Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Broadway Wealth Solutions, Inc. (CIK 2021265) reported $193.4M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($37.9M, 19.58%), USTB ($28.3M, 14.65%), FTRB ($28.0M, 14.50%), AVDE ($16.3M, 8.44%), JPIB ($7.3M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $37.9M | 19.58% | 494,737 | Added |
| 2 | USTB | VICTORY PORTFOLIOS II | $28.3M | 14.65% | 559,951 | Added |
| 3 | FTRB | FEDERATED HERMES ETF TRUST | $28.0M | 14.50% | 1.1M | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $16.3M | 8.44% | 192,426 | Added |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | $7.3M | 3.78% | 152,731 | Added |
| 6 | AVEM | AMERICAN CENTY ETF TR | $6.9M | 3.59% | 86,094 | Trimmed |
| 7 | FMDE | FIDELITY COVINGTON TRUST | $6.5M | 3.35% | 180,422 | Added |
| 8 | DFIS | DIMENSIONAL ETF TRUST | $4.6M | 2.36% | 135,630 | Trimmed |
| 9 | SPTL | SPDR SERIES TRUST | $4.3M | 2.24% | 164,753 | Added |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | $3.8M | 1.97% | 44,986 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $3.4M | 1.77% | 30,965 | Added |
| 12 | NBSM | NEUBERGER BERMAN ETF TRUST | $3.1M | 1.58% | 121,473 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $2.7M | 1.39% | 15,376 | Added |
| 14 | AAPL | APPLE INC | $2.1M | 1.09% | 8,279 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $2.1M | 1.09% | 5,696 | Added |
| 16 | RTX | RTX CORPORATION | $2.0M | 1.04% | 10,439 | Hold |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $2.0M | 1.04% | 2,014 | Added |
| 18 | AMZN | AMAZON COM INC | $1.8M | 0.96% | 8,878 | Added |
| 19 | XOM | EXXON MOBIL CORP | $1.3M | 0.69% | 7,879 | Added |
| 20 | AVGO | BROADCOM INC | $1.1M | 0.55% | 3,410 | Added |
| 21 | TSLA | TESLA INC | $950,565 | 0.49% | 2,557 | Hold |
| 22 | MMC | MARSH & MCLENNAN COS INC | $885,809 | 0.46% | 5,107 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $808,881 | 0.42% | 2,813 | Trimmed |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $732,987 | 0.38% | 3,024 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $670,596 | 0.35% | 2,280 | Added |
Source: SEC Form 13F filings · as of 2026-03-31