§ 13F · FUND PROFILE
Broadview Financial Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147.2T (13F)Positions · 40Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES CORE MSCI EAFE | 263K | $23.6T | 15.8% | −2% |
| 2 | IVV | ISHARES S&P 500 INDEX | 24K | $16.1T | 10.8% | −1% |
| 3 | BND | VANGUARD TOTAL BOND MARKET ETF | 152K | $11.3T | 7.5% | +1% |
| 4 | IVE | ISHARES S&P 500 VALUE ETF | 52K | $11.0T | 7.4% | −1% |
| 5 | IVW | ISHARES S&P 500 GROWTH ETF | 89K | $11.0T | 7.3% | ±0% |
| 6 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 94K | $9.1T | 6.1% | ±0% |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MKTS | 124K | $8.3T | 5.6% | −9% |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 103K | $6.4T | 4.3% | +1% |
| 9 | IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | 44K | $5.8T | 3.9% | ±0% |
| 10 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 24K | $4.9T | 3.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROADVIEW SIGNAL
AC read
Broadview Financial Management, LLC is a Other fund managing $147211.5 trillion in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed