§ 13F · FUND PROFILE
Broadway Wealth Solutions, Inc..
AUM · $214M (13F)Positions · 92Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 516K | $45M | 21.2% | +4% |
| 2 | USTB | VICTORY PORTFOLIOS II | 579K | $29M | 13.7% | +3% |
| 3 | FTRB | FEDERATED HERMES ETF TRUST | 1.16M | $29M | 13.6% | +4% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 199K | $18M | 8.3% | +4% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 87K | $8M | 3.9% | +1% |
| 6 | JPIB | J P MORGAN EXCHANGE TRADED F | 166K | $8M | 3.7% | +8% |
| 7 | FMDE | FIDELITY COVINGTON TRUST | 188K | $8M | 3.6% | +4% |
| 8 | DFIS | DIMENSIONAL ETF TRUST | 142K | $5M | 2.3% | +4% |
| 9 | JGRO | J P MORGAN EXCHANGE TRADED F | 47K | $5M | 2.1% | +4% |
| 10 | SPTL | SPDR SERIES TRUST | 173K | $5M | 2.1% | +5% |
§ 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 $214 million in assets. The fund runs a portfolio of 92 positions.
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