Focus Wealth Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases and Technology Investments

Portfolio Overview

Focus Wealth Advisors, Llc managed a portfolio valued at $215.7 million as of June 30, 2026. The firm's investment strategy appears focused on maintaining core holdings while strategically adding exposure to specific sectors and instruments.

Significant New Purchases

In Q2 2026, Focus Wealth demonstrated substantial buying activity by establishing new positions or significantly increasing existing ones in several exchange-traded funds (ETFs). The firm acquired a large stake in FIDELITY COMWLTH TR (ONEQ), adding all 114,078 shares during the quarter. Similarly, Focus purchased all 21,473 shares of INVESCO EXCH TRADED FD TR II (QQQM) and ETF SER SOLUTIONS (QTUM). A notable addition was SPDR SERIES TRUST (XSD), where the firm bought an additional 7,506 shares.

Strategic Increases in Existing Holdings

The investment advisor also bolstered its positions in several existing holdings. Focus Wealth increased its stake in FIRST TR EXCHNG TRADED FD VI (FMAY) by just over 1% through an 8,504 share purchase. The allocation to VANGUARD BD INDEX FDS (BND) saw a modest increase of approximately 2.96%, achieved via buying more shares. Additionally, the firm slightly increased its position in SPDR SERIES TRUST (XME), though this was offset by other changes noted elsewhere.

Incremental Changes and Technology Sector

Beyond these large additions, Focus Wealth made incremental adjustments to its portfolio. The investment advisor bought more shares of FIRST TR EXCH TRADED FD III (FTLS) (+0.13%) and SPDR DOW JONES INDUSTRY TRUST ETF (DIA) (+0.5%). Conversely, the firm reduced its position in ISHARES TR (IVV) by about 11.49% (-2,242 shares). In the Technology sector, Focus purchased APPLIED MATLS INC (AMAT), adding a new holding with an allocation of approximately 1.33%. However, they also sold their entire position in CISCO SYS INC (CSCO).

Sector Allocation Shifts

Focus Wealth's portfolio as of June 30th shows the largest portion allocated to 'Unknown' sectors (79.54%), primarily consisting of exchange-traded funds with large share counts and low sector specificity, such as FMAY, BND, XME, FTLS, and ONEQ. Technology allocation stands at a relatively small but significant 8.98%, encompassing holdings like QQQM, CSCO (which was sold entirely), AMAT, and others. The firm maintains allocations to Financial Services (~5.9%), Industrials (~3.25%), Energy (~0.89%), and Utilities (~0.58%).

Conclusion: Focus on ETFs and Tech

The Q2 2026 activity suggests a continued emphasis by Focus Wealth Advisors, Llc on exchange-traded funds for diversification and liquidity, alongside targeted investments in specific technology companies like Applied Materials. The firm appears to be actively managing its portfolio through both strategic additions and minor adjustments.