13F Filings History of Broadway Wealth Solutions, Inc.

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$187,243,999
Signature - Title
Alfonso Charles - Trade Operations Specialist
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by Broadway Wealth Solutions, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Broadway Wealth Solutions, Inc. reported 93 stock holdings with total value $187,243,999 as of Q4 2025. Top holdings included SPYM, USTB, FTRB, AVDE, and JPIB.

Notify me when Broadway Wealth Solutions, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value

List of Other Managers Reporting for Broadway Wealth Solutions, Inc.:

Name Holdings Value Location File Number
FIRST TRUST ADVISORS LP $137,596,160,748 Wheaton, IL 028-06487
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 93 $187,243,999 +$9,648,090 -$3,287,172 +$6,360,918 SPYM, USTB, FTRB, AVDE, JPIB 13F-HR 29 Jan 2026, 08:49
Q3 2025 97 $178,327,682 +$12,144,194 -$2,098,153 +$10,046,041 SPLG, FTRB, USTB, AVDE, JPIB 13F-HR 10 Nov 2025, 11:21
Q2 2025 94 $160,594,100 +$24,181,325 -$9,478,998 +$14,702,327 SPLG, USTB, FTRB, AVDE, JPIB 13F-HR 18 Jul 2025, 08:51
Q1 2025 88 $137,033,028 +$9,876,347 -$3,364,233 +$6,512,114 SPLG, USTB, FTRB, AVDE, JPIB 13F-HR 14 Apr 2025, 11:04
Q4 2024 92 $131,846,176 $0 $0 $0 SPLG, USTB, FTRB, AVDE, JPIB 13F-HR 12 Feb 2025, 09:12