Broadway Wealth Solutions, Inc. Portfolio Holdings

Broadway Wealth Solutions, Inc.

  • $161 Billion
  • Q2 2025

Broadway Wealth Solutions, Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $32.2B, Victory Portfolios Ii Victorys with a value of $22.6B, Federated Hermes ETF Trust with a value of $22.5B, American Centy ETF Tr Avantis with a value of $13B, and Jpmorgan International Bond Op with a value of $5.89B.

Examining the 13F form we can see an increase of $23.6B in the current position value, from $137B to 161B.

Broadway Wealth Solutions, Inc. is based out at San Antonio, TX

Below you can find more details about Broadway Wealth Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $90.4 Billion
Technology: $13.8 Billion
Consumer Cyclical: $4.66 Billion
Financial Services: $4.45 Billion
Industrials: $4.07 Billion
Consumer Defensive: $3.29 Billion
Healthcare: $2.44 Billion
Communication Services: $1.99 Billion
Other: $2.05 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.2 Billion 20.07% of portfolio
443,416
Q2 2025 Added 11.69%
$0
$22.6 Billion 14.05% of portfolio
444,070
Q2 2025 Added 5.9%
Federated Hermes ETF Trust
-
$22.5 Billion 14.01% of portfolio
-
Q2 2025 Added 7.28%
$0
$13 Billion 8.12% of portfolio
176,150
Q2 2025 Added 5.33%
$0
$5.89 Billion 3.67% of portfolio
121,196
Q2 2025 Added 9.93%
$0
$5.47 Billion 3.41% of portfolio
79,869
Q2 2025 Added 5.93%
Fidelity Covington Trust
-
$5.13 Billion 3.19% of portfolio
-
Q2 2025 New
$0
$3.8 Billion 2.36% of portfolio
127,224
Q2 2025 Added 4.44%
-
$3.56 Billion 2.22% of portfolio
-
Q2 2025 New
$0
$3.33 Billion 2.07% of portfolio
125,128
Q2 2025 Added 8.39%
$3.77T
$2.59 Billion 1.61% of portfolio
5,200
Q2 2025 Added 0.21%
$416B
$2.31 Billion 1.44% of portfolio
14,631
Q2 2025 Added 9.83%
$2.32T
$1.97 Billion 1.23% of portfolio
8,995
Q2 2025 Reduced 0.02%
$417B
$1.95 Billion 1.21% of portfolio
1,970
Q2 2025 Added 22.82%
$3.45T
$1.93 Billion 1.2% of portfolio
9,393
Q2 2025 Added 13.01%
$0
$1.74 Billion 1.08% of portfolio
19,111
Q2 2025 New
$219B
$1.53 Billion 0.95% of portfolio
10,451
Q2 2025 Added 0.11%
$104B
$1.12 Billion 0.7% of portfolio
5,133
Q1 2025 Added 0.51%
$452B
$871 Million 0.54% of portfolio
8,083
Q2 2025 Added 12.66%
$113B
$821 Million 0.51% of portfolio
2,979
Q2 2025 Added 3.51%
$1.05T
$735 Million 0.46% of portfolio
2,315
Q2 2025 Reduced 1.66%
$253B
$707 Million 0.44% of portfolio
2,397
Q2 2025 Added 11.23%
$855B
$671 Million 0.42% of portfolio
2,314
Q2 2025 Added 11.04%
$1.14T
$605 Million 0.38% of portfolio
3,435
Q2 2025 Added 52.94%
$1.58T
$602 Million 0.38% of portfolio
816
Q2 2025 Added 17.58%
$58.9B
$567 Million 0.35% of portfolio
2,769
Q2 2025 Added 0.25%
$41.6B
$520 Million 0.32% of portfolio
7,388
Q2 2025 Added 4.72%
$280B
$492 Million 0.31% of portfolio
7,088
Q2 2025 Reduced 1.27%
$207B
$502 Million 0.31% of portfolio
6,339
Q2 2025 Added 16.04%
$61.4B
$483 Million 0.3% of portfolio
6,243
Q2 2025 New
$439B
$446 Million 0.28% of portfolio
2,917
Q2 2025 Added 3.66%
$260B
$448 Million 0.28% of portfolio
4,583
Q2 2025 Reduced 3.8%
$54.9B
$412 Million 0.26% of portfolio
6,612
Q4 2024 New
$575B
$421 Million 0.26% of portfolio
1,186
Q2 2025 Reduced 3.42%
$229B
$406 Million 0.25% of portfolio
70
Q2 2025 Added 4.48%
$182B
$397 Million 0.25% of portfolio
4,258
Q2 2025 Reduced 6.5%
$294B
$368 Million 0.23% of portfolio
2,570
Q2 2025 Added 5.16%
$60.5B
$374 Million 0.23% of portfolio
3,784
Q2 2025 Reduced 15.02%
$642B
$347 Million 0.22% of portfolio
1,586
Q2 2025 Reduced 5.54%
$738B
$348 Million 0.22% of portfolio
446
Q2 2025 Added 6.95%
$109B
$359 Million 0.22% of portfolio
1,179
Q2 2025 Added 8.86%
$264B
$346 Million 0.22% of portfolio
1,268
Q2 2025 Added 6.11%
$239B
$350 Million 0.22% of portfolio
495
Q2 2025 Added 0.41%
$216B
$345 Million 0.21% of portfolio
438
Q2 2025 Reduced 8.94%
$25.8B
$342 Million 0.21% of portfolio
731
Q2 2025 Reduced 6.28%
$159B
$331 Million 0.21% of portfolio
1,421
Q2 2025 Reduced 48.16%
$0
$337 Million 0.21% of portfolio
4,501
Q2 2025 Reduced 3.58%
$201B
$335 Million 0.21% of portfolio
2,534
Q2 2025 Added 3.72%
$93.2B
$332 Million 0.21% of portfolio
1,450
Q2 2025 Reduced 1.76%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $161 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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