FOCUS Wealth Advisors, LLC: 13F holdings

CIK 18456432026Q2

Positions61
Reported value$215.7m
Filed2026-07-07

Top 10 holdings

SecuritySharesValueWeight
FIRST TR EXCHNG TRADED FD VI488,824$27.5m12.7%
BND VANGUARD BD INDEX FDS216,748$15.9m7.4%
IVV ISHARES TR17,263$12.9m6.0%
DIA STATE STR SPDR DOW JONES IND24,377$12.7m5.9%
ONEQ FIDELITY COMWLTH TR114,078$11.8m5.5%
ITM VANECK ETF TRUST184,357$8.7m4.0%
ITA ISHARES TR33,667$8.2m3.8%
XME SPDR SERIES TRUST64,865$6.9m3.2%
FTLS FIRST TR EXCH TRADED FD III91,195$6.7m3.1%
QQQM INVESCO EXCH TRADED FD TR II21,473$6.5m3.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1845643")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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