Broadway Wealth Solutions, Inc.: 13F holdings
CIK 20212652026Q2
| Positions | 92 |
|---|
| Reported value | $214.1m |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 92 (-3 vs prior quarter) |
|---|
| Reported value | $214.1m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 515,783 | $45.3m | 21.2% |
| USTB VICTORY PORTFOLIOS II | 578,799 | $29.3m | 13.7% |
| FTRB FEDERATED HERMES ETF TRUST | 1,163,826 | $29.2m | 13.6% |
| AVDE AMERICAN CENTY ETF TR | 199,247 | $17.8m | 8.3% |
| AVEM AMERICAN CENTY ETF TR | 86,728 | $8.4m | 3.9% |
| JPIB J P MORGAN EXCHANGE TRADED F | 165,627 | $8.0m | 3.7% |
| FMDE FIDELITY COVINGTON TRUST | 188,440 | $7.6m | 3.6% |
| DFIS DIMENSIONAL ETF TRUST | 141,525 | $5.0m | 2.3% |
| JGRO J P MORGAN EXCHANGE TRADED F | 46,565 | $4.6m | 2.1% |
| SPTL SPDR SERIES TRUST | 173,205 | $4.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2021265")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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