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Size ($ in 1000's)
At 09/30/2025: $178,327
At 06/30/2025: $160,596Broadway Wealth Solutions Inc. AUM history
Broadway Wealth Solutions Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Broadway Wealth Solutions Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Broadway Wealth Solutions Inc. top holdings by largest position size, as per the latest 13f filing made by Broadway Wealth Solutions Inc..
In the Broadway Wealth Solutions Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Broadway Wealth Solutions Inc. in that top holding, then the share count change between reporting periods, and finally the Broadway Wealth Solutions Inc. top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| SPDR SERIES TRUST (SPLG) |
466,124 |
+22,708 |
$36,516 | | SPLG | 466,124 | +22,708 | $36,516 | | FEDERATED HERMES ETF TRUST (FTRB) |
976,833 |
+80,516 |
$24,802 | | FTRB | 976,833 | +80,516 | $24,802 | | VICTORY PORTFOLIOS II |
477,591 |
+33,521 |
$24,352 | | USTB | 477,591 | +33,521 | $24,352 | | AMERICAN CENTY ETF TR (AVDE) |
188,022 |
+11,872 |
$14,835 | | AVDE | 188,022 | +11,872 | $14,835 | | J P MORGAN EXCHANGE TRADED F (JPIB) |
133,487 |
+12,291 |
$6,545 | | JPIB | 133,487 | +12,291 | $6,545 | | AMERICAN CENTY ETF TR (AVEM) |
86,618 |
+6,749 |
$6,506 | | AVEM | 86,618 | +6,749 | $6,506 | | FIDELITY COVINGTON TRUST |
161,793 |
+12,838 |
$5,849 | | FMDE | 161,793 | +12,838 | $5,849 | | DIMENSIONAL ETF TRUST (DFIS) |
134,396 |
+7,172 |
$4,251 | | DFIS | 134,396 | +7,172 | $4,251 | | J P MORGAN EXCHANGE TRADED F (JGRO) |
43,881 |
+2,468 |
$4,114 | | JGRO | 43,881 | +2,468 | $4,114 | | SPDR SERIES TRUST (SPTL) |
140,058 |
+14,930 |
$3,775 | | SPTL | 140,058 | +14,930 | $3,775 | | MICROSOFT CORP |
5,122 |
-78 |
$2,653 | | MSFT | 5,122 | -78 | $2,653 | | NVIDIA CORPORATION |
13,973 |
-658 |
$2,607 | | NVDA | 13,973 | -658 | $2,607 | | APPLE INC |
9,404 |
+11 |
$2,395 | | AAPL | 9,404 | +11 | $2,395 | | AMERICAN CENTY ETF TR (AVUV) |
20,510 |
+1,399 |
$2,041 | | AVUV | 20,510 | +1,399 | $2,041 | | AMAZON COM INC |
8,998 |
+3 |
$1,976 | | AMZN | 8,998 | +3 | $1,976 | | NEUBERGER BERMAN ETF TRUST (NBSM) |
75,069 |
+6,685 |
$1,901 | | NBSM | 75,069 | +6,685 | $1,901 | | COSTCO WHSL CORP NEW |
2,005 |
+35 |
$1,856 | | COST | 2,005 | +35 | $1,856 | | RTX CORPORATION |
10,444 |
-7 |
$1,748 | | RTX | 10,444 | -7 | $1,748 | | TESLA INC |
2,548 |
+233 |
$1,133 | | TSLA | 2,548 | +233 | $1,133 | | MARSH & MCLENNAN COS INC |
5,133 |
UNCH |
$1,034 | | MMC | 5,133 | UNCH | $1,034 | | ALPHABET INC |
3,808 |
+373 |
$926 | | GOOGL | 3,808 | +373 | $926 | | EXXON MOBIL CORP |
7,958 |
-125 |
$897 | | XOM | 7,958 | -125 | $897 | | BROADCOM INC |
2,604 |
-375 |
$859 | | AVGO | 2,604 | -375 | $859 | | INTERNATIONAL BUSINESS MACHS |
2,878 |
+481 |
$812 | | IBM | 2,878 | +481 | $812 | | JPMORGAN CHASE & CO. |
2,184 |
-130 |
$689 | | JPM | 2,184 | -130 | $689 | | META PLATFORMS INC |
835 |
+19 |
$613 | | META | 835 | +19 | $613 | | PALO ALTO NETWORKS INC |
2,904 |
+135 |
$591 | | PANW | 2,904 | +135 | $591 | | MARVELL TECHNOLOGY INC |
6,243 |
UNCH |
$525 | | MRVL | 6,243 | UNCH | $525 | | JOHNSON & JOHNSON |
2,814 |
-103 |
$522 | | JNJ | 2,814 | -103 | $522 | | WALMART INC |
4,956 |
+373 |
$511 | | WMT | 4,956 | +373 | $511 | | ISHARES GOLD TR (IAU) |
6,612 |
UNCH |
$481 | | IAU | 6,612 | UNCH | $481 | | CISCO SYS INC |
6,677 |
-411 |
$457 | | CSCO | 6,677 | -411 | $457 | | ORACLE CORP |
1,586 |
UNCH |
$446 | | ORCL | 1,586 | UNCH | $446 | | MICROCHIP TECHNOLOGY INC. |
6,757 |
-631 |
$434 | | MCHP | 6,757 | -631 | $434 | | UBER TECHNOLOGIES INC |
4,375 |
+117 |
$429 | | UBER | 4,375 | +117 | $429 | | AMPHENOL CORP NEW |
3,402 |
-382 |
$421 | | APH | 3,402 | -382 | $421 | | SPDR GOLD TR (GLD) |
1,176 |
-3 |
$418 | | GLD | 1,176 | -3 | $418 | | VISA INC |
1,223 |
+37 |
$417 | | V | 1,223 | +37 | $417 | | BOOKING HOLDINGS INC |
72 |
+2 |
$390 | | BKNG | 72 | +2 | $390 | | GOLDMAN SACHS GROUP INC |
489 |
-6 |
$390 | | GS | 489 | -6 | $390 | | CHEVRON CORP NEW |
2,487 |
-83 |
$386 | | CVX | 2,487 | -83 | $386 | | TJX COS INC NEW |
2,593 |
+109 |
$375 | | TJX | 2,593 | +109 | $375 | | SPDR SERIES TRUST (SPTM) |
4,606 |
+105 |
$372 | | SPTM | 4,606 | +105 | $372 | | ULTA BEAUTY INC |
680 |
-51 |
$372 | | ULTA | 680 | -51 | $372 | | AMERICAN CENTY ETF TR (QGRO) |
3,218 |
+3,218 |
$368 | | QGRO | 3,218 | +3,218 | $368 | | ELI LILLY & CO |
475 |
+29 |
$362 | | LLY | 475 | +29 | $362 | | MCKESSON CORP |
458 |
+458 |
$354 | | MCK | 458 | +458 | $354 | | SCHWAB CHARLES CORP |
3,665 |
+120 |
$350 | | SCHW | 3,665 | +120 | $350 | | LOWES COS INC |
1,389 |
+76 |
$349 | | LOW | 1,389 | +76 | $349 | | ISHARES TR (IVV) |
518 |
UNCH |
$347 | | IVV | 518 | UNCH | $347 |
See Full List: All Stocks Held By Broadway Wealth Solutions Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Broadway Wealth Solutions Inc.
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