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CIK: 0002021265
Total reported value
$214.1M
$214.1M
94 檔
44.9%
According to the latest 13F quarterly dataset, Broadway Wealth Solutions, Inc. managed an equity portfolio of $214.1M at the end of Q2 2025, spanning 94 distinct U.S. exchange-listed positions.
During Q2 2025, Broadway Wealth Solutions, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 20.07% | +1.59% | +11.69% | |
| 2 | USTB | Victoryshares Short-term Bon | ETF-Other | 14.05% | -0.95% | +5.90% | |
| 3 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 14.01% | -0.86% | +7.28% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 8.12% | -0.14% | +5.33% | |
| 5 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.67% | -0.04% | +9.93% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.41% | +0.32% | +5.93% | |
| 7 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 3.19% | +0.22% | — | |
| 8 | DFIS | Dimensional International Sm | ETF-Other | 2.36% | -0.04% | +4.44% | |
| 9 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.22% | +0.17% | — | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.07% | -0.12% | +8.39% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.01% | +0.21% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.46% | +9.83% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.05% | -0.02% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.21% | -0.16% | +22.82% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.23% | +13.01% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.08% | +0.08% | — | |
| 17 | NBSM | Neuberger Small-mid Cap ETF | ETF-Other | 1.07% | +0.16% | — | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 0.95% | -0.11% | +0.12% | |
| 19 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.70% | — | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.69% | EXIT | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.02% | +3.51% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.13% | -1.66% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.02% | +11.23% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | — | +11.04% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.13% | +52.94% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.02% | +17.58% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.35% | +0.17% | +0.25% | |
| 28 | MCHP | Microchip Technology Inc | Stock-Tech | 0.32% | +0.02% | +4.72% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | -0.01% | +16.04% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | +0.07% | -1.27% | |
| 31 | MRVL | Marvell Technology Inc | Stock-Tech | 0.30% | -0.32% | EXIT | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.05% | -3.80% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.01% | +3.66% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | +0.01% | -3.42% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.26% | -0.05% | — | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.25% | +0.02% | +4.48% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.25% | -0.02% | -6.50% | |
| 38 | APH | Amphenol Corp-cl A | Stock-Tech | 0.23% | +0.05% | -15.02% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.08% | +5.16% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | -0.03% | +8.86% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | +0.01% | +0.41% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.04% | +6.95% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.22% | -0.01% | -5.54% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.22% | -0.06% | +6.11% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.21% | -0.19% | EXIT | |
| 46 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.21% | — | -6.28% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.21% | — | -3.58% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.21% | -0.03% | +3.72% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.21% | -0.01% | -1.76% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.21% | -0.13% | EXIT |
According to official SEC Form 13F filings, Broadway Wealth Solutions, Inc. reported a total U.S. public equity portfolio value of $214.1M across 94 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, USTB, FTRB) accounted for 44.9% of total reported equity market value during Q2 2025.
During Q2 2025, Broadway Wealth Solutions, Inc.'s top holdings by market value included SPYM (20.1%)、USTB (14.1%)、FTRB (14.0%). The largest single position, SPYM, represented 20.1% of total portfolio value.
In Q2 2025, Broadway Wealth Solutions, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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