BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Focused Wealth Management, Inc

· CIK 0001586052
13F Portfolio $964.2B AUM 228 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 97 Added 44 Reduced 41 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 BIT ORIGIN LTD 11,400 $2K SOLD
Page 3 of 3  ·  41 positions
Sector Allocation
Financial Services 46.7%
Technology 20.1%
Communication Services 8.3%
Consumer Cyclical 6.4%
Healthcare 4.5%
Industrials 4.4%
Consumer Defensive 2.7%
Utilities 2.4%
Energy 2.1%
Real Estate 1.4%