Broadway Wealth Solutions, Inc.
Broadway Wealth Solutions, Inc. reported 92 positions worth $214.1M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: SPYM (21.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $45.3M | 21.17% | 515,783 | — | — | |
| ▸ 2 | USTB | SH | $29.3M | 13.69% | 578,799 | — | — | |
| ▸ 3 | FTRB | SH | $29.2M | 13.64% | 1,163,826 | — | — | |
| ▸ 4 | AVDE | SH | $17.8M | 8.30% | 199,247 | — | — | |
| ▸ 5 | AVEM | SH | $8.4M | 3.91% | 86,728 | — | — | |
| ▸ 6 | JPIB | SH | $8.0M | 3.74% | 165,627 | — | — | |
| ▸ 7 | FMDE | SH | $7.6M | 3.57% | 188,440 | — | — | |
| ▸ 8 | DFIS | SH | $5.0M | 2.32% | 141,525 | — | — | |
| ▸ 9 | JGRO | SH | $4.6M | 2.14% | 46,565 | — | — | |
| ▸ 10 | SPTL | SH | $4.5M | 2.12% | 173,205 | — | — |
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Frequently Asked Questions
What stocks does Broadway Wealth Solutions, Inc. hold as of Q2 2026?
Broadway Wealth Solutions, Inc. reported 92 positions worth $214.1M in its Q2 2026 13F filing. Largest positions: SPYM (21.2%), USTB (13.7%), FTRB (13.6%), AVDE (8.3%) and AVEM (3.9%).
What did Broadway Wealth Solutions, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Broadway Wealth Solutions, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.