Broadway Wealth Solutions, Inc. - Portfolio overview

Broadway Wealth Solutions, Inc. has 107 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 16.22%
2. SPLG - SPDR SERIES TRUST, 15.64%
3. USTB - VICTORY PORTFOLIOS II, 12.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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