Broadway Wealth Solutions, Inc.
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 214,090
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 92 | 214,090 | 13F-HR | Broadway Wealth Solutions, Inc. |
| Q1 2026 | 4/21/2026 | 95 | 193,392 | 13F-HR | Broadway Wealth Solutions, Inc. |
| Q4 2025 | 1/29/2026 | 93 | 187,244 | 13F-HR | Broadway Wealth Solutions, Inc. |
| Q3 2025 | 11/10/2025 | 97 | 178,328 | 13F-HR | Broadway Wealth Solutions, Inc. |
| Q2 2025 | 7/18/2025 | 94 | 160,594 | 13F-HR | Broadway Wealth Solutions, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43 K | 20.1% | 0 | 3.212 K | -3.212 K |
| ETFs | 171.1 K | 79.9% | 23.91 K | 0 | 23.91 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
214,090
Holdings
92
QoQ value change ($000)
20,698
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.