FOCUS Wealth Advisors, LLC

CIK

1845643

Location

HOUSTON, TX

Portfolio Value

Micro $56,818,360

Diversification

Diversified

Filing Date

Global Rank

#209 / 295 ▲ 6581

Top Industry

Banks - Regional 15.6%

3Y Alpha vs SPY

-3.2%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

23 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.2%

SPY

+76.5%

Annualised alpha

-3.1%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

22.4%

+1.0 pts

Top 5

56.0%

+2.4 pts

Top 10

79.3%

+1.1 pts

HHI

948

Diversified+43

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.1%	$19,362,492	8
Unclassified	23.2%	$13,187,187	2
Financial Services	22.4%	$12,732,637	5
Industrials	14.5%	$8,266,838	4
Energy	3.4%	$1,929,846	2
Consumer Cyclical	1.9%	$1,080,247	2
Communication Services	0.5%	$259,113	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

7 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil 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

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

4 positions

Ticker	Company	Shares	Value
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

24 positions · $56,818,360 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%	22.41%
STEL	Stellar Bancorp, Inc. Financial Services	Held	151,926	0	$5,973,730	+7.4%	10.51%
NVDA	Nvidia Corp Technology	Reduced	22,399	-1,359	$4,481,815	+8.2%	7.89%
GE	General Electric Co Industrials	Reduced	11,771	-115	$4,399,175	+30.4%	7.74%
AAPL	Apple Inc. Technology	Reduced	14,558	-101	$4,212,502	+13.2%	7.41%
AXP	American Express Co Financial Services	Added	8,952	+10	$3,028,014	+12.0%	5.33%
AMAT	Applied Materials Inc /De Technology	NEW	3,979	NEW	$2,876,817	NEW	5.06%
V	Visa Inc. Financial Services	Added	7,396	+69	$2,537,493	+14.6%	4.47%
MSFT	Microsoft Corp Technology	Added	6,520	+43	$2,432,090	+1.4%	4.28%
CAT	Caterpillar Inc Industrials	NEW	2,211	NEW	$2,354,493	NEW	4.14%
CSCO	Cisco Systems, Inc. Technology	NEW	15,626	NEW	$1,835,429	NEW	3.23%
XOM	Exxon Mobil Corp Energy	Reduced	13,376	-1,903	$1,828,766	−29.5%	3.22%
AVGO	Broadcom Inc. Technology	Reduced	4,410	-316	$1,665,877	+13.9%	2.93%
PLTR	Palantir Technologies Inc. Technology	Added	14,042	+261	$1,638,280	−18.7%	2.88%
GEV	GE Vernova Inc. Industrials	Reduced	1,069	-60	$1,255,925	+27.4%	2.21%
HWC	Hancock Whitney Corp Financial Services	Added	10,925	+76	$816,316	+18.3%	1.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,177	+11	$767,784	+7.8%	1.35%
QQQ	Invesco Qqq Trust, Series 1	Held	615	0	$452,886	+27.6%	0.80%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,152	+3	$377,084	+11.6%	0.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,311	-14	$312,463	+13.2%	0.55%
META	Meta Platforms, Inc. Communication Services	Held	460	0	$259,113	−1.5%	0.46%
PH	Parker-Hannifin Corp Industrials	Held	263	0	$257,245	+9.3%	0.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	460	NEW	$219,682	NEW	0.39%
PROP	Prairie Operating Co. Energy	Held	140,000	0	$101,080	−64.4%	0.18%