§ 13F · FUND PROFILE
Broadway Wealth Solutions, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178M (13F)Positions · 97Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 495K | $38M | 19.6% | +5% |
| 2 | USTB | VICTORY PORTFOLIOS II | 560K | $28M | 14.6% | +8% |
| 3 | FTRB | FEDERATED HERMES ETF TRUST | 1.12M | $28M | 14.5% | +8% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 192K | $16M | 8.4% | +1% |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | 153K | $7M | 3.8% | +8% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 86K | $7M | 3.6% | −1% |
| 7 | FMDE | FIDELITY COVINGTON TRUST | 180K | $6M | 3.4% | +7% |
| 8 | DFIS | DIMENSIONAL ETF TRUST | 136K | $5M | 2.4% | −1% |
| 9 | SPTL | SPDR SERIES TRUST | 165K | $4M | 2.2% | +8% |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | 45K | $4M | 2.0% | +4% |
§ 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 $178 million in assets. The fund runs a portfolio of 97 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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