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FOCUS Wealth Advisors

Latest statistics and disclosures from FOCUS Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are FMAY, BND, IVV, NAPR, DIA, and represent 37.58% of FOCUS Wealth Advisors's stock portfolio.
Added to shares of these 9 stocks: CVX, VOO, HWC, XOM, HD, JPM, META, GOOG, VYM.
Started 1 new stock position in CVX.
Reduced shares in these 10 stocks: IVV, FMAY, BND, NAPR, DIA, XME, FTLS, ITA, XLE, BUFQ.
FOCUS Wealth Advisors was a net seller of stock by $-7.7M.
FOCUS Wealth Advisors has $205M in assets under management (AUM), dropping by -4.78%.
Central Index Key (CIK): 0001845643

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Positions held by FOCUS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for FOCUS Wealth Advisors

FOCUS Wealth Advisors holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	12.4	$25M	-3%	480k	52.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.6	$16M	-3%	211k	73.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.2	$13M	-6%	20k	653.20	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	5.9	$12M	-4%	221k	54.62	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	5.5	$11M	-4%	24k	463.19	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	4.1	$8.5M	-2%	183k	46.43	View chart
Spdr Series Trust State Street Spd (XME)	3.7	$7.7M	-5%	71k	108.01	View chart
Ishares Tr Us Aer Def Etf (ITA)	3.6	$7.4M	-4%	34k	218.75	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	3.1	$6.2M	-5%	89k	70.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	2.9	$5.9M	-4%	168k	35.32	View chart
Ishares Tr Select Divid Etf (DVY)	2.9	$5.9M	-4%	39k	151.41	View chart
Select Sector Spdr Tr State Street Ene (XLE)	2.9	$5.9M	-5%	96k	61.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.8	$5.8M	-4%	171k	33.77	View chart
Stellar Bancorp Ord (STEL)	2.7	$5.6M		152k	36.61	View chart
Ishares Tr Us Home Cons Etf (ITB)	2.3	$4.8M	-4%	53k	90.55	View chart
NVIDIA Corporation (NVDA)	2.0	$4.1M	-2%	24k	174.40	View chart
Select Sector Spdr Tr State Street Fin (XLF)	2.0	$4.1M	-4%	83k	49.37	View chart
Apple (AAPL)	1.8	$3.7M	-3%	15k	253.80	View chart
Ge Aerospace Com New (GE)	1.6	$3.4M	-5%	12k	283.78	View chart
Wal-Mart Stores (WMT)	1.4	$2.9M	-4%	24k	124.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$2.9M		4.9k	597.56	View chart
American Express Company (AXP)	1.3	$2.7M	-3%	8.9k	302.49	View chart
Spdr Series Trust State Street Spd (CWB)	1.3	$2.7M	-4%	29k	91.52	View chart
Exxon Mobil Corporation (XOM)	1.3	$2.6M		15k	169.66	View chart
Microsoft Corporation (MSFT)	1.2	$2.4M	-3%	6.5k	370.19	View chart
Visa Com Cl A (V)	1.1	$2.2M	-4%	7.3k	302.24	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.0	$2.1M	-3%	71k	30.32	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.0	$2.1M	-3%	27k	79.56	View chart
Palantir Technologies Cl A (PLTR)	1.0	$2.0M	-4%	14k	146.28	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	1.0	$2.0M	-4%	51k	39.38	View chart
Wells Fargo & Company (WFC)	1.0	$2.0M	-4%	25k	79.61	View chart
Ishares Tr Faln Angls Usd (FALN)	0.9	$1.9M	-4%	72k	26.72	View chart
salesforce (CRM)	0.8	$1.6M	-5%	8.6k	186.67	View chart
Broadcom (AVGO)	0.7	$1.5M	-2%	4.7k	309.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$1.3M		13k	99.27	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.5	$1.1M	-2%	44k	24.64	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.5	$1.1M	-2%	61k	17.44	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$1.1M	-2%	46k	22.98	View chart
Spdr Series Trust State Street Spd (TFI)	0.5	$1.1M	-2%	23k	45.34	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.5	$1.0M	-2%	43k	23.87	View chart
Ge Vernova (GEV)	0.5	$986k		1.1k	872.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$905k		6.1k	148.09	View chart
Home Depot (HD)	0.3	$713k		2.2k	328.93	View chart
Hancock Holding Company (HWC)	0.3	$690k		11k	63.59	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$596k		11k	54.55	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$555k		10k	53.22	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$474k		4.5k	106.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$409k		937.00	436.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$405k		1.4k	286.76	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$378k		4.0k	94.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$355k		615.00	577.18	View chart
JPMorgan Chase & Co. (JPM)	0.2	$338k		1.1k	294.27	View chart
Prairie Oper (PROP)	0.1	$284k		140k	2.03	View chart
Amazon (AMZN)	0.1	$276k		1.3k	208.27	View chart
Meta Platforms Cl A (META)	0.1	$263k		460.00	571.58	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$248k		753.00	328.66	View chart
Chevron Corporation (CVX)	0.1	$243k	NEW	1.2k	206.90	View chart
Parker-Hannifin Corporation (PH)	0.1	$235k		263.00	895.24	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$227k		5.4k	42.31	View chart

Past Filings by FOCUS Wealth Advisors

SEC 13F filings are viewable for FOCUS Wealth Advisors going back to 2020

FOCUS Wealth Advisors 2026 Q1 filed April 8, 2026
FOCUS Wealth Advisors 2025 Q4 filed Jan. 9, 2026
FOCUS Wealth Advisors 2025 Q3 filed Oct. 7, 2025
FOCUS Wealth Advisors 2025 Q2 filed July 9, 2025
FOCUS Wealth Advisors 2025 Q1 filed May 8, 2025
FOCUS Wealth Advisors 2024 Q4 filed Jan. 16, 2025
FOCUS Wealth Advisors 2024 Q3 filed Oct. 10, 2024
FOCUS Wealth Advisors 2024 Q2 filed July 23, 2024
FOCUS Wealth Advisors 2024 Q1 filed April 11, 2024
FOCUS Wealth Advisors 2023 Q4 filed Jan. 11, 2024
FOCUS Wealth Advisors 2023 Q3 filed Oct. 19, 2023
FOCUS Wealth Advisors 2023 Q2 filed July 14, 2023
FOCUS Wealth Advisors 2023 Q1 filed April 11, 2023
FOCUS Wealth Advisors 2022 Q4 filed Jan. 24, 2023
FOCUS Wealth Advisors 2022 Q3 filed Oct. 13, 2022
FOCUS Wealth Advisors 2022 Q2 filed July 11, 2022

View all past filings

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