Broadway Wealth Solutions

Broadway Wealth Solutions as of June 30, 2026

Portfolio Holdings for Broadway Wealth Solutions

Broadway Wealth Solutions holds 92 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str P500etf (SPYM) 21.2 $45M 516k 87.88
Victory Portfolios Ii Short Trm Bd Etf (USTB) 13.7 $29M 579k 50.62
Federated Hermes Etf Trust Tota Retu Bd Etf (FTRB) 13.6 $29M 1.2M 25.09
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.3 $18M 199k 89.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.9 $8.4M 87k 96.49
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.7 $8.0M 166k 48.35
Fidelity Covington Trust Enh Mid Cor Etf (FMDE) 3.6 $7.6M 188k 40.58
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.3 $5.0M 142k 35.03
J P Morgan Exchange Traded F Active Growth (JGRO) 2.1 $4.6M 47k 98.59
Spdr Series Trust St Lon Treas Etf (SPTL) 2.1 $4.5M 173k 26.23
NVIDIA Corporation (NVDA) 1.9 $4.0M 20k 200.09
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $4.0M 32k 124.76
Neuberger Berman Etf Trust Smal Mid Cap Etf (NBSM) 1.7 $3.7M 130k 28.71
Apple (AAPL) 1.3 $2.8M 9.8k 289.36
Microsoft Corporation (MSFT) 1.1 $2.3M 6.2k 373.02
Amazon (AMZN) 1.0 $2.2M 9.1k 238.34
Raytheon Technologies Corp (RTX) 0.9 $2.0M 10k 189.73
Costco Wholesale Corporation (COST) 0.9 $1.9M 2.0k 935.59
Tesla Motors (TSLA) 0.6 $1.3M 3.2k 420.60
Intel Corporation (INTC) 0.6 $1.2M 8.8k 139.63
Broadcom (AVGO) 0.6 $1.2M 3.2k 377.76
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.2M 3.3k 357.37
Palo Alto Networks (PANW) 0.5 $1.0M 3.0k 341.02
Marsh & McLennan Companies (MRSH) 0.5 $994k 6.0k 166.67
International Business Machines (IBM) 0.4 $852k 3.0k 281.25
Cisco Systems (CSCO) 0.4 $792k 6.7k 117.45
JPMorgan Chase & Co. (JPM) 0.4 $755k 2.3k 327.35
Johnson & Johnson (JNJ) 0.3 $639k 2.5k 253.98
Goldman Sachs (GS) 0.3 $608k 602.00 1010.67
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $603k 808.00 746.32
American Centy Etf Tr Us Quality Grow (QGRO) 0.3 $576k 4.9k 118.05
Microchip Technology (MCHP) 0.3 $566k 6.2k 91.20
Meta Platforms Cl A (META) 0.3 $557k 989.00 563.49
Eli Lilly & Co. (LLY) 0.2 $517k 431.00 1199.43
Amphenol Corp Cl A (APH) 0.2 $496k 2.8k 176.33
Wal-Mart Stores (WMT) 0.2 $490k 4.3k 113.25
Booking Holdings (BKNG) 0.2 $431k 2.4k 178.24
Visa Com Cl A (V) 0.2 $405k 1.2k 343.11
Eaton Corp SHS (ETN) 0.2 $394k 924.00 426.12
Waste Management (WM) 0.2 $393k 1.8k 222.92
Uber Technologies (UBER) 0.2 $391k 5.4k 72.16
Ishares Tr Core S&p500 Etf (IVV) 0.2 $388k 518.00 748.89
Chevron Corporation (CVX) 0.2 $387k 2.3k 165.77
Deere & Company (DE) 0.2 $384k 606.00 634.33
Ishares Gold Tr Ishares New (IAU) 0.2 $382k 5.1k 75.51
Thermo Fisher Scientific (TMO) 0.2 $377k 751.00 501.53
TJX Companies (TJX) 0.2 $374k 2.5k 151.53
Charles Schwab Corporation (SCHW) 0.2 $371k 4.0k 92.27
Dell Technologies CL C (DELL) 0.2 $361k 836.00 431.46
Spdr Gold Tr Gold Shs (GLD) 0.2 $360k 978.00 368.38
Union Pacific Corporation (UNP) 0.2 $359k 1.3k 271.96
Pepsi (PEP) 0.2 $358k 2.6k 135.39
Mondelez Intl Cl A (MDLZ) 0.2 $355k 6.1k 57.84
Accenture Plc Ireland Shs Class A (ACN) 0.2 $352k 2.8k 124.44
Lowe's Companies (LOW) 0.2 $352k 1.6k 220.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $350k 12k 28.96
Servicenow (NOW) 0.2 $346k 3.5k 99.28
Aon Shs Cl A (AON) 0.2 $345k 1.0k 331.69
Motorola Solutions Com New (MSI) 0.2 $336k 810.00 415.29
McKesson Corporation (MCK) 0.2 $328k 434.00 755.60
Home Depot (HD) 0.2 $327k 928.00 352.68
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $323k 716.00 450.98
Nextera Energy (NEE) 0.2 $322k 3.7k 87.76
Valero Energy Corporation (VLO) 0.1 $310k 1.2k 260.35
Metropcs Communications (TMUS) 0.1 $302k 1.8k 167.69
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $300k 427.00 703.34
Nxp Semiconductors N V (NXPI) 0.1 $298k 1.1k 281.03
Netflix (NFLX) 0.1 $296k 4.1k 71.40
salesforce (CRM) 0.1 $296k 1.9k 156.67
Boston Scientific Corporation (BSX) 0.1 $294k 6.9k 42.68
Corning Incorporated (GLW) 0.1 $293k 1.1k 255.43
Coca-Cola Company (KO) 0.1 $292k 3.6k 81.28
American Express Company (AXP) 0.1 $286k 845.00 338.25
Linde SHS (LIN) 0.1 $283k 545.00 518.94
Texas Instruments Incorporated (TXN) 0.1 $279k 937.00 298.07
Emerson Electric (EMR) 0.1 $261k 1.8k 143.15
Victory Portfolios Ii Vict Wes U S Etf (MODL) 0.1 $260k 5.1k 50.97
Ishares Silver Tr Ishares (SLV) 0.1 $257k 4.8k 53.47
Lockheed Martin Corporation (LMT) 0.1 $249k 489.00 509.73
Qualcomm (QCOM) 0.1 $249k 1.3k 184.79
Ge Aerospace Com New (GE) 0.1 $246k 659.00 373.73
Abbvie (ABBV) 0.1 $244k 971.00 251.64
Verizon Communications (VZ) 0.1 $239k 5.6k 42.34
Oracle Corporation (ORCL) 0.1 $232k 1.6k 146.55
Merck & Co (MRK) 0.1 $219k 1.7k 128.50
Stryker Corporation (SYK) 0.1 $210k 667.00 314.84
Boeing Company (BA) 0.1 $210k 969.00 216.47
Fortune Brands (FBIN) 0.1 $209k 3.8k 54.90
UnitedHealth (UNH) 0.1 $208k 500.00 415.63
Northrop Grumman Corporation (NOC) 0.1 $207k 406.00 509.31
Spdr Series Trust ST STR SP600 SML (SPSM) 0.1 $203k 3.5k 57.67
Aberdeen Multi-market Income Sh Ben Int (MMT) 0.0 $66k 15k 4.40