Broadway Wealth Solutions, Inc.
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 187,244
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 136.9 K | 73.1% | 5.404 K | 0 | 5.404 K |
| ETFs | 50.37 K | 26.9% | 3.514 K | 0 | 3.514 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
187,244
Holdings
93
QoQ value change ($000)
8,916
(5.0%)
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.