Broadway Wealth Solutions
$214M 13F equity value
105 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Broadway Wealth Solutions covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 515,783 | $45M | 21.2% |
| USTB | VICTORY PORTFOLIOS II | 578,799 | $29M | 13.7% |
| FTRB | FEDERATED HERMES ETF TRUST | 1,163,826 | $29M | 13.6% |
| AVDE | AMERICAN CENTY ETF TR | 199,247 | $18M | 8.3% |
| AVEM | AMERICAN CENTY ETF TR | 86,728 | $8M | 3.9% |
| JPIB | J P MORGAN EXCHANGE TRADED F | 165,627 | $8M | 3.7% |
| FMDE | FIDELITY COVINGTON TRUST | 188,440 | $8M | 3.6% |
| DFIS | DIMENSIONAL ETF TRUST | 141,525 | $5M | 2.3% |
| JGRO | J P MORGAN EXCHANGE TRADED F | 46,565 | $5M | 2.1% |
| SPTL | SPDR SERIES TRUST | 173,205 | $5M | 2.1% |
Track Broadway Wealth Solutions's 13F portfolio: $214M in reported holdings, 105 positions. Top holdings and quarterly changes on SentiSense.
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