FOCUS Wealth Advisors, LLC
FOCUS Wealth Advisors, LLC reported 61 holdings worth US$216M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
FOCUS Wealth Advisors, LLC reported 61 holdings worth US$216M as of Jun 30, 2026. Largest: Stellar Bancorp, Inc., Nvidia Corporation and Ge Aerospace. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$216M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Stellar Bancorp, Inc. | 152K | US$5.97M | 2.8% |
| Nvidia Corporation | 22,399 | US$4.48M | 2.1% |
| Ge Aerospace | 11,771 | US$4.4M | 2.0% |
| Apple Inc | 14,558 | US$4.21M | 2.0% |
| American Express Company | 8,952 | US$3.03M | 1.4% |
| Applied Materials, Inc. | 3,979 | US$2.88M | 1.3% |
| Visa Inc. | 7,396 | US$2.54M | 1.2% |
| Microsoft Corp. | 6,520 | US$2.43M | 1.1% |
| Caterpillar, Inc. | 2,211 | US$2.35M | 1.1% |
| Cisco Systems, Inc. | 15,626 | US$1.84M | 0.85% |
| Exxon Mobil Corporation | 13,376 | US$1.83M | 0.85% |
| Broadcom Inc. | 4,410 | US$1.67M | 0.77% |
| Palantir Technologies Inc. | 14,042 | US$1.64M | 0.76% |
| Ge Vernova Inc. | 1,069 | US$1.26M | 0.58% |
| Hancock Whitney Corporation | 10,925 | US$816K | 0.38% |
| Home Depot, Inc. (the) | 2,177 | US$768K | 0.36% |
| Alphabet Inc (google) Class C | 1,396 | US$499K | 0.23% |
| Jp Morgan Chase & Co. | 1,152 | US$377K | 0.17% |
| Amazon.com, Inc. | 1,311 | US$312K | 0.14% |
| Meta Platforms, Inc. | 460 | US$259K | 0.12% |
| Parker-hannifin Corporation | 263 | US$257K | 0.12% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 460 | US$220K | 0.10% |
| Prairie Operating Co. | 140K | US$101K | 0.05% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Wells Fargo & Company | 0 | US$0 | 0.00% |
Source
View original at SEC
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