Broadway Wealth Solutions Q2 2026 Portfolio Activity: Focus on Technology Growth

As of June 30, 2026, Broadway Wealth Solutions Inc. managed a portfolio valued at $181.15 million.

The firm maintained its largest positions this quarter within Exchange Traded Funds (ETFs), specifically the SPDR Series Trust (SPLG) and Victory Portfolios II (USTB). The allocation to SPLG remained significant, representing 21.17% of the portfolio with an increase in shares by approximately 4.25%. Similarly, USTB saw a slight rise in its share count (+3.37%) while holding a substantial portion of assets at 13.69%.

Besides ETFs, Broadway Wealth Solutions demonstrated strong interest in specific equity holdings during Q2:

• Booking Holdings Inc. (BKNG) saw a massive increase of over 284% in its position, effectively doubling the shares held from Q1. This significant allocation change suggests renewed confidence or strategic interest in this broadway wealth solutions inc portfolio component.
• J P Morgan Exchange Traded Fund (JPIB), another major allocation, increased its share count by about 8.44%.
• The firm also boosted positions in other ETFs: American Century ETF TR (AVDE), SPDR Series Trust (SPTL) with a notable increase (+5.13%), and Fiduciary Covington Trust (FMDE).

Furthermore, Broadway Wealth Solutions added several new equity positions or significantly increased its stake in specific companies:

• Boston Scientific Corp. (BSX) was a significant addition to the portfolio, increasing holdings by over 100%.
• The firm also increased its stake in NVIDIA Corporation (NVDA), which is part of the Technology sector, boosting shares held from Q1 by nearly 29%. This aligns with a trend towards high-growth technology stocks seen earlier this year.
• Apple Inc. (AAPL) saw substantial growth, increasing by over 18% in shares held from Q1.

The investor's focus appears heavily weighted towards the Technology sector:

• NVIDIA Corporation (NVDA) allocation increased to $3.97 million, or 1.85% of the portfolio.
• Apple Inc. (AAPL) also saw its allocation rise slightly within this sector to $2.83 million, or 1.32% of the portfolio.

In contrast, some positions remained static while others were reduced:

• The allocation for Fiduciary Covington Trust (FMDE) increased by about 4.44%, but its position size remains relatively small at $765k.
• Several holdings experienced significant share increases, including the American Century ETF TR (AVDE), J P Morgan ETF (JPIB), and SPDR Series Trust (SPTL).

Broadway Wealth Solutions Inc. appears to have focused its Q2 activity on accumulating assets through both broad-based ETFs and targeted equity purchases, particularly in the Technology sector.