Broadway Wealth Solutions

Broadway Wealth Solutions as of March 31, 2026

Portfolio Holdings for Broadway Wealth Solutions

Broadway Wealth Solutions holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYM) 19.6 $38M 495k 76.54
Victory Portfolios Ii Short Trm Bd Etf (USTB) 14.6 $28M 560k 50.58
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 14.5 $28M 1.1M 25.14
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.4 $16M 192k 84.84
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.8 $7.3M 153k 47.82
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.6 $6.9M 86k 80.58
Fidelity Covington Trust Enhanced Mid (FMDE) 3.4 $6.5M 180k 35.96
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.4 $4.6M 136k 33.67
Spdr Series Trust State Street Spd (SPTL) 2.2 $4.3M 165k 26.30
J P Morgan Exchange Traded F Active Growth (JGRO) 2.0 $3.8M 45k 84.52
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $3.4M 31k 110.47
Neuberger Berman Etf Trust Small Mid Cap Et (NBSM) 1.6 $3.1M 122k 25.20
NVIDIA Corporation (NVDA) 1.4 $2.7M 15k 174.40
Microsoft Corporation (MSFT) 1.1 $2.1M 5.7k 370.16
Apple (AAPL) 1.1 $2.1M 8.3k 253.79
Raytheon Technologies Corp (RTX) 1.0 $2.0M 10k 192.90
Costco Wholesale Corporation (COST) 1.0 $2.0M 2.0k 996.54
Amazon (AMZN) 1.0 $1.8M 8.9k 208.27
Exxon Mobil Corporation (XOM) 0.7 $1.3M 7.9k 169.67
Broadcom (AVGO) 0.5 $1.1M 3.4k 309.50
Tesla Motors (TSLA) 0.5 $951k 2.6k 371.75
Marsh & McLennan Companies (MRSH) 0.5 $886k 5.1k 173.45
Alphabet Cap Stk Cl A (GOOGL) 0.4 $809k 2.8k 287.55
International Business Machines (IBM) 0.4 $733k 3.0k 242.39
JPMorgan Chase & Co. (JPM) 0.3 $671k 2.3k 294.12
Marvell Technology (MRVL) 0.3 $618k 6.2k 99.05
Johnson & Johnson (JNJ) 0.3 $590k 2.4k 244.42
Cisco Systems (CSCO) 0.3 $585k 7.5k 77.59
Palo Alto Networks (PANW) 0.3 $571k 3.6k 160.32
Wal-Mart Stores (WMT) 0.3 $536k 4.3k 124.27
Meta Platforms Cl A (META) 0.3 $532k 930.00 572.29
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $524k 806.00 650.24
Goldman Sachs (GS) 0.3 $517k 611.00 846.60
Chevron Corporation (CVX) 0.3 $506k 2.4k 206.94
Accenture Plc Ireland Shs Class A (ACN) 0.3 $489k 2.5k 198.30
Microchip Technology (MCHP) 0.2 $466k 7.2k 64.61
Ishares Gold Tr Ishares New (IAU) 0.2 $446k 5.1k 88.16
Spdr Gold Tr Gold Shs (GLD) 0.2 $395k 918.00 430.29
Uber Technologies (UBER) 0.2 $392k 5.5k 71.93
American Centy Etf Tr Us Quality Grow (QGRO) 0.2 $392k 3.7k 105.03
Pepsi (PEP) 0.2 $390k 2.5k 155.28
TJX Companies (TJX) 0.2 $387k 2.4k 159.69
Intel Corporation (INTC) 0.2 $387k 8.8k 44.13
Eli Lilly & Co. (LLY) 0.2 $379k 412.00 919.77
salesforce (CRM) 0.2 $378k 2.0k 186.64
Netflix (NFLX) 0.2 $377k 3.9k 96.15
Waste Management (WM) 0.2 $376k 1.6k 229.76
Intuit (INTU) 0.2 $369k 853.00 432.55
Charles Schwab Corporation (SCHW) 0.2 $363k 3.9k 93.98
Lowe's Companies (LOW) 0.2 $363k 1.5k 236.28
Amphenol Corp Cl A (APH) 0.2 $354k 2.8k 126.34
Mondelez Intl Cl A (MDLZ) 0.2 $353k 6.1k 57.64
Booking Holdings (BKNG) 0.2 $346k 82.00 4222.02
Metropcs Communications (TMUS) 0.2 $345k 1.6k 210.01
McKesson Corporation (MCK) 0.2 $344k 397.00 865.36
Visa Com Cl A (V) 0.2 $342k 1.1k 302.22
Deere & Company (DE) 0.2 $341k 606.00 563.30
Thermo Fisher Scientific (TMO) 0.2 $340k 692.00 491.67
Ishares Tr Core S&p500 Etf (IVV) 0.2 $338k 518.00 653.21
Servicenow (NOW) 0.2 $335k 3.2k 104.55
Iqvia Holdings (IQV) 0.2 $335k 2.0k 170.54
Apollo Global Mgmt (APO) 0.2 $332k 3.0k 111.42
Intercontinental Exchange (ICE) 0.2 $328k 2.1k 157.30
Aon Shs Cl A (AON) 0.2 $327k 1.0k 322.78
Ishares Silver Tr Ishares (SLV) 0.2 $327k 4.8k 68.14
S&p Global (SPGI) 0.2 $325k 765.00 425.12
Nextera Energy (NEE) 0.2 $323k 3.5k 92.87
Eaton Corp SHS (ETN) 0.2 $321k 898.00 357.67
Motorola Solutions Com New (MSI) 0.2 $320k 737.00 433.97
Verizon Communications (VZ) 0.2 $307k 6.1k 50.20
Union Pacific Corporation (UNP) 0.2 $305k 1.3k 242.69
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $297k 569.00 522.71
Valero Energy Corporation (VLO) 0.2 $293k 1.2k 247.03
Coca-Cola Company (KO) 0.1 $276k 3.6k 76.04
Home Depot (HD) 0.1 $275k 836.00 328.89
Lockheed Martin Corporation (LMT) 0.1 $275k 454.00 604.74
Stryker Corporation (SYK) 0.1 $270k 822.00 328.59
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $267k 11k 25.10
Linde SHS (LIN) 0.1 $264k 533.00 495.76
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $263k 427.00 616.76
Honeywell International (HON) 0.1 $261k 1.2k 226.04
American Express Company (AXP) 0.1 $256k 845.00 302.48
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $236k 3.3k 71.61
Emerson Electric (EMR) 0.1 $234k 1.8k 131.02
Oracle Corporation (ORCL) 0.1 $233k 1.6k 147.11
Texas Instruments Incorporated (TXN) 0.1 $232k 1.2k 194.14
Victory Portfolios Ii Victoryshares We (MODL) 0.1 $228k 5.1k 44.69
Nxp Semiconductors N V (NXPI) 0.1 $222k 1.1k 196.86
Northrop Grumman Corporation (NOC) 0.1 $212k 311.00 682.24
Diamondback Energy (FANG) 0.1 $209k 1.1k 197.78
Comcast Corp Cl A (CMCSA) 0.1 $207k 7.2k 28.71
Merck & Co (MRK) 0.1 $204k 1.7k 120.29
Cleanspark Com New (CLSK) 0.0 $94k 11k 8.51
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $69k 15k 4.62
Sintx Technologies Com New (SINT) 0.0 $25k 10k 2.50