Broadway Wealth Solutions, Inc.
Q3 2026 13F filing
Updated 15 days ago88 disclosed positions worth $223M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $49.1M | 546.6K | 22.00% | Added(+6.0%) |
| 2 | V VICTORY PORTFOLIOS II | $30.5M | 612.2K | 13.69% | Added(+5.8%) |
| 3 | F FEDERATED HERMES ETF TRUST | $29.5M | 1.23M | 13.21% | Added(+5.7%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $19.1M | 211.9K | 8.56% | Added(+6.3%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $8.7M | 92.2K | 3.89% | Added(+6.3%) |
| 6 | J J P MORGAN EXCHANGE TRADED F | $8.4M | 180.4K | 3.78% | Added(+8.9%) |
| 7 | F FIDELITY COVINGTON TRUST | $8M | 198.6K | 3.60% | Added(+5.4%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $5.4M | 150.2K | 2.44% | Added(+6.1%) |
| 9 | J J P MORGAN EXCHANGE TRADED F | $4.6M | 47.6K | 2.06% | Added(+2.3%) |
| 10 | S SPDR SERIES TRUST | $4.5M | 188.1K | 2.01% | Added(+8.6%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $3.8M | 32.4K | 1.71% | Added(+2.1%) |
| 12 | N NVIDIA CORPORATION | $3.7M | 16.4K | 1.68% | Trimmed(-17.5%) |
| 13 | R NEUBERGER BERMAN ETF TRUST | $3.7M | 135.8K | 1.66% | Added(+4.5%) |
| 14 | A APPLE INC | $3.3M | 9.8K | 1.46% | Added(+0.0%) |
| 15 | M MICROSOFT CORP | $3.2M | 6.2K | 1.42% | Trimmed(-0.4%) |
| 16 | A AMAZON COM INC | $2.3M | 9.4K | 1.05% | Added(+4.0%) |
| 17 | R RTX CORPORATION | $1.9M | 10.4K | 0.87% | Unchanged |
| 18 | C COSTCO WHOLESALE CORPORATION | $1.8M | 2.0K | 0.83% | Added(+0.5%) |
| 19 | A BROADCOM INC | $1.2M | 3.4K | 0.53% | Added(+4.5%) |
| 20 | G ALPHABET INC | $1.2M | 3.4K | 0.53% | Added(+3.8%) |
| 21 | X EXXONMOBIL HOLDINGS CORP | $1.1M | 7.0K | 0.51% | — |
| 22 | I INTEL CORP | $1.1M | 9.2K | 0.49% | Added(+4.1%) |
| 23 | P PALO ALTO NETWORKS INC | $984K | 2.5K | 0.44% | Trimmed(-16.9%) |
| 24 | T TESLA INC | $853K | 2.4K | 0.38% | Trimmed(-23.8%) |
| 25 | M MARSH & MCLENNAN COS INC | $824K | 4.8K | 0.37% | Trimmed(-19.1%) |
| 26 | M META PLATFORMS INC | $762K | 1.1K | 0.34% | Added(+6.3%) |
| 27 | V VANGUARD INDEX FDS | $753K | 1.1K | 0.34% | — |
| 28 | J JPMORGAN CHASE & CO | $751K | 2.3K | 0.34% | Trimmed(-1.6%) |
| 29 | C CISCO SYS INC | $720K | 6.7K | 0.32% | Trimmed(-0.9%) |
| 30 | I INTERNATIONAL BUSINESS MACHS | $672K | 3.1K | 0.30% | Added(+0.9%) |
| 31 | J JOHNSON & JOHNSON | $653K | 2.5K | 0.29% | Trimmed(-1.9%) |
| 32 | S STATE STR SPDR S&P 500 ETF T | $593K | 777 | 0.27% | Trimmed(-3.8%) |
| 33 | ? N/A AMERICAN CENTY ETF TR | $572K | 4.9K | 0.26% | Unchanged |
| 34 | M MICROCHIP TECHNOLOGY INC. | $538K | 6.9K | 0.24% | Added(+11.6%) |
| 35 | G GOLDMAN SACHS GROUP INC | $529K | 587 | 0.24% | Trimmed(-2.5%) |
| 36 | W WALMART INC | $493K | 4.7K | 0.22% | Added(+9.6%) |
| 37 | A AMPHENOL CORP | $481K | 5.7K | 0.22% | Added(+103.2%) |
| 38 | C CHEVRON CORPORATION | $476K | 2.3K | 0.21% | Trimmed(-0.3%) |
| 39 | L ELI LILLY & CO | $470K | 406 | 0.21% | Trimmed(-5.8%) |
| 40 | V VALERO ENERGY CORP | $463K | 1.2K | 0.21% | Added(+0.3%) |
| 41 | T THERMO FISHER SCIENTIFIC INC | $436K | 645 | 0.20% | Trimmed(-14.1%) |
| 42 | N SERVICENOW INC | $425K | 3.2K | 0.19% | Trimmed(-8.8%) |
| 43 | C SALESFORCE INC | $425K | 1.9K | 0.19% | Trimmed(-1.9%) |
| 44 | V VISA INC | $415K | 1.2K | 0.19% | Trimmed(-2.0%) |
| 45 | D DEERE & CO | $407K | 606 | 0.18% | Unchanged |
| 46 | U ULTA BEAUTY INC | $406K | 744 | 0.18% | Added(+3.9%) |
| 47 | E EATON CORP PLC | $402K | 935 | 0.18% | Added(+1.2%) |
| 48 | E ISHARES TR | $397K | 518 | 0.18% | Unchanged |
| 49 | S CHARLES SCHWAB CORP (THE) | $388K | 4.0K | 0.17% | Trimmed(-1.5%) |
| 50 | U UBER TECHNOLOGIES INC | $383K | 5.6K | 0.17% | Added(+3.1%) |