Broadway Wealth Solutions, Inc. reported 67 positions worth $44.20M for the quarter ended Sep 30, 2026, up 0.6% on the prior quarter. It opened 2 new positions, added to 33, trimmed 28 and exited 7. Its largest holding is Nvidia Corp at 8.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +7,039 | – | $1.15M | 2.59% |
| BRK-B Berkshire Hathaway Inc | +633 | – | $315.20K | 0.713% |
| AMZN Amazon Com Inc | +358 | +4.0% | $89.20K | 5.31% |
| MCHP Microchip Technology Inc | +718 | +11.6% | $55.84K | 1.22% |
| AVGO Broadcom Inc. | +144 | +4.5% | $50.58K | 2.66% |
| META Meta Platforms, Inc. | +62 | +6.3% | $44.98K | 1.72% |
| INTC Intel Corp | +364 | +4.1% | $43.76K | 2.49% |
| WMT Walmart Inc. | +417 | +9.6% | $43.34K | 1.12% |
| GOOGL Alphabet Inc. | +124 | +3.8% | $42.67K | 2.66% |
| NXPI NXP Semiconductors N.V. | +160 | +15.1% | $38.00K | 0.656% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -3,468 | -17.5% | $792.05K | 8.46% |
| GLW Corning Inc | -1,148 | -100.0% | $293.23K | Exited |
| TSLA Tesla, Inc. | -753 | -23.8% | $267.17K | 1.93% |
| SLV iShares Silver Trust | -4,798 | -100.0% | $256.55K | Exited |
| GE General Electric Co | -659 | -100.0% | $246.29K | Exited |
| SYK Stryker Corp | -667 | -100.0% | $210.00K | Exited |
| BA Boeing Co | -969 | -100.0% | $209.76K | Exited |
| FBIN Fortune Brands Innovations, Inc. | -3,806 | -100.0% | $208.95K | Exited |
| UNH Unitedhealth Group Inc | -500 | -100.0% | $207.82K | Exited |
| PANW Palo Alto Networks Inc | -502 | -16.9% | $199.45K | 2.23% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GLW Corning Inc | -1,148 | $293.23K | 0.667% |
| SLV iShares Silver Trust | -4,798 | $256.55K | 0.584% |
| GE General Electric Co | -659 | $246.29K | 0.561% |
| SYK Stryker Corp | -667 | $210.00K | 0.478% |
| BA Boeing Co | -969 | $209.76K | 0.477% |
| FBIN Fortune Brands Innovations, Inc. | -3,806 | $208.95K | 0.476% |
| UNH Unitedhealth Group Inc | -500 | $207.82K | 0.473% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 16.4K | $3.74M | 8.46% | -3,468 | -17.5% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 9,780 | $3.26M | 7.37% | +4 | +0.0% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 6,163 | $3.16M | 7.15% | -23 | -0.4% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 9,416 | $2.35M | 5.31% | +358 | +4.0% | Added | 0% |
| 5 | RTX RTX Corp | Industrials | 10.4K | $1.94M | 4.38% | 0 | 0.0% | Unchanged | 0% |
| 6 | COST Costco Wholesale Corp | Consumer Staples | 2,026 | $1.84M | 4.17% | +9 | +0.4% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 3,351 | $1.18M | 2.66% | +144 | +4.5% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 3,418 | $1.18M | 2.66% | +124 | +3.8% | Added | 0% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 7,039 | $1.15M | 2.59% | +7,039 | – | New | 0% |
| 10 | INTC Intel Corp | Technology | 9,160 | $1.10M | 2.49% | +364 | +4.1% | Added | 0% |
| 11 | PANW Palo Alto Networks Inc | Technology | 2,477 | $984.14K | 2.23% | -502 | -16.9% | Reduced | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 2,405 | $853.32K | 1.93% | -753 | -23.8% | Reduced | 0% |
| 13 | MRSH Marsh & Mclennan Companies, Inc. | Financial Services | 4,825 | $823.77K | 1.86% | -1,141 | -19.1% | Reduced | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 1,051 | $762.47K | 1.72% | +62 | +6.3% | Added | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 2,268 | $750.51K | 1.7% | -38 | -1.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Broadway Wealth Solutions.
As of its Q3 2026 13F filing, Broadway Wealth Solutions, Inc.’s five largest positions were Nvidia Corp (NVDA) at 8.5%, Apple Inc. (AAPL) at 7.4%, Microsoft Corp (MSFT) at 7.2%, Amazon Com Inc (AMZN) at 5.3%, RTX Corp (RTX) at 4.4% of the reported portfolio.
Broadway Wealth Solutions, Inc. reported a 13F portfolio worth $44.20M across 67 positions for Q3 2026. That is up 0.6% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($1.15M), Berkshire Hathaway Inc ($315.20K), Amazon Com Inc ($89.20K). It opened 2 new positions.
Its largest sales by value were Nvidia Corp ($792.05K), Corning Inc ($293.23K), Tesla, Inc. ($267.17K). It exited 7 positions entirely.
From the Form 13F-HR reports Broadway Wealth Solutions, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.