Broadway Wealth Solutions, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Trade Operations Specialist Alfonso Charles on October 21, 2026, lists the firm's positions in a diverse mix of U.S. and international equities.
The portfolio is dominated by large-cap technology and consumer staples companies. The largest individual position is NVIDIA Corporation, held in 16,367 shares. Other significant holdings include Microsoft Corporation (6,163 shares), Costco Wholesale Corporation (2,026 shares), and Apple Inc. (9,780 shares). The filing also lists substantial positions in Visa Inc. Class A (1,155 shares), Walmart Inc. (4,747 shares), and Procter & Gamble Co. (3,352 shares).
ETFs and exchange-traded funds comprise a significant portion of the holdings. The top ETF position is the SPDR Series Trust S&P 500 ETF Trust, held in 546,641 shares. Other notable ETF holdings include the Vanguard Index Funds S&P 500 ETF Shares (1,074 shares) and the SPDR Gold Trust Gold Shares (836 shares).
The filing details the voting rights for each position, with the vast majority of holdings listed as having sole voting and dispositive rights. The report was filed by Broadway Wealth Solutions, Inc., located at 1177 NE Loop 410, 5th Floor, San Antonio, TX 78209.
