FOCUS Wealth Advisors, LLC

CIK

1845643

Location

HOUSTON, TX

Portfolio Value

Micro $54,989,594

Diversification

Diversified

Filing Date

Global Rank

#7,048 / 8,650 ▲ 331

Top Industry

Banks - Regional 16.2%

3Y Alpha vs SPY

+14.5%

Period ended 54 days ago

Filed Jul 7, 2026 · 47d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+141.0%

SPY

+72.8%

Annualised alpha

+14.1%

Max drawdown

−21.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

23.2%

−0.6 pts

Top 5

57.8%

+4.0 pts

Top 10

81.9%

+2.7 pts

HHI

1,001

Diversified+26

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.2%	$19,362,492	8
Unclassified	24.0%	$13,187,187	2
Financial Services	23.2%	$12,732,637	5
Industrials	15.0%	$8,266,838	4
Consumer Cyclical	2.0%	$1,080,247	2
Communication Services	0.5%	$259,113	1
Energy	0.2%	$101,080	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+261	14,042	$1,638,280
DIA	Spdr Dow Jones Industrial Average ETF Trust	+211	24,377	$12,734,301
HWC	Hancock Whitney Corp	+76	10,925	$816,316
V	Visa Inc.	+69	7,396	$2,537,493
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

6 positions

Ticker	Company	Δ Shares	Shares	Value
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

4 positions

Ticker	Company	Shares	Value
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
WMT	Walmart Inc.	23,640	$2,937,979
XOM	ExxonMobil Holdings Corp	15,279	$2,592,235
WFC	Wells Fargo & Company/Mn	24,552	$1,954,584
CRM	Salesforce, Inc.	8,619	$1,608,908
GOOGL	Alphabet Inc.	1,412	$405,046
CVX	Chevron Corp	1,175	$243,107
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $54,989,594 total · 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
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	24,377	+211	$12,734,301	+13.8%	23.16%
STEL	Stellar Bancorp, Inc. Financial Services	Held	151,926	0	$5,973,730	—	10.86%
NVDA	Nvidia Corp Technology	Reduced	22,399	-1,359	$4,481,815	+8.2%	8.15%
GE	General Electric Co Industrials	Reduced	11,771	-115	$4,399,175	+30.4%	8.00%
AAPL	Apple Inc. Technology	Reduced	14,558	-101	$4,212,502	+13.2%	7.66%
AXP	American Express Co Financial Services	Added	8,952	+10	$3,028,014	+12.0%	5.51%
AMAT	Applied Materials Inc /De Technology	NEW	3,979	NEW	$2,876,817	NEW	5.23%
V	Visa Inc. Financial Services	Added	7,396	+69	$2,537,493	+14.6%	4.61%
MSFT	Microsoft Corp Technology	Added	6,520	+43	$2,432,090	+1.4%	4.42%
CAT	Caterpillar Inc Industrials	NEW	2,211	NEW	$2,354,493	NEW	4.28%
CSCO	Cisco Systems, Inc. Technology	NEW	15,626	NEW	$1,835,429	NEW	3.34%
AVGO	Broadcom Inc. Technology	Reduced	4,410	-316	$1,665,877	+13.9%	3.03%
PLTR	Palantir Technologies Inc. Technology	Added	14,042	+261	$1,638,280	−18.7%	2.98%
GEV	GE Vernova Inc. Industrials	Reduced	1,069	-60	$1,255,925	+27.4%	2.28%
HWC	Hancock Whitney Corp Financial Services	Added	10,925	+76	$816,316	+18.3%	1.48%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,177	+11	$767,784	+7.8%	1.40%
QQQ	Invesco Qqq Trust, Series 1	Held	615	0	$452,886	+27.6%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,152	+3	$377,084	+11.6%	0.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,311	-14	$312,463	+13.2%	0.57%
META	Meta Platforms, Inc. Communication Services	Held	460	0	$259,113	−1.5%	0.47%
PH	Parker-Hannifin Corp Industrials	Held	263	0	$257,245	+9.3%	0.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	460	NEW	$219,682	NEW	0.40%
PROP	Prairie Operating Co. Energy	Held	140,000	0	$101,080	−64.4%	0.18%

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.