Broadway Wealth Solutions, Inc.
RIA/Wealth
Broadway Wealth Solutions, Inc. is a RIA/Wealth based in San Antonio, TX led by Christian Ray Escamilla, reporting $265.8M in AUM as of Q3 2025 with 77% ETF concentration, 74% concentrated in top 10 holdings, and 20% allocation to SPLG.
CEOChristian Ray Escamilla
- Portfolio Value
- $178.3M
- Positions
- 96
- Top Holding
- SPLG at 20.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Broadway Wealth Solutions, Inc.'s portfolio (73.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $36.5M | 20.48% | +$1.8M Bought | — 466.1K shares | |
ETF ETF | $24.8M | 13.91% | +$2.0M Bought | — 976.8K shares | |
ETF ETF | $24.4M | 13.66% | +$1.7M Bought | — 477.6K shares | |
ETF ETF | $14.8M | 8.32% | +$936.7K Bought | — 188.0K shares | |
ETF ETF | $6.5M | 3.67% | +$602.6K Bought | — 133.5K shares | |
ETF ETF | $6.5M | 3.65% | +$506.9K Bought | — 86.6K shares | |
ETF ETF | $5.8M | 3.28% | +$464.1K Bought | — 161.8K shares | |
ETF ETF | $4.3M | 2.38% | +$226.9K Bought | — 134.4K shares | |
ETF ETF | $4.1M | 2.31% | +$231.4K Bought | — 43.9K shares | |
ETF ETF | $3.8M | 2.12% | +$402.4K Bought | — 140.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Broadway Wealth Solutions, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Broadway Wealth Solutions, Inc.
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