Broadway Wealth Solutions, Inc.ETFConcentrated long-term

CIK: 0002021265 | San Antonio, TX

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	88	$223.0M	2026-10-21	SEC ↗
Q2 2026	13F-HR	92	$214.1M	2026-07-13	SEC ↗
Q1 2026	13F-HR	95	$193.4M	2026-04-22	SEC ↗
Q4 2025	13F-HR	93	$187.2M	2026-01-29	SEC ↗
Q3 2025	13F-HR	97	$178.3M	2025-11-10	SEC ↗
Q2 2025	13F-HR	94	$160.6M	2025-07-18	SEC ↗
Q1 2025	13F-HR	88	$137.0M	2025-04-14	SEC ↗
Q4 2024	13F-HR	92	$131.8M	2025-02-12	SEC ↗