Broadway Wealth Solutions, Inc.
CIK: 0002021265SEC EDGAR →
Portfolio Value
$187.2M
Holdings
93
As of
Q4 2025
New Positions
8
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 473,455 | $38.0M | 20.28% |
| 2 | VICTORY PORTFOLIOS II | 520,018 | $26.4M | 14.12% |
| 3 | FEDERATED HERMES ETF TRUST | 1,036,532 | $26.3M | 14.05% |
| 4 | AMERICAN CENTY ETF TR | 191,301 | $15.7M | 8.41% |
| 5 | J P MORGAN EXCHANGE TRADED F | 141,345 | $6.9M | 3.68% |
| 6 | AMERICAN CENTY ETF TR | 86,652 | $6.7M | 3.56% |
| 7 | FIDELITY COVINGTON TRUST | 169,128 | $6.2M | 3.29% |
| 8 | DIMENSIONAL ETF TRUST | 137,443 | $4.5M | 2.42% |
| 9 | SPDR SERIES TRUST | 152,746 | $4.0M | 2.16% |
| 10 | J P MORGAN EXCHANGE TRADED F | 43,154 | $4.0M | 2.14% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $151.6M | 81.0% |
| Technology | 24 | $15.8M | 8.4% |
| Consumer Cyclical | 7 | $5.0M | 2.7% |
| Industrials | 11 | $4.6M | 2.4% |
| Consumer Defensive | 5 | $3.1M | 1.7% |
| Healthcare | 7 | $2.4M | 1.3% |
| Communication Services | 4 | $2.1M | 1.1% |
| Energy | 2 | $1.3M | 0.7% |
| Unknown | 2 | $956K | 0.5% |
| Utilities | 1 | $301K | 0.2% |
| Basic Materials | 1 | $227K | 0.1% |