Broadway Wealth Solutions, Inc.

Comprehensive SEC 13F Analysis: Broadway Wealth Solutions, Inc.

1. Portfolio Overview

Broadway Wealth Solutions, Inc. manages a growth-oriented portfolio totaling $187.24 million as of December 31, 2025, distributed across 93 individual holdings. The firm has executed a significant expansion strategy, evidenced by a 41.5% increase in total portfolio value from the previous quarter ($132.35M). This growth is a result of both capital appreciation and substantial capital deployme...