Broadway Wealth Solutions, Inc.

Q3 2026 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$223,031
Net value change ($000)
+8,941 (4.2%)
New positions
4
Sold out positions
8
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SPYM 3,740 8.3%
AVDE 1,322 7.4%
USTB 1,237 4.2%
EXXONMOBIL HOLDINGS CORP 1,146 NEW
MSFT 853 37.0%
VOO 753 NEW
DFIS 482 9.7%
AAPL 428 15.1%
JPIB 419 5.2%
FMDE 373 4.9%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -475 -35.8%
GLW -293 -100.0%
SLV -257 -100.0%
GE -246 -100.0%
NVDA -231 -5.8%
BA -210 -100.0%
SYK -210 -100.0%
FBIN -209 -100.0%
UNH -208 -100.0%
SPSM -203 -100.0%
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