Broadway Wealth Solutions, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Broadway Wealth Solutions, Inc. disclosed 90 stock positions valued at approximately $214.09M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, VICTORY PORTFOLIOS II, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 90
- Portfolio Value
- $214.09M
Holdings by Sector
Broadway Wealth Solutions, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 21.17% | 515,783 | +21,046 | +4.25% | $45,327,001 |
| VICTORY PORTFOLIOS II | USTB | Other | 13.69% | 578,799 | +18,848 | +3.37% | $29,298,802 |
| AMERICAN CENTY ETF TR | AVDE | Other | 8.30% | 199,247 | +6,821 | +3.54% | $17,772,869 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.91% | 86,728 | +634 | +0.74% | $8,368,399 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 3.74% | 165,627 | +12,896 | +8.44% | $8,008,072 |
| FIDELITY COVINGTON TRUST | FMDE | Other | 3.57% | 188,440 | +8,018 | +4.44% | $7,646,895 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 2.32% | 141,525 | +5,895 | +4.35% | $4,957,621 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 2.14% | 46,565 | +1,579 | +3.51% | $4,590,843 |
| SPDR SERIES TRUST | SPTL | Other | 2.12% | 173,205 | +8,452 | +5.13% | $4,543,167 |
| NVIDIA CORPORATION | NVDA | Technology | 1.85% | 19,835 | +4,459 | +29.00% | $3,968,704 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.85% | 31,714 | +749 | +2.42% | $3,956,586 |
| APPLE INC | AAPL | Technology | 1.32% | 9,776 | +1,497 | +18.08% | $2,828,749 |
| MICROSOFT CORP | MSFT | Technology | 1.08% | 6,186 | +490 | +8.60% | $2,307,525 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.01% | 9,058 | +180 | +2.03% | $2,158,884 |
| RTX CORPORATION | RTX | Industrials | 0.93% | 10,439 | - | - | $1,980,591 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.88% | 2,017 | +3 | +0.15% | $1,887,092 |
| TESLA INC | TSLA | Consumer Cyclical | 0.62% | 3,158 | +601 | +23.50% | $1,328,255 |
| INTEL CORP | INTC | Technology | 0.57% | 8,796 | +31 | +0.35% | $1,228,185 |
| BROADCOM INC | AVGO | Technology | 0.57% | 3,207 | -203 | -5.95% | $1,211,489 |
| ALPHABET INC | GOOGL | Communication Services | 0.55% | 3,294 | +481 | +17.10% | $1,177,187 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.47% | 2,979 | -580 | -16.30% | $1,015,899 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.46% | 5,966 | +859 | +16.82% | $994,353 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.40% | 3,029 | +5 | +0.17% | $851,896 |
| CISCO SYS INC | CSCO | Technology | 0.37% | 6,745 | -788 | -10.46% | $792,218 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 2,306 | +26 | +1.14% | $754,876 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.30% | 2,515 | +101 | +4.18% | $638,753 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.28% | 602 | -9 | -1.47% | $608,421 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.28% | 808 | +2 | +0.25% | $603,026 |
| AMERICAN CENTY ETF TR | QGRO | Other | 0.27% | 4,876 | +1,148 | +30.79% | $575,612 |
| MICROCHIP TECHNOLOGY INC. | MCHP | Technology | 0.26% | 6,201 | -1,017 | -14.09% | $565,537 |
Showing 30 of 90 holdings in the latest reporting period.