Broadway Wealth Solutions
Broadway Wealth Solutions reported 88 stocks worth $223M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are SPYM (22.0%), USTB (13.7%) and FTRB (13.2%). Compared with Q2 2026, the fund opened new positions in XOM, VOO and BRK.B, added to SPYM, USTB and FTRB, trimmed NVDA, MSFT and PANW and sold out of GLW, SLV and GE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $49.1M | 22.0% | 547K | +31K (+6%) | 8 of 8 | |
| 2 |  USTB Victory Portfolios II | $30.5M | 13.7% | 612K | +33K (+6%) | 8 of 8 | |
| 3 |  FTRB Federated Hermes Ttl Rtnbnd ETF | $29.5M | 13.2% | 1.2M | +66K (+6%) | 8 of 8 | |
| 4 |  AVDE American Centy ETF TR | $19.1M | 8.6% | 212K | +13K (+6%) | 8 of 8 | |
| 5 |  AVEM American Centy ETF TR | $8.7M | 3.9% | 92K | +5,470 (+6%) | 8 of 8 | |
| 6 |  JPIB J P Morgan Exchange Traded F | $8.4M | 3.8% | 180K | +15K (+9%) | 8 of 8 | |
| 7 |  FMDE Fidelity Enhanced Mid Cap ETF | $8M | 3.6% | 199K | +10K (+5%) | 6 of 8 | |
| 8 |  DFIS Dimensional ETF Trust | $5.4M | 2.4% | 150K | +8,629 (+6%) | 8 of 8 | |
| 9 |  JGRO J P Morgan Exchange Traded F | $4.6M | 2.1% | 48K | +1,049 (+2%) | 6 of 8 | |
| 10 |  SPTL Spdr Series Trust | $4.5M | 2.0% | 188K | +15K (+9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GLW Corning Inc | $293K | 1,148 |
 SLV Ishares Silver Trust | $257K | 4,798 |
 GE GE Aerospace | $246K | 659 |
 SYK Stryker Corporation | $210K | 667 |
 BA Boeing Co | $210K | 969 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Broadway Wealth Solutions 13F FAQ
What does Broadway Wealth Solutions own?
Broadway Wealth Solutions reported 88 stocks worth $223M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are SPYM (22.0%), USTB (13.7%) and FTRB (13.2%). The table above lists every position in the filing (the top 10 without an account).
What did Broadway Wealth Solutions buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 44 added to, 31 trimmed and 8 sold out. New positions include XOM, VOO and BRK.B. It sold all of GLW, SLV and GE.
When will Broadway Wealth Solutions file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Broadway Wealth Solutions's portfolio worth?
The Q3 2026 filing reports $223M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.