Institutional Fund
Broadway Wealth Solutions, Inc.
San Antonio, TXCIK 20212655 filings on record
Portfolio Value
$193.39M
Q1 2026
Holdings
95
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+3.3%
from $187.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust19.6%
- Victory Portfolios II14.6%
- Federated Hermes ETF Trust14.5%
- American Centy ETF Tr8.4%
- J P Morgan Exchange Traded F3.8%
- American Centy ETF Tr3.6%
- Other35.5%
Portfolio Holdings
95 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 494.7K | $37.87M | 19.6% | +21.3K | Added |
| 2 | Victory Portfolios II | 560.0K | $28.32M | 14.6% | +39.9K | Added |
| 3 | Federated Hermes ETF Trust | 1.12M | $28.05M | 14.5% | +78.9K | Added |
| 4 | American Centy ETF Tr | 192.4K | $16.33M | 8.4% | +1.1K | Added |
| 5 | J P Morgan Exchange Traded F | 152.7K | $7.30M | 3.8% | +11.4K | Added |
| 6 | American Centy ETF Tr | 86.1K | $6.94M | 3.6% | −558 | Reduced |
| 7 | Fidelity Covington Trust | 180.4K | $6.49M | 3.4% | +11.3K | Added |
| 8 | Dimensional ETF Trust | 135.6K | $4.57M | 2.4% | −1.8K | Reduced |
| 9 | Spdr Series Trust | 164.8K | $4.33M | 2.2% | +12.0K | Added |
| 10 | J P Morgan Exchange Traded F | 45.0K | $3.80M | 2.0% | +1.8K | Added |
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