Broadway Wealth Solutions, Inc. Top Holdings and 13F Report (2026) About Broadway Wealth Solutions, Inc.Investment ActivityBroadway Wealth Solutions, Inc. has $193.39 million in total holdings as of March 31, 2026.Broadway Wealth Solutions, Inc. owns shares of 95 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.91% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Broadway Wealth Solutions, Inc. has purchased 93 new stocks and bought additional shares in 52 stocks.Broadway Wealth Solutions, Inc. sold shares of 23 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $37,867,178VictoryShares Short-Term Bond ETF $28,322,318FEDERATED HERMES ETF TRUST $28,048,646Avantis International Equity ETF $16,325,424JPMorgan International Bond Opportunities ETF $7,303,601 Largest New Holdings this Quarter 81762P102 - ServiceNow $335,083 Holding91913Y100 - Valero Energy $292,483 Holding808524102 - Schwab US Broad Market ETF $266,888 Holding25278X109 - Diamondback Energy $209,253 Holding20030N101 - Comcast $207,372 Holding Largest Purchases this Quarter VictoryShares Short-Term Bond ETF 39,933 shares (about $2.02M)FEDERATED HERMES ETF TRUST 78,944 shares (about $1.99M)SPDR Portfolio S&P 500 ETF 21,282 shares (about $1.63M)JPMorgan International Bond Opportunities ETF 11,386 shares (about $544.48K)FIDELITY COVINGTON TRUST 11,294 shares (about $406.13K) Largest Sales this Quarter iShares Silver Trust 2,054 shares (about $139.96K)iShares Gold Trust 1,132 shares (about $99.80K)SPDR Gold Shares 230 shares (about $98.97K)Johnson & Johnson 274 shares (about $66.97K)Ulta Beauty 123 shares (about $64.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBroadway Wealth Solutions, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$37,867,178$1,628,925 ▲4.5%494,73719.6%ETFUSTBVictoryShares Short-Term Bond ETF$28,322,318$2,019,811 ▲7.7%559,95114.6%ETFFEDERATED HERMES ETF TRUST$28,048,646$1,985,047 ▲7.6%1,115,47614.5%HERMES TOTAL RETAVDEAvantis International Equity ETF$16,325,424$95,445 ▲0.6%192,4268.4%ETFJPIBJPMorgan International Bond Opportunities ETF$7,303,601$544,479 ▲8.1%152,7313.8%ETFAVEMAvantis Emerging Markets Equity ETF$6,937,430$44,963 ▼-0.6%86,0943.6%ETFFIDELITY COVINGTON TRUST$6,487,975$406,132 ▲6.7%180,4223.4%ENHANCED MIDDFISDimensional International Small Cap ETF$4,566,662$61,044 ▼-1.3%135,6302.4%ETFSPTLSPDR Portfolio Long Term Treasury ETF$4,333,004$315,784 ▲7.9%164,7532.2%ETFJGROJPMorgan Active Growth ETF$3,802,217$154,841 ▲4.2%44,9862.0%ETFAVUVAvantis U.S. Small Cap Value ETF$3,420,714$97,214 ▲2.9%30,9651.8%ETFNEUBERGER BERMAN ETF TRUST$3,061,010$180,703 ▲6.3%121,4731.6%SMALL MID CAP ETNVDANVIDIA$2,681,596$164,112 ▲6.5%15,3761.4%Computer and TechnologyMSFTMicrosoft$2,108,409$302,418 ▲16.7%5,6961.1%Computer and TechnologyAAPLApple$2,101,133$55,073 ▼-2.6%8,2791.1%Computer and TechnologyRTXRTX$2,013,6830.0%10,4391.0%AerospaceCOSTCostco Wholesale$2,007,034$11,958 ▲0.6%2,0141.0%Retail/WholesaleAMZNAmazon.com$1,849,021$28,325 ▲1.6%8,8781.0%Retail/WholesaleXOMExxonMobil$1,336,797$44,792 ▲3.5%7,8790.7%EnergyAVGOBroadcom$1,055,383$188,174 ▲21.7%3,4100.5%Computer and TechnologyTSLATesla$950,5650.0%2,5570.5%Auto/Tires/TrucksMARSH & MCLENNAN COS INC$885,809$1,561 ▼-0.2%5,1070.5%COMGOOGLAlphabet$808,881$51,472 ▼-6.0%2,8130.4%Computer and TechnologyIBMInternational Business Machines$732,987$48,720 ▲7.1%3,0240.4%Computer and TechnologyJPMJPMorgan Chase & Co.$670,596$33,530 ▲5.3%2,2800.3%FinanceMRVLMarvell Technology$618,3690.0%6,2430.3%Computer and TechnologyJNJJohnson & Johnson$590,026$66,971 ▼-10.2%2,4140.3%MedicalCSCOCisco Systems$584,495$20,717 ▲3.7%7,5330.3%Computer and TechnologyPANWPalo Alto Networks$570,579$90,420 ▲18.8%3,5590.3%Computer and TechnologyWALMART INC$536,224$43,370 ▼-7.5%4,3150.3%COMMETAMeta Platforms$532,227$28,042 ▲5.6%9300.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$524,090$13,005 ▼-2.4%8060.3%FinanceGSThe Goldman Sachs Group$517,274$136,303 ▲35.8%6110.3%FinanceCVXChevron$505,757$15,313 ▲3.1%2,4440.3%EnergyACNAccenture$488,607$242,321 ▲98.4%2,4640.3%Computer and TechnologyMCHPMicrochip Technology$466,382$38,316 ▼-7.6%7,2180.2%Computer and TechnologyIAUiShares Gold Trust$445,561$99,797 ▼-18.3%5,0540.2%FinanceGLDSPDR Gold Shares$395,006$98,967 ▼-20.0%9180.2%FinanceUBERUber Technologies$392,306$55,818 ▲16.6%5,4540.2%Computer and TechnologyQGROAmerican Century U.S. Quality Growth ETF$391,552$4,306 ▲1.1%3,7280.2%ETFPEPPepsiCo$389,752$14,596 ▲3.9%2,5100.2%Consumer StaplesTJXTJX Companies$387,254$1,278 ▲0.3%2,4250.2%Retail/WholesaleINTCIntel$386,7990.0%8,7650.2%Computer and TechnologyLLYEli Lilly and Company$378,945$3,679 ▲1.0%4120.2%MedicalCRMSalesforce$378,329$109,001 ▲40.5%2,0270.2%Computer and TechnologyNFLXNetflix$376,716$93,650 ▲33.1%3,9180.2%Consumer DiscretionaryWMWaste Management$376,345$11,488 ▲3.1%1,6380.2%Business ServicesINTUIntuit$368,969$173,022 ▲88.3%8530.2%Computer and TechnologySCHWCharles Schwab$362,763$3,007 ▲0.8%3,8600.2%FinanceLOWLowe's Companies$362,454$12,050 ▲3.4%1,5340.2%Retail/WholesaleAPHAmphenol$354,011$29,817 ▼-7.8%2,8020.2%Computer and TechnologyMDLZMondelez International$352,694$49,281 ▲16.2%6,1190.2%Consumer StaplesBKNGBooking$346,206$46,442 ▲15.5%820.2%Retail/WholesaleTMUST-Mobile US$344,840$53,133 ▲18.2%1,6420.2%Computer and TechnologyMCKMcKesson$343,548$23,365 ▼-6.4%3970.2%MedicalVVisa$341,507$30,222 ▲9.7%1,1300.2%Business ServicesDEDeere & Company$341,3600.0%6060.2%IndustrialsTMOThermo Fisher Scientific$340,239$38,842 ▲12.9%6920.2%MedicalIVViShares Core S&P 500 ETF$338,3630.0%5180.2%ETFNOWServiceNow$335,083$335,083 ▲New Holding3,2050.2%Computer and TechnologyIQVIQVIA$334,770$45,534 ▲15.7%1,9630.2%MedicalAPOApollo Global Management$332,032$65,961 ▲24.8%2,9800.2%FinanceICEIntercontinental Exchange$327,499$22,337 ▲7.3%2,0820.2%FinanceAONAON$327,299$45,835 ▲16.3%1,0140.2%FinanceSLViShares Silver Trust$326,936$139,960 ▼-30.0%4,7980.2%ETFSPGIS&P Global$325,218$67,594 ▲26.2%7650.2%FinanceNEENextEra Energy$323,390$24,983 ▼-7.2%3,4820.2%UtilitiesETNEaton$321,188$15,022 ▲4.9%8980.2%IndustrialsMSIMotorola Solutions$319,836$22,132 ▼-6.5%7370.2%Computer and TechnologyVZVerizon Communications$306,523$9,438 ▲3.2%6,1060.2%Computer and TechnologyUNPUnion Pacific$305,062$5,582 ▼-1.8%1,2570.2%TransportationULTAUlta Beauty$297,422$64,293 ▼-17.8%5690.2%Retail/WholesaleVLOValero Energy$292,483$292,483 ▲New Holding1,1840.2%EnergyKOCocaCola$275,576$14,600 ▲5.6%3,6240.1%Consumer StaplesHDHome Depot$274,952$18,418 ▲7.2%8360.1%Retail/WholesaleLMTLockheed Martin$274,550$18,142 ▼-6.2%4540.1%AerospaceSYKStryker$270,101$24,316 ▲9.9%8220.1%MedicalSCHBSchwab US Broad Market ETF$266,888$266,888 ▲New Holding10,6330.1%ETFLINDE PLC$264,2400.0%5330.1%SHSMDYSPDR S&P MidCap 400 ETF Trust$263,3570.0%4270.1%ETFHONHoneywell International$260,619$30,967 ▼-10.6%1,1530.1%Multi-Sector ConglomeratesAXPAmerican Express$255,5960.0%8450.1%FinanceSIVRabrdn Physical Silver Shares ETF$235,8120.0%3,2930.1%ETFEMREmerson Electric$234,002$13,757 ▲6.2%1,7860.1%IndustrialsORCLOracle$233,3160.0%1,5860.1%Computer and TechnologyTXNTexas Instruments$231,609$40,187 ▼-14.8%1,1930.1%Computer and TechnologyMODLVictoryShares WestEnd US Sector ETF$227,517$9,430 ▼-4.0%5,0910.1%ETFNXPINXP Semiconductors$221,468$394 ▲0.2%1,1250.1%Computer and TechnologyNOCNorthrop Grumman$212,177$45,028 ▼-17.5%3110.1%AerospaceFANGDiamondback Energy$209,253$209,253 ▲New Holding1,0580.1%EnergyCMCSAComcast$207,372$207,372 ▲New Holding7,2230.1%Consumer DiscretionaryMRKMerck & Co., Inc.$204,012$204,012 ▲New Holding1,6960.1%MedicalCLSKCleanspark$93,610$93,610 ▲New Holding11,0000.0%FinanceMMTMFS Multimarket Income Trust$68,8380.0%14,9000.0%FinanceSINTX TECHNOLOGIES INC$25,0280.0%10,0000.0%COM NEWSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$0$371,954 ▼-100.0%00.0%ETFROPER TECHNOLOGIES INC$0$330,426 ▼-100.0%00.0%COMADBEAdobe$0$319,891 ▼-100.0%00.0%Computer and TechnologyBABoeing$0$210,389 ▼-100.0%00.0%AerospaceQCOMQualcomm$0$204,234 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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