Focused Wealth Management, Inc
Annual return '25
+36.9%
SPY '25
+17.7%
Alpha
+19.2ptsvs SPY
Invested
$964.2M
Holdings
199
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 1.46M shares)
15.3%
02
$VTV
VANGUARD INDEX FDS
Q1 2026: Sold 100.0% (680.9k → 105 shares)
14.2%
03
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 180.1k shares)
11.2%
04
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Sold 100.0% (547.1k → 49 shares)
5.0%
05
$VYM
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 212.3k shares)
3.3%
06
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 559.9k shares)
3.2%
07
$AAPL
APPLE INC
Q1 2026: Sold 99.8% (213.9k → 436 shares)
3.0%
08
$VIGI
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 231.0k shares)
2.1%
09
$SGOV
ISHARES TR
Q1 2026: Exited (was 214.7k shares)
1.9%
10
$VB
VANGUARD INDEX FDS
Q1 2026: Sold 96.9% (54.2k → 1.7k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:25 UTC.