CIK 1586052
Focused Wealth Management, Inc
Institutional 13F holdings & portfolio
Holdings
191
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 191
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 10K | $1M+ | SH |
| NUE | NUCOR CORP | 9K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 7K | $1M+ | SH |
| MTUM | ISHARES TR | 6K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| MMM | 3M CO | 8K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 23K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 48K | $1M+ | SH |
| DIS | DISNEY WALT CO | 11K | $1M+ | SH |
| IVW | ISHARES TR | 10K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 6K | $1M+ | SH |
| PFE | PFIZER INC | 49K | $1M+ | SH (Call) |
| VHT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| BNY | BLACKROCK N Y MUN INCOME TRU | 115K | $1M+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 72K | $1M+ | SH |
| MORT | VANECK ETF TRUST | 110K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 24K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $1M+ | SH (Call) |
| PRTA | PROTHENA CORP PLC | 107K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 4K | $500K+ | SH |
| SHOP | SHOPIFY INC | 6K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 21K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| CSCO | CISCO SYS INC | 10K | $500K+ | SH |
| LLY | ELI LILLY & CO | 739 | $500K+ | SH |
| MRK | MERCK & CO INC | 7K | $500K+ | SH |
| CRWV | COREWEAVE INC | 10K | $500K+ | SH |
| INTC | INTEL CORP | 20K | $500K+ | SH (Call) |
| VFH | VANGUARD WORLD FD | 5K | $500K+ | SH |
| NFLX | NETFLIX INC | 7K | $500K+ | SH |
| MHN | BLACKROCK MUNIHLDGS NY QLTY | 65K | $500K+ | SH |
| C | CITIGROUP INC | 6K | $500K+ | SH (Call) |
| VBIL | VANGUARD INSTL INDEX FD | 9K | $500K+ | SH |
| AMZU | DIREXION SHS ETF TR | 18K | $500K+ | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 42K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| SMCI | SUPER MICRO COMPUTER INC | 21K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $500K+ | SH |
| SPYD | SPDR SERIES TRUST | 12K | $500K+ | SH |
| IBTH | ISHARES TR | 23K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $500K+ | SH |
| KOPN | KOPIN CORP | 212K | $100K–$500K | SH |
| IEMG | ISHARES INC | 7K | $100K–$500K | SH |
| IBTG | ISHARES TR | 20K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |