Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FOCUS Wealth Advisors, LLC (CIK 1845643) reported $204.6M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FMAY ($25.4M, 12.39%), BND ($15.5M, 7.58%), IVV ($12.7M, 6.23%), NAPR ($12.1M, 5.91%), DIA ($11.2M, 5.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FMAY | FIRST TR EXCHNG TRADED FD VI | $25.4M | 12.39% | 480,320 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $15.5M | 7.58% | 210,529 | Trimmed |
| 3 | IVV | ISHARES TR | $12.7M | 6.23% | 19,505 | Trimmed |
| 4 | NAPR | INNOVATOR ETFS TRUST | $12.1M | 5.91% | 221,430 | Trimmed |
| 5 | DIA | STATE STR SPDR DOW JONES IND | $11.2M | 5.47% | 24,166 | Trimmed |
| 6 | ITM | VANECK ETF TRUST | $8.5M | 4.14% | 182,523 | Trimmed |
| 7 | XME | SPDR SERIES TRUST | $7.7M | 3.75% | 70,975 | Trimmed |
| 8 | ITA | ISHARES TR | $7.4M | 3.64% | 34,018 | Trimmed |
| 9 | FTLS | FIRST TR EXCH TRADED FD III | $6.2M | 3.05% | 88,810 | Trimmed |
| 10 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $5.9M | 2.89% | 167,491 | Trimmed |
| 11 | DVY | ISHARES TR | $5.9M | 2.88% | 38,931 | Trimmed |
| 12 | XLE | SELECT SECTOR SPDR TR | $5.9M | 2.87% | 96,020 | Trimmed |
| 13 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.8M | 2.83% | 171,232 | Trimmed |
| 14 | STEL | STELLAR BANCORP INC | $5.6M | 2.72% | 151,926 | Hold |
| 15 | ITB | ISHARES TR | $4.8M | 2.33% | 52,578 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $4.1M | 2.02% | 23,758 | Trimmed |
| 17 | XLF | SELECT SECTOR SPDR TR | $4.1M | 1.99% | 82,453 | Trimmed |
| 18 | AAPL | APPLE INC | $3.7M | 1.82% | 14,659 | Trimmed |
| 19 | GE | GE AEROSPACE | $3.4M | 1.65% | 11,886 | Trimmed |
| 20 | WMT | WALMART INC | $2.9M | 1.44% | 23,640 | Trimmed |
| 21 | VOO | VANGUARD INDEX FDS | $2.9M | 1.43% | 4,902 | Added |
| 22 | AXP | AMERICAN EXPRESS CO | $2.7M | 1.32% | 8,942 | Trimmed |
| 23 | CWB | SPDR SERIES TRUST | $2.7M | 1.30% | 29,071 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $2.6M | 1.27% | 15,279 | Added |
| 25 | MSFT | MICROSOFT CORP | $2.4M | 1.17% | 6,477 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31