Broadway Wealth Solutions, Inc. (CIK: 0002021265) is a financial institution headquartered at 1177 Ne Loop 410, 5Th Floor, San Antonio, Texas 78209. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $223.03 M, comprising 88 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 75.3%. Quarterly turnover: 1.9%. ▲ 4 new, +45 added, −31 reduced, ×8 exited.

Top Buys

Q3 2026

1. SPLG Spdr Portfolio S&P 500 Etf

+$2.77 M

2. USTB Victoryshares Short-Term Bond Etf

+$1.67 M

3. FTRB Federated Hermes Total Return Bond Etf

+$1.58 M

4. XOM Exxonmobil Holdings Corporation

+$1.15 M

5. AVDE Avantis International Equity Etf

+$1.14 M

Top Sells

Q3 2026

1. NVDA Nvidia Corporation

−$792,050.77

2. GLW Corning Incorporated

−$293,234

3. TSLA Tesla

−$267,171.91

4. SLV Ishares Silver Trust

−$256,549

5. GE General Electric Company

−$246,288

Stocks/ETFs

+4.18%

$222.97 M 99.97%

Options

$0 0.00%

Debt

$0 0.00%

Other

-2.73%

$63,772 0.03%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio S&P 500 Etf ETF-SPLG	546,641	$49.07 M	22.00%	▲ 30,858	Add 6.0%
Victoryshares Short-Term Bond Etf ETF-USTB	612,191	$30.54 M	13.69%	▲ 33,392	Add 5.8%
Federated Hermes Total Return Bond Etf ETF-FTRB	1.23 M	$29.46 M	13.21%	▲ 66,091	Add 5.7%
Avantis International Equity Etf ETF-AVDE	211,905	$19.09 M	8.56%	▲ 12,658	Add 6.4%
Avantis Emerging Markets Equity Etf ETF-AVEM	92,198	$8.67 M	3.89%	▲ 5,470	Add 6.3%
Jpmorgan Intl Bnd Etf ETF-JPIB	180,447	$8.43 M	3.78%	▲ 14,820	Add 9.0%
Fidelity Enhanced Mid Cap Etf ETF-FMDE	198,622	$8.02 M	3.60%	▲ 10,182	Add 5.4%
Dimensional International Small Cap Etf ETF-DFIS	150,154	$5.44 M	2.44%	▲ 8,629	Add 6.1%
Jpmorgan Active Growth Etf ETF-JGRO	47,614	$4.6 M	2.06%	▲ 1,049	Add 2.3%
Spdr Portfolio Long Term Treasury Etf ETF-SPTL	188,121	$4.49 M	2.01%	▲ 14,916	Add 8.6%

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Broadway Wealth Solutions, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Broadway Wealth Solutions, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Broadway Wealth Solutions, Inc. Quarterly 13F Statistics

Discover detailed insights into Broadway Wealth Solutions, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Broadway Wealth Solutions, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Broadway Wealth Solutions, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Broadway Wealth Solutions, Inc. 13F Filings, Portfolio & Analysis

Broadway Wealth Solutions, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Broadway Wealth Solutions, Inc.'s Portfolio

Broadway Wealth Solutions, Inc. Quarterly 13F Statistics

Broadway Wealth Solutions, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)