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Portfolio (Quarterly)
Guide ↗
FOCUS Wealth Advisors, LLC
·
CIK 0001845643
13F Portfolio
$215M AUM
58 positions
Filed Jan 9, 2026
EDGAR ↗
← All Funds
Q4 2025
Q3 2025
·
All
1 New
26 Added
7 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
—
INVESCO EXCH TRD SLF IDX FD
—
13,566
$281K
0.14%
SOLD
Sector Allocation
Financial Services
47.6%
Technology
32.7%
Industrials
7.3%
Consumer Defensive
4.8%
Energy
3.2%
Consumer Cyclical
1.8%
Communication Services
1.3%
Utilities
1.3%