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Portfolio (Quarterly) Guide ↗

FOCUS Wealth Advisors, LLC

· CIK 0001845643
13F Portfolio $216M AUM 61 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 10 New 5 Added 31 Reduced 7 Exited
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CWB SPDR SERIES TRUST 28,928.0 $3.1M 1.45% -2K -5.2% $107.82 -6.4%
22 AXP AMERICAN EXPRESS CO Financial Services 8,952.0 $3.0M 1.40% -320.0 -3.5% $338.26 -4.2%
23 AMAT APPLIED MATLS INC Technology 3,979.0 $2.9M 1.33% NEW $723.01 -38.9%
24 V VISA INC Financial Services 7,396.0 $2.5M 1.18% -314.0 -4.1% $343.10 +8.6%
25 MSFT MICROSOFT CORP Technology 6,520.0 $2.4M 1.13% -180.0 -2.7% $373.02 +34.3%
26 CAT CATERPILLAR INC Industrials 2,211.0 $2.4M 1.09% NEW $1064.90 -26.8%
27 HYG ISHARES TR 27,956.0 $2.2M 1.04% +241.0 +0.9% $79.97 -1.1%
28 PFF ISHARES TR 72,989.0 $2.2M 1.03% -376.0 -0.5% $30.49 -1.3%
29 EMHY ISHARES INC 52,504.0 $2.1M 0.99% -621.0 -1.2% $40.67 -1.8%
30 FALN ISHARES TR 75,197.0 $2.0M 0.95% $27.24 -1.7%
31 CSCO CISCO SYS INC Technology 15,626.0 $1.8M 0.85% NEW $117.46 -6.6%
32 XOM EXXON MOBIL CORP Energy 13,376.0 $1.8M 0.85% -2K -12.3% $136.72 +20.4%
33 AVGO BROADCOM INC Technology 4,410.0 $1.7M 0.77% -414.0 -8.6% $377.75 -2.1%
34 PLTR PALANTIR TECHNOLOGIES INC Technology 14,042.0 $1.6M 0.76% -428.0 -3.0% $116.67 +54.2%
35 GEV GE VERNOVA INC Utilities 1,069.0 $1.3M 0.58% -60.0 -5.3% $1174.87 -23.5%
36 AGG ISHARES TR 12,595.0 $1.2M 0.58% $98.98 -2.2%
37 RVNU DBX ETF TR 43,997.0 $1.1M 0.52% -969.0 -2.1% $25.31 -3.8%
38 PZA INVESCO EXCH TRADED FD TR II 46,531.0 $1.1M 0.51% -1K -2.1% $23.52 -4.6%
39 MLN VANECK ETF TRUST 61,535.0 $1.1M 0.51% -1K -2.2% $17.78 -4.0%
40 PWZ INVESCO EXCH TRADED FD TR II 43,481.0 $1.1M 0.49% -979.0 -2.2% $24.51 -4.1%
Page 2 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.8%
Technology 34.1%
Industrials 12.3%
Energy 3.2%
Utilities 2.2%
Consumer Cyclical 1.9%
Communication Services 0.5%