FOCUS Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for FOCUS Wealth Advisors going back to Feb. 26, 2021
- FOCUS Wealth Advisors 2025 Q3 - filed Oct. 7, 2025 - new!
- 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
- FOCUS Wealth Advisors 2022 Q1 - filed April 14, 2022
- FOCUS Wealth Advisors 2021 Q4 - filed Jan. 26, 2022
- FOCUS Wealth Advisors 2021 Q3 - filed Oct. 8, 2021
- FOCUS Wealth Advisors 2021 Q2 - filed July 14, 2021
- FOCUS Wealth Advisors 2021 Q1 - filed April 14, 2021
- FOCUS Wealth Advisors 2020 Q4 - filed Feb. 26, 2021