Broadway Wealth Solutions, Inc.

13F filer · CIK 0002021265

Reported Jul 13, 2026

13F portfolio value$214MU.S. long equity reported on 13F

Positions76Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight9.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202676 positions
NVDANvidia Corp	$3.97M	1.85%	0.00%	+29.0%	Q4 2024
AAPLApple Inc.	$2.83M	1.32%	0.00%	+18.1%	Q4 2024
MSFTMicrosoft Corp	$2.31M	1.08%	0.00%	+8.6%	Q4 2024
AMZNAmazon Com Inc	$2.16M	1.01%	0.00%	+2.0%	Q4 2024
RTXRTX Corp	$1.98M	0.93%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$1.89M	0.88%	0.00%	+0.2%	Q4 2024
TSLATesla, Inc.	$1.33M	0.62%	0.00%	+23.5%	Q4 2024
INTCIntel Corp	$1.23M	0.57%	0.00%	+0.4%	Q1 2025
AVGOBroadcom Inc.	$1.21M	0.57%	0.00%	-6.0%	Q4 2024
GOOGLAlphabet Inc.	$1.18M	0.55%	0.00%	+17.1%	Q4 2024
PANWPalo Alto Networks Inc	$1.02M	0.47%	0.00%	-16.3%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$994K	0.46%	0.00%	+16.8%	Q4 2024
IBMInternational Business Machines Corp	$852K	0.40%	0.00%	+0.2%	Q4 2024
CSCOCisco Systems, Inc.	$792K	0.37%	0.00%	-10.5%	Q4 2024
JPMJPMorgan Chase & Co	$755K	0.35%	0.00%	+1.1%	Q4 2024
JNJJohnson & Johnson	$639K	0.30%	0.00%	+4.2%	Q4 2024
GSGoldman Sachs Group Inc	$608K	0.28%	0.00%	-1.5%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$603K	0.28%	Not reported	+0.3%	Q4 2025
MCHPMicrochip Technology Inc	$566K	0.26%	0.00%	-14.1%	Q4 2024
METAMeta Platforms, Inc.	$557K	0.26%	Not reported	+6.3%	Q4 2024
LLYELI LILLY & Co	$517K	0.24%	0.00%	+4.6%	Q4 2024
APHAmphenol Corp	$495K	0.23%	0.00%	+0.3%	Q4 2024
WMTWalmart Inc.	$490K	0.23%	0.00%	+0.4%	Q4 2024
BKNGBooking Holdings Inc.	$431K	0.20%	0.00%	+18.0%	Q4 2024
VVisa Inc.	$405K	0.19%	0.00%	+4.3%	Q4 2024
ETNEaton Corp plc	$394K	0.18%	0.00%	+2.9%	Q2 2025
WMWaste Management Inc	$393K	0.18%	0.00%	+7.5%	Q4 2024
UBERUber Technologies, Inc	$391K	0.18%	0.00%	-0.6%	Q1 2025
CVXChevron Corp	$387K	0.18%	0.00%	-4.4%	Q4 2024
DEDeere & Co	$384K	0.18%	0.00%	Not reported	Q4 2024
IAUIshares Gold Trust	$382K	0.18%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$377K	0.18%	0.00%	+8.5%	Q4 2024
TJXTJX Companies Inc	$374K	0.17%	0.00%	+1.9%	Q4 2024
SCHWSchwab Charles Corp	$371K	0.17%	0.00%	+4.3%	Q4 2024
DELLDell Technologies Inc.	$361K	0.17%	0.00%	New	Q2 2026
GLDSPDR Gold Trust	$360K	0.17%	0.00%	+6.5%	Q4 2024
UNPUnion Pacific Corp	$359K	0.17%	0.00%	+5.0%	Q4 2024
PEPPepsico Inc	$358K	0.17%	0.00%	+5.3%	Q4 2024
MDLZMondelez International, Inc.	$355K	0.17%	0.00%	+0.4%	Q4 2024
ACNAccenture plc	$352K	0.16%	0.00%	+14.7%	Q4 2024
LOWLowes Companies Inc	$351K	0.16%	0.00%	+3.9%	Q4 2024
NOWServiceNow, Inc.	$345K	0.16%	0.00%	+8.6%	Q1 2026
AONAon plc	$345K	0.16%	0.00%	+2.7%	Q4 2024
MSIMotorola Solutions, Inc.	$336K	0.16%	0.00%	+9.9%	Q2 2025
MCKMckesson Corp	$328K	0.15%	0.00%	+9.3%	Q3 2025
HDHome Depot, Inc.	$327K	0.15%	0.00%	+11.0%	Q4 2024
ULTAUlta Beauty, Inc.	$323K	0.15%	0.00%	+25.8%	Q4 2024
NEENextera Energy Inc	$322K	0.15%	0.00%	+5.5%	Q4 2024
VLOValero Energy Corp	$310K	0.14%	0.00%	+0.5%	Q4 2024
TMUST-Mobile US, Inc.	$302K	0.14%	0.00%	+9.7%	Q4 2024

Q1 2026Reported Apr 22, 202680 positions
NVDANvidia Corp	$2.68M	1.39%	0.00%	+6.5%	Q4 2024
MSFTMicrosoft Corp	$2.11M	1.09%	0.00%	+16.8%	Q4 2024
AAPLApple Inc.	$2.1M	1.09%	0.00%	-2.6%	Q4 2024
RTXRTX Corp	$2.01M	1.04%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$2.01M	1.04%	0.00%	+0.6%	Q4 2024
AMZNAmazon Com Inc	$1.85M	0.96%	0.00%	+1.6%	Q4 2024
XOMExxonMobil Holdings Corp	$1.34M	0.69%	0.00%	+3.5%	Q4 2024
AVGOBroadcom Inc.	$1.06M	0.55%	0.00%	+21.7%	Q4 2024
TSLATesla, Inc.	$951K	0.49%	0.00%	Not reported	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$886K	0.46%	0.00%	-0.2%	Q4 2024
GOOGLAlphabet Inc.	$809K	0.42%	0.00%	-6.0%	Q4 2024
IBMInternational Business Machines Corp	$733K	0.38%	0.00%	+7.1%	Q4 2024
JPMJPMorgan Chase & Co	$671K	0.35%	0.00%	+5.3%	Q4 2024
MRVLMarvell Technology, Inc.	$618K	0.32%	0.00%	Not reported	Q2 2025
JNJJohnson & Johnson	$590K	0.31%	0.00%	-10.2%	Q4 2024
CSCOCisco Systems, Inc.	$584K	0.30%	0.00%	+3.7%	Q4 2024
PANWPalo Alto Networks Inc	$571K	0.30%	0.00%	+18.8%	Q4 2024
WMTWalmart Inc.	$536K	0.28%	0.00%	-7.5%	Q4 2024
METAMeta Platforms, Inc.	$532K	0.28%	Not reported	+5.6%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$524K	0.27%	Not reported	-2.4%	Q4 2025
GSGoldman Sachs Group Inc	$517K	0.27%	0.00%	+35.8%	Q4 2024
CVXChevron Corp	$506K	0.26%	0.00%	+3.1%	Q4 2024
ACNAccenture plc	$489K	0.25%	0.00%	+98.4%	Q4 2024
MCHPMicrochip Technology Inc	$466K	0.24%	0.00%	-7.6%	Q4 2024
IAUIshares Gold Trust	$446K	0.23%	0.00%	-18.3%	Q4 2024
GLDSPDR Gold Trust	$395K	0.20%	0.00%	-20.0%	Q4 2024
UBERUber Technologies, Inc	$392K	0.20%	0.00%	+16.6%	Q1 2025
PEPPepsico Inc	$390K	0.20%	0.00%	+3.9%	Q4 2024
TJXTJX Companies Inc	$387K	0.20%	0.00%	+0.3%	Q4 2024
INTCIntel Corp	$387K	0.20%	0.00%	Not reported	Q1 2025
LLYELI LILLY & Co	$379K	0.20%	0.00%	+1.0%	Q4 2024
CRMSalesforce, Inc.	$378K	0.20%	0.00%	+40.5%	Q4 2024
NFLXNetflix Inc	$377K	0.19%	0.00%	+33.1%	Q4 2025
WMWaste Management Inc	$376K	0.19%	0.00%	+3.2%	Q4 2024
INTUIntuit Inc.	$369K	0.19%	0.00%	+88.3%	Q4 2024
SCHWSchwab Charles Corp	$363K	0.19%	0.00%	+0.8%	Q4 2024
LOWLowes Companies Inc	$362K	0.19%	0.00%	+3.4%	Q4 2024
APHAmphenol Corp	$354K	0.18%	0.00%	-7.8%	Q4 2024
MDLZMondelez International, Inc.	$353K	0.18%	0.00%	+16.2%	Q4 2024
BKNGBooking Holdings Inc.	$346K	0.18%	0.00%	+15.5%	Q4 2024
TMUST-Mobile US, Inc.	$345K	0.18%	0.00%	+18.2%	Q4 2024
MCKMckesson Corp	$344K	0.18%	0.00%	-6.4%	Q3 2025
VVisa Inc.	$342K	0.18%	0.00%	+9.7%	Q4 2024
DEDeere & Co	$341K	0.18%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$340K	0.18%	0.00%	+12.9%	Q4 2024
NOWServiceNow, Inc.	$335K	0.17%	0.00%	New	Q1 2026
IQVIqvia Holdings Inc.	$335K	0.17%	0.00%	+15.7%	Q4 2024
APOApollo Global Management, Inc.	$332K	0.17%	0.00%	+24.8%	Q4 2024
ICEIntercontinental Exchange, Inc.	$327K	0.17%	0.00%	+7.3%	Q4 2024
AONAon plc	$327K	0.17%	0.00%	+16.3%	Q4 2024

Q4 2025Reported Jan 29, 202678 positions
NVDANvidia Corp	$2.69M	1.44%	0.00%	+3.3%	Q4 2024
MSFTMicrosoft Corp	$2.36M	1.26%	0.00%	-4.7%	Q4 2024
AAPLApple Inc.	$2.31M	1.23%	0.00%	-9.7%	Q4 2024
AMZNAmazon Com Inc	$2.02M	1.08%	0.00%	-2.9%	Q4 2024
RTXRTX Corp	$1.91M	1.02%	0.00%	-0.1%	Q4 2024
COSTCostco Wholesale Corp	$1.73M	0.92%	0.00%	-0.2%	Q4 2024
TSLATesla, Inc.	$1.15M	0.61%	0.00%	+0.4%	Q4 2024
AVGOBroadcom Inc.	$970K	0.52%	0.00%	+7.6%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$949K	0.51%	0.00%	-0.3%	Q4 2024
GOOGLAlphabet Inc.	$936K	0.50%	0.00%	-21.4%	Q4 2024
XOMExxonMobil Holdings Corp	$916K	0.49%	0.00%	-4.3%	Q4 2024
IBMInternational Business Machines Corp	$836K	0.45%	0.00%	-1.9%	Q4 2024
JPMJPMorgan Chase & Co	$698K	0.37%	0.00%	-0.8%	Q4 2024
METAMeta Platforms, Inc.	$582K	0.31%	Not reported	+5.5%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$563K	0.30%	Not reported	New	Q4 2025
CSCOCisco Systems, Inc.	$560K	0.30%	0.00%	+8.8%	Q4 2024
JNJJohnson & Johnson	$556K	0.30%	0.00%	-4.5%	Q4 2024
PANWPalo Alto Networks Inc	$552K	0.29%	0.00%	+3.1%	Q4 2024
MRVLMarvell Technology, Inc.	$531K	0.28%	0.00%	Not reported	Q2 2025
WMTWalmart Inc.	$520K	0.28%	0.00%	-5.9%	Q4 2024
IAUIshares Gold Trust	$502K	0.27%	0.00%	-6.4%	Q4 2024
MCHPMicrochip Technology Inc	$498K	0.27%	0.00%	+15.6%	Q4 2024
GLDSPDR Gold Trust	$455K	0.24%	0.00%	-2.4%	Q4 2024
SLViShares Silver Trust	$441K	0.24%	0.00%	-1.0%	Q1 2025
LLYELI LILLY & Co	$438K	0.23%	0.00%	-14.1%	Q4 2024
ULTAUlta Beauty, Inc.	$419K	0.22%	0.00%	+1.8%	Q4 2024
APHAmphenol Corp	$411K	0.22%	0.00%	-10.7%	Q4 2024
GSGoldman Sachs Group Inc	$396K	0.21%	0.00%	-8.0%	Q4 2024
SCHWSchwab Charles Corp	$382K	0.20%	0.00%	+4.5%	Q4 2024
IQVIqvia Holdings Inc.	$382K	0.20%	0.00%	-6.3%	Q4 2024
UBERUber Technologies, Inc	$382K	0.20%	0.00%	+6.9%	Q1 2025
CRMSalesforce, Inc.	$382K	0.20%	0.00%	+1.6%	Q4 2024
BKNGBooking Holdings Inc.	$381K	0.20%	0.00%	-1.4%	Q4 2024
TJXTJX Companies Inc	$371K	0.20%	0.00%	-6.8%	Q4 2024
CVXChevron Corp	$361K	0.19%	0.00%	-4.7%	Q4 2024
VVisa Inc.	$361K	0.19%	0.00%	-15.8%	Q4 2024
LOWLowes Companies Inc	$358K	0.19%	0.00%	+6.8%	Q4 2024
TMOThermo Fisher Scientific Inc.	$355K	0.19%	0.00%	-11.5%	Q4 2024
WMWaste Management Inc	$349K	0.19%	0.00%	+2.9%	Q4 2024
MCKMckesson Corp	$348K	0.19%	0.00%	-7.4%	Q3 2025
PEPPepsico Inc	$347K	0.19%	0.00%	+2.0%	Q4 2024
APOApollo Global Management, Inc.	$346K	0.18%	0.00%	+3.8%	Q4 2024
ACNAccenture plc	$333K	0.18%	0.00%	+6.8%	Q4 2024
ROPRoper Technologies Inc	$330K	0.18%	0.00%	+26.8%	Q4 2024
INTCIntel Corp	$323K	0.17%	0.00%	-2.2%	Q1 2025
ADBEAdobe Inc.	$320K	0.17%	0.00%	+5.4%	Q4 2024
SPGIS&P Global Inc.	$317K	0.17%	0.00%	-1.1%	Q4 2024
ICEIntercontinental Exchange, Inc.	$314K	0.17%	0.00%	+4.6%	Q4 2024
AXPAmerican Express Co	$313K	0.17%	0.00%	-0.2%	Q4 2024
ORCLOracle Corp	$309K	0.17%	0.00%	Not reported	Q4 2024

Q3 2025Reported Nov 10, 202581 positions
MSFTMicrosoft Corp	$2.65M	1.49%	0.00%	-1.5%	Q4 2024
NVDANvidia Corp	$2.61M	1.46%	0.00%	-4.5%	Q4 2024
AAPLApple Inc.	$2.39M	1.34%	0.00%	+0.1%	Q4 2024
AMZNAmazon Com Inc	$1.98M	1.11%	0.00%	0.0%	Q4 2024
COSTCostco Wholesale Corp	$1.86M	1.04%	0.00%	+1.8%	Q4 2024
RTXRTX Corp	$1.75M	0.98%	0.00%	-0.1%	Q4 2024
TSLATesla, Inc.	$1.13M	0.64%	0.00%	+10.1%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$1.03M	0.58%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$926K	0.52%	0.00%	+10.9%	Q4 2024
XOMExxonMobil Holdings Corp	$897K	0.50%	0.00%	-1.6%	Q4 2024
AVGOBroadcom Inc.	$859K	0.48%	0.00%	-12.6%	Q4 2024
IBMInternational Business Machines Corp	$812K	0.46%	0.00%	+20.1%	Q4 2024
JPMJPMorgan Chase & Co	$689K	0.39%	0.00%	-5.6%	Q4 2024
METAMeta Platforms, Inc.	$613K	0.34%	Not reported	+2.3%	Q4 2024
PANWPalo Alto Networks Inc	$591K	0.33%	0.00%	+4.9%	Q4 2024
MRVLMarvell Technology, Inc.	$525K	0.29%	0.00%	Not reported	Q2 2025
JNJJohnson & Johnson	$522K	0.29%	0.00%	-3.5%	Q4 2024
WMTWalmart Inc.	$511K	0.29%	0.00%	+8.1%	Q4 2024
IAUIshares Gold Trust	$481K	0.27%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$457K	0.26%	0.00%	-5.8%	Q4 2024
ORCLOracle Corp	$446K	0.25%	0.00%	Not reported	Q4 2024
MCHPMicrochip Technology Inc	$434K	0.24%	0.00%	-8.5%	Q4 2024
UBERUber Technologies, Inc	$429K	0.24%	0.00%	+2.8%	Q1 2025
APHAmphenol Corp	$421K	0.24%	0.00%	-10.1%	Q4 2024
GLDSPDR Gold Trust	$418K	0.23%	0.00%	-0.3%	Q4 2024
VVisa Inc.	$417K	0.23%	0.00%	+3.1%	Q4 2024
BKNGBooking Holdings Inc.	$390K	0.22%	0.00%	+2.9%	Q4 2024
GSGoldman Sachs Group Inc	$390K	0.22%	0.00%	-1.2%	Q4 2024
CVXChevron Corp	$386K	0.22%	0.00%	-3.2%	Q4 2024
TJXTJX Companies Inc	$375K	0.21%	0.00%	+4.4%	Q4 2024
ULTAUlta Beauty, Inc.	$372K	0.21%	0.00%	-7.0%	Q4 2024
LLYELI LILLY & Co	$362K	0.20%	0.00%	+6.5%	Q4 2024
MCKMckesson Corp	$354K	0.20%	0.00%	New	Q3 2025
SCHWSchwab Charles Corp	$350K	0.20%	0.00%	+3.4%	Q4 2024
LOWLowes Companies Inc	$349K	0.20%	0.00%	+5.8%	Q4 2024
IQVIqvia Holdings Inc.	$344K	0.19%	0.00%	-6.9%	Q4 2024
WMWaste Management Inc	$341K	0.19%	0.00%	+6.5%	Q4 2024
CRMSalesforce, Inc.	$337K	0.19%	0.00%	+12.1%	Q4 2024
TMOThermo Fisher Scientific Inc.	$336K	0.19%	0.00%	+1.9%	Q4 2024
PEPPepsico Inc	$333K	0.19%	0.00%	-6.5%	Q4 2024
MSIMotorola Solutions, Inc.	$319K	0.18%	0.00%	+4.2%	Q2 2025
ETNEaton Corp plc	$317K	0.18%	0.00%	+5.7%	Q2 2025
ICEIntercontinental Exchange, Inc.	$313K	0.18%	0.00%	+3.6%	Q4 2024
TMUST-Mobile US, Inc.	$308K	0.17%	0.00%	+5.6%	Q4 2024
APOApollo Global Management, Inc.	$307K	0.17%	0.00%	+6.1%	Q4 2024
HDHome Depot, Inc.	$306K	0.17%	0.00%	-11.1%	Q4 2024
ADBEAdobe Inc.	$306K	0.17%	0.00%	+15.1%	Q4 2024
INTUIntuit Inc.	$305K	0.17%	0.00%	+2.1%	Q4 2024
UNPUnion Pacific Corp	$303K	0.17%	0.00%	+6.1%	Q4 2024
MDLZMondelez International, Inc.	$302K	0.17%	0.00%	+6.4%	Q4 2024

Premium opens every quarter this fund has filed