Broadway Wealth Solutions, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$193.4M
Q ending 2026-03-31
Prior quarter
$187.2M
Q ending 2025-12-31
Change
+3.3% QoQ · +41.1% YoY
Positions
95
reported holdings
Largest positions
All 95 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $37.9M | 495K |
| Victory Portfolios Ii | USTB | Shares | $28.3M | 560K |
| Federated Hermes Etf Trust | FTRB | Shares | $28.0M | 1.1M |
| American Centy Etf Tr | AVDE | Shares | $16.3M | 192K |
| J P Morgan Exchange Traded F | JPIB | Shares | $7.3M | 153K |
| American Centy Etf Tr | AVEM | Shares | $6.9M | 86K |
| Fidelity Covington Trust | FMDE | Shares | $6.5M | 180K |
| Dimensional Etf Trust | DFIS | Shares | $4.6M | 136K |
| Spdr Series Trust | SPTL | Shares | $4.3M | 165K |
| J P Morgan Exchange Traded F | JGRO | Shares | $3.8M | 45K |
| American Centy Etf Tr | AVUV | Shares | $3.4M | 31K |
| Neuberger Berman Etf Trust | NBSM | Shares | $3.1M | 121K |
| Nvidia Corporation | NVDA | Shares | $2.7M | 15K |
| Microsoft Corp | MSFT | Shares | $2.1M | 6K |
| Apple Inc | AAPL | Shares | $2.1M | 8K |
| Rtx Corporation | RTX | Shares | $2.0M | 10K |
| Costco Wholesale Corporation | COST | Shares | $2.0M | 2K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Exxon Mobil Corp | XOM | Shares | $1.3M | 8K |
| Broadcom Inc | AVGO | Shares | $1.1M | 3K |
| Tesla Inc | TSLA | Shares | $951K | 3K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $886K | 5K |
| Alphabet Inc | GOOGL | Shares | $809K | 3K |
| International Business Machs | IBM | Shares | $733K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $671K | 2K |
| Marvell Technology Inc | MRVL | Shares | $618K | 6K |
| Johnson & Johnson | JNJ | Shares | $590K | 2K |
| Cisco Sys Inc | CSCO | Shares | $584K | 8K |
| Palo Alto Networks Inc | PANW | Shares | $571K | 4K |
| Walmart Inc | WMT | Shares | $536K | 4K |
| Meta Platforms Inc | META | Shares | $532K | 930 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $524K | 806 |
| Goldman Sachs Group Inc | GS | Shares | $517K | 611 |
| Chevron Corporation | CVX | Shares | $506K | 2K |
| Accenture Plc Ireland | Shares | $489K | 2K | |
| Microchip Technology Inc. | MCHP | Shares | $466K | 7K |
| Ishares Gold Tr | IAU | Shares | $446K | 5K |
| Spdr Gold Tr | GLD | Shares | $395K | 918 |
| Uber Technologies Inc | UBER | Shares | $392K | 5K |
| American Centy Etf Tr | QGRO | Shares | $392K | 4K |
| Pepsico Inc | PEP | Shares | $390K | 3K |
| Tjx Cos Inc New | TJX | Shares | $387K | 2K |
| Intel Corp | INTC | Shares | $387K | 9K |
| Eli Lilly & Co | LLY | Shares | $379K | 412 |
| Salesforce Inc | CRM | Shares | $378K | 2K |
| Netflix Inc. | NFLX | Shares | $377K | 4K |
| Waste Mgmt Inc Del | WM | Shares | $376K | 2K |
| Intuit | INTU | Shares | $369K | 853 |
| Schwab Charles Corp | SCHW | Shares | $363K | 4K |
| Lowes Cos Inc | LOW | Shares | $362K | 2K |
| Amphenol Corp | APH | Shares | $354K | 3K |
| Mondelez Intl Inc | MDLZ | Shares | $353K | 6K |
| Booking Holdings Inc | BKNG | Shares | $346K | 82 |
| T-Mobile Us Inc | TMUS | Shares | $345K | 2K |
| Mckesson Corp | MCK | Shares | $344K | 397 |
| Visa Inc | V | Shares | $342K | 1K |
| Deere & Co | DE | Shares | $341K | 606 |
| Thermo Fisher Scientific Inc | TMO | Shares | $340K | 692 |
| Ishares Tr | IVV | Shares | $338K | 518 |
| Servicenow Inc | NOW | Shares | $335K | 3K |
| Iqvia Hldgs Inc | IQV | Shares | $335K | 2K |
| Apollo Global Mgmt Inc | APO | Shares | $332K | 3K |
| Intercontinental Exchange In | ICE | Shares | $327K | 2K |
| Aon Plc | Shares | $327K | 1K | |
| Ishares Silver Tr | SLV | Shares | $327K | 5K |
| S&P Global Inc | SPGI | Shares | $325K | 765 |
| Nextera Energy Inc | NEE | Shares | $323K | 3K |
| Eaton Corp Plc | Shares | $321K | 898 | |
| Motorola Solutions Inc | MSI | Shares | $320K | 737 |
| Verizon Communications Inc | VZ | Shares | $307K | 6K |
| Union Pac Corp | UNP | Shares | $305K | 1K |
| Ulta Beauty Inc | ULTA | Shares | $297K | 569 |
| Valero Energy Corp | VLO | Shares | $292K | 1K |
| Coca Cola Co | KO | Shares | $276K | 4K |
| Home Depot Inc | HD | Shares | $275K | 836 |
| Lockheed Martin Corp | LMT | Shares | $275K | 454 |
| Stryker Corporation | SYK | Shares | $270K | 822 |
| Schwab Strategic Tr | SCHB | Shares | $267K | 11K |
| Linde Plc | Shares | $264K | 533 | |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $263K | 427 |
| Honeywell Intl Inc | HONGBP | Shares | $261K | 1K |
| American Express Co | AXP | Shares | $256K | 845 |
| Abrdn Silver Etf Trust | SIVR | Shares | $236K | 3K |
| Emerson Elec Co | EMR | Shares | $234K | 2K |
| Oracle Corp | ORCL | Shares | $233K | 2K |
| Texas Instrs Inc | TXN | Shares | $232K | 1K |
| Victory Portfolios Ii | MODL | Shares | $228K | 5K |
| Nxp Semiconductors N V | Shares | $221K | 1K | |
| Northrop Grumman Corp | NOC | Shares | $212K | 311 |
| Diamondback Energy Inc | FANG | Shares | $209K | 1K |
| Comcast Corp New | CMCSA | Shares | $207K | 7K |
| Merck & Co Inc | MRK | Shares | $204K | 2K |
| Cleanspark Inc | CLSK | Shares | $94K | 11K |
| Mfs Multimarket Income Tr | MMT | Shares | $69K | 15K |
| Sintx Technologies Inc | SINT | Shares | $25K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.