FOCUS Wealth Advisors, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$204.6M
Holdings
59
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FMAY
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Exited (was 482.8k shares)
12.4%
02
$BND
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 219.1k shares)
7.6%
03
$IVV
ISHARES TR
Q4 2025: Exited (was 20.9k shares)
6.2%
04
$NAPR
INNOVATOR ETFS TRUST
Q4 2025: Exited (was 223.7k shares)
5.9%
05
$DIA
STATE STR SPDR DOW JONES IND
Q4 2025: Exited (was 24.5k shares)
5.5%
06
$ITM
VANECK ETF TRUST
Q4 2025: Exited (was 178.2k shares)
4.1%
07
$XME
SPDR SERIES TRUST
Q4 2025: Exited (was 76.6k shares)
3.7%
08
$ITA
ISHARES TR
Q4 2025: Exited (was 35.9k shares)
3.6%
09
$FTLS
FIRST TR EXCH TRADED FD III
Q4 2025: Exited (was 93.1k shares)
3.1%
10
$BUFQ
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Exited (was 174.7k shares)
2.9%
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 16:28 UTC.