Investor
Broadway Wealth Solutions, Inc.
CIK 0002021265 · filed 2026-04-22 · SEC filing
13F book
$193.4M
Positions
95
7 new · 5 sold
Largest name
19.6%
Spdr Series Trust
Est. mark
−$2.87M
Price effect on 88 names still held. Flow $9.02M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 494.7K | $37.9M | 19.6% | −$1.74M | Added−$113.4K |
| Victory Portfolios Ii | — | 560K | $28.3M | 14.6% | −$135.2K | Added$1.88M |
| Federated Hermes Etf Trust | — | 1.12M | $28M | 14.5% | −$253.9K | Added$1.73M |
| American Centy Etf Tr | — | 192.4K | $16.3M | 8.4% | $482.1K | Added$577.5K |
| J P Morgan Exchange Traded F | — | 152.7K | $7.3M | 3.8% | −$124.4K | Added$420.1K |
| American Centy Etf Tr | — | 86.1K | $6.94M | 3.6% | $306.5K | Cut$263.5K |
| Fidelity Covington Trust | — | 180.4K | $6.49M | 3.4% | −$71K | Added$335.1K |
| Dimensional Etf Trust | — | 135.6K | $4.57M | 2.4% | $99K | Cut$39.3K |
| Spdr Series Trust | — | 164.8K | $4.33M | 2.2% | −$26K | Added$289.8K |
| J P Morgan Exchange Traded F | — | 45K | $3.8M | 2.0% | −$357.3K | Added−$202.5K |
| American Centy Etf Tr | — | 31K | $3.42M | 1.8% | $255.5K | Added$352.7K |
| Neuberger Berman Etf Trust | — | 121.5K | $3.06M | 1.6% | −$4.67K | Added$176K |
| Nvidia Corp | NVDA | 15.4K | $2.68M | 1.4% | −$174.7K | Added−$10.6K |
| Microsoft Corp | MSFT | 5.7K | $2.11M | 1.1% | −$553.5K | Added−$251.1K |
| Apple Inc. | AAPL | 8.28K | $2.1M | 1.1% | −$149.6K | Cut−$208.6K |
| RTX Corp | RTX | 10.4K | $2.01M | 1.0% | $99.2K | Held |
| Costco Whsl Corp New | — | 2.01K | $2.01M | 1.0% | $268.5K | Added$280.5K |
| Amazon Com Inc | AMZN | 8.88K | $1.85M | 1.0% | −$197.1K | Added−$168.8K |
| Exxon Mobil Corp | — | 7.88K | $1.34M | 0.7% | $375.7K | Added$420.5K |
| Broadcom Inc. | AVGO | 3.41K | $1.06M | 0.5% | −$102.4K | Added$85.8K |
| Tesla, Inc. | TSLA | 2.56K | $950.6K | 0.5% | −$199.4K | Held |
| Marsh & Mclennan Cos Inc | — | 5.11K | $885.8K | 0.5% | −$61.6K | Cut−$63.3K |
| Alphabet Inc | — | 2.81K | $808.9K | 0.4% | −$71.5K | Cut−$127.6K |
| International Business Machs | — | 3.02K | $733K | 0.4% | −$151.9K | Added−$103.2K |
| Jpmorgan Chase & Co. | — | 2.28K | $670.6K | 0.3% | −$61K | Added−$27.4K |
| Marvell Technology, Inc. | MRVL | 6.24K | $618.4K | 0.3% | $87.8K | Held |
| Johnson & Johnson | JNJ | 2.41K | $590K | 0.3% | $90.4K | Cut$33.7K |
| Cisco Sys Inc | — | 7.53K | $584.5K | 0.3% | $4.11K | Added$24.8K |
| Palo Alto Networks Inc | PANW | 3.56K | $570.6K | 0.3% | −$71.5K | Added$18.9K |
| Walmart Inc. | WMT | 4.32K | $536.2K | 0.3% | $55.5K | Cut$16.6K |
| Meta Platforms, Inc. | META | 930 | $532.2K | 0.3% | −$77.5K | Added−$49.4K |
| Spdr S&P 500 Etf Tr | — | 806 | $524.1K | 0.3% | −$25.5K | Cut−$39.2K |
| Goldman Sachs Group Inc | — | 611 | $517.3K | 0.3% | −$14.8K | Added$121.5K |
| Chevron Corp New | CVX | 2.44K | $505.8K | 0.3% | $129.3K | Added$144.6K |
| Accenture Plc Ireland | — | 2.46K | $488.6K | 0.3% | −$87K | Added$155.3K |
| Microchip Technology Inc. | — | 7.22K | $466.4K | 0.2% | $6.47K | Cut−$31.3K |
| Ishares Gold Tr | — | 5.05K | $445.6K | 0.2% | $35.3K | Cut−$56.6K |
| Spdr Gold Tr | — | 918 | $395K | 0.2% | $31.2K | Cut−$60K |
| Uber Technologies, Inc | UBER | 5.45K | $392.3K | 0.2% | −$45.8K | Added$10.1K |
| American Centy Etf Tr | — | 3.73K | $391.6K | 0.2% | −$35K | Added−$30.7K |
| Pepsico Inc | PEP | 2.51K | $389.8K | 0.2% | $28.4K | Added$43K |
| Tjx Cos Inc New | — | 2.42K | $387.3K | 0.2% | $14.8K | Added$16.1K |
| Intel Corp | INTC | 8.77K | $386.8K | 0.2% | $63.4K | Held |
| Eli Lilly & Co | LLY | 412 | $378.9K | 0.2% | −$63.2K | Added−$59.5K |
| Salesforce, Inc. | CRM | 2.03K | $378.3K | 0.2% | −$112.8K | Added−$3.83K |
| Netflix Inc | NFLX | 3.92K | $376.7K | 0.2% | $7.04K | Added$100.7K |
| Waste Mgmt Inc Del | — | 1.64K | $376.3K | 0.2% | $15.9K | Added$27.4K |
| Intuit Inc. | INTU | 853 | $369K | 0.2% | −$104.3K | Added$68.7K |
| Schwab Charles Corp | — | 3.86K | $362.8K | 0.2% | −$22.7K | Added−$19.7K |
| Lowes Cos Inc | — | 1.53K | $362.5K | 0.2% | −$7.24K | Added$4.81K |
| Amphenol Corp New | — | 2.8K | $354K | 0.2% | −$24.7K | Cut−$56.6K |
| Mondelez Intl Inc | — | 6.12K | $352.7K | 0.2% | $20.1K | Added$69.4K |
| Booking Holdings Inc. | BKNG | 82 | $346.2K | 0.2% | −$81.5K | Added−$35.1K |
| T-Mobile Us Inc | — | 1.64K | $344.8K | 0.2% | $9.64K | Added$62.8K |
| Mckesson Corp | MCK | 397 | $343.5K | 0.2% | $17.9K | Cut−$4.25K |
| Visa Inc. | V | 1.13K | $341.5K | 0.2% | −$49.9K | Added−$19.7K |
| Deere & Co | DE | 606 | $341.4K | 0.2% | $59.2K | Held |
| Thermo Fisher Scientific Inc. | TMO | 692 | $340.2K | 0.2% | −$53.9K | Added−$15.1K |
| Ishares Tr | — | 518 | $338.4K | 0.2% | −$16.4K | Held |
| ServiceNow, Inc. | NOW | 3.21K | $335.1K | 0.2% | — | New |
| Iqvia Hldgs Inc | — | 1.96K | $334.8K | 0.2% | −$93.1K | Added−$47.5K |
| Apollo Global Mgmt Inc | — | 2.98K | $332K | 0.2% | −$79.6K | Added−$13.7K |
| Intercontinental Exchange In | — | 2.08K | $327.5K | 0.2% | −$9K | Added$13.3K |
| Aon plc | AON | 1.01K | $327.3K | 0.2% | −$26.2K | Added$19.6K |
| Ishares Silver Tr | — | 4.8K | $326.9K | 0.2% | $17.8K | Cut−$114.5K |
| S&P Global Inc. | SPGI | 765 | $325.2K | 0.2% | −$59.3K | Added$8.29K |
| Nextera Energy Inc | — | 3.48K | $323.4K | 0.2% | $43.9K | Cut$22.3K |
| Eaton Corp Plc | ETN | 898 | $321.2K | 0.2% | $33.5K | Added$48.5K |
| Motorola Solutions, Inc. | MSI | 737 | $319.8K | 0.2% | $37.3K | Cut$17.8K |
| Verizon Communications Inc | VZ | 6.11K | $306.5K | 0.2% | $56K | Added$65.5K |
| Union Pac Corp | — | 1.26K | $305.1K | 0.2% | $14.3K | Cut$9.01K |
| Ulta Beauty, Inc. | ULTA | 569 | $297.4K | 0.2% | −$46.8K | Cut−$121.2K |
| Valero Energy Corp | — | 1.18K | $292.5K | 0.2% | — | New |
| Coca Cola Co | KO | 3.62K | $275.6K | 0.1% | $21.1K | Added$35.7K |
| Home Depot, Inc. | HD | 836 | $275K | 0.1% | −$11.9K | Added$6.55K |
| Lockheed Martin Corp | LMT | 454 | $274.6K | 0.1% | $54.8K | Cut$40.3K |
| Stryker Corp | SYK | 822 | $270.1K | 0.1% | −$17.1K | Added$7.2K |
| Schwab Strategic Tr | — | 10.6K | $266.9K | 0.1% | — | New |
| Linde Plc | LIN | 533 | $264.2K | 0.1% | $37K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 427 | $263.4K | 0.1% | $5.76K | Held |
| Honeywell Intl Inc | — | 1.15K | $260.6K | 0.1% | $35.7K | Cut$9K |
| American Express Co | AXP | 845 | $255.6K | 0.1% | −$57K | Held |
| Abrdn Silver Etf Trust | SIVR | 3.29K | $235.8K | 0.1% | $13.1K | Held |
| Emerson Elec Co | — | 1.79K | $234K | 0.1% | −$2.86K | Added$10.9K |
| Oracle Corp | — | 1.59K | $233.3K | 0.1% | −$75.8K | Held |
| Texas Instrs Inc | — | 1.19K | $231.6K | 0.1% | $24.6K | Cut−$11.3K |
| Victory Portfolios Ii | — | 5.09K | $227.5K | 0.1% | −$14.4K | Cut−$24.4K |
| NXP Semiconductors N.V. | NXPI | 1.13K | $221.5K | 0.1% | −$22.7K | Added−$22.3K |
| Northrop Grumman Corp | — | 311 | $212.2K | 0.1% | $34.8K | Cut−$2.79K |
| Diamondback Energy, Inc. | FANG | 1.06K | $209.3K | 0.1% | — | New |
| Comcast Corp New | — | 7.22K | $207.4K | 0.1% | — | New |
| Merck & Co., Inc. | MRK | 1.7K | $204K | 0.1% | — | New |
| Cleanspark Inc | — | 11K | $93.6K | 0.0% | — | New |
| Mfs Multimarket Income Tr | — | 14.9K | $68.8K | 0.0% | −$447 | Held |
| Sintx Technologies, Inc. | SINT | 10K | $25K | 0.0% | −$13.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.