Broadway Wealth Solutions, Inc. holds a concentrated book of 92 stocks worth $214.1M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Broadcom Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 21% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2021265/holdings"
Use Arkolith to show Broadway Wealth Solutions, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $45.3M | 515.8K | 21.2% | ▲+4.3% Added · +21K sh | |
| 2 | Victory Portfolios II SHORT TRM BD ETF | $29.3M | 578.8K | 13.7% | ▲+3.4% Added · +19K sh | |
| 3 | Federated Hermes ETF Trust TOTA RETU BD ETF | $29.2M | 1.16M | 13.6% | ▲+4.3% Added · +48K sh | |
| 4 | American Centy ETF TR INTL EQT ETF | $17.8M | 199.2K | 8.3% | ▲+3.5% Added · +7K sh | |
| 5 | American Centy ETF TR AVANTIS EMGMKT | $8.4M | 86.7K | 3.9% | ▲+0.7% Added · +634 sh | |
| 6 | J P Morgan Exchange Traded F INTL BD OPP ETF | $8.0M | 165.6K | 3.7% | ▲+8.4% Added · +13K sh | |
| 7 | Fidelity Covington Trust ENH MID COR ETF | $7.6M | 188.4K | 3.6% | ▲+4.4% Added · +8K sh | |
| 8 | Dimensional ETF Trust INTL SMALL CAP E | $5.0M | 141.5K | 2.3% | ▲+4.3% Added · +6K sh | |
| 9 | J P Morgan Exchange Traded F ACTIVE GROWTH | $4.6M | 46.6K | 2.1% | ▲+3.5% Added · +2K sh | |
| 10 | SPDR Series Trust ST LON TREAS ETF | $4.5M | 173.2K | 2.1% | ▲+5.1% Added · +8K sh | |
| 11 | Nvidia Corporation COM | $4.0M | 19.8K | 1.9% | ▲+29% Added · +4K sh | |
| 12 | American Centy ETF TR US SML CP VALU | $4.0M | 31.7K | 1.8% | ▲+2.4% Added · +749 sh | |
| 13 | Neuberger Berman ETF Trust SMAL MID CAP ETF | $3.7M | 129.9K | 1.7% | ▲+6.9% Added · +8K sh | |
| 14 | Apple Inc COM | $2.8M | 9.8K | 1.3% | ▲+18% Added · +1K sh | |
| 15 | Microsoft Corp COM | $2.3M | 6.2K | 1.1% | ▲+8.6% Added · +490 sh | |
| 16 | Amazon Com Inc COM | $2.2M | 9.1K | 1.0% | ▲+2.0% Added · +180 sh | |
| 17 | RTX Corporation COM | $2.0M | 10.4K | 0.9% | —Held | |
| 18 | Costco Wholesale Corporation COM | $1.9M | 2.0K | 0.9% | ▲+0.1% Added · +3 sh | |
| 19 | Tesla Inc COM | $1.3M | 3.2K | 0.6% | ▲+24% Added · +601 sh | |
| 20 | Intel Corp COM | $1.2M | 8.8K | 0.6% | ▲+0.3% Added · +31 sh | |
| 21 | Broadcom Inc COM | $1.2M | 3.2K | 0.6% | ▼−6.0% Reduced · −203 sh | |
| 22 | Alphabet Inc CAP STK CL A | $1.2M | 3.3K | 0.5% | ▲+17% Added · +481 sh | |
| 23 | Palo Alto Networks Inc COM | $1.0M | 3.0K | 0.5% | ▼−16% Reduced · −580 sh | |
| 24 | Marsh & McLennan Cos Inc COM | $994K | 6.0K | 0.5% | ▲+17% Added · +859 sh | |
| 25 | International Business Machs COM | $852K | 3.0K | 0.4% | ▲+0.2% Added · +5 sh | |
| 26 | Cisco Sys Inc COM | $792K | 6.7K | 0.4% | ▼−10% Reduced · −788 sh | |
| 27 | JPMorgan Chase & Co COM | $755K | 2.3K | 0.4% | ▲+1.1% Added · +26 sh | |
| 28 | Johnson & Johnson COM | $639K | 2.5K | 0.3% | ▲+4.2% Added · +101 sh | |
| 29 | Goldman Sachs Group Inc COM | $608K | 602 | 0.3% | ▼−1.5% Reduced · −9 sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $603K | 808 | 0.3% | ▲+0.2% Added · +2 sh | |
| 31 | American Centy ETF TR US QUALITY GROW | $576K | 4.9K | 0.3% | ▲+31% Added · +1K sh | |
| 32 | Microchip Technology Inc. COM | $566K | 6.2K | 0.3% | ▼−14% Reduced · −1K sh | |
| 33 | Meta Platforms Inc CL A | $557K | 989 | 0.3% | ▲+6.3% Added · +59 sh | |
| 34 | Eli Lilly & Co COM | $517K | 431 | 0.2% | ▲+4.6% Added · +19 sh | |
| 35 | Amphenol Corp CL A | $495K | 2.8K | 0.2% | ▲+0.3% Added · +8 sh | |
| 36 | Walmart Inc COM | $490K | 4.3K | 0.2% | ▲+0.3% Added · +15 sh | |
| 37 | Booking Holdings Inc COM | $431K | 2.4K | 0.2% | ▲29× Added · +2K sh | |
| 38 | Visa Inc COM CL A | $405K | 1.2K | 0.2% | ▲+4.3% Added · +49 sh | |
| 39 | Eaton Corp PLC SHS | $394K | 924 | 0.2% | ▲+2.9% Added · +26 sh | |
| 40 | Waste Mgmt Inc Del COM | $393K | 1.8K | 0.2% | ▲+7.5% Added · +123 sh | |
| 41 | Uber Technologies Inc COM | $391K | 5.4K | 0.2% | ▼−0.6% Reduced · −31 sh | |
| 42 | Ishares TR CORE S&P500 ETF | $388K | 518 | 0.2% | —Held | |
| 43 | Chevron Corporation COM | $387K | 2.3K | 0.2% | ▼−4.4% Reduced · −108 sh | |
| 44 | Deere & Co COM | $384K | 606 | 0.2% | —Held | |
| 45 | Ishares Gold TR ISHARES NEW | $382K | 5.1K | 0.2% | —Held | |
| 46 | Thermo Fisher Scientific Inc COM | $377K | 751 | 0.2% | ▲+8.5% Added · +59 sh | |
| 47 | TJX Cos Inc New COM | $374K | 2.5K | 0.2% | ▲+1.9% Added · +46 sh | |
| 48 | Schwab Charles Corp COM | $371K | 4.0K | 0.2% | ▲+4.3% Added · +165 sh | |
| 49 | Dell Technologies Inc CL C | $361K | 836 | 0.2% | ▲New New position | |
| 50 | SPDR Gold TR GOLD SHS | $360K | 978 | 0.2% | ▲+6.5% Added · +60 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 92 | $214.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 95 | $193.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 93 | $187.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 97 | $178.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 94 | $160.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 88 | $137.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 92 | $131.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.