Broadway Wealth Solutions, Inc. 13F Holdings
CIK 0002021265 · San Antonio, TX
As of Sep 30, 2025, Broadway Wealth Solutions, Inc. reported 97 positions worth
CIK 0002021265 · San Antonio, TX
As of Sep 30, 2025, Broadway Wealth Solutions, Inc. reported 97 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 466,124 | $36.5M | 20.48% |
| FEDERATED HERMES ETF TRUST | — | — | 976,833 | $24.8M | 13.91% |
| VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF | USTB | — | 477,591 | $24.4M | 13.66% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 188,022 | 4.8M | 8.32% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 133,487 | $6.5M | 3.67% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 86,618 | $6.5M | 3.65% |
| FIDELITY COVINGTON TRUST | FMDE | — | 161,793 | $5.8M | 3.28% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 134,396 | $4.3M | 2.38% |
| JPMORGAN ACTIVE GROWTH ETF | JGRO | — | 43,881 | $4.1M | 2.31% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF | SPTL | — | 140,058 | $3.8M | 2.12% |
| MICROSOFT CORP | MSFT | Technology | 5,122 | $2.7M | 1.49% |
| NVIDIA CORP | NVDA | Technology | 13,973 | $2.6M | 1.46% |
| APPLE INC | AAPL | Technology | 9,404 | $2.4M | 1.34% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 20,510 | $2.0M | 1.14% |
| AMAZON.COM INC | AMZN | Equity | 8,998 | $2.0M | 1.11% |
| NEUBERGER BERMAN SMALL-MID CAP ETF | NBSM | — | 75,069 | .9M | 1.07% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 2,005 | .9M | 1.04% |
| RTX CORP | RTX | Equity | 10,444 | .7M | 0.98% |
| TESLA INC | TSLA | Consumer Cyclical | 2,548 | .1M | 0.64% |
| MARSH & MCLENNAN COMPANIES INC | MMC | Financial Services | 5,133 | .0M | 0.58% |
| ALPHABET INC | GOOGL | Equity | 3,808 | $925.7K | 0.52% |
| EXXON MOBIL CORP | XOM | Energy | 7,958 | $897.2K | 0.50% |
| BROADCOM INC | AVGO | Technology | 2,604 | $859.2K | 0.48% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 2,878 | $812.1K | 0.46% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2,184 | $688.9K | 0.39% |