Broadway Wealth Solutions, Inc. Top Holdings and 13F Report (2026)

About Broadway Wealth Solutions, Inc.

Investment Activity

Broadway Wealth Solutions, Inc. has $214.09 million in total holdings as of June 30, 2026.
Broadway Wealth Solutions, Inc. owns shares of 92 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 5.81% of the portfolio was purchased this quarter.
About 2.50% of the portfolio was sold this quarter.
This quarter, Broadway Wealth Solutions, Inc. has purchased 95 new stocks and bought additional shares in 59 stocks.
Broadway Wealth Solutions, Inc. sold shares of 13 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $45,327,001
VictoryShares Short-Term Bond ETF: $29,298,802
FEDERATED HERMES ETF TRUST: $29,206,215
Avantis International Equity ETF: $17,772,869
Avantis Emerging Markets Equity ETF: $8,368,399

Largest New Holdings this Quarter

24703L202 - Dell Technologies: $360,701 Holding
101137107 - Boston Scientific: $293,681 Holding
219350105 - Corning: $293,234 Holding
747525103 - Qualcomm: $248,912 Holding
369604301 - GE Aerospace: $246,288 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 21,046 shares (about $1.85M)
FEDERATED HERMES ETF TRUST: 48,350 shares (about $1.21M)
VictoryShares Short-Term Bond ETF: 18,848 shares (about $954.09K)
NVIDIA: 4,459 shares (about $892.18K)
JPMorgan International Bond Opportunities ETF: 12,896 shares (about $623.52K)

Largest Sales this Quarter

Palo Alto Networks: 580 shares (about $197.79K)
Microchip Technology: 1,017 shares (about $92.75K)
Cisco Systems: 788 shares (about $92.55K)
Broadcom: 203 shares (about $76.69K)
Texas Instruments: 256 shares (about $76.31K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$45,327,001	$1,849,522 â–²	4.3%	515,783	21.2%	ETF
USTB VictoryShares Short-Term Bond ETF	$29,298,802	$954,086 â–²	3.4%	578,799	13.7%	ETF
FEDERATED HERMES ETF TRUST	$29,206,215	$1,213,343 â–²	4.3%	1,163,826	13.6%	TOTA RETU BD ETF
AVDE Avantis International Equity ETF	$17,772,869	$608,434 â–²	3.5%	199,247	8.3%	ETF
AVEM Avantis Emerging Markets Equity ETF	$8,368,399	$61,175 â–²	0.7%	86,728	3.9%	ETF
JPIB JPMorgan International Bond Opportunities ETF	$8,008,072	$623,522 â–²	8.4%	165,627	3.7%	ETF
FIDELITY COVINGTON TRUST	$7,646,895	$325,370 â–²	4.4%	188,440	3.6%	ENH MID COR ETF
DFIS Dimensional International Small Cap ETF	$4,957,621	$206,502 â–²	4.3%	141,525	2.3%	ETF
JGRO JPMorgan Active Growth ETF	$4,590,843	$155,674 â–²	3.5%	46,565	2.1%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$4,543,167	$221,696 â–²	5.1%	173,205	2.1%	ETF
NVDA NVIDIA	$3,968,704	$892,183 â–²	29.0%	19,835	1.9%	Computer and Technology
AVUV Avantis U.S. Small Cap Value ETF	$3,956,586	$93,444 â–²	2.4%	31,714	1.8%	ETF
NEUBERGER BERMAN ETF TRUST	$3,729,372	$241,882 â–²	6.9%	129,898	1.7%	SMAL MID CAP ETF
AAPL Apple	$2,828,749	$433,167 â–²	18.1%	9,776	1.3%	Computer and Technology
MSFT Microsoft	$2,307,525	$182,782 â–²	8.6%	6,186	1.1%	Computer and Technology
AMZN Amazon.com	$2,158,884	$42,901 â–²	2.0%	9,058	1.0%	Retail/Wholesale
RTX RTX	$1,980,591		0.0%	10,439	0.9%	Aerospace
COST Costco Wholesale	$1,887,092	$2,807 â–²	0.1%	2,017	0.9%	Retail/Wholesale
TSLA Tesla	$1,328,255	$252,781 â–²	23.5%	3,158	0.6%	Auto/Tires/Trucks
INTC Intel	$1,228,185	$4,329 â–²	0.4%	8,796	0.6%	Computer and Technology
AVGO Broadcom	$1,211,489	$76,686 â–¼	-6.0%	3,207	0.6%	Computer and Technology
GOOGL Alphabet	$1,177,187	$171,896 â–²	17.1%	3,294	0.5%	Computer and Technology
PANW Palo Alto Networks	$1,015,899	$197,792 â–¼	-16.3%	2,979	0.5%	Computer and Technology
MARSH & MCLENNAN COS INC	$994,353	$143,169 â–²	16.8%	5,966	0.5%	COM
IBM International Business Machines	$851,896	$1,406 â–²	0.2%	3,029	0.4%	Computer and Technology
CSCO Cisco Systems	$792,218	$92,553 â–¼	-10.5%	6,745	0.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$754,876	$8,511 â–²	1.1%	2,306	0.4%	Finance
JNJ Johnson & Johnson	$638,753	$25,652 â–²	4.2%	2,515	0.3%	Medical
GS The Goldman Sachs Group	$608,421	$9,096 â–¼	-1.5%	602	0.3%	Finance
SPY SPDR S&P 500 ETF Trust	$603,026	$1,493 â–²	0.2%	808	0.3%	Finance
QGRO American Century U.S. Quality Growth ETF	$575,612	$135,521 â–²	30.8%	4,876	0.3%	ETF
MCHP Microchip Technology	$565,537	$92,751 â–¼	-14.1%	6,201	0.3%	Computer and Technology
META Meta Platforms	$557,291	$33,246 â–²	6.3%	989	0.3%	Computer and Technology
LLY Eli Lilly and Company	$516,954	$22,789 â–²	4.6%	431	0.2%	Medical
APH Amphenol	$495,496	$1,411 â–²	0.3%	2,810	0.2%	Computer and Technology
WALMART INC	$490,371	$1,699 â–²	0.3%	4,330	0.2%	COM
BKNG Booking	$430,984	$416,368 â–²	2,848.8%	2,418	0.2%	Retail/Wholesale
V Visa	$404,532	$16,813 â–²	4.3%	1,179	0.2%	Business Services
ETN Eaton	$393,735	$11,079 â–²	2.9%	924	0.2%	Industrials
WM Waste Management	$392,560	$27,419 â–²	7.5%	1,761	0.2%	Business Services
UBER Uber Technologies	$391,324	$2,237 â–¼	-0.6%	5,423	0.2%	Computer and Technology
IVV iShares Core S&P 500 ETF	$387,925		0.0%	518	0.2%	ETF
CVX Chevron	$387,241	$17,903 â–¼	-4.4%	2,336	0.2%	Energy
DE Deere & Company	$384,404		0.0%	606	0.2%	Industrials
IAU iShares Gold Trust	$381,628		0.0%	5,054	0.2%	Finance
TMO Thermo Fisher Scientific	$376,649	$29,590 â–²	8.5%	751	0.2%	Medical
TJX TJX Companies	$374,422	$6,970 â–²	1.9%	2,471	0.2%	Retail/Wholesale
SCHW Charles Schwab	$371,387	$15,225 â–²	4.3%	4,025	0.2%	Finance
DELL Dell Technologies	$360,701	$360,701 â–²	New Holding	836	0.2%	Computer and Technology
GLD SPDR Gold Shares	$360,276	$22,103 â–²	6.5%	978	0.2%	Finance
UNP Union Pacific	$358,991	$17,134 â–²	5.0%	1,320	0.2%	Transportation
PEP PepsiCo	$357,839	$18,007 â–²	5.3%	2,643	0.2%	Consumer Staples
MDLZ Mondelez International	$355,337	$1,388 â–²	0.4%	6,143	0.2%	Consumer Staples
ACN Accenture	$351,805	$45,173 â–²	14.7%	2,827	0.2%	Computer and Technology
LOW Lowe's Companies	$351,461	$13,229 â–²	3.9%	1,594	0.2%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$350,040	$42,108 â–²	13.7%	12,087	0.2%	ETF
NOW ServiceNow	$345,494	$27,302 â–²	8.6%	3,480	0.2%	Computer and Technology
AON AON	$345,289	$8,956 â–²	2.7%	1,041	0.2%	Finance
MSI Motorola Solutions	$336,385	$30,316 â–²	9.9%	810	0.2%	Computer and Technology
MCK McKesson	$327,930	$27,957 â–²	9.3%	434	0.2%	Medical
HD Home Depot	$327,287	$32,447 â–²	11.0%	928	0.2%	Retail/Wholesale
ULTA Ulta Beauty	$322,902	$66,294 â–²	25.8%	716	0.2%	Retail/Wholesale
NEE NextEra Energy	$322,353	$16,763 â–²	5.5%	3,673	0.2%	Utilities
VLO Valero Energy	$309,816	$1,562 â–²	0.5%	1,190	0.1%	Energy
TMUS T-Mobile US	$302,012	$26,663 â–²	9.7%	1,801	0.1%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$300,326		0.0%	427	0.1%	ETF
NXPI NXP Semiconductors	$298,173	$17,986 â–¼	-5.7%	1,061	0.1%	Computer and Technology
NFLX Netflix	$295,596	$15,851 â–²	5.7%	4,140	0.1%	Consumer Discretionary
CRM Salesforce	$295,473	$22,090 â–¼	-7.0%	1,886	0.1%	Computer and Technology
BSX Boston Scientific	$293,681	$293,681 â–²	New Holding	6,881	0.1%	Medical
GLW Corning	$293,234	$293,234 â–²	New Holding	1,148	0.1%	Computer and Technology
KO CocaCola	$291,697	$2,845 â–¼	-1.0%	3,589	0.1%	Consumer Staples
AXP American Express	$285,821		0.0%	845	0.1%	Finance
LINDE PLC	$282,822	$6,227 â–²	2.3%	545	0.1%	SHS
TXN Texas Instruments	$279,292	$76,306 â–¼	-21.5%	937	0.1%	Computer and Technology
EMR Emerson Electric	$260,819	$5,153 â–²	2.0%	1,822	0.1%	Industrials
MODL VictoryShares WestEnd US Sector ETF	$259,488		0.0%	5,091	0.1%	ETF
SLV iShares Silver Trust	$256,549		0.0%	4,798	0.1%	ETF
LMT Lockheed Martin	$249,258	$17,841 â–²	7.7%	489	0.1%	Aerospace
QCOM Qualcomm	$248,912	$248,912 â–²	New Holding	1,347	0.1%	Computer and Technology
GE GE Aerospace	$246,288	$246,288 â–²	New Holding	659	0.1%	Aerospace
ABBV AbbVie	$244,342	$244,342 â–²	New Holding	971	0.1%	Medical
VZ Verizon Communications	$239,010	$19,519 â–¼	-7.5%	5,645	0.1%	Computer and Technology
ORCL Oracle	$232,428		0.0%	1,586	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$219,221	$1,285 â–²	0.6%	1,706	0.1%	Medical
SYK Stryker	$209,998	$48,800 â–¼	-18.9%	667	0.1%	Medical
BA Boeing	$209,759	$209,759 â–²	New Holding	969	0.1%	Aerospace
FBIN Fortune Brands Innovations	$208,949	$208,949 â–²	New Holding	3,806	0.1%	Retail/Wholesale
UNH UnitedHealth Group	$207,815	$207,815 â–²	New Holding	500	0.1%	Medical
NOC Northrop Grumman	$206,780	$48,384 â–²	30.5%	406	0.1%	Aerospace
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$202,722	$202,722 â–²	New Holding	3,515	0.1%	ETF
MMT MFS Multimarket Income Trust	$65,560		0.0%	14,900	0.0%	Finance
XOM ExxonMobil	$0	$1,336,797 â–¼	-100.0%	0	0.0%	Energy
MRVL Marvell Technology	$0	$618,369 â–¼	-100.0%	0	0.0%	Computer and Technology
INTU Intuit	$0	$368,969 â–¼	-100.0%	0	0.0%	Computer and Technology
IQV IQVIA	$0	$334,770 â–¼	-100.0%	0	0.0%	Medical
APO Apollo Global Management	$0	$332,032 â–¼	-100.0%	0	0.0%	Finance
ICE Intercontinental Exchange	$0	$327,499 â–¼	-100.0%	0	0.0%	Finance
SPGI S&P Global	$0	$325,218 â–¼	-100.0%	0	0.0%	Finance
HON Honeywell International	$0	$260,619 â–¼	-100.0%	0	0.0%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Broadway Wealth Solutions, Inc. Top Holdings and 13F Report (2026)

About Broadway Wealth Solutions, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Broadway Wealth Solutions, Inc. Top Holdings and 13F Report (2026)

About Broadway Wealth Solutions, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBroadway Wealth Solutions, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools