Alfonso Charles

Broadway Wealth Solutions, Inc.

Assets Managed

$214.09M

Holdings

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

10.71%(2Q avg: 7%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Broadway Wealth Solutions, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 92 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 214.09M in assets, with a quarterly growth rate of 10.71% and a 2-quarter average growth rate of 7%. The portfolio is managed by Alfonso Charles, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 4.26%	21.18%	$45.327M 515,783 shares@ $87.88 avg price	Increased 4.26%
USTB Victoryshares Short-term Bon Recent Activity Increased 3.37%	13.69%	$29.299M 578,799 shares@ $50.62 avg price	Increased 3.37%
FTRB Federated Herm Ttl Rtrn Bnd Recent Activity Increased 4.34%	13.65%	$29.206M 1.164M shares@ $25.1 avg price	Increased 4.34%
AVDE Avantis International Equity Recent Activity Increased 3.55%	8.31%	$17.773M 199,247 shares@ $89.21 avg price	Increased 3.55%
AVEM Avantis Emerging Markets Eq Recent Activity Increased 0.74%	3.91%	$8.368M 86,728 shares@ $96.5 avg price	Increased 0.74%
JPIB Jpmorgan Intl Bnd Etf Recent Activity Increased 8.45%	3.75%	$8.008M 165,627 shares@ $48.36 avg price	Increased 8.45%
FMDE Fidelity Enhanced Md Cp Etf Recent Activity Increased 4.45%	3.58%	$7.647M 188,440 shares@ $40.58 avg price	Increased 4.45%
DFIS Dimensional International Sm Recent Activity Increased 4.35%	2.32%	$4.958M 141,525 shares@ $35.04 avg price	Increased 4.35%
JGRO Jpmorgan Active Growth Etf Recent Activity Increased 3.51%	2.15%	$4.591M 46,565 shares@ $98.59 avg price	Increased 3.51%
SPTL Spdr Port Lng Trm Trsry Recent Activity Increased 5.14%	2.13%	$4.543M 173,205 shares@ $26.23 avg price	Increased 5.14%

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