Broadway Wealth Solutions, Inc.

Q1 2026 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$193,392
Net value change ($000)
+6,148 (3.3%)
New positions
7
Sold out positions
5
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
USTB 1,884 7.1%
FTRB 1,731 6.6%
AVDE 577 3.7%
JPIB 421 6.1%
XOM 421 46.0%
AVUV 353 11.5%
FMDE 335 5.4%
NOW 335 NEW
VLO 292 NEW
SPTL 290 7.2%
Top Reduces (Value $000, Stocks/ETFs)
SPTM -372 -100.0%
ROP -330 -100.0%
ADBE -320 -100.0%
MSFT -252 -10.7%
BA -210 -100.0%
AAPL -209 -9.0%
QCOM -204 -100.0%
JGRO -203 -5.1%
TSLA -199 -17.3%
AMZN -169 -8.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type