Broadway Wealth Solutions, Inc.
96 holdingsFiling period: 2026-03-31Current AUM: $208.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 494.7K | $37.9M | $43.5M | 20.84% | +21.3K | 2026-03-31 |
| 2 | USTB | VICTORY PORTFOLIOS II | 560.0K | $28.3M | $28.3M | 13.54% | +39.9K | 2026-03-31 |
| 3 | FTRB | FEDERATED HERMES ETF TRUST | 1.12M | $28.0M | $27.6M | 13.20% | +78.9K | 2026-03-31 |
| 4 | AVDE | AMERICAN CENTY ETF TR | 192.4K | $16.3M | $17.6M | 8.41% | +1.1K | 2026-03-31 |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | 152.7K | $7.3M | $7.3M | 3.50% | +11.4K | 2026-03-31 |
| 6 | AVEM | AMERICAN CENTY ETF TR | 86.1K | $6.9M | $7.7M | 3.69% | -558 | 2026-03-31 |
| 7 | FMDE | FIDELITY COVINGTON TRUST | 180.4K | $6.5M | $7.4M | 3.55% | +11.3K | 2026-03-31 |
| 8 | DFIS | DIMENSIONAL ETF TRUST | 135.6K | $4.6M | $4.9M | 2.33% | -1,813 | 2026-03-31 |
| 9 | SPTL | SPDR SERIES TRUST | 164.8K | $4.3M | $4.1M | 1.98% | +12.0K | 2026-03-31 |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | 45.0K | $3.8M | $4.1M | 1.98% | +1.8K | 2026-03-31 |
| 11 | AVUV | AMERICAN CENTY ETF TR | 31.0K | $3.4M | $3.9M | 1.86% | +880 | 2026-03-31 |
| 12 | NBSM | NEUBERGER BERMAN ETF TRUST | 121.5K | $3.1M | $3.5M | 1.66% | +7.2K | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 15.4K | $2.7M | $3.1M | 1.48% | +941 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 5.7K | $2.1M | $2.6M | 1.27% | +817 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 8.3K | $2.1M | $2.6M | 1.23% | -217 | 2026-03-31 |
| 16 | RTX | RTX CORPORATION | 10.4K | $2.0M | $2.2M | 1.08% | -- | 2026-03-31 |
| 17 | COST | COSTCO WHOLESALE CORPORATION | 2.0K | $2.0M | $1.9M | 0.92% | +12 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 8.9K | $1.8M | $2.4M | 1.16% | +136 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 7.9K | $1.3M | $1.2M | 0.59% | +264 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 7.9K | $1.3M | $1.2M | 0.59% | +264 | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 3.4K | $1.1M | $1.3M | 0.64% | +608 | 2026-03-31 |
| 22 | TSLA | TESLA INC | 2.6K | $950K | $795K | 0.38% | -- | 2026-03-31 |
| 23 | MRSH | MARSH & MCLENNAN COS INC | 5.1K | $885K | $968K | 0.46% | -9 | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 2.8K | $808K | $1.0M | 0.48% | -179 | 2026-03-31 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | 3.0K | $732K | $675K | 0.32% | +201 | 2026-03-31 |
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