Broadway Wealth Solutions, Inc. 13F Holdings · Q2 2026
Broadway Wealth Solutions, Inc. reported 92 securities worth $214.09M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (21.17%), USTB (13.69%), FTRB (13.64%). Among its top 25 positions this quarter: 22 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $45.3M | 21.17% | 515,783 | Added |
| 2 | USTB | VICTORY PORTFOLIOS II | $29.3M | 13.69% | 578,799 | Added |
| 3 | FTRB | FEDERATED HERMES ETF TRUST | $29.2M | 13.64% | 1.2M | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $17.8M | 8.30% | 199,247 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $8.4M | 3.91% | 86,728 | Added |
| 6 | JPIB | J P MORGAN EXCHANGE TRADED F | $8.0M | 3.74% | 165,627 | Added |
| 7 | FMDE | FIDELITY COVINGTON TRUST | $7.6M | 3.57% | 188,440 | Added |
| 8 | DFIS | DIMENSIONAL ETF TRUST | $5.0M | 2.32% | 141,525 | Added |
| 9 | JGRO | J P MORGAN EXCHANGE TRADED F | $4.6M | 2.14% | 46,565 | Added |
| 10 | SPTL | SPDR SERIES TRUST | $4.5M | 2.12% | 173,205 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $4.0M | 1.85% | 31,714 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $4.0M | 1.85% | 19,835 | Added |
| 13 | NBSM | NEUBERGER BERMAN ETF TRUST | $3.7M | 1.74% | 129,898 | Added |
| 14 | AAPL | APPLE INC | $2.8M | 1.32% | 9,776 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.3M | 1.08% | 6,186 | Added |
| 16 | AMZN | AMAZON COM INC | $2.2M | 1.01% | 9,058 | Added |
| 17 | RTX | RTX CORPORATION | $2.0M | 0.93% | 10,439 | Hold |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $1.9M | 0.88% | 2,017 | Added |
| 19 | TSLA | TESLA INC | $1.3M | 0.62% | 3,158 | Added |
| 20 | AVGO | BROADCOM INC | $1.2M | 0.57% | 3,207 | Trimmed |
| 21 | INTC | INTEL CORP | $1.2M | 0.57% | 8,796 | Added |
| 22 | GOOGL | ALPHABET INC | $1.2M | 0.55% | 3,294 | Added |
| 23 | PANW | PALO ALTO NETWORKS INC | $1.0M | 0.47% | 2,979 | Trimmed |
| 24 | MRSH | MARSH & MCLENNAN COS INC | $994,353 | 0.46% | 5,966 | Added |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $851,896 | 0.40% | 3,029 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR