Institutions / Broadway Wealth Solutions, Inc.
Broadway Wealth Solutions, Inc.
CIK 2021265 · Institution · as of Dec 31, 2025
Portfolio value
$187.24M
Positions
93
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 93 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $37.98M | 20.3% |
| Victory Portfolios II | $26.44M | 14.1% |
| Federated Hermes ETF Trust | $26.32M | 14.1% |
| American Centy ETF Tr | $15.75M | 8.4% |
| J P Morgan Exchange Traded F | $6.88M | 3.7% |
| American Centy ETF Tr | $6.67M | 3.6% |
| Fidelity Covington Trust | $6.15M | 3.3% |
| Dimensional ETF Trust | $4.53M | 2.4% |
| SPDR Series Trust | $4.04M | 2.2% |
| J P Morgan Exchange Traded F | $4.00M | 2.1% |
| American Centy ETF Tr | $3.07M | 1.6% |
| Neuberger Berman ETF Trust | $2.88M | 1.5% |
| NVIDIA Corp | $2.69M | 1.4% |
| Microsoft Corp | $2.36M | 1.3% |
| Apple Inc. | $2.31M | 1.2% |
| Amazon.com Inc | $2.02M | 1.1% |
| RTX Corp | $1.91M | 1.0% |
| Costco Wholesale Corp /New | $1.73M | 0.9% |
| Tesla Inc | $1.15M | 0.6% |
| Broadcom Inc. | $969.6K | 0.5% |
| Marsh & McLennan Companies, Inc. | $949.1K | 0.5% |
| Alphabet Inc. | $936.4K | 0.5% |
| Exxon Mobil Corp | $916.3K | 0.5% |
| International Business Machines Corp | $836.2K | 0.4% |
| JPMorgan Chase & Co | $698.0K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.