Long-term investor
Focus Wealth Advisors, LLC @focuswealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845643).
Record
- Tracked since 2025-12-31 (261 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.0%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FMAY · 12.7% · long · since 2025-12-31
- BND · 7.4% · long · since 2025-12-31
- IVV · 6.0% · long · since 2025-12-31
- DIA · 5.9% · long · since 2025-12-31
- ONEQ · 5.5% · long · since 2026-06-30
- ITM · 4.0% · long · since 2025-12-31
- ITA · 3.8% · long · since 2025-12-31
- XME · 3.2% · long · since 2025-12-31
- FTLS · 3.1% · long · since 2025-12-31
- QQQM · 3.0% · long · since 2026-06-30
- BUFR · 2.9% · long · since 2025-12-31
- DVY · 2.8% · long · since 2025-12-31