Focused Wealth Management, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 244 distinct positions held by the firm.
The largest position disclosed in the portfolio is NVIDIA Corporation, for which the firm holds 21,172,026 shares. Other significant holdings include Apple Inc. with 38,068,619 shares, Berkshire Hathaway Inc. with 5,640,689 shares, and Blackstone Inc. with 5,775,000 shares. The filing also details smaller positions in companies such as Palantir Technologies Inc., with 1,819,806 shares, and Salesforce Inc., with 257,021 shares.
In addition to individual stocks, the filing includes various exchange-traded funds (ETFs). The firm holds significant stakes in the Invesco QQQ Trust, with 141,936,564 shares, and the iShares Expanded Tech ETF, with 16,271,682 shares. Other notable ETF holdings include the Goldman Sachs ETF Trust S&P 500 Premium, with 5,301,577 shares, and the Schwab Strategic Trust US Large Cap Growth ETF, with 700,094 shares.
The filing was signed by Managing Director Philip J. DeAngelo on October 30, 2026.
