Broadway Wealth Solutions, Inc. ETF holdings
San Antonio, TX
Reported $171.1M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$171.1M
ETFs held
22
Change from prior quarter
+11.2%
With price moves
ETFs as a share of its 13F
79.9%
of $214.1M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $45.3M | 515,783 | +21,046 shares |
| USTB | VictoryShares Short-Term Bond ETF | $29.3M | 578,799 | +18,848 shares |
| FTRB | Federated Hermes Total Return Bond ETF | $29.2M | 1,163,826 | +48,350 shares |
| AVDE | Avantis International Equity ETF | $17.8M | 199,247 | +6,821 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $8.4M | 86,728 | +634 shares |
| JPIB | JPMorgan International Bond Opportunities ETF | $8.0M | 165,627 | +12,896 shares |
| FMDE | Fidelity Enhanced Mid Cap Core ETF | $7.6M | 188,440 | +8,018 shares |
| DFIS | Dimensional International Small Cap ETF | $5.0M | 141,525 | +5,895 shares |
| JGRO | JPMorgan Active Growth ETF | $4.6M | 46,565 | +1,579 shares |
| SPTL | State Street SPDR Portfolio Long Term Treasury Index ETF | $4.5M | 173,205 | +8,452 shares |
12 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002021265. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Broadway Wealth Solutions, Inc. own?
Broadway Wealth Solutions, Inc. reported 22 ETF positions worth $171.1M in its Form 13F for June 30, 2026. The largest was SPYM, at $45.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.