Broadway Wealth Solutions, Inc.
•CIK: 2021265•Filing: Q4 2025
**Broadway Wealth Solutions, Inc.** manages $187M across a portfolio of 93 positions, exhibiting a concentrated, income-oriented mandate. The fund's top holdings reveal significant allocations to covered call and dividend strategies, notably SPYM at $38.0M and USTB at $26.4M. Further substantial exposure includes FTRB ($26.3M), suggesting a focus on generating consistent yield across diverse sectors. This positioning indicates a tactical emphasis on capital preservation paired with robust income generation.
Total AUM
$187.2M
QoQ Performance
+5.0%
Positions
86
Top 10 Concentration
74.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
USTB
FTRB
AVDE
SPYM20.3%
USTB14.1%
FTRB14.1%
AVDE8.4%
JPIB3.7%
AVEM3.6%
FMDE3.3%
DFIS2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.1%
Technology7.4%
Consumer3.6%
Industrial1.7%
Financial1.4%
Healthcare0.7%
ETF0.5%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW4 new positions
↑46 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024