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Broadway Wealth Solutions - Q4 2025 13F Filings

BR

Broadway Wealth Solutions, Inc.

CIK: 0002021265
Address: Texas San Antonio 1177 Ne Loop 410 5Th Floor
$187.24 M
Portfolio Value
93
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. USTB Victoryshares Short-Term Bond Etf
+$2.16 M
2. FTRB Federated Hermes Total Return Bond Etf
+$1.52 M
3. NBSM Neuberger Berman Small-Mid Cap Etf
+$990,240.76
4. AVUV Avantis Us Small Cap Value Etf
+$976,449.17
5. SPLG Spdr Portfolio S&P 500 Etf
+$588,093.3

Top Sells

Q4 2025
1. VLO Valero Energy Corporation
−$299,388
2. ZTS Zoetis
−$296,401
3. CMG Chipotle Mexican Grill
−$266,178
4. GOOGL Alphabet
−$255,392.45
5. AAPL Apple
−$246,849.68

Asset Allocation

Stocks/ETFs
+5.00%
$187.17 M 99.96%
Options
$0 0.00%
Debt
$0 0.00%
Other
-2.72%
$69,285 0.04%

Sector Allocation (Stocks)

Broadway Wealth Solutions Q4 2025 Filing Summary

Broadway Wealth Solutions, Inc. filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 187.24 M reflecting a +5.00% change from the prior quarter, spanning 93 assets. The top 10 holdings comprised 74.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 8 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Broadway Wealth Solutions’s Q4 2025 Filing

Broadway Wealth Solutions submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Broadway Wealth Solutions reported a managed portfolio value of 187.24 M, consisting of 93 individual positions.

This page displays the raw filing documents. To see which stocks Broadway Wealth Solutions bought or sold during Q4 2025, please visit Broadway Wealth Solutions's Portfolio Analysis page.