Broadway Wealth Solutions, Inc. Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$178.3B
Holdings
97
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (97 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 466,124 | $36.5B | 20.48% | |
| 2 | FTRBFEDERATED HERMES ETF TRUST | 976,833 | $24.8B | 13.91% | |
| 3 | USTBVICTORY PORTFOLIOS II | 477,591 | $24.4B | 13.66% | |
| 4 | AVDEAMERICAN CENTY ETF TR | 188,022 | $14.8B | 8.32% | |
| 5 | JPIBJ P MORGAN EXCHANGE TRADED F | 133,487 | $6.5B | 3.67% | |
| 6 | AVEMAMERICAN CENTY ETF TR | 86,618 | $6.5B | 3.65% | |
| 7 | FMDEFIDELITY COVINGTON TRUST | 161,793 | $5.8B | 3.28% | |
| 8 | DFISDIMENSIONAL ETF TRUST | 134,396 | $4.3B | 2.38% | |
| 9 | JGROJ P MORGAN EXCHANGE TRADED F | 43,881 | $4.1B | 2.31% | |
| 10 | SPTLSPDR SERIES TRUST | 140,058 | $3.8B | 2.12% | |
| 11 | MSFTMICROSOFT CORP | 5,122 | $2.7B | 1.49% | |
| 12 | NVDANVIDIA CORPORATION | 13,973 | $2.6B | 1.46% | |
| 13 | AAPLAPPLE INC | 9,404 | $2.4B | 1.34% | |
| 14 | AVUVAMERICAN CENTY ETF TR | 20,510 | $2.0B | 1.14% | |
| 15 | AMZNAMAZON COM INC | 8,998 | $2.0B | 1.11% | |
| 16 | NBSMNEUBERGER BERMAN ETF TRUST | 75,069 | $1.9B | 1.07% | |
| 17 | COSTCOSTCO WHSL CORP NEW | 2,005 | $1.9B | 1.04% | |
| 18 | RTXRTX CORPORATION | 10,444 | $1.7B | 0.98% | |
| 19 | TSLATESLA INC | 2,548 | $1.1B | 0.64% | |
| 20 | MRSHMARSH & MCLENNAN COS INC | 5,133 | $1.0B | 0.58% | |
| 21 | GOOGLALPHABET INC | 3,808 | $925.6M | 0.52% | |
| 22 | XOMEXXON MOBIL CORP | 7,958 | $897.2M | 0.50% | |
| 23 | AVGOBROADCOM INC | 2,604 | $859.2M | 0.48% | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 2,878 | $812.1M | 0.46% | |
| 25 | JPMJPMORGAN CHASE & CO. | 2,184 | $688.9M | 0.39% | |
| 26 | METAMETA PLATFORMS INC | 835 | $613.3M | 0.34% | |
| 27 | PANWPALO ALTO NETWORKS INC | 2,904 | $591.3M | 0.33% | |
| 28 | MRVLMARVELL TECHNOLOGY INC | 6,243 | $524.8M | 0.29% | |
| 29 | JNJJOHNSON & JOHNSON | 2,814 | $521.8M | 0.29% | |
| 30 | WMTWALMART INC | 4,956 | $510.8M | 0.29% | |
| 31 | IAU*ISHARES GOLD TR | 6,612 | $481.2M | 0.27% | |
| 32 | CSCOCISCO SYS INC | 6,677 | $456.8M | 0.26% | |
| 33 | ORCLORACLE CORP | 1,586 | $446.0M | 0.25% | |
| 34 | MCHPMICROCHIP TECHNOLOGY INC. | 6,757 | $433.9M | 0.24% | |
| 35 | UBERUBER TECHNOLOGIES INC | 4,375 | $428.6M | 0.24% | |
| 36 | APHAMPHENOL CORP NEW | 3,402 | $421.0M | 0.24% | |
| 37 | GQ9SPDR GOLD TR | 1,176 | $418.0M | 0.23% | |
| 38 | VVISA INC | 1,223 | $417.4M | 0.23% | |
| 39 | BKNGBOOKING HOLDINGS INC | 72 | $389.7M | 0.22% | |
| 40 | GSGOLDMAN SACHS GROUP INC | 489 | $389.5M | 0.22% | |
| 41 | CVXCHEVRON CORP NEW | 2,487 | $386.2M | 0.22% | |
| 42 | TJXTJX COS INC NEW | 2,593 | $374.8M | 0.21% | |
| 43 | ULTAULTA BEAUTY INC | 680 | $371.8M | 0.21% | |
| 44 | SPTMSPDR SERIES TRUST | 4,606 | $371.5M | 0.21% | |
| 45 | QGROAMERICAN CENTY ETF TR | 3,218 | $368.1M | 0.21% | |
| 46 | LLYELI LILLY & CO | 475 | $362.4M | 0.20% | |
| 47 | MCKMCKESSON CORP | 458 | $353.8M | 0.20% | |
| 48 | SCHWSCHWAB CHARLES CORP | 3,665 | $349.9M | 0.20% | |
| 49 | LOWLOWES COS INC | 1,389 | $349.1M | 0.20% | |
| 50 | IVVISHARES TR | 518 | $346.7M | 0.19% | |
| 51 | IQVIQVIA HLDGS INC | 1,810 | $343.8M | 0.19% | |
| 52 | WMWASTE MGMT INC DEL | 1,544 | $340.9M | 0.19% | |
| 53 | CRMSALESFORCE INC | 1,421 | $336.9M | 0.19% | |
| 54 | TMOTHERMO FISHER SCIENTIFIC INC | 693 | $336.2M | 0.19% | |
| 55 | PEPPEPSICO INC | 2,369 | $332.7M | 0.19% | |
| 56 | MSIMOTOROLA SOLUTIONS INC | 697 | $318.7M | 0.18% | |
| 57 | ETNEATON CORP PLC | 848 | $317.4M | 0.18% | |
| 58 | ICEINTERCONTINENTAL EXCHANGE IN | 1,855 | $312.6M | 0.18% | |
| 59 | TMUST-MOBILE US INC | 1,285 | $307.6M | 0.17% | |
| 60 | APOAPOLLO GLOBAL MGMT INC | 2,301 | $306.7M | 0.17% | |
| 61 | HDHOME DEPOT INC | 756 | $306.3M | 0.17% | |
| 62 | ADBEADOBE INC | 867 | $305.8M | 0.17% | |
| 63 | INTUINTUIT | 447 | $305.4M | 0.17% | |
| 64 | UNPUNION PAC CORP | 1,283 | $303.3M | 0.17% | |
| 65 | MDLZMONDELEZ INTL INC | 4,836 | $302.1M | 0.17% | |
| 66 | AONAON PLC | 844 | $301.0M | 0.17% | |
| 67 | INTCINTEL CORP | 8,960 | $300.6M | 0.17% | |
| 68 | VLOVALERO ENERGY CORP | 1,758 | $299.4M | 0.17% | |
| 69 | SPGIS&P GLOBAL INC | 613 | $298.6M | 0.17% | |
| 70 | ZTSZOETIS INC | 2,026 | $296.4M | 0.17% | |
| 71 | SLVISHARES SILVER TR | 6,918 | $293.1M | 0.16% | |
| 72 | ROPROPER TECHNOLOGIES INC | 585 | $291.9M | 0.16% | |
| 73 | NEENEXTERA ENERGY INC | 3,844 | $290.2M | 0.16% | |
| 74 | HONHONEYWELL INTL INC | 1,364 | $287.2M | 0.16% | |
| 75 | ACNACCENTURE PLC IRELAND | 1,163 | $286.8M | 0.16% | |
| 76 | AXPAMERICAN EXPRESS CO | 847 | $281.3M | 0.16% | |
| 77 | DEDEERE & CO | 612 | $279.8M | 0.16% | |
| 78 | MODLVICTORY PORTFOLIOS II | 5,952 | $275.1M | 0.15% | |
| 79 | SYKSTRYKER CORPORATION | 741 | $273.9M | 0.15% | |
| 80 | CMGCHIPOTLE MEXICAN GRILL INC | 6,792 | $266.2M | 0.15% | |
| 81 | MDYSPDR S&P MIDCAP 400 ETF TR | 427 | $254.5M | 0.14% | |
| 82 | NXPINXP SEMICONDUCTORS N V | 1,111 | $253.0M | 0.14% | |
| 83 | BACVERIZON COMMUNICATIONS INC | 5,548 | $243.8M | 0.14% | |
| 84 | LINLINDE PLC | 502 | $238.4M | 0.13% | |
| 85 | LMTLOCKHEED MARTIN CORP | 467 | $233.3M | 0.13% | |
| 86 | NOCNORTHROP GRUMMAN CORP | 378 | $230.3M | 0.13% | |
| 87 | TXNTEXAS INSTRS INC | 1,252 | $230.0M | 0.13% | |
| 88 | KOCOCA COLA CO | 3,247 | $215.4M | 0.12% | |
| 89 | BABOEING CO | 981 | $211.7M | 0.12% | |
| 90 | SHYGISHARES TR | 4,856 | $210.3M | 0.12% | |
| 91 | GOOGALPHABET INC | 856 | $208.5M | 0.12% | |
| 92 | EMREMERSON ELEC CO | 1,584 | $207.8M | 0.12% | |
| 93 | BARGRANITESHARES GOLD TR | 5,344 | $203.4M | 0.11% | |
| 94 | MRKMERCK & CO INC | 2,422 | $203.3M | 0.11% | |
| 95 | FBINFORTUNE BRANDS INNOVATIONS I | 3,806 | $203.2M | 0.11% | |
| 96 | MMTMFS MULTIMARKET INCOME TR | 14,900 | $71.2M | 0.04% | |
| 97 | SINTSINTX TECHNOLOGIES INC | 15,000 | $61.4M | 0.03% |