Broadway Wealth Solutions, Inc.

CIK 0002021265 • 7 13F filings • Apr 14, 2025 – Oct 21, 2026

Import this data to Google Sheets with:

=jivedata("broadway-wealth-solutions-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Broadway Wealth Solutions, Inc., Trade Operations Specialist
Address: 1177 NE Loop 410, 5th Floor, San Antonio, TX, 78209
Phone: 210-283-6600
AUM: $187.2M

AUM over time

$223.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $223.0M88 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$247K	0.1%	945 SH	New
ABERDEEN MULTI-MARKET INCOME	SH BEN INT	$64K	0.0%	14,900 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$382K	0.2%Prev: 0.2%	2,081 SH	Increased+918 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.5%Prev: 0.5%	3,418 SH	Increased-390 SH
AMAZON COM INC	COM	$2.3M	1.1%Prev: 1.1%	9,416 SH	Increased+418 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$8.7M	3.9%Prev: 3.6%	92,198 SH	Increased+5,580 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$19.1M	8.6%Prev: 8.3%	211,905 SH	Increased+23,883 SH
AMERICAN CENTY ETF TR	US QUALITY GROW	$572K	0.3%Prev: 0.2%	4,876 SH	Increased+1,658 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$3.8M	1.7%Prev: 1.1%	32,376 SH	Increased+11,866 SH
AMERICAN EXPRESS CO	COM	$256K	0.1%Prev: 0.2%	843 SH	Decreased-4 SH
AMPHENOL CORP	CL A	$481K	0.2%	5,709 SH	New
AON PLC	SHS CL A	$299K	0.1%Prev: 0.2%	1,080 SH	Decreased+236 SH
APPLE INC	COM	$3.3M	1.5%Prev: 1.3%	9,780 SH	Increased+376 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$315K	0.1%	633 SH	New
BOOKING HOLDINGS INC	COM	$356K	0.2%Prev: 0.2%	2,184 SH	Decreased+2,112 SH
BOSTON SCIENTIFIC CORP	COM	$330K	0.1%	7,562 SH	New
BROADCOM INC	COM	$1.2M	0.5%Prev: 0.5%	3,351 SH	Increased+747 SH
CHARLES SCHWAB CORP (THE)	COM	$388K	0.2%	3,965 SH	New
CHEVRON CORPORATION	COM	$476K	0.2%	2,330 SH	New
CISCO SYS INC	COM	$720K	0.3%Prev: 0.3%	6,687 SH	Increased+10 SH
COCA COLA CO	COM	$289K	0.1%Prev: 0.1%	3,352 SH	Increased+105 SH
COSTCO WHOLESALE CORPORATION	COM	$1.8M	0.8%	2,026 SH	New
DEERE & CO	COM	$407K	0.2%Prev: 0.2%	606 SH	Increased-6 SH
DELL TECHNOLOGIES INC	CL C	$293K	0.1%	544 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$5.4M	2.4%Prev: 2.4%	150,154 SH	Increased+15,758 SH
EATON CORP PLC	SHS	$402K	0.2%Prev: 0.2%	935 SH	Increased+87 SH
ELI LILLY & CO	COM	$470K	0.2%Prev: 0.2%	406 SH	Increased-69 SH
EMERSON ELEC CO	COM	$262K	0.1%Prev: 0.1%	1,691 SH	Increased+107 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.1M	0.5%	7,039 SH	New
FEDERATED HERMES ETF TRUST	TOTA RETU BD ETF	$29.5M	13.2%	1,229,917 SH	New
FIDELITY COVINGTON TRUST	ENH MID COR ETF	$8.0M	3.6%	198,622 SH	New
GOLDMAN SACHS GROUP INC	COM	$529K	0.2%Prev: 0.2%	587 SH	Increased+98 SH
HOME DEPOT INC	COM	$265K	0.1%Prev: 0.2%	930 SH	Decreased+174 SH
INTEL CORP	COM	$1.1M	0.5%Prev: 0.2%	9,160 SH	Increased+200 SH
INTERNATIONAL BUSINESS MACHS	COM	$672K	0.3%Prev: 0.5%	3,057 SH	Decreased+179 SH
ISHARES GOLD TR	ISHARES NEW	$338K	0.2%Prev: 0.3%	4,334 SH	Decreased-2,278 SH
ISHARES TR	CORE S&P500 ETF	$397K	0.2%Prev: 0.2%	518 SH	Increased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$4.6M	2.1%Prev: 2.3%	47,614 SH	Increased+3,733 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$8.4M	3.8%Prev: 3.7%	180,447 SH	Increased+46,960 SH
JOHNSON & JOHNSON	COM	$653K	0.3%Prev: 0.3%	2,468 SH	Increased-346 SH
JPMORGAN CHASE & CO	COM	$751K	0.3%	2,268 SH	New
LINDE PLC	SHS	$266K	0.1%Prev: 0.1%	561 SH	Increased+59 SH
LOCKHEED MARTIN CORP	COM	$257K	0.1%Prev: 0.1%	504 SH	Increased+37 SH
LOWES COS INC	COM	$319K	0.1%Prev: 0.2%	1,731 SH	Decreased+342 SH
MARSH & MCLENNAN COS INC	COM	$824K	0.4%Prev: 0.6%	4,825 SH	Decreased-308 SH
MCKESSON CORP	COM	$373K	0.2%Prev: 0.2%	437 SH	Increased-21 SH
MERCK & CO INC	COM	$234K	0.1%Prev: 0.1%	1,610 SH	Increased-812 SH
META PLATFORMS INC	CL A	$762K	0.3%Prev: 0.3%	1,051 SH	Increased+216 SH
MICROCHIP TECHNOLOGY INC.	COM	$538K	0.2%Prev: 0.2%	6,919 SH	Increased+162 SH
MICROSOFT CORP	COM	$3.2M	1.4%Prev: 1.5%	6,163 SH	Increased+1,041 SH
MONDELEZ INTL INC	CL A	$358K	0.2%Prev: 0.2%	6,195 SH	Increased+1,359 SH
MOTOROLA SOLUTIONS INC	COM NEW	$355K	0.2%Prev: 0.2%	797 SH	Increased+100 SH
NETFLIX INC.	COM	$323K	0.1%	4,640 SH	New
NEUBERGER BERMAN ETF TRUST	SMAL MID CAP ETF	$3.7M	1.7%	135,787 SH	New
NEXTERA ENERGY INC	COM	$298K	0.1%Prev: 0.2%	3,931 SH	Increased+87 SH
NORTHROP GRUMMAN CORP	COM	$210K	0.1%Prev: 0.1%	434 SH	Decreased+56 SH
NVIDIA CORPORATION	COM	$3.7M	1.7%Prev: 1.5%	16,367 SH	Increased+2,394 SH
NXP SEMICONDUCTORS N V	COM	$290K	0.1%Prev: 0.1%	1,221 SH	Increased+110 SH
ORACLE CORP	COM	$218K	0.1%Prev: 0.3%	1,586 SH	Decreased
PALO ALTO NETWORKS INC	COM	$984K	0.4%Prev: 0.3%	2,477 SH	Increased-427 SH
PEPSICO INC	COM	$349K	0.2%Prev: 0.2%	2,753 SH	Increased+384 SH
QUALCOMM INC	COM	$257K	0.1%	1,396 SH	New
RTX CORPORATION	COM	$1.9M	0.9%Prev: 1.0%	10,439 SH	Increased-5 SH
SALESFORCE INC	COM	$425K	0.2%Prev: 0.2%	1,851 SH	Increased+430 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$351K	0.2%	11,963 SH	New
SERVICENOW INC	COM	$425K	0.2%	3,172 SH	New
SPDR GOLD TR	GOLD SHS	$318K	0.1%Prev: 0.2%	836 SH	Decreased-340 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$279K	0.1%	5,562 SH	New
SPDR SERIES TRUST	ST LON TREAS ETF	$4.5M	2.0%	188,121 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$49.1M	22.0%	546,641 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$593K	0.3%	777 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$241K	0.1%	367 SH	New
T-MOBILE US INC	COM	$319K	0.1%Prev: 0.2%	1,956 SH	Increased+671 SH
TESLA INC	COM	$853K	0.4%Prev: 0.6%	2,405 SH	Decreased-143 SH
TEXAS INSTRS INC	COM	$262K	0.1%Prev: 0.1%	937 SH	Increased-315 SH
THERMO FISHER SCIENTIFIC INC	COM	$436K	0.2%Prev: 0.2%	645 SH	Increased-48 SH
TJX COS INC NEW	COM	$347K	0.2%Prev: 0.2%	2,621 SH	Decreased+28 SH
UBER TECHNOLOGIES INC	COM	$383K	0.2%Prev: 0.2%	5,591 SH	Decreased+1,216 SH
ULTA BEAUTY INC	COM	$406K	0.2%Prev: 0.2%	744 SH	Increased+64 SH
UNION PAC CORP	COM	$355K	0.2%Prev: 0.2%	1,303 SH	Increased+20 SH
VALERO ENERGY CORP	COM	$463K	0.2%Prev: 0.2%	1,193 SH	Increased-565 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$753K	0.3%	1,074 SH	New
VERIZON COMMUNICATIONS INC	COM	$262K	0.1%Prev: 0.1%	5,718 SH	Increased+170 SH
VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$30.5M	13.7%Prev: 13.7%	612,191 SH	Increased+134,600 SH
VICTORY PORTFOLIOS II	VICT WES U S ETF	$266K	0.1%	5,091 SH	New
VISA INC	COM CL A	$415K	0.2%Prev: 0.2%	1,155 SH	Decreased-68 SH
WALMART INC	COM	$493K	0.2%Prev: 0.3%	4,747 SH	Decreased-209 SH
WASTE MGMT INC DEL	COM	$360K	0.2%Prev: 0.2%	1,764 SH	Increased+220 SH

Sold (vs prior filing)

ADOBE INC — $306K
ALPHABET INC — $208K
AMPHENOL CORP NEW — $421K
APOLLO GLOBAL MGMT INC — $307K
BOEING CO — $212K
CHEVRON CORP NEW — $386K
CHIPOTLE MEXICAN GRILL INC — $266K
COSTCO WHSL CORP NEW — $1.9M
EXXON MOBIL CORP — $897K
FEDERATED HERMES ETF TRUST — $24.8M
FIDELITY COVINGTON TRUST — $5.8M
FORTUNE BRANDS INNOVATIONS I — $203K
GRANITESHARES GOLD TR — $203K
HONEYWELL INTL INC — $287K
INTERCONTINENTAL EXCHANGE IN — $313K
INTUIT — $305K
IQVIA HLDGS INC — $344K
ISHARES SILVER TR — $293K
ISHARES TR — $210K
JPMORGAN CHASE & CO. — $689K
… and 14 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0002085853-26-000145	$187.2M	View
Oct 21, 2026	Q3 2026	13F-HR	0002085853-26-001262	$223.0M	View
Nov 10, 2025	Q3 2025