Broadway Wealth Solutions, Inc. holds a concentrated book of 92 reported positions worth $214.1M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-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 reported non-option book. Cloning the disclosed picks since 2025 would be +19% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Broadway Wealth Solutions, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Broadway Wealth Solutions, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Broadway Wealth Solutions, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 51 / 80 | $1.0B |
| Prospect Hill Management, LLC | 9 / 80 | $231.6M |
| Draper Asset Management, LLC | 10 / 80 | $177.1M |
| New World Advisors LLC | 36 / 80 | $524.6M |
| Emerald Advisors, LLC | 32 / 80 | $649.5M |
| Haverford Financial Services, Inc. | 29 / 80 | $276.9M |
| Hoey Investments, Inc | 47 / 80 | $615.6M |
| Skandinaviska Enskilda Banken AB (publ) | 20 / 80 | $2.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Broadway Wealth Solutions, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Broadway Wealth Solutions, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 13d | 92 | $214.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 95 | $193.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 93 | $187.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 97 | $178.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 18d | 94 | $160.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 88 | $137.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 92 | $131.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.