CIK 2021265
Broadway Wealth Solutions, Inc.
Institutional 13F holdings & portfolio
Holdings
93
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 93
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 473K | $1M+ | SH |
| USTB | VICTORY PORTFOLIOS II | 520K | $1M+ | SH |
| FTRB | FEDERATED HERMES ETF TRUST | 1.0M | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 191K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 141K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 87K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 169K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 137K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 153K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 43K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 30K | $1M+ | SH |
| NBSM | NEUBERGER BERMAN ETF TRUST | 114K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 14K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| AAPL | APPLE INC | 8K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| RTX | RTX CORPORATION | 10K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 5K | $500K+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| META | META PLATFORMS INC | 881 | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 826 | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 6K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 6K | $500K+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 8K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 1K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 7K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 408 | $100K–$500K | SH |
| QGRO | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 692 | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 450 | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 4K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 2K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 5K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 71 | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |