Broadway Wealth Solutions, Inc.
Broadway Wealth Solutions, Inc. reported 92 holdings worth US$214M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Broadway Wealth Solutions, Inc. reported 92 holdings worth US$214M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 92
- Value as reported
- US$214M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 19,835 | US$3.97M | 1.9% |
| Apple Inc | 9,776 | US$2.83M | 1.3% |
| Microsoft Corp. | 6,186 | US$2.31M | 1.1% |
| Amazon.com, Inc. | 9,058 | US$2.16M | 1.0% |
| Rtx Corporation | 10,439 | US$1.98M | 0.93% |
| Costco Wholesale Corporation | 2,017 | US$1.89M | 0.88% |
| Tesla, Inc. | 3,158 | US$1.33M | 0.62% |
| Intel Corporation | 8,796 | US$1.23M | 0.57% |
| Broadcom Inc. | 3,207 | US$1.21M | 0.57% |
| Alphabet Inc (google) Class C | 3,294 | US$1.18M | 0.55% |
| Palo Alto Networks, Inc. | 2,979 | US$1.02M | 0.47% |
| Marsh | 5,966 | US$994K | 0.46% |
| International Business Machines Corporation | 3,029 | US$852K | 0.40% |
| Cisco Systems, Inc. | 6,745 | US$792K | 0.37% |
| Jp Morgan Chase & Co. | 2,306 | US$755K | 0.35% |
| Johnson & Johnson | 2,515 | US$639K | 0.30% |
| Goldman Sachs Group, Inc. (the) | 602 | US$608K | 0.28% |
| Microchip Technology Incorporated | 6,201 | US$566K | 0.26% |
| Meta Platforms, Inc. | 989 | US$557K | 0.26% |
| Eli Lilly And Company | 431 | US$517K | 0.24% |
| Amphenol Corporation | 2,810 | US$495K | 0.23% |
| Walmart Inc. | 4,330 | US$490K | 0.23% |
| Booking Holdings Inc. Common Stock | 2,418 | US$431K | 0.20% |
| Visa Inc. | 1,179 | US$405K | 0.19% |
| Waste Management, Inc. | 1,761 | US$393K | 0.18% |
| Uber Technologies, Inc. | 5,423 | US$391K | 0.18% |
| Chevron Corporation | 2,336 | US$387K | 0.18% |
| Deere & Company | 606 | US$384K | 0.18% |
| Thermo Fisher Scientific Inc | 751 | US$377K | 0.18% |
| Tjx Companies, Inc. (the) | 2,471 | US$374K | 0.17% |
| Charles Schwab Corporation (the) | 4,025 | US$371K | 0.17% |
| Dell Technologies Inc. | 836 | US$361K | 0.17% |
| Union Pacific Corporation | 1,320 | US$359K | 0.17% |
| Pepsico, Inc. | 2,643 | US$358K | 0.17% |
| Mondelez International, Inc. | 6,143 | US$355K | 0.17% |
| Lowe's Companies, Inc. | 1,594 | US$351K | 0.16% |
| Servicenow, Inc. | 3,480 | US$345K | 0.16% |
| Motorola Solutions, Inc. | 810 | US$336K | 0.16% |
| Mckesson Corporation | 434 | US$328K | 0.15% |
| Home Depot, Inc. (the) | 928 | US$327K | 0.15% |
| Ulta Beauty, Inc. | 716 | US$323K | 0.15% |
| Nextera Energy, Inc. | 3,673 | US$322K | 0.15% |
| Valero Energy Corporation | 1,190 | US$310K | 0.14% |
| T-mobile Us, Inc. | 1,801 | US$302K | 0.14% |
| Netflix, Inc. | 4,140 | US$296K | 0.14% |
| Salesforce, Inc. | 1,886 | US$295K | 0.14% |
| Boston Scientific Corporation | 6,881 | US$294K | 0.14% |
| Corning Incorporated | 1,148 | US$293K | 0.14% |
| Coca-cola Company (the) | 3,589 | US$292K | 0.14% |
| American Express Company | 845 | US$286K | 0.13% |
| Texas Instruments Incorporated | 937 | US$279K | 0.13% |
| Emerson Electric Company | 1,822 | US$261K | 0.12% |
| Lockheed Martin Corporation | 489 | US$249K | 0.12% |
| Qualcomm Incorporated | 1,347 | US$249K | 0.12% |
| Ge Aerospace | 659 | US$246K | 0.12% |
| Abbvie Inc. | 971 | US$244K | 0.11% |
| Verizon Communications Inc. | 5,645 | US$239K | 0.11% |
| Oracle Corporation | 1,586 | US$232K | 0.11% |
| Merck & Company, Inc. | 1,706 | US$219K | 0.10% |
| Stryker Corporation | 667 | US$210K | 0.10% |
| Boeing Company (the) | 969 | US$210K | 0.10% |
| Fortune Brands Innovations, Inc. | 3,806 | US$209K | 0.10% |
| Unitedhealth Group Incorporated | 500 | US$208K | 0.10% |
| Northrop Grumman Corporation | 406 | US$207K | 0.10% |
| Iqvia Holdings, Inc. | 0 | US$0 | 0.00% |
| Marvell Technology, Inc. | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Sintx Technologies, Inc. | 0 | US$0 | 0.00% |
| Apollo Global Management, Inc. (new) | 0 | US$0 | 0.00% |
| Cleanspark, Inc. | 0 | US$0 | 0.00% |
| Comcast Corporation | 0 | US$0 | 0.00% |
| Diamondback Energy, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Intercontinental Exchange Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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