§ 13F · FUND PROFILE
Broadway Wealth Solutions, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $160.6T (13F)Positions · 94Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 473K | $38.0T | 20.3% | +2% |
| 2 | USTB | VICTORY PORTFOLIOS II | 520K | $26.4T | 14.1% | +9% |
| 3 | FTRB | FEDERATED HERMES ETF TRUST | 1.04M | $26.3T | 14.1% | +6% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 191K | $15.7T | 8.4% | +2% |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | 141K | $6.9T | 3.7% | +6% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 87K | $6.7T | 3.6% | ±0% |
| 7 | FMDE | FIDELITY COVINGTON TRUST | 169K | $6.2T | 3.3% | +5% |
| 8 | DFIS | DIMENSIONAL ETF TRUST | 137K | $4.5T | 2.4% | +2% |
| 9 | SPTL | SPDR SERIES TRUST | 153K | $4.0T | 2.2% | +9% |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | 43K | $4.0T | 2.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROADWAY SIGNAL
AC read
Broadway Wealth Solutions, Inc. is a Other fund managing $160594.1 trillion in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed