StockDriftsStockDriftsTop 50 Broadway Wealth Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 21.17% | 515.8K | $45.3M | +4.25%(+21.05K) | $69.68(+30.66%) | 2026-06-30 | |
| USTB | VICTORY PORTFOLIOS II | 13.69% | 578.8K | $29.3M | +3.37%(+18.85K) | $50.58(-0.37%) | 2026-06-30 | |
| FTRB | FEDERATED HERMES ETF TRUST | 13.64% | 1.16M | $29.2M | +4.33%(+48.35K) | $25.21(-1.79%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 8.3% | 199.2K | $17.8M | +3.54%(+6.82K) | $66.31(+41.64%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.91% | 86.7K | $8.4M | +0.74%(+634) | $62.65(+47.66%) | 2026-06-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 3.74% | 165.6K | $8.0M | +8.44%(+12.90K) | $48.08(-0.27%) | 2026-06-30 | |
| FMDE | FIDELITY COVINGTON TRUST | 3.57% | 188.4K | $7.6M | +4.44%(+8.02K) | $33.56(+26.50%) | 2026-06-30 | |
| DFIS | DIMENSIONAL ETF TRUST | 2.32% | 141.5K | $5.0M | +4.35%(+5.89K) | $26.45(+40.64%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 2.14% | 46.6K | $4.6M | +3.51%(+1.58K) | $81.10(+17.94%) | 2026-06-30 | |
| SPTL | SPDR SERIES TRUST | 2.12% | 173.2K | $4.5M | +5.13%(+8.45K) | $27.21(-7.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.63% |
Broadway Wealth Solutions, Inc. reports $214.09M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (21.2%), USTB (13.7%) and FTRB (13.6%). The top 20 holdings account for 86.45% of reported assets. Its disclosed equity book has returned +16.44% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Broadway Wealth Solutions, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021265). View Broadway Wealth Solutions, Inc.’s 13F filings on SEC