Broadway Wealth Solutions, Inc. - Portfolio Stock Holdings
Broadway Wealth Solutions, Inc. disclosed 96 stock positions in a recent SEC 13F filing. $223,026,707 of stock holdings were filed, with the largest holdings including SPYM, USTB, and FTRB. This filing represented positions held on Sept. 30, 2026, and was filed today.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:
Sept. 30, 2026No. of Stocks:
96Est. Stock Holding Value:
$223,026,707Top Stock Holdings By Sector
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Portfolio Stock Holdings - Broadway Wealth Solutions, Inc.
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