Broadway Wealth Solutions, Inc. Portfolio Holdings

Broadway Wealth Solutions, Inc.

  • $178 Billion
  • Q3 2025

Broadway Wealth Solutions, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 97 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 $36.5B, Federated Hermes ETF Trust with a value of $24.8B, Victory Portfolios Ii Victorys with a value of $24.4B, American Centy ETF Tr Avantis with a value of $14.8B, and Jpmorgan International Bond Op with a value of $6.54B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $161B to 178B.

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 $178 Billion
ETFs: $102 Billion
Technology: $15 Billion
Consumer Cyclical: $5.17 Billion
Industrials: $4.65 Billion
Financial Services: $4.45 Billion
Consumer Defensive: $3.22 Billion
Healthcare: $2.69 Billion
Communication Services: $2.3 Billion
Other: $1.87 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $178 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Broadway Wealth Solutions, Inc. Portfolio

Follow Broadway Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Broadway Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Broadway Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email