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CIK: 0002021265
Total reported value
$214.1M
$214.1M
97 檔
50.0%
In Q3 2025, Broadway Wealth Solutions, Inc.'s U.S. equity holdings reached a combined market value of $214.1M, distributed across 97 disclosed stock positions.
In Q3 2025, Broadway Wealth Solutions, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | 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 | 20.48% | +1.59% | +5.12% | |
| 2 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 13.91% | -0.86% | +8.98% | |
| 3 | USTB | Victoryshares Short-term Bon | ETF-Other | 13.66% | -0.95% | +7.55% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 8.32% | -0.14% | +6.74% | |
| 5 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.67% | -0.04% | +10.14% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.65% | +0.32% | +8.45% | |
| 7 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 3.28% | +0.22% | +8.62% | |
| 8 | DFIS | Dimensional International Sm | ETF-Other | 2.38% | -0.04% | +5.64% | |
| 9 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.31% | +0.17% | +5.96% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.12% | -0.12% | +11.93% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.01% | -1.50% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.46% | -4.50% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.23% | +0.12% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.14% | +0.08% | +7.32% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.05% | +0.03% | |
| 16 | NBSM | Neuberger Small-mid Cap ETF | ETF-Other | 1.07% | +0.16% | +9.78% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.16% | +1.78% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.11% | -0.07% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.13% | +10.06% | |
| 20 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.58% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.13% | +10.86% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.69% | EXIT | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.02% | -12.59% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.02% | +20.07% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | — | -5.62% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.02% | +2.33% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.33% | +0.17% | +4.88% | |
| 28 | MRVL | Marvell Technology Inc | Stock-Tech | 0.29% | -0.32% | EXIT | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.01% | -3.53% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.05% | +8.14% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.27% | -0.05% | — | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.07% | -5.80% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.25% | -0.01% | — | |
| 34 | MCHP | Microchip Technology Inc | Stock-Tech | 0.24% | +0.02% | -8.54% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.24% | -0.02% | +2.75% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.24% | +0.05% | -10.10% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | -0.03% | -0.25% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.23% | +0.01% | +3.12% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.22% | +0.02% | +2.86% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | +0.01% | -1.21% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.22% | -0.08% | -3.23% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.21% | -0.03% | +4.39% | |
| 43 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.21% | — | -6.98% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.21% | — | +2.33% | |
| 45 | QGRO | American Century US Quality | ETF-Other | 0.21% | +0.07% | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.04% | +6.50% | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.20% | -0.03% | — | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.20% | -0.02% | +3.38% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.20% | -0.03% | +5.79% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.4% | +5.12% | Add |
| 2 | NVDA | Nvidia CORP | +0.4% | -4.50% | Add |
| 3 | AVEM | Avantis Emerging Markets Eq | +0.3% | +8.45% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +10.86% | Add |
| 5 | AVDE | Avantis International Equity | +0.2% | +6.74% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | +10.06% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | -12.59% | Trim |
| 8 | DFIS | Dimensional International Sm | +0.1% | +5.64% | Add |
| 9 | ORCL | Oracle CORP | +0.1% | — | Trim |
| 10 | MSFT | Microsoft CORP | +0.1% | -1.50% | Trim |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +20.07% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +2.33% | Add |
| 13 | APH | Amphenol Corp-cl A | 0% | -10.10% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | 0% | -5.62% | Add |
| 15 | GS | Goldman Sachs Group Inc | 0% | -1.21% | Trim |
| 16 | INTC | Intel CORP | 0% | — | Add |
| 17 | GLD | Spdr Gold Shares | — | -0.25% | Add |
| 18 | AAPL | Apple Inc | 0% | +0.12% | Add |
| 19 | PANW | Palo Alto Networks Inc | 0% | +4.88% | Add |
| 20 | RTX | Rtx CORP | 0% | -0.07% | Add |
| 21 | COST | Costco Wholesale CORP | -0.1% | +1.78% | Add |
| 22 | AMZN | Amazon.com Inc | -0.1% | +0.03% | Add |
| 23 | JPIB | Jpmorgan Intl Bnd ETF | -0.2% | +10.14% | Add |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.2% | +11.93% | Add |
| 25 | MRK | Merck & Co. Inc. | -0.3% | -61.79% | Trim |
| 26 | HON | Honeywell International Inc | -0.3% | -4.01% | Trim |
| 27 | MRSH | Marsh & Mclennan Cos | -0.3% | — | Unchanged |
| 28 | FTRB | Fed Hermes Ttl Rtrn Bnd | -1.4% | +8.98% | Add |
| 29 | USTB | Victoryshares Short-term Bon | -1.8% | +7.55% | Add |
| 30 | FMDE | Fidelity Enhanced Mid Cap Co | — | NEW | New buy |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | EXIT | Sold out |
| 32 | JGRO | Jpmorgan Active Growth ETF | — | NEW | New buy |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | — | EXIT | Sold out |
| 34 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 35 | NBSM | Neuberger Small-mid Cap ETF | — | NEW | New buy |
| 36 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 37 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 38 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 39 | QGRO | American Century US Quality | — | NEW | New buy |
| 40 | MCK | Mckesson CORP | — | NEW | New buy |
| 41 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 42 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 43 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 44 | SYK | Stryker CORP | — | NEW | New buy |
| 45 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 46 | USAC | USA Compression Partners LP | — | EXIT | Sold out |
| 47 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 48 | BA | Boeing Co/the | — | NEW | New buy |
| 49 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 50 | BAR | Graniteshares Gold Trust | — | NEW | New buy |
According to official SEC Form 13F filings, Broadway Wealth Solutions, Inc. reported a total U.S. public equity portfolio value of $214.1M across 97 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, FTRB, USTB) accounted for 50.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
FMDE
市值: $5.8M
Top Position Liquidated / Trimmed
SPMD
前期市值: $4.4M
During Q3 2025, Broadway Wealth Solutions, Inc.'s top holdings by market value included SPYM (20.5%)、FTRB (13.9%)、USTB (13.7%). The largest single position, SPYM, represented 20.5% of total portfolio value.
In Q3 2025, Broadway Wealth Solutions, Inc. made 49 total portfolio adjustments, initiating 15 new buys, adding to 21 positions, trimming 7 holdings, and fully liquidating 6 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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