Broadway Wealth Solutions, Inc. - Portfolio Stock Holdings
Broadway Wealth Solutions, Inc. disclosed 105 stock positions in a recent SEC 13F filing. $214,089,929 of stock holdings were filed, with the largest holdings including SPYM, USTB, and FTRB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $308,050,784 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
105Est. Stock Holding Value:
$214,089,929Top Stock Holdings By Sector
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Portfolio Stock Holdings - Broadway Wealth Solutions, Inc.
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