🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 759.97 -0.5% NASDAQ 100: 704.40 0.0% Dow Jones: 534.08 -0.5%

Broadway Wealth Solutions - Q1 2026 13F Filings

BR

Broadway Wealth Solutions, Inc.

CIK: 0002021265
Address: Texas San Antonio 1177 Ne Loop 410 5Th Floor
$193.39 M
Portfolio Value
95
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/21/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. USTB Victoryshares Short-Term Bond Etf
+$2.02 M
2. FTRB Federated Hermes Total Return Bond Etf
+$1.99 M
3. SPLG Spdr Portfolio S&P 500 Etf
+$1.63 M
4. JPIB Jpmorgan Intl Bnd Etf
+$544,478.86
5. FMDE Fidelity Enhanced Mid Cap Etf
+$406,132.23

Top Sells

Q1 2026
1. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
−$371,954
2. ROP Roper Technologies
−$330,426
3. ADBE Adobe
−$319,891
4. BA The Boeing Company
−$210,389
5. QCOM Qualcomm Incorporated
−$204,234

Asset Allocation

Stocks/ETFs
+3.29%
$193.32 M 99.96%
Options
$0 0.00%
Debt
$0 0.00%
Other
-0.65%
$68,838 0.04%

Sector Allocation (Stocks)

Broadway Wealth Solutions Q1 2026 Filing Summary

Broadway Wealth Solutions, Inc. filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 193.39 M reflecting a +3.28% change from the prior quarter, spanning 95 assets. The top 10 holdings comprised 74.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 5 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Broadway Wealth Solutions’s Q1 2026 Filing

Broadway Wealth Solutions submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Broadway Wealth Solutions reported a managed portfolio value of 193.39 M, consisting of 95 individual positions.

This page displays the raw filing documents. To see which stocks Broadway Wealth Solutions bought or sold during Q1 2026, please visit Broadway Wealth Solutions's Portfolio Analysis page.