Arkolith/Funds/Focused Wealth Management, Inc

Focused Wealth Management, Inc

CIK 1586052Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Focused Wealth Management, Inc holds a focused book of 228 stocks worth $1.1B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ishares High Yild Muni A ETF and trimmed Ishares 0-3 Month Treasury B. Their largest long position is SS SPDR P S&P 500 Growth ETF at 16% of the equity book. They also disclosed $1.3M in put options (a bearish bet) and $16.4M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +17% (+20.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
48
bought for the first time
Added to
134
already held, bought more
Trimmed
41
sold some, still holds it
Sold out
20
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+17.2%
+20.9%/yr · since Oct '25
Their reported book
+13.2%
held from quarter-end
S&P 500
+19.1%
same window
$10K$10K$11K$11K$12KOct '25Dec '25Feb '26Apr '26Jun '26Aug '26
Focused Wealth Management, Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.1 points over this window.

Growth of $10,000 cloning Focused Wealth Management, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
61%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Information Technology
12%
Financials
4%
Consumer Discretionary
3%
Health Care
2%
Industrials
1%
Utilities
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Focused Wealth Management, Inc

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$618.6B
BANK OF AMERICA CORP /DE/80 / 80$460.7B
ROYAL BANK OF CANADA80 / 80$171.7B
WELLS FARGO & COMPANY/MN80 / 80$167.8B
UBS Group AG80 / 80$156.7B
RAYMOND JAMES FINANCIAL INC80 / 80$106.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80 / 80$58.7B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$21.5B

Ranked by how many of Focused Wealth Management, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

228 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500GRW
$182.2M1.53M
16.1%
+1.9%
Added · +29K sh
2Vanguard Index FDS
VALUE ETF
$156.8M719.7K
13.9%
+3.3%
Added · +23K sh
3Invesco QQQ TR
UNIT SER 1
$138.7M188.4K
12.3%
+1.2%
Added · +2K sh
4Vanguard Scottsdale FDS
INT-TERM CORP
$53.7M649.2K
4.7%
+12%
Added · +69K sh
5Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$35.2M590.3K
3.1%
+3.0%
Added · +17K sh
6Vanguard Whitehall FDS
HIGH DIV YLD
$34.2M216.4K
3.0%
+1.6%
Added · +3K sh
7Apple Inc
COM
$33.2M114.9K
2.9%
+0.7%
Added · +839 sh
8Vanguard Whitehall FDS
INTL DVD ETF
$21.8M233.8K
1.9%
+0.6%
Added · +1K sh
9Alphabet Inc
CAP STK CL A
$18.5M51.7K
1.6%
+6.4%
Added · +3K sh
10Nvidia Corporation
COM
$18.4M92.0K
1.6%
+6.0%
Added · +5K sh
11Vanguard Index FDS
SMALL CP ETF
$18.1M59.9K
1.6%
+3.1%
Added · +2K sh
12Select Sector SPDR TR
ST STR FINL ETF
$17.0M317.9K
1.5%
+3.9%
Added · +12K sh
13Vanguard BD Index FDS
TOTAL BND MRKT
$16.2M221.3K
1.4%
+12%
Added · +23K sh
14Janus Detroit STR TR
HENDERSON MTG
$15.6M347.5K
1.4%
+12%
Added · +38K sh
15Invesco Exchange Traded FD T
S&P500 EQL WGT
$15.3M72.1K
1.4%
+0.4%
Added · +273 sh
16Ishares TR
0-3 MTH TREASURY
$15.2M151.2K
1.3%
−19%
Reduced · −35K sh
17Vanguard World FD
MEGA GRWTH IND
$15.0M170.4K
1.3%
+398%
Added · +136K sh
18BlackRock ETF Trust II
ISH HIG MUN ETF
$14.6M293.5K
1.3%
New
New position
19Vanguard World FD
INF TECH ETF
$14.2M118.8K
1.3%
+694%
Added · +104K sh
20Ishares Inc
MSCI EMRG CHN
$14.1M137.9K
1.2%
+2.0%
Added · +3K sh
21Ishares TR
EXPANDED TECH
$14.0M154.1K
1.2%
+1.2%
Added · +2K sh
22Amazon Com Inc
COM
$12.8M53.9K
1.1%
+1.5%
Added · +798 sh
23Tesla Inc
COM
$11.5M27.2K
1.0%
+2.7%
Added · +706 sh
24Microsoft Corp
COM
$8.5M22.8K
0.8%
+9.4%
Added · +2K sh
25Meta Platforms Inc
CL A
$7.1M12.7K
0.6%
+1.3%
Added · +160 sh
26Citigroup Inc
COM NEW
$7.0M50.3K
0.6%
+0.9%
Added · +451 sh
27Caterpillar Inc
COM
$6.8M6.4K
0.6%
−14%
Reduced · −1K sh
28Blackstone Inc
COM
$6.7M56.9K
0.6%
+2.0%
Added · +1K sh
29Vanguard Scottsdale FDS
VNG RUS1000VAL
$6.2M58.2K
0.5%
−0.7%
Reduced · −382 sh
30Eaton Vance Tax-Managed Glob
COM
$5.9M600.5K
0.5%
+0.3%
Added · +2K sh
31International Business Machs
COM
$5.7M20.4K
0.5%
+37%
Added · +5K sh
32J P Morgan Exchange Traded F
EQUITY PREMIUM
$5.6M98.9K
0.5%
+0.8%
Added · +827 sh
33Berkshire Hathaway Inc Del
CL B NEW
$5.6M11.1K
0.5%
+4.7%
Added · +499 sh
34Bank Of Amer Corp
COM
$5.3M93.5K
0.5%
−1.1%
Reduced · −1K sh
35JPMorgan Chase & Co
COM
$5.2M16.0K
0.5%
+3.1%
Added · +488 sh
36Goldman Sachs ETF TR
S&P 500 PREMIUM
$5.1M91.6K
0.4%
+0.4%
Added · +337 sh
37Goldman Sachs Group Inc
COM
$4.7M4.7K
0.4%
−18%
Reduced · −1K sh
38Alphabet Inc
CAP STK CL C
$4.7M13.3K
0.4%
+23%
Added · +2K sh
39Intel Corp
COM
$4.3M30.9K
0.4%
−11%
Reduced · −4K sh
40Fidelity Comwlth TR
NASDAQ COMPSIT
$4.1M39.7K
0.4%
−2.1%
Reduced · −850 sh
41Ishares TR
7-10 YR TRSY BD
$4.1M43.3K
0.4%
+6.4%
Added · +3K sh
42Ge Aerospace
COM NEW
$4.1M10.9K
0.4%
−2.1%
Reduced · −229 sh
43Vanguard Admiral FDS Inc
500 GRTH IDX F
$4.0M48.5K
0.4%
+498%
Added · +40K sh
44Unitedhealth Group Inc
COM
$3.6M8.6K
0.3%
+5.7%
Added · +466 sh
45Exxon Mobil Corp
COM
$3.5M25.6K
0.3%
+3.0%
Added · +757 sh
46Walmart Inc
COM
$3.3M29.1K
0.3%
+1.2%
Added · +359 sh
47Ge Vernova Inc
COM
$3.2M2.7K
0.3%
+1.3%
Added · +34 sh
48Constellation Energy Corp
COM
$2.9M11.9K
0.3%
−3.1%
Reduced · −381 sh
49Pfizer Inc
COM
$2.9M119.8K
0.3%
+4.0%
Added · +5K sh
50Altria Group Inc
COM
$2.7M37.4K
0.2%
+9.0%
Added · +3K sh
Showing 50 of 228 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.3M
Call notional (bullish)$16.4M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishAPPLE INCAAPL$2.5M9K
CALL · bullishMICRON TECHNOLOGY INCMU$1.7M2K
CALL · bullishVISA INC-CLASS A SHARESV$1.4M4K
CALL · bullishELI LILLY & COLLY$1.3M1K
CALL · bullishCITIGROUP INCC$1.1M8K
CALL · bullishTESLA INCTSLA$673K2K
CALL · bullishINTEL CORPINTC$656K5K
CALL · bullishSCHWAB (CHARLES) CORPSCHW$646K7K
CALL · bullishALBEMARLE CORPALB$540K4K
CALL · bullishAMAZON.COM INCAMZN$524K2K
CALL · bullishBERKSHIRE HATHAWAY INC-CL BBRK/B$500K1K
CALL · bullishMARVELL TECHNOLOGY INCMRVL$477K2K
CALL · bullishALPHABET INC-CL CGOOG$424K1K
PUT · bearishOWENS CORNINGOC$413K3K
CALL · bullishPFIZER INCPFE$393K16K
CALL · bullishKIMBERLY-CLARK CORPKMB$384K4K
CALL · bullishROBINHOOD MARKETS INC - AHOOD$321K3K
CALL · bullishPROCTER & GAMBLE CO/THEPG$293K2K
CALL · bullishOCCIDENTAL PETROLEUM CORPOXY$291K6K
CALL · bullishAPPLIED OPTOELECTRONICS INCAAOI$282K2K
CALL · bullishINTL BUSINESS MACHINES CORPIBM$281K1K
CALL · bullish3M COMMM$275K2K
CALL · bullishFREEPORT-MCMORAN INCFCX$252K4K
PUT · bearishCAMECO CORPCCJ$246K2K
PUT · bearishHONEYWELL INTL INC$224K1K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 38 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026266$1.1B13F-HR
Q1 2026Mar 31, 2026Apr 20, 2026228$964.2M13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026213$957.2M13F-HR
Q3 2025Sep 30, 2025Oct 10, 2025208$939.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.