# EDGAR Filing Document

**Accession Number:** 0002021265
**File Stem:** 0001667731-25-000869
**Filing Date:** 2025-7
**Character Count:** 12770
**Document Hash:** 849e8ffd9704974f15dd3b4a58363319
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-000869.hdr.sgml**: 20250718

**ACCESSION NUMBER**: 0001667731-25-000869

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250718

**DATE AS OF CHANGE**: 20250718

**EFFECTIVENESS DATE**: 20250718

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Broadway Wealth Solutions, Inc.
- **CENTRAL INDEX KEY:** 0002021265

**ORGANIZATION NAME:**
- **EIN:** 814615632
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24945
- **FILM NUMBER:** 251132689

**BUSINESS ADDRESS:**
- **STREET 1:** 1177 NE LOOP 410
- **STREET 2:** 5TH FLOOR
- **CITY:** SAN ANTONIO
- **STATE:** TX
- **ZIP:** 78209
- **BUSINESS PHONE:** 210-283-6600

**MAIL ADDRESS:**
- **STREET 1:** 1177 NE LOOP 410
- **STREET 2:** 5TH FLOOR
- **CITY:** SAN ANTONIO
- **STATE:** TX
- **ZIP:** 78209

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Broadway Wealth Solutions Inc.<br>**Address:** 1177 NE Loop 410<br>5th Floor<br>San Antonio, TX 78209

**Form 13F File Number:** 028-24945

**CRD Number (if applicable):** 000291753

**SEC File Number (if applicable):** 801-124953

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Carlos G. Castorena<br>**Title:** Operations and Productivity Manager<br>**Phone:** 210-283-5618

**Signature, Place, and Date of Signing:**

/s/ Carlos G. Castorena  San Antonio, TX  07-18-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 94

**Form 13F Information Table Value Total:** $160594100

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 294737 | 986 | SH |  | SOLE |  | 0 | 0 | 986 |
| ADOBE INC | COM | 00724F101 |  | 291321 | 753 | SH |  | SOLE |  | 0 | 0 | 753 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 605269 | 3435 | SH |  | SOLE |  | 0 | 0 | 3435 |
| AMAZON COM INC | COM | 023135106 |  | 1973413 | 8995 | SH |  | SOLE |  | 0 | 0 | 8995 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 5474244 | 79869 | SH |  | SOLE |  | 0 | 0 | 79869 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 13036868 | 176150 | SH |  | SOLE |  | 0 | 0 | 176150 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 1741052 | 19111 | SH |  | SOLE |  | 0 | 0 | 19111 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 271133 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 373625 | 3784 | SH |  | SOLE |  | 0 | 0 | 3784 |
| AON PLC | SHS CL A | G0403H108 |  | 280770 | 787 | SH |  | SOLE |  | 0 | 0 | 787 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 307716 | 2169 | SH |  | SOLE |  | 0 | 0 | 2169 |
| APPLE INC | COM | 037833100 |  | 1927141 | 9393 | SH |  | SOLE |  | 0 | 0 | 9393 |
| BOEING CO | COM | 097023105 |  | 203035 | 969 | SH |  | SOLE |  | 0 | 0 | 969 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 406102 | 70 | SH |  | SOLE |  | 0 | 0 | 70 |
| BROADCOM INC | COM | 11135F101 |  | 821193 | 2979 | SH |  | SOLE |  | 0 | 0 | 2979 |
| CHEVRON CORP NEW | COM | 166764100 |  | 368013 | 2570 | SH |  | SOLE |  | 0 | 0 | 2570 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 294731 | 5249 | SH |  | SOLE |  | 0 | 0 | 5249 |
| CISCO SYS INC | COM | 17275R102 |  | 491795 | 7088 | SH |  | SOLE |  | 0 | 0 | 7088 |
| COCA COLA CO | COM | 191216100 |  | 247764 | 3502 | SH |  | SOLE |  | 0 | 0 | 3502 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 233484 | 6542 | SH |  | SOLE |  | 0 | 0 | 6542 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1950320 | 1970 | SH |  | SOLE |  | 0 | 0 | 1970 |
| DEERE  CO | COM | 244199105 |  | 311704 | 613 | SH |  | SOLE |  | 0 | 0 | 613 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 3796364 | 127224 | SH |  | SOLE |  | 0 | 0 | 127224 |
| EATON CORP PLC | SHS | G29183103 |  | 286306 | 802 | SH |  | SOLE |  | 0 | 0 | 802 |
| ELI LILLY  CO | COM | 532457108 |  | 347670 | 446 | SH |  | SOLE |  | 0 | 0 | 446 |
| EMERSON ELEC CO | COM | 291011104 |  | 256927 | 1927 | SH |  | SOLE |  | 0 | 0 | 1927 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 871341 | 8083 | SH |  | SOLE |  | 0 | 0 | 8083 |
| FEDERATED HERMES ETF TRUST | HERMES TOTAL RET | 31423L404 |  | 22497557 | 896317 | SH |  | SOLE |  | 0 | 0 | 896317 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 5126242 | 148955 | SH |  | SOLE |  | 0 | 0 | 148955 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 350318 | 495 | SH |  | SOLE |  | 0 | 0 | 495 |
| HOME DEPOT INC | COM | 437076102 |  | 311644 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| HONEYWELL INTL INC | COM | 438516106 |  | 330976 | 1421 | SH |  | SOLE |  | 0 | 0 | 1421 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 328603 | 1791 | SH |  | SOLE |  | 0 | 0 | 1791 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 706588 | 2397 | SH |  | SOLE |  | 0 | 0 | 2397 |
| INTUIT | COM | 461202103 |  | 345140 | 438 | SH |  | SOLE |  | 0 | 0 | 438 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 306355 | 1944 | SH |  | SOLE |  | 0 | 0 | 1944 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 412324 | 6612 | SH |  | SOLE |  | 0 | 0 | 6612 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 228587 | 6967 | SH |  | SOLE |  | 0 | 0 | 6967 |
| ISHARES TR | CORE S ETF | 464287200 |  | 321626 | 518 | SH |  | SOLE |  | 0 | 0 | 518 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 229548 | 5321 | SH |  | SOLE |  | 0 | 0 | 5321 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 |  | 3564417 | 41413 | SH |  | SOLE |  | 0 | 0 | 41413 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 |  | 5892540 | 121196 | SH |  | SOLE |  | 0 | 0 | 121196 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 445506 | 2917 | SH |  | SOLE |  | 0 | 0 | 2917 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 670759 | 2314 | SH |  | SOLE |  | 0 | 0 | 2314 |
| LINDE PLC | SHS | G54950103 |  | 226145 | 482 | SH |  | SOLE |  | 0 | 0 | 482 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 236784 | 511 | SH |  | SOLE |  | 0 | 0 | 511 |
| LOWES COS INC | COM | 548661107 |  | 291315 | 1313 | SH |  | SOLE |  | 0 | 0 | 1313 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 1122279 | 5133 | SH |  | SOLE |  | 0 | 0 | 5133 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 483208 | 6243 | SH |  | SOLE |  | 0 | 0 | 6243 |
| MERCK  CO INC | COM | 58933Y105 |  | 501812 | 6339 | SH |  | SOLE |  | 0 | 0 | 6339 |
| META PLATFORMS INC | CL A | 30303M102 |  | 602368 | 816 | SH |  | SOLE |  | 0 | 0 | 816 |
| MFS MULTIMARKET INCOME TR | SH BEN INT | 552737108 |  | 70030 | 14900 | SH |  | SOLE |  | 0 | 0 | 14900 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 519926 | 7388 | SH |  | SOLE |  | 0 | 0 | 7388 |
| MICROSOFT CORP | COM | 594918104 |  | 2586360 | 5200 | SH |  | SOLE |  | 0 | 0 | 5200 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 306614 | 4546 | SH |  | SOLE |  | 0 | 0 | 4546 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 281288 | 669 | SH |  | SOLE |  | 0 | 0 | 669 |
| NEUBERGER BERMAN ETF TRUST | SMALL MID CAP ET | 64135A804 |  | 1712335 | 68384 | SH |  | SOLE |  | 0 | 0 | 68384 |
| NEXTDECADE CORP | COM | 65342K105 |  | 90882 | 10200 | SH |  | SOLE |  | 0 | 0 | 10200 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 259230 | 3734 | SH |  | SOLE |  | 0 | 0 | 3734 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2311567 | 14631 | SH |  | SOLE |  | 0 | 0 | 14631 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 238154 | 1090 | SH |  | SOLE |  | 0 | 0 | 1090 |
| ORACLE CORP | COM | 68389X105 |  | 346747 | 1586 | SH |  | SOLE |  | 0 | 0 | 1586 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 566648 | 2769 | SH |  | SOLE |  | 0 | 0 | 2769 |
| PEPSICO INC | COM | 713448108 |  | 334567 | 2534 | SH |  | SOLE |  | 0 | 0 | 2534 |
| QUALCOMM INC | COM | 747525103 |  | 205445 | 1290 | SH |  | SOLE |  | 0 | 0 | 1290 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 313010 | 552 | SH |  | SOLE |  | 0 | 0 | 552 |
| RTX CORPORATION | COM | 75513E101 |  | 1526055 | 10451 | SH |  | SOLE |  | 0 | 0 | 10451 |
| S GLOBAL INC | COM | 78409V104 |  | 307587 | 583 | SH |  | SOLE |  | 0 | 0 | 583 |
| SALESFORCE INC | COM | 79466L302 |  | 345862 | 1268 | SH |  | SOLE |  | 0 | 0 | 1268 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 323446 | 3545 | SH |  | SOLE |  | 0 | 0 | 3545 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 359395 | 1179 | SH |  | SOLE |  | 0 | 0 | 1179 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 241887 | 427 | SH |  | SOLE |  | 0 | 0 | 427 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 32231874 | 443416 | SH |  | SOLE |  | 0 | 0 | 443416 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 236219 | 4344 | SH |  | SOLE |  | 0 | 0 | 4344 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 337095 | 4501 | SH |  | SOLE |  | 0 | 0 | 4501 |
| SPDR SERIES TRUST | PORTFOLIO LN TSR | 78464A664 |  | 3325902 | 125128 | SH |  | SOLE |  | 0 | 0 | 125128 |
| STRYKER CORPORATION | COM | 863667101 |  | 278919 | 705 | SH |  | SOLE |  | 0 | 0 | 705 |
| T-MOBILE US INC | COM | 872590104 |  | 289856 | 1217 | SH |  | SOLE |  | 0 | 0 | 1217 |
| TESLA INC | COM | 88160R101 |  | 735383 | 2315 | SH |  | SOLE |  | 0 | 0 | 2315 |
| TEXAS INSTRS INC | COM | 882508104 |  | 288384 | 1389 | SH |  | SOLE |  | 0 | 0 | 1389 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 275751 | 680 | SH |  | SOLE |  | 0 | 0 | 680 |
| TJX COS INC NEW | COM | 872540109 |  | 306712 | 2484 | SH |  | SOLE |  | 0 | 0 | 2484 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 397271 | 4258 | SH |  | SOLE |  | 0 | 0 | 4258 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 341976 | 731 | SH |  | SOLE |  | 0 | 0 | 731 |
| UNION PAC CORP | COM | 907818108 |  | 278126 | 1209 | SH |  | SOLE |  | 0 | 0 | 1209 |
| USA COMPRESSION PARTNERS LP | COMUNIT LTDPAR | 90290N109 |  | 210184 | 8646 | SH |  | SOLE |  | 0 | 0 | 8646 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 250553 | 1864 | SH |  | SOLE |  | 0 | 0 | 1864 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 258669 | 5978 | SH |  | SOLE |  | 0 | 0 | 5978 |
| VICTORY PORTFOLIOS II | VICTORYSHARES WE | 92647P126 |  | 256531 | 5952 | SH |  | SOLE |  | 0 | 0 | 5952 |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 92647N535 |  | 22567634 | 444070 | SH |  | SOLE |  | 0 | 0 | 444070 |
| VISA INC | COM CL A | 92826C839 |  | 420936 | 1186 | SH |  | SOLE |  | 0 | 0 | 1186 |
| WALMART INC | COM | 931142103 |  | 448085 | 4583 | SH |  | SOLE |  | 0 | 0 | 4583 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 331701 | 1450 | SH |  | SOLE |  | 0 | 0 | 1450 |
| ZOETIS INC | CL A | 98978V103 |  | 282625 | 1812 | SH |  | SOLE |  | 0 | 0 | 1812 |

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