Broadway Wealth Solutions, Inc.
92 holdingsFiling period: 2026-06-30Current AUM: $214.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 515.8K | $45.3M | $45.9M | 21.37% | +21.0K | 2026-06-30 |
| 2 | USTB | VICTORY PORTFOLIOS II | 578.8K | $29.3M | $29.0M | 13.50% | +18.8K | 2026-06-30 |
| 3 | FTRB | FEDERATED HERMES ETF TRUST | 1.16M | $29.2M | $28.4M | 13.21% | +48.4K | 2026-06-30 |
| 4 | AVDE | AMERICAN CENTY ETF TR | 199.2K | $17.8M | $18.3M | 8.53% | +6.8K | 2026-06-30 |
| 5 | AVEM | AMERICAN CENTY ETF TR | 86.7K | $8.4M | $8.0M | 3.74% | +634 | 2026-06-30 |
| 6 | JPIB | J P MORGAN EXCHANGE TRADED F | 165.6K | $8.0M | $7.8M | 3.62% | +12.9K | 2026-06-30 |
| 7 | FMDE | FIDELITY COVINGTON TRUST | 188.4K | $7.6M | $7.7M | 3.60% | +8.0K | 2026-06-30 |
| 8 | DFIS | DIMENSIONAL ETF TRUST | 141.5K | $5.0M | $5.2M | 2.42% | +5.9K | 2026-06-30 |
| 9 | JGRO | J P MORGAN EXCHANGE TRADED F | 46.6K | $4.6M | $4.3M | 2.02% | +1.6K | 2026-06-30 |
| 10 | SPTL | SPDR SERIES TRUST | 173.2K | $4.5M | $4.3M | 1.99% | +8.5K | 2026-06-30 |
| 11 | NVDA | NVIDIA CORPORATION | 19.8K | $4.0M | $4.2M | 1.96% | +4.5K | 2026-06-30 |
| 12 | AVUV | AMERICAN CENTY ETF TR | 31.7K | $4.0M | $3.9M | 1.83% | +749 | 2026-06-30 |
| 13 | NBSM | NEUBERGER BERMAN ETF TRUST | 129.9K | $3.7M | $3.6M | 1.69% | +8.4K | 2026-06-30 |
| 14 | AAPL | APPLE INC | 9.8K | $2.8M | $3.2M | 1.51% | +1.5K | 2026-06-30 |
| 15 | MSFT | MICROSOFT CORP | 6.2K | $2.3M | $3.1M | 1.43% | +490 | 2026-06-30 |
| 16 | AMZN | AMAZON COM INC | 9.1K | $2.2M | $2.2M | 1.05% | +180 | 2026-06-30 |
| 17 | RTX | RTX CORPORATION | 10.4K | $2.0M | $2.0M | 0.95% | -- | 2026-06-30 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | 2.0K | $1.9M | $1.8M | 0.85% | +3 | 2026-06-30 |
| 19 | TSLA | TESLA INC | 3.2K | $1.3M | $1.1M | 0.52% | +601 | 2026-06-30 |
| 20 | INTC | INTEL CORP | 8.8K | $1.2M | $854K | 0.40% | +31 | 2026-06-30 |
| 21 | AVGO | BROADCOM INC | 3.2K | $1.2M | $1.1M | 0.51% | -203 | 2026-06-30 |
| 22 | GOOGL | ALPHABET INC | 3.3K | $1.2M | $1.1M | 0.53% | +481 | 2026-06-30 |
| 23 | PANW | PALO ALTO NETWORKS INC | 3.0K | $1.0M | $1.1M | 0.52% | -580 | 2026-06-30 |
| 24 | MRSH | MARSH & MCLENNAN COS INC | 6.0K | $994K | $1.1M | 0.50% | +859 | 2026-06-30 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | 3.0K | $851K | $752K | 0.35% | +5 | 2026-06-30 |
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