FOCUS Wealth Advisors, LLC

CIK

1845643

Location

HOUSTON, TX

Portfolio Value

Small $215,718,111

Diversification

Diversified

Filing Date

Global Rank

#6,252 / 8,795 ▲ 115 · as of Jun 2026

Top Industry

Asset Management 14.6%

Period ended 3 months ago

Filed Jul 7, 2026 · 3mo

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.1%

−6.2 pts

Top 5

52.9%

−1.3 pts

Top 10

72.3%

−0.7 pts

HHI

794

Diversified−110

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.0%	$164,016,644	18
Financial Services	9.4%	$20,304,030	6
Technology	9.0%	$19,362,492	8
Industrials	3.8%	$8,266,838	4
Energy	0.9%	$1,929,846	2
Consumer Cyclical	0.5%	$1,080,247	2
Communication Services	0.4%	$758,014	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
IVZ	Invesco Ltd.	+21,571	64,954	$7,571,393
BIV	Vanguard Intermediate-Term Bond ETF	+6,219	216,748	$15,911,470
VB	Vanguard Morningstar Small-Cap ETF	+4,696	10,535	$3,857,975
FCAL	First Trust California Municipal High income ETF	+2,385	91,195	$6,730,191
AFK	VanEck Africa Index ETF	+1,967	245,892	$9,757,027
BKF	iShares MSCI BIC ETF	+1,640	52,504	$2,135,337
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,253	101,299	$14,736,522
PLTR	Palantir Technologies Inc.	+261	14,042	$1,638,280
DIA	Spdr Dow Jones Industrial Average ETF Trust	+211	24,377	$12,734,301
BAB	Invesco Taxable Municipal Bond ETF	+104	46,531	$1,094,409
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+94	43,997	$1,113,564
HWC	Hancock Whitney Corp	+76	10,925	$816,316
V	Visa Inc.	+69	7,396	$2,537,493
—		+51	23,220	$1,063,476
MSFT	Microsoft Corp	+43	6,520	$2,432,090
HD	Home Depot, Inc.	+11	2,177	$767,784
AXP	American Express Co	+10	8,952	$3,028,014
JPM	Jpmorgan Chase & Co	+3	1,152	$377,084
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
AFGR	First Trust Active Factor Large Cap Growth ETF	−158,114	660,929	$33,758,903
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−45,978	301,963	$36,956,494
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−2,725	93,295	$5,120,339
XOM	ExxonMobil Holdings Corp	−1,903	13,376	$1,828,766
NVDA	Nvidia Corp	−1,359	22,399	$4,481,815
AVGO	Broadcom Inc.	−316	4,410	$1,665,877
GE	General Electric Co	−115	11,771	$4,399,175
AAPL	Apple Inc.	−101	14,558	$4,212,502
GEV	GE Vernova Inc.	−60	1,069	$1,255,925
AMZN	Amazon Com Inc	−14	1,311	$312,463
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ONEQ	Fidelity Nasdaq Composite Index ETF	114,078	$11,775,131
—		28,970	$4,791,058
AMAT	Applied Materials Inc /De	3,979	$2,876,817
CAT	Caterpillar Inc	2,211	$2,354,493
CSCO	Cisco Systems, Inc.	15,626	$1,835,429
TSM	Taiwan Semiconductor Manufacturing Co Ltd	460	$219,682
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BAPR	Innovator U.S. Equity Buffer ETF - April	221,430	$12,094,506
STT	State Street Corp	82,453	$4,070,704
WMT	Walmart Inc.	23,640	$2,937,979
WFC	Wells Fargo & Company/Mn	24,552	$1,954,584
CRM	Salesforce, Inc.	8,619	$1,608,908
CVX	Chevron Corp	1,175	$243,107
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $215,718,111 total · filing declares 61 positions · $215,718,628 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	301,963	-45,978	$36,956,494	—	17.13%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	660,929	-158,114	$33,758,903	−8.9%	15.65%
BIV	Vanguard Intermediate-Term Bond ETF	Added	216,748	+6,219	$15,911,470	+2.6%	7.38%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	101,299	+1,253	$14,736,522	+42.7%	6.83%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	24,377	+211	$12,734,301	+13.8%	5.90%
ONEQ	Fidelity Nasdaq Composite Index ETF	NEW	114,078	NEW	$11,775,131	NEW	5.46%
AFK	VanEck Africa Index ETF	Added	245,892	+1,967	$9,757,027	+2.2%	4.52%
IVZ	Invesco Ltd. Financial Services	Added	64,954	+21,571	$7,571,393	+631.1%	3.51%
FCAL	First Trust California Municipal High income ETF	Added	91,195	+2,385	$6,730,191	+7.7%	3.12%
		Held	151,926	0	$5,973,730	—	2.77%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	93,295	-2,725	$5,120,339	−13.0%	2.37%
		NEW	28,970	NEW	$4,791,058	NEW	2.22%
NVDA	Nvidia Corp Technology	Reduced	22,399	-1,359	$4,481,815	+8.2%	2.08%
GE	General Electric Co Industrials	Reduced	11,771	-115	$4,399,175	+30.4%	2.04%
AAPL	Apple Inc. Technology	Reduced	14,558	-101	$4,212,502	+13.2%	1.95%
VB	Vanguard Morningstar Small-Cap ETF	Added	10,535	+4,696	$3,857,975	+28.7%	1.79%
AXP	American Express Co Financial Services	Added	8,952	+10	$3,028,014	+12.0%	1.40%
AMAT	Applied Materials Inc /De Technology	NEW	3,979	NEW	$2,876,817	NEW	1.33%
V	Visa Inc. Financial Services	Added	7,396	+69	$2,537,493	+14.6%	1.18%
MSFT	Microsoft Corp Technology	Added	6,520	+43	$2,432,090	+1.4%	1.13%
CAT	Caterpillar Inc Industrials	NEW	2,211	NEW	$2,354,493	NEW	1.09%
BKF	iShares MSCI BIC ETF	Added	52,504	+1,640	$2,135,337	+6.6%	0.99%
CSCO	Cisco Systems, Inc. Technology	NEW	15,626	NEW	$1,835,429	NEW	0.85%
XOM	ExxonMobil Holdings Corp Energy	Reduced	13,376	-1,903	$1,828,766	−29.5%	0.85%
AVGO	Broadcom Inc. Technology	Reduced	4,410	-316	$1,665,877	+13.9%	0.77%
PLTR	Palantir Technologies Inc. Technology	Added	14,042	+261	$1,638,280	−18.7%	0.76%
VIGI	Vanguard International Dividend Appreciation ETF	Held	10,117	0	$1,358,930	+6.0%	0.63%
GEV	GE Vernova Inc. Industrials	Reduced	1,069	-60	$1,255,925	+27.4%	0.58%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Added	43,997	+94	$1,113,564	+2.9%	0.52%
BAB	Invesco Taxable Municipal Bond ETF	Added	46,531	+104	$1,094,409	+2.6%	0.51%
		Added	23,220	+51	$1,063,476	+1.2%	0.49%
HWC	Hancock Whitney Corp Financial Services	Added	10,925	+76	$816,316	+18.3%	0.38%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,177	+11	$767,784	+7.8%	0.36%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	10,920	0	$668,631	+12.2%	0.31%
GOOGL	Alphabet Inc. Communication Services	Held	1,412	0	$498,901	+23.2%	0.23%
QQQ	Invesco Qqq Trust, Series 1	Held	615	0	$452,886	+27.6%	0.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,152	+3	$377,084	+11.6%	0.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,311	-14	$312,463	+13.2%	0.14%
META	Meta Platforms, Inc. Communication Services	Held	460	0	$259,113	−1.5%	0.12%
PH	Parker-Hannifin Corp Industrials	Held	263	0	$257,245	+9.3%	0.12%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	460	NEW	$219,682	NEW	0.10%
PROP	Prairie Operating Co. Energy	Held	140,000	0	$101,080	−64.4%	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.