Broadway Wealth Solutions, Inc.
Filing Date
Global Rank
#7,077
/ 8,517
▲ 455
Top Industry
Semiconductors
18.1%
3Y Alpha vs SPY
+13.4%
Period ended 47 days ago
Filed Jul 13, 2026 · 34d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+48.4%
SPY
+27.3%
Annualised alpha
+12.6%
Max drawdown
−17.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
75 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.8%
+2.4 pts
Top 5
29.5%
+3.1 pts
Top 10
44.7%
+3.6 pts
HHI
292
Diversified+45
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.6% | $18,698,826 |
| Consumer Cyclical | 11.8% | $5,294,126 |
| Industrials | 10.9% | $4,891,978 |
| Financial Services | 8.5% | $3,830,578 |
| Consumer Defensive | 7.5% | $3,382,108 |
| Healthcare | 6.8% | $3,035,196 |
| Communication Services | 5.7% | $2,570,955 |
| Unclassified | 4.2% | $1,902,167 |
| Energy | 1.6% | $697,138 |
| Utilities | 0.7% | $322,379 |
| Basic Materials | 0.6% | $282,822 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +4,459 | 19,835 | $3,968,785 | |
| BKNG | Booking Holdings Inc. | +2,336 | 2,418 | $430,984 | |
| AAPL | Apple Inc. | +1,497 | 9,776 | $2,828,783 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +859 | 5,966 | $994,353 | |
| TSLA | Tesla, Inc. | +601 | 3,158 | $1,328,254 | |
| MSFT | Microsoft Corp | +490 | 6,186 | $2,307,501 | |
| GOOGL | Alphabet Inc. | +481 | 3,294 | $1,177,176 | |
| ACN | Accenture plc | +363 | 2,827 | $351,791 | |
| NOW | ServiceNow, Inc. | +275 | 3,480 | $345,494 | |
| NFLX | Netflix Inc | +222 | 4,140 | $295,596 | |
| NEE | Nextera Energy Inc | +191 | 3,673 | $322,379 | |
| AMZN | Amazon Com Inc | +180 | 9,058 | $2,158,883 | |
| SCHW | Schwab Charles Corp | +165 | 4,025 | $371,386 | |
| TMUS | T-Mobile US, Inc. | +159 | 1,801 | $302,081 | |
| ULTA | Ulta Beauty, Inc. | +147 | 716 | $322,901 | |
| PEP | Pepsico Inc | +133 | 2,643 | $357,862 | |
| WM | Waste Management Inc | +123 | 1,761 | $392,491 | |
| JNJ | Johnson & Johnson | +101 | 2,515 | $638,734 | |
| NOC | Northrop Grumman Corp /De/ | +95 | 406 | $206,779 | |
| HD | Home Depot, Inc. | +92 | 928 | $327,287 | |
| MSI | Motorola Solutions, Inc. | +73 | 810 | $336,384 | |
| UNP | Union Pacific Corp | +63 | 1,320 | $359,040 | |
| LOW | Lowes Companies Inc | +60 | 1,594 | $351,461 | |
| GLD | Spdr Gold Trust | +60 | 978 | $360,275 | |
| TMO | Thermo Fisher Scientific Inc. | +59 | 751 | $376,521 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MCHP | Microchip Technology Inc | −1,017 | 6,201 | $565,531 | |
| CSCO | Cisco Systems, Inc. | −788 | 6,745 | $792,267 | |
| PANW | Palo Alto Networks Inc | −580 | 2,979 | $1,015,898 | |
| VZ | Verizon Communications Inc | −461 | 5,645 | $239,009 | |
| TXN | Texas Instruments Inc | −256 | 937 | $279,291 | |
| AVGO | Broadcom Inc. | −203 | 3,207 | $1,211,444 | |
| SYK | Stryker Corp | −155 | 667 | $209,998 | |
| CRM | Salesforce, Inc. | −141 | 1,886 | $295,460 | |
| CVX | Chevron Corp | −108 | 2,336 | $387,215 | |
| NXPI | NXP Semiconductors N.V. | −64 | 1,061 | $298,172 | |
| KO | Coca Cola Co | −35 | 3,589 | $291,678 | |
| UBER | Uber Technologies, Inc | −31 | 5,423 | $391,323 | |
| GS | Goldman Sachs Group Inc | −9 | 602 | $608,844 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DELL | Dell Technologies Inc. | 836 | $360,700 | |
| BSX | Boston Scientific Corp | 6,881 | $293,681 | |
| GLW | Corning Inc /Ny | 1,148 | $293,233 | |
| QCOM | Qualcomm Inc/De | 1,347 | $248,912 | |
| GE | General Electric Co | 659 | $246,288 | |
| ABBV | AbbVie Inc. | 971 | $244,342 | |
| BA | Boeing Co | 969 | $209,759 | |
| FBIN | Fortune Brands Innovations, Inc. | 3,806 | $208,949 | |
| UNH | Unitedhealth Group Inc | 500 | $207,815 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 7,879 | $1,336,751 | |
| MRVL | Marvell Technology, Inc. | 6,243 | $618,369 | |
| INTU | Intuit Inc. | 853 | $368,820 | |
| IQV | Iqvia Holdings Inc. | 1,963 | $334,770 | |
| APO | Apollo Global Management, Inc. | 2,980 | $332,031 | |
| ICE | Intercontinental Exchange, Inc. | 2,082 | $327,456 | |
| SPGI | S&P Global Inc. | 765 | $325,385 | |
| HON | Honeywell International Inc | 1,153 | $260,612 | |
| SIVR | abrdn Silver ETF Trust | 3,293 | $235,811 | |
| FANG | Diamondback Energy, Inc. | 1,058 | $209,261 | |
| CMCSA | Comcast Corp | 7,223 | $207,372 | |
| CLSK | Cleanspark, Inc. | 11,000 | $93,610 | |
| SINT | Sintx Technologies, Inc. | 10,000 | $25,030 | |
| No positions match the current search. | ||||
75 tracked positions ·
$44,908,273 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 75 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 19,835 | $3,968,785 | 8.84% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,776 | $2,828,783 | 6.30% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,186 | $2,307,501 | 5.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,058 | $2,158,883 | 4.81% | |
| RTX |
RTX Corp
Industrials
|
Held | 10,439 | $1,980,591 | 4.41% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,017 | $1,886,842 | 4.20% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,158 | $1,328,254 | 2.96% | |
| INTC |
Intel Corp
Technology
|
Added | 8,796 | $1,228,185 | 2.73% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,207 | $1,211,444 | 2.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,294 | $1,177,176 | 2.62% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 2,979 | $1,015,898 | 2.26% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 5,966 | $994,353 | 2.21% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,029 | $851,785 | 1.90% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 6,745 | $792,267 | 1.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,306 | $754,822 | 1.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,515 | $638,734 | 1.42% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 602 | $608,844 | 1.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 808 | $603,390 | 1.34% | |
| MCHP |
Microchip Technology Inc
Technology
|
Reduced | 6,201 | $565,531 | 1.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 989 | $557,093 | 1.24% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 431 | $516,954 | 1.15% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 2,810 | $495,459 | 1.10% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,330 | $490,415 | 1.09% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 2,418 | $430,984 | 0.96% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,179 | $404,503 | 0.90% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 924 | $393,734 | 0.88% | |
| WM |
Waste Management Inc
Industrials
|
Added | 1,761 | $392,491 | 0.87% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 5,423 | $391,323 | 0.87% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,336 | $387,215 | 0.86% | |
| DE |
Deere & Co
Industrials
|
Held | 606 | $384,403 | 0.86% | |
| IAU |
Ishares Gold Trust
|
Held | 5,054 | $381,627 | 0.85% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 751 | $376,521 | 0.84% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 2,471 | $374,356 | 0.83% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 4,025 | $371,386 | 0.83% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 836 | $360,700 | 0.80% | |
| GLD |
Spdr Gold Trust
|
Added | 978 | $360,275 | 0.80% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 1,320 | $359,040 | 0.80% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 2,643 | $357,862 | 0.80% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 6,143 | $355,311 | 0.79% | |
| ACN |
Accenture plc
Technology
|
Added | 2,827 | $351,791 | 0.78% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 1,594 | $351,461 | 0.78% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 3,480 | $345,494 | 0.77% | |
| AON |
Aon plc
Financial Services
|
Added | 1,041 | $345,289 | 0.77% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 810 | $336,384 | 0.75% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 434 | $327,930 | 0.73% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 928 | $327,287 | 0.73% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Added | 716 | $322,901 | 0.72% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 3,673 | $322,379 | 0.72% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 1,190 | $309,923 | 0.69% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 1,801 | $302,081 | 0.67% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.