELECT SECTOR SPDR TR

+103.0%

2.1% of portfolio

FIRST TR EXCHNG TRADED FD VI

+2.9%

12.4% of portfolio

HOME DEPOT INC

+226.5%

0.3% of portfolio

INNOVATOR ETFS TRUST

+3.4%

5.8% of portfolio

VANECK ETF TRUST

+4.7%

4.1% of portfolio

📉 Biggest Sells

STELLAR BANCORP INC

-11.1%

2.2% of portfolio

SPDR SERIES TRUST

-2.1%

3.6% of portfolio

GE AEROSPACE

-2.5%

1.8% of portfolio

ISHARES TR

-1.1%

3.5% of portfolio

VANGUARD BD INDEX FDS

-0.5%

7.5% of portfolio

Sector Breakdown

Other75.6%

ETF8.1%

Technology7.8%

Financial4.1%

Industrial1.8%

Consumer1.8%

Energy0.9%

🚪 Exited Positionssold since Q3 2025

INVESCO EXCH TRD SLF IDX FD

SOLD

$280.7K

Changes from Q3 2025

NEW1 new position

↑35 increased

↓9 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

FIRST TR EXCHNG TRADED FD VI

VANGUARD BD INDEX FDS

INNOVATOR ETFS TRUST

SPDR DOW JONES INDL AVERAGE

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