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Alfonso Charles

Broadway Wealth Solutions, Inc.

Assets Managed
$193.392M
Holdings
95
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
3.29%(2Q avg: 4.15%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Broadway Wealth Solutions, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Broadway Wealth Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 193.392M in assets, with a quarterly growth rate of 3.29% and a 2-quarter average growth rate of 4.15%. The portfolio is managed by Alfonso Charles, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 4.5%
19.59%
$37.867M
494,737 shares@ $76.55 avg price
USTB
Victoryshares Short-term Bon
Recent Activity
Increased 7.68%
14.65%
$28.322M
559,951 shares@ $50.58 avg price
FTRB
Federated Herm Ttl Rtrn Bnd
Recent Activity
Increased 7.62%
14.51%
$28.049M
1.115M shares@ $25.15 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 0.59%
8.45%
$16.325M
192,426 shares@ $84.85 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Increased 8.06%
3.78%
$7.304M
152,731 shares@ $47.83 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -0.64%
3.59%
$6.937M
86,094 shares@ $80.58 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 6.68%
3.36%
$6.488M
180,422 shares@ $35.96 avg price
DFIS
Dimensional International Sm
Recent Activity
Decreased -1.31%
2.37%
$4.567M
135,630 shares@ $33.67 avg price
SPTL
Spdr Port Lng Trm Trsry
Recent Activity
Increased 7.87%
2.25%
$4.333M
164,753 shares@ $26.31 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 4.25%
1.97%
$3.802M
44,986 shares@ $84.53 avg price

1-10 of 95