account_balance

Investment manager · 13F filer · SEC CIK 1845643

Focus Wealth Advisors, LLC

Reported value$209Mas of Sep 30, 2026
Positions62 2 new, 1 sold out
Top 10 weight54.7%FMAY alone is 13%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FMAY First Tr Exchng Traded Fd Vi 13.1% Trimmed −2%
BND Vanguard Bd Index FDS 7.4% Held
IVV iShares Tr 6.3% Held
DIA SPDR Dow Jones Industrial Average ETF Trust 5.8% Trimmed −2%
ONEQ Fidelity Comwlth Tr 5.6% Trimmed −3%
ITM Vaneck ETF Trust 3.5% Trimmed −9%
FTLS First Tr Exch Traded Fd III 3.3% Held
ITA iShares Tr 3.3% Held
XME SPDR Series Trust 3.2% Held
QQQM Invesco Exch Traded Fd Tr II 3.1% Held
BUFR First Tr Exchng Traded Fd Vi 3.0% Held
DVY iShares Tr 2.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 7, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • PWZ −10%
  • TFI −10%
  • PZA −10%
  • MLN −10%
remove_circleSold out
  • STEL $5.97M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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