Broadway Wealth Solutions

Broadway Wealth Solutions as of Dec. 31, 2025

Portfolio Holdings for Broadway Wealth Solutions

Broadway Wealth Solutions holds 93 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYM) 20.3 $38M 474k 80.22
Victory Portfolios Ii Short Trm Bd Etf (USTB) 14.1 $26M 520k 50.84
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 14.1 $26M 1.0M 25.39
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.4 $16M 191k 82.32
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.7 $6.9M 141k 48.70
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.6 $6.7M 87k 77.02
Fidelity Covington Trust Enhanced Mid (FMDE) 3.3 $6.2M 169k 36.38
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.4 $4.5M 137k 32.94
Spdr Series Trust State Street Spd (SPTL) 2.2 $4.0M 153k 26.47
J P Morgan Exchange Traded F Active Growth (JGRO) 2.1 $4.0M 43k 92.80
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $3.1M 30k 101.98
Neuberger Berman Etf Trust Small Mid Cap Et (NBSM) 1.5 $2.9M 114k 25.24
NVIDIA Corporation (NVDA) 1.4 $2.7M 14k 186.50
Microsoft Corporation (MSFT) 1.3 $2.4M 4.9k 483.61
Apple (AAPL) 1.2 $2.3M 8.5k 271.86
Amazon (AMZN) 1.1 $2.0M 8.7k 230.82
Raytheon Technologies Corp (RTX) 1.0 $1.9M 10k 183.40
Costco Wholesale Corporation (COST) 0.9 $1.7M 2.0k 862.42
Tesla Motors (TSLA) 0.6 $1.1M 2.6k 449.72
Broadcom (AVGO) 0.5 $970k 2.8k 346.04
Marsh & McLennan Companies 0.5 $949k 5.1k 185.52
Alphabet Cap Stk Cl A (GOOGL) 0.5 $936k 3.0k 312.98
Exxon Mobil Corporation (XOM) 0.5 $916k 7.6k 120.33
International Business Machines (IBM) 0.4 $836k 2.8k 296.21
JPMorgan Chase & Co. (JPM) 0.4 $698k 2.2k 322.27
Meta Platforms Cl A (META) 0.3 $582k 881.00 660.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $563k 826.00 681.92
Cisco Systems (CSCO) 0.3 $560k 7.3k 77.03
Johnson & Johnson (JNJ) 0.3 $556k 2.7k 206.98
Palo Alto Networks (PANW) 0.3 $552k 3.0k 184.20
Marvell Technology (MRVL) 0.3 $531k 6.2k 84.98
Wal-Mart Stores (WMT) 0.3 $520k 4.7k 111.41
Ishares Gold Tr Ishares New (IAU) 0.3 $502k 6.2k 81.17
Microchip Technology (MCHP) 0.3 $498k 7.8k 63.72
Spdr Gold Tr Gold Shs (GLD) 0.2 $455k 1.1k 396.31
Ishares Silver Tr Ishares (SLV) 0.2 $441k 6.9k 64.42
Eli Lilly & Co. (LLY) 0.2 $439k 408.00 1074.68
American Centy Etf Tr Us Quality Grow (QGRO) 0.2 $422k 3.7k 114.52
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $419k 692.00 605.01
Amphenol Corp Cl A (APH) 0.2 $411k 3.0k 135.16
Goldman Sachs (GS) 0.2 $396k 450.00 879.52
Charles Schwab Corporation (SCHW) 0.2 $383k 3.8k 99.91
Iqvia Holdings (IQV) 0.2 $382k 1.7k 225.41
Uber Technologies (UBER) 0.2 $382k 4.7k 81.71
salesforce (CRM) 0.2 $382k 1.4k 264.84
Booking Holdings (BKNG) 0.2 $381k 71.00 5370.00
Spdr Series Trust State Street Spd (SPTM) 0.2 $372k 4.5k 82.49
TJX Companies (TJX) 0.2 $371k 2.4k 153.58
Chevron Corporation (CVX) 0.2 $361k 2.4k 152.39
Visa Com Cl A (V) 0.2 $361k 1.0k 350.64
Lowe's Companies (LOW) 0.2 $358k 1.5k 241.16
Thermo Fisher Scientific (TMO) 0.2 $355k 613.00 579.61
Ishares Tr Core S&p500 Etf (IVV) 0.2 $355k 518.00 684.94
Waste Management (WM) 0.2 $349k 1.6k 219.75
McKesson Corporation (MCK) 0.2 $348k 424.00 820.29
Pepsi (PEP) 0.2 $347k 2.4k 143.51
Apollo Global Mgmt (APO) 0.2 $346k 2.4k 144.76
Accenture Plc Ireland Shs Class A (ACN) 0.2 $333k 1.2k 268.32
Roper Industries (ROP) 0.2 $330k 742.00 445.32
Intel Corporation (INTC) 0.2 $323k 8.8k 36.90
Adobe Systems Incorporated (ADBE) 0.2 $320k 914.00 349.99
S&p Global (SPGI) 0.2 $317k 606.00 522.99
Intercontinental Exchange (ICE) 0.2 $314k 1.9k 161.94
American Express Company (AXP) 0.2 $313k 845.00 369.95
Oracle Corporation (ORCL) 0.2 $309k 1.6k 194.91
Aon Shs Cl A (AON) 0.2 $308k 872.00 352.88
Motorola Solutions Com New (MSI) 0.2 $302k 788.00 383.32
Nextera Energy (NEE) 0.2 $301k 3.8k 80.28
Intuit (INTU) 0.2 $300k 453.00 662.84
Union Pacific Corporation (UNP) 0.2 $296k 1.3k 231.29
Mondelez Intl Cl A (MDLZ) 0.2 $283k 5.3k 53.83
Deere & Company (DE) 0.2 $282k 606.00 465.57
Metropcs Communications (TMUS) 0.2 $282k 1.4k 203.07
Netflix (NFLX) 0.1 $276k 2.9k 93.76
Eaton Corp SHS (ETN) 0.1 $273k 856.00 318.51
Home Depot (HD) 0.1 $268k 780.00 344.10
Stryker Corporation (SYK) 0.1 $263k 748.00 351.47
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $258k 427.00 603.28
Victory Portfolios Ii Victoryshares We (MODL) 0.1 $252k 5.3k 47.52
Honeywell International (HON) 0.1 $252k 1.3k 195.06
Nxp Semiconductors N V (NXPI) 0.1 $244k 1.1k 217.06
Texas Instruments Incorporated (TXN) 0.1 $243k 1.4k 173.49
Verizon Communications (VZ) 0.1 $241k 5.9k 40.73
Coca-Cola Company (KO) 0.1 $240k 3.4k 69.90
Lockheed Martin Corporation (LMT) 0.1 $234k 484.00 483.93
Linde SHS (LIN) 0.1 $227k 533.00 426.39
Emerson Electric (EMR) 0.1 $223k 1.7k 132.72
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $223k 3.3k 67.64
Northrop Grumman Corporation (NOC) 0.1 $215k 377.00 570.21
Boeing Company (BA) 0.1 $210k 969.00 217.12
Qualcomm (QCOM) 0.1 $204k 1.2k 171.05
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $69k 15k 4.65
Sintx Technologies Com New (SINT) 0.0 $39k 10k 3.86