Focused Wealth Management, Inc
•CIK: 1586052•Filing: Q4 2025
**Focused Wealth Management, Inc.** manages $910M across a diversified portfolio of 191 holdings. The strategy shows a significant tilt toward U.S. equity quality and technology exposure, evidenced by top positions in SPYG ($155.9M) and VTV ($130.0M). Notable allocations include substantial weightings in NDQ ($110.6M) and fixed income via VCIT ($45.8M). This structure suggests a core focus on growth-oriented, large-cap sector exposure.
Total AUM
$898.2M
+ $12.0M in options
QoQ Performance
-0.2%
Positions
147
+ 13 options
Top 10 Concentration
64.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG
VTV
NDQ
VCIT
SPYG17.1%
VTV14.3%
NDQ12.2%
VCIT5.0%
VYM3.3%
VWO3.3%
XLF2.9%
SGOV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.5%
Technology5.6%
Consumer2.8%
Financial2.1%
Industrial1.2%
Healthcare1.0%
Communication0.5%
ETF0.4%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW24 new positions
↑105 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023