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CIK: 0002021265
Total reported value
$214.1M
$214.1M
93 檔
53.0%
According to the latest 13F quarterly dataset, Broadway Wealth Solutions, Inc. managed an equity portfolio of $214.1M at the end of Q4 2025, spanning 93 distinct U.S. exchange-listed positions.
Broadway Wealth Solutions, Inc. executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 8 holdings and trimming 12 positions.
| # | 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 | 20.28% | +1.59% | +1.57% | |
| 2 | USTB | Victoryshares Short-term Bon | ETF-Other | 14.12% | -0.95% | +8.88% | |
| 3 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 14.06% | -0.86% | +6.11% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 8.41% | -0.14% | +1.74% | |
| 5 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.68% | -0.04% | +5.89% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.56% | +0.32% | +0.04% | |
| 7 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 3.29% | +0.22% | +4.53% | |
| 8 | DFIS | Dimensional International Sm | ETF-Other | 2.42% | -0.04% | +2.27% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.16% | -0.12% | +9.06% | |
| 10 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.14% | +0.17% | -1.66% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.64% | +0.08% | +46.68% | |
| 12 | NBSM | Neuberger Small-mid Cap ETF | ETF-Other | 1.54% | +0.16% | +52.26% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.46% | +3.31% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.01% | -4.74% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.23% | -9.66% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.05% | -2.85% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.11% | -0.05% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.16% | -0.15% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | +0.13% | +0.35% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.02% | +7.60% | |
| 21 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.51% | — | -0.33% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.13% | -21.43% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.69% | EXIT | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | +0.02% | -1.91% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | -0.82% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.02% | +5.51% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.01% | — | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.07% | +8.82% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.01% | -4.48% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.29% | +0.17% | +3.13% | |
| 31 | MRVL | Marvell Technology Inc | Stock-Tech | 0.28% | -0.32% | EXIT | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.05% | -5.89% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.27% | -0.05% | -6.44% | |
| 34 | MCHP | Microchip Technology Inc | Stock-Tech | 0.27% | +0.02% | +15.60% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.03% | -2.38% | |
| 36 | SLV | Ishares Silver Trust | ETF-Commodities | 0.24% | -0.05% | -0.95% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.04% | -14.11% | |
| 38 | QGRO | American Century US Quality | ETF-Other | 0.23% | +0.07% | +14.57% | |
| 39 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.22% | — | +1.76% | |
| 40 | APH | Amphenol Corp-cl A | Stock-Tech | 0.22% | +0.05% | -10.70% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.21% | +0.01% | -7.98% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.20% | -0.02% | +4.45% | |
| 43 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.20% | -0.17% | EXIT | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.20% | -0.02% | +6.93% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.20% | -0.06% | +1.55% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.20% | +0.02% | -1.39% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.20% | — | -2.11% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.20% | -0.03% | -6.79% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.08% | -4.70% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | +0.01% | -15.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +0.5% | +46.68% | Add |
| 2 | NBSM | Neuberger Small-mid Cap ETF | +0.5% | +52.26% | Add |
| 3 | USTB | Victoryshares Short-term Bon | +0.5% | +8.88% | Add |
| 4 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.2% | +6.11% | Add |
| 5 | AVDE | Avantis International Equity | +0.1% | +1.74% | Add |
| 6 | SLV | Ishares Silver Trust | +0.1% | -0.95% | Trim |
| 7 | DFIS | Dimensional International Sm | 0% | +2.27% | Add |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +9.06% | Add |
| 9 | RTX | Rtx CORP | 0% | -0.05% | Trim |
| 10 | AVGO | Broadcom Inc | 0% | +7.60% | Add |
| 11 | CSCO | Cisco Systems Inc | 0% | +8.82% | Add |
| 12 | LLY | Eli Lilly & Co | 0% | -14.11% | Trim |
| 13 | MCHP | Microchip Technology Inc | 0% | +15.60% | Add |
| 14 | QGRO | American Century US Quality | 0% | +14.57% | Add |
| 15 | ACN | Accenture plc | 0% | +6.79% | Add |
| 16 | ROP | Roper Technologies Inc | 0% | +26.84% | Add |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | 0% | +5.89% | Add |
| 18 | FMDE | Fidelity Enhanced Mid Cap Co | 0% | +4.53% | Add |
| 19 | ULTA | Ulta Beauty Inc | 0% | +1.76% | Add |
| 20 | CRM | Salesforce Inc | 0% | +1.55% | Add |
| 21 | APO | Apollo Global Management Inc | 0% | +3.78% | Add |
| 22 | IQV | Iqvia Holdings Inc | 0% | -6.30% | Trim |
| 23 | GLD | Spdr Gold Shares | 0% | -2.38% | Trim |
| 24 | NVDA | Nvidia CORP | 0% | +3.31% | Add |
| 25 | ETN | Eaton Corporation plc | 0% | +0.94% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | -2.85% | Trim |
| 27 | HD | Home Depot Inc | 0% | +3.17% | Add |
| 28 | V | Visa Inc-class A Shares | 0% | -15.78% | Trim |
| 29 | UBER | Uber Technologies Inc | 0% | +6.93% | Add |
| 30 | PANW | Palo Alto Networks Inc | 0% | +3.13% | Add |
| 31 | MRSH | Marsh & Mclennan Cos | -0.1% | -0.33% | Trim |
| 32 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 33 | AVEM | Avantis Emerging Markets Eq | -0.1% | +0.04% | Add |
| 34 | AAPL | Apple Inc | -0.1% | -9.66% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.1% | -0.15% | Trim |
| 36 | JGRO | Jpmorgan Active Growth ETF | -0.2% | -1.66% | Trim |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | +1.57% | Add |
| 38 | MSFT | Microsoft CORP | -0.2% | -4.74% | Trim |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 40 | VLO | Valero Energy CORP | — | EXIT | Sold out |
| 41 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 42 | NFLX | Netflix Inc | — | NEW | New buy |
| 43 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 44 | SIVR | Abrdn Physical Silver Shares | — | NEW | New buy |
| 45 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | EXIT | Sold out |
| 46 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 47 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 48 | BAR | Graniteshares Gold Trust | — | EXIT | Sold out |
| 49 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 50 | FBIN | Fortune Brands Innovations I | — | EXIT | Sold out |
According to official SEC Form 13F filings, Broadway Wealth Solutions, Inc. reported a total U.S. public equity portfolio value of $214.1M across 93 disclosed positions in Q4 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, USTB, FTRB) accounted for 53.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPY
市值: $563.3K
Top Position Liquidated / Trimmed
VLO
前期市值: $299.4K
During Q4 2025, Broadway Wealth Solutions, Inc.'s top holdings by market value included SPYM (20.3%)、USTB (14.1%)、FTRB (14.1%). The largest single position, SPYM, represented 20.3% of total portfolio value.
In Q4 2025, Broadway Wealth Solutions, Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 12 holdings, and fully liquidating 8 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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