FOCUS Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal, Mark Frugoni, as the authorized signatory.
The report details a portfolio consisting of 62 individual equity positions. The largest holding in the portfolio is a position in Prairie Operating Co, where the firm holds 57,610 shares valued at approximately $14 million. The firm also holds a significant position in Prosperity Bancshares Inc, with 4,418,967 shares.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds. Top individual stock holdings include NVIDIA Corporation with 5,054,978 shares, Palantir Technologies Inc with 2,631,758 shares, and Visa Inc with 2,603,265 shares. The firm also holds substantial positions in Broadcom Inc, Apple Inc, and Exxon Mobil Holdings Corp.
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds positions in the Vanguard S&P 500 ETF (34,488,373 shares), the Vanguard Total Bond Market ETF (15,395,976 shares), and the First Trust Exchange-Traded Fund VI FT Vest US Equity ETF (27,439,054 shares). Other ETFs held include various muni bond funds, such as the Vanguard Intermediate Muni ETF (7,381,493 shares) and the Vanguard Long Muni ETF (908,244 shares).
