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Philip J. DeAngelo

Focused Wealth Management, Inc

Assets Managed
$964.235M
Holdings
200
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
0.74%(2Q avg: 1.32%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Focused Wealth Management, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 200 positions.

Assets under management

The assets under management (AUM) of Focused Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 964.235M in assets, with a quarterly growth rate of 0.74% and a 2-quarter average growth rate of 1.32%. The portfolio is managed by Philip J. DeAngelo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 2.86%
15.26%
$147.104M
1.502M shares@ $97.91 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 2.34%
14.18%
$136.71M
696,791 shares@ $196.21 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.06%
11.22%
$108.137M
187,355 shares@ $577.18 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 6%
4.98%
$47.989M
579,931 shares@ $82.75 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.3%
3.28%
$31.539M
212,958 shares@ $148.11 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 2.37%
3.22%
$30.978M
573,138 shares@ $54.05 avg price
AAPL
Apple Inc
Recent Activity
Decreased -7.07%
3.05%
$29.329M↑ Call
115,563 shares@ $253.8 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Increased 0.66%
2.14%
$20.567M
232,500 shares@ $88.46 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -13.1%
1.95%
$18.776M
186,532 shares@ $100.67 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 7.17%
1.58%
$15.21M
58,073 shares@ $261.92 avg price

1-10 of 200