Broadway Wealth Solutions, Inc. Portfolio Stock Holdings
Broadway Wealth Solutions, Inc. disclosed 95 stock positions valued at approximately $193.4 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, VICTORY PORTFOLIOS II, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 95
- Portfolio Value
- $193.4M
Holdings by Sector
Broadway Wealth Solutions, Inc. Portfolio Holdings in Q1 2026
92 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 19.58% | 494,737 | +21,282 | +4.50% | $37,867,178 |
| VICTORY PORTFOLIOS II | USTB | Other | 14.65% | 559,951 | +39,933 | +7.68% | $28,322,318 |
| AMERICAN CENTY ETF TR | AVDE | Other | 8.44% | 192,426 | +1,125 | +0.59% | $16,325,424 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 3.78% | 152,731 | +11,386 | +8.06% | $7,303,601 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.59% | 86,094 | -558 | -0.64% | $6,937,430 |
| FIDELITY COVINGTON TRUST | FMDE | Other | 3.35% | 180,422 | +11,294 | +6.68% | $6,487,975 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 2.36% | 135,630 | -1,813 | -1.32% | $4,566,662 |
| SPDR SERIES TRUST | SPTL | Other | 2.24% | 164,753 | +12,007 | +7.86% | $4,333,004 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 1.97% | 44,986 | +1,832 | +4.25% | $3,802,217 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.77% | 30,965 | +880 | +2.93% | $3,420,714 |
| NVIDIA CORPORATION | NVDA | Technology | 1.39% | 15,376 | +941 | +6.52% | $2,681,596 |
| MICROSOFT CORP | MSFT | Technology | 1.09% | 5,696 | +817 | +16.75% | $2,108,409 |
| APPLE INC | AAPL | Technology | 1.09% | 8,279 | -217 | -2.55% | $2,101,133 |
| RTX CORPORATION | RTX | Industrials | 1.04% | 10,439 | - | - | $2,013,683 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.04% | 2,014 | +12 | +0.60% | $2,007,034 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.96% | 8,878 | +136 | +1.56% | $1,849,021 |
| EXXON MOBIL CORP | XOM | Energy | 0.69% | 7,879 | +264 | +3.47% | $1,336,797 |
| BROADCOM INC | AVGO | Technology | 0.55% | 3,410 | +608 | +21.70% | $1,055,383 |
| TESLA INC | TSLA | Consumer Cyclical | 0.49% | 2,557 | - | - | $950,565 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.46% | 5,107 | -9 | -0.18% | $885,809 |
| ALPHABET INC | GOOGL | Communication Services | 0.42% | 2,813 | -179 | -5.98% | $808,881 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.38% | 3,024 | +201 | +7.12% | $732,987 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 2,280 | +114 | +5.26% | $670,596 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.32% | 6,243 | - | - | $618,369 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.31% | 2,414 | -274 | -10.19% | $590,026 |
| CISCO SYS INC | CSCO | Technology | 0.30% | 7,533 | +267 | +3.67% | $584,495 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.30% | 3,559 | +564 | +18.83% | $570,579 |
| WALMART INC | WMT | Consumer Defensive | 0.28% | 4,315 | -349 | -7.48% | $536,224 |
| META PLATFORMS INC | META | Communication Services | 0.28% | 930 | +49 | +5.56% | $532,227 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.27% | 806 | -20 | -2.42% | $524,090 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.27% | 611 | +161 | +35.78% | $517,274 |
| CHEVRON CORPORATION | CVX | Energy | 0.26% | 2,444 | +74 | +3.12% | $505,757 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.25% | 2,464 | +1,222 | +98.39% | $488,607 |
| MICROCHIP TECHNOLOGY INC. | MCHP | Technology | 0.24% | 7,218 | -593 | -7.59% | $466,382 |
| ISHARES GOLD TR | IAU | Other | 0.23% | 5,054 | -1,132 | -18.30% | $445,561 |
| SPDR GOLD TR | GLD | Other | 0.20% | 918 | -230 | -20.03% | $395,006 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.20% | 5,454 | +776 | +16.59% | $392,306 |
| AMERICAN CENTY ETF TR | QGRO | Other | 0.20% | 3,728 | +41 | +1.11% | $391,552 |
| PEPSICO INC | PEP | Consumer Defensive | 0.20% | 2,510 | +94 | +3.89% | $389,752 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.20% | 2,425 | +8 | +0.33% | $387,254 |
| INTEL CORP | INTC | Technology | 0.20% | 8,765 | - | - | $386,799 |
| ELI LILLY & CO | LLY | Healthcare | 0.20% | 412 | +4 | +0.98% | $378,945 |
| SALESFORCE INC | CRM | Technology | 0.20% | 2,027 | +584 | +40.47% | $378,329 |
| NETFLIX INC. | NFLX | Communication Services | 0.19% | 3,918 | +974 | +33.08% | $376,716 |
| WASTE MGMT INC DEL | WM | Industrials | 0.19% | 1,638 | +50 | +3.15% | $376,345 |
| INTUIT | INTU | Technology | 0.19% | 853 | +400 | +88.30% | $368,969 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.19% | 3,860 | +32 | +0.84% | $362,763 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.19% | 1,534 | +51 | +3.44% | $362,454 |
| AMPHENOL CORP | APH | Technology | 0.18% | 2,802 | -236 | -7.77% | $354,011 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.18% | 6,119 | +855 | +16.24% | $352,694 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.18% | 82 | +11 | +15.49% | $346,206 |
| T-MOBILE US INC | TMUS | Communication Services | 0.18% | 1,642 | +253 | +18.21% | $344,840 |
| MCKESSON CORP | MCK | Healthcare | 0.18% | 397 | -27 | -6.37% | $343,548 |
| VISA INC | V | Financial Services | 0.18% | 1,130 | +100 | +9.71% | $341,507 |
| DEERE & CO | DE | Industrials | 0.18% | 606 | - | - | $341,360 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.18% | 692 | +79 | +12.89% | $340,239 |
| ISHARES TR | IVV | Other | 0.17% | 518 | - | - | $338,363 |
| SERVICENOW INC | NOW | Technology | 0.17% | 3,205 | +3,205 | +100.00% | $335,083 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.17% | 1,963 | +267 | +15.74% | $334,770 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 0.17% | 2,980 | +592 | +24.79% | $332,032 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.17% | 2,082 | +142 | +7.32% | $327,499 |
| AON PLC | AON | Financial Services | 0.17% | 1,014 | +142 | +16.28% | $327,299 |
| ISHARES SILVER TR | SLV | Other | 0.17% | 4,798 | -2,054 | -29.98% | $326,936 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.17% | 765 | +159 | +26.24% | $325,218 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.17% | 3,482 | -269 | -7.17% | $323,390 |
| EATON CORP PLC | ETN | Other | 0.17% | 898 | +42 | +4.91% | $321,188 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.17% | 737 | -51 | -6.47% | $319,836 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.16% | 6,106 | +188 | +3.18% | $306,523 |
| UNION PAC CORP | UNP | Industrials | 0.16% | 1,257 | -23 | -1.80% | $305,062 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 0.15% | 569 | -123 | -17.77% | $297,422 |
| VALERO ENERGY CORP | VLO | Energy | 0.15% | 1,184 | +1,184 | +100.00% | $292,483 |
| COCA COLA CO | KO | Consumer Defensive | 0.14% | 3,624 | +192 | +5.59% | $275,576 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.14% | 836 | +56 | +7.18% | $274,952 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.14% | 454 | -30 | -6.20% | $274,550 |
| STRYKER CORPORATION | SYK | Healthcare | 0.14% | 822 | +74 | +9.89% | $270,101 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.14% | 10,633 | +10,633 | +100.00% | $266,888 |
| LINDE PLC | LIN | Other | 0.14% | 533 | - | - | $264,240 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.14% | 427 | - | - | $263,357 |
| HONEYWELL INTL INC | HON | Industrials | 0.13% | 1,153 | -137 | -10.62% | $260,619 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.13% | 845 | - | - | $255,596 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 0.12% | 3,293 | - | - | $235,812 |
| EMERSON ELEC CO | EMR | Industrials | 0.12% | 1,786 | +105 | +6.25% | $234,002 |
| ORACLE CORP | ORCL | Technology | 0.12% | 1,586 | - | - | $233,316 |
| TEXAS INSTRS INC | TXN | Technology | 0.12% | 1,193 | -207 | -14.79% | $231,609 |
| VICTORY PORTFOLIOS II | MODL | Other | 0.12% | 5,091 | -211 | -3.98% | $227,517 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.11% | 1,125 | +2 | +0.18% | $221,468 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.11% | 311 | -66 | -17.51% | $212,177 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.11% | 1,058 | +1,058 | +100.00% | $209,253 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.11% | 7,223 | +7,223 | +100.00% | $207,372 |
| MERCK & CO INC | MRK | Healthcare | 0.11% | 1,696 | +1,696 | +100.00% | $204,012 |
| CLEANSPARK INC | CLSK | Financial Services | 0.05% | 11,000 | +11,000 | +100.00% | $93,610 |
| MFS MULTIMARKET INCOME TR | MMT | Financial Services | 0.04% | 14,900 | - | - | $68,838 |