account_balance

Investment manager · 13F filer · SEC CIK 2021265

Broadway Wealth Solutions, Inc.

Reported value$223Mas of Sep 30, 2026
Positions88 4 new, 8 sold out
Top 10 weight75.2%SPYM alone is 22%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 22.0% Added +6%
USTB Victory Portfolios II 13.7% Added +6%
FTRB Federated Hermes ETF Trust 13.2% Added +6%
AVDE American Centy ETF Tr 8.6% Added +6%
AVEM American Centy ETF Tr 3.9% Added +6%
JPIB J P Morgan Exchange Traded F 3.8% Added +9%
FMDE Fidelity Covington Trust 3.6% Added +5%
DFIS Dimensional ETF Trust 2.4% Added +6%
JGRO J P Morgan Exchange Traded F 2.1% Added +2%
SPTL SPDR Series Trust 2.0% Added +9%
AVUV American Centy ETF Tr 1.7% Added +2%
NVDA NVIDIA Corp 1.7% Trimmed −17%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 13, 2026 filing
add_circleNew
  • XOM $1.15M
  • VOO $753K
  • BRK-B $315K
  • SPDW $279K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist